advice

How Age & Wisdom Play Into Financial Planning

There’s an old quote that says, “Age is the price of wisdom.” Today, we’re talking about how that applies to the financial world. Ask yourself, have you changed your opinion on money and saving for retirement as you’ve gotten older?

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4 Financial Questions We Get Asked All the Time

There are four financial questions we get asked all the time. So today, we’re sharing what they are and how we answer them.

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Watch Out for These 4 Retirement Blind Spots

What blind spots are in your financial plan as you prepare for retirement? We’ll explain what they are and how to spot them.

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How Long Should You Save Important Documents?

Clients often ask us how long they need to keep important documents on file. Today, we’re sharing a checklist of what you need to save and why.

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Long Term Care Solutions

Today, we’re talking nuts and bolts of financial planning and long-term care solutions. Not many people like to discuss this topic, but it’s important to be prepared.

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Knowledge is Not Power

Is knowledge power? Not always, and we’ll explain why on today’s show.

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What Are You Going To Retire To?

What are you going to retire to? This topic has come up a lot lately, so we wanted to address it in today’s podcast.

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You’re Always Closer To Running Out Of Vitamin C Than You Think

On this episode of Your Retirement Elevated podcast with Scott Dougan, we’ll explain the correlation between vitamin c and how it impacts your financial health.

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Secure Act 1.0 Clarification and Secure Act 2.0

SECURE Act 2.0, son of the SECURE Act, has come out and we’ll explain what has changed, what you might like and what you might not.

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Critical Facts: SECURE Act’s RMD Rule Not What You Thought

On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re talking about some recent developments to the SECURE Act and what it might mean for you.

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Don’t Make These Assumptions About Retirement

There are some things you should never assume in the financial world, especially as you’re preparing for retirement. Find out if you’re getting any of these things wrong.

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Beware of the Three P’s: Panic, Politics and Performance Chasing

Today we’re talking about classic mistakes people make that can have long-term impacts on their retirement plan. Find out how to avoid the three P’s – panic, politics and performance chasing.

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Questions Not Usually Addressed in Financial Plans

We often hear about frequently asked questions, but what are some questions that are not usually addressed in financial plans? We’ll explain what they are and why you need to know the answers.

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Estate Planning 101: Stealth Taxes

In part three of our estate planning series, we’re talking with attorneys Chris Gaughan and Casey Connealy about stealth taxes. They are sneaky taxes that we often don’t think about or know about but can really add up.

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Estate Planning 101: Wills and Trusts

In part two of our estate planning series, we’re talking with attorneys Chris Gaughan and Casey Connealy about the difference between wills and trusts. Which one should you have, and what are the pros and cons?

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Estate Planning 101: Powers of Attorney

In part one of our estate planning series, we’re talking with attorneys Chris Gaughan and Casey Connealy about powers of attorney. Do you need a power of attorney, how are they used and what are some common misconceptions?

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How to Have a Healthy Retirement Plan

What is the health of your wealth? In other words, how healthy is your retirement plan? Today, we’re sharing what questions you should consider as you save for retirement.

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Cultivating a Life of Gratitude

The holidays are a natural time to show gratitude, but intentional gratitude all year long is just as important. On today’s episode, we’re talking all about gratefulness.

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It Isn’t the Known Unknowns That Get You

We all deal with unknowns in our lives, but beware of the unknown unknowns. Those will get you, according to former Secretary of Defense Donald Rumsfeld.

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Love or Hate the Election, Leave Emotion Behind

No matter how you feel about the 2020 election, it’s best to leave emotion behind when dealing with your financial future. Scott Dougan explains how he handles retirement plan-ning in election season.

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