advice

How Will the Election Affect Investments?

The election is upon us, and that brings up a lot of financial questions. We want to dedicate today’s show to answering some of those common queries.

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End-of-Year Tax Planning Guide

Consider this your end-of-year tax planning guide. Find out why tax planning is often a missing piece in people’s financial plans.

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Mailbag: Answering Your Questions About Gold, Divorce, and the Election

Should I invest in gold? How will the election affect my financial strategy? Will a divorce tank my retirement? Scott answers these questions and more in today’s podcast.

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In Uncertain Times, Here’s How Your Financial Advisor Can Help

This year has been full of economic struggles and unknowns, but you shouldn’t have to face them alone. Find out how a financial advisor can help you navigate the uncertainty.

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Coach Rut’s Advice for a Healthy Retirement

When planning for a successful retirement, you need think about your wealth as well as your health. On today’s podcast, Coach Rut shares advice for having a healthy retirement.

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Do You Know the Four Tax Liability Buckets?

Do you know what the four tax liability buckets are and what you have in each bucket? Scott Dougan explains why it’s important to know this information.

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How to Future-Proof Your Retirement

In light of COVID-19 and how it’s affecting the economy, there’s an added incentive to move money into a Roth. Scott Dougan explains the process and the benefits. 

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10-Step Layoff Survival Guide

Have you been laid off close to retirement, or are you worried that might happen? Scott Dougan shares 10 steps to help you decide your next move.

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As Business Expands, Show Clients They Still Matter

Scott Dougan got a wake-up call when he found out his business advisor was taking on more clients. Would the advisor be too busy to talk with him now? How would it affect their relationship? The experience made Scott think about his own clients and how his busi-ness expansion makes them feel. Find out what he learned and how he applies that to his business relationships now.

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Will the Pandemic Rob Your Retirement? 4 Things to Check Now

The fear for many right now is that once the pandemic finally passes, the financial impact will knock them off track for the future. If you’re worried that the coronavirus could rob you of your retirement, there are four areas of your finances that you can check right now. Find out what they are and why they’re good indicators of where you’re headed.

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New Rollover Rules for 2020 RMDs

With so much news to process these last few months, financial updates might not be at the top of your list. But part of the recent relief efforts included new rollover rolls that impact people that need to take RMDs. Find out what it all means and whether this impacts you.

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Best Intentions But Bad Financial Advice

Maybe even more so now than ever, we are looking for more and more financial guidance. A lot of times we turn to lots of different sources to find that information. And while these sources might have the best intentions, that doesn’t mean that the advice is always going to fit you. Let’s look at some examples and explore the reasons why we have to be very careful from whom we’re taking this important guidance.

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