Could This New Kansas Legislation Reduce Capital Gains Taxes?
Tyler welcomes estate planning attorney Connor Kelly of Kelly Law Firm to break down the new Kansas Community Property Trust Act under House Bill 2590.
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Estate Planning Doesn’t Have to Be Confusing
In this episode, Connor Kelly, Estate Planning Attorney, clarifies some of the words and concepts that often leave families unsure about what their documents actually do and who is responsible for carrying out their wishes.
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The Hidden Retirement Risks, Part 1: What Most People Forget to Protect
This is Part 1 of our Hidden Risks series, where we’re looking at the issues that can quietly derail a retirement plan if they’re not addressed.
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Term, Whole, or Universal Life Insurance? What Actually Matters After 50
Today, Scott breaks down breaks down term, whole, and universal life insurance, and more importantly, how to think about them at this stage of life.
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5 Times You Should NOT Name Your Spouse as Beneficiary
Most people assume naming their spouse as the IRA beneficiary is the safest and simplest option, but Scott explains why that isn’t always true.
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Are You Winning or Losing in the Big Beautiful Bill?
The new tax bill just passed, but will it actually help you? Let’s look at who stands to benefit, who might lose out, and the strategic moves to consider now while the rules are fresh.
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Debunking Myths Surrounding the Big Beautiful Bill
In this episode, Scott breaks down six of the biggest misconceptions swirling around the recently passed “Big Beautiful Bill.”
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Should You Gift Money While You’re Alive or Leave A Legacy?
In this episode, Scott shares a thoughtful 4-step process to help you navigate one of the most meaningful decisions in retirement.
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Estate Planning Essentials: 4 Things You Should Never Put In A Trust
A lot of people believe that everything should go into a trust once you’ve set it up, and while that sounds logical, the an-swer is actually no.
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Why IRAs Are a Terrible Inheritance – And What You Can Do About It
You’ve spent years saving in your IRA, but what if we told you it could be the worst asset to leave to your kids?
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Are you prepared for UNCERTAINTY?
Today we’re going to talk about the uncertainty in life and retirement and how a financial advisor helps provide the certainty you need with your money.
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5 Critical Questions To Ask Your Financial Advisor
Today we’re going to give you five critical questions you need to ask to ensure you’re getting the best advice possible.
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Mastering The 5 Key Areas of Your Financial Life
What does a complete financial plan really look like? You’ve spent decades working hard, saving diligently, and now the golden years are on the horizon. But have you covered all of your bases?
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Embracing the Unexpected: 9 Retirement Surprises Unveiled
Are you prepared for the unexpected turns your retirement might take? In this episode of Your Retirement Elevated Podcast with Scott Dougan, we explore the surprising findings from a study by the Transamerica Center for Retirement Studies. The study reveals a stark contrast between pre-retiree expectations and re-tiree realities, and we’re here to explore the nine most common retirement surprises that await.
Read MoreBuilding An Estate Plan With No Regrets
There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes.
Read More5 Key Areas of Your Financial Life
Constructing a retirement plan might involve many different components and could utilize a variety of investment tools, but our process is focused around five key areas of your financial life.
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What to Know About End-of-Year Taxes
As the end of the year quickly approaches, here are some last-minute tax issues you need to get in order before Jan. 1, 2022. Find out how RMDs, charitable contributions, and more could impact your taxes.
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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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