In this episode, we’ll be debunking common myths about Social Security and answering the questions you’ve been curious about. No matter what questions you have about Social Security, we are here to help guide you through this important step in your financial future. Today’s show should give you a pretty good overview.
Read MoreYou can’t talk about retirement without talking about income. There are seven streams of income you need to know about. In today’s episode, we’ll break them down for you and help you understand the pros and cons of each one.
Read MoreThe Federal Deposit Insurance Corporation (FDIC) has been in the news recently as bank failures have made headlines. As an independent agency created by Congress, the FDIC provides deposit insurance coverage for institutions like banks, ensuring that depositors are protected in the event of a bank failure when the bank does not have sufficient assets to pay off depositors.
Read MoreHow do millionaires invest their money? If you’ve ever wondered how they do it, today’s show is for you. From asset allocation to market timing and security selection, we’ll explain how millionaires handle these topics.
Read MoreEntrusting your life savings to a financial advisor requires careful consideration and due diligence, especially when it comes to managing large IRAs. Before handing over your hard-earned nest egg, it’s crucial to ensure that your advisor possesses the necessary expertise and experience to handle the responsibility. To help you navigate this, we’ve compiled a list of ten crucial questions to ask your advisor about IRAs.
Read MoreToday’s show is going to feel like a healing therapy session. We’re talking about how things could always be better. From human progress and value to happiness, we’ll cover some fascinating topics today.
Read MoreOn today’s show, we’ll share Scott’s top do’s and don’ts of six secret sources of come. So much of your success will depend on your income plan and this episode will lay out some ways to get ahead.
Read MoreIn this episode, we are sharing a webinar we hosted about SECURE Act 2.0. And, spoiler alert, we get a little angry about the topic and go in attack dog mode. Get ready for it.
Read MoreA new year means many of us are looking for ways to improve our financial lives in 2023. Today we’re sharing a great checklist to give you areas of focus in order to be better prepared financially. If you’re nearing retirement, these are questions you want to think through and have a plan for before you make that transition.
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The CARES Act is a recent bill that passed and became law in order to provide some relief during this economic slowdown. There are some provisions in this bill that retirees and pre-retirees should take a closer look at because they may change your retirement plan. Scott will list the 5 key points in this new piece of legislation and will discuss the possible impacts of each point.
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Take a deep breath. Yes, the Coronavirus is scary and we know it’s causing a lot of you to worry. But on today’s show we try to put the crisis in historical perspective, share stories with about how other people like you are responding to situation, and look ahead to the future with a sense of hope, not doom. Give a listen as Scott analyzes the purposeful pumping of the brakes on the economy and where we go from here.
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Do you have a good sense of what documents you should keep on file throughout your life? We’ll give you an overview on this episode of some of the important items you should tuck away. And be sure to check out the full list on our downloadable guide.
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The Chiefs are Super Bowl Champions! We celebrate that fact on this episode and also discuss one of the biggest news stories of late, the coronavirus pandemic. Although these events are extreme ends of the spectrum, we can learn some important financial lessons from both.
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The Bird’s Eye View: Respected financial author David McKnight joined Scott Dougan and the Elevated Retirement Group team for a recent event to learn about tax strategies that can lead you to the zero percent tax bracket in retirement. Scott recaps the event and details some of the strategies David talks about in his book,…
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The Bird’s Eye View: As you near retirement, there are several different ages to keep in mind, each of which represents an important landmark in retirement planning. Let’s discuss what those landmarks are, and why each of them is vital to consider and discuss with your financial advisor when planning for your retirement future. Your…
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“Financial Security” might mean different things to different people, but for nearly everyone, making sure that they achieve their own definition of security is the most important part of their retirement plan. So, how do you define financial security? On today’s show, we’ll cover some of the popular responses we hear from clients during the planning process.
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On our inaugural episode of the podcast, let’s discuss some important questions you should be asking about your finances as you head into retirement. Scott can help you answer those questions.
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