SECURE Act 2.0 Webinar & In-Depth Discussion
In 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.
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Financial Checklists and Important Birthdays
A 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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5 Ways The CARES Act Impacts Retirement Planning
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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Inhale… Exhale… Pumping The Brakes On The Economy
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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What Documents Do I Need To Keep On File?
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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What The Chiefs’ Super Bowl Victory & The Coronavirus Pandemic Teach Us About Investing
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 Power Of Zero – Lessons From Our Event With David McKnight
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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9 Important Ages
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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What Does Financial Security Mean To You?
“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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Episode #1: 5 Important Questions To Ask When Making Crucial Financial Decisions
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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