The Mistakes That Quietly Cost Retirees, Part 2: The Tax Side of Retirement
This is Part 2 of our Hidden Risks series, and we’re shifting focus to one of the biggest long-term threats to your retirement: taxes.
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The Retirement Chart That’s Fooling Millions of People
A viral chart is making a bold claim: the later you retire, the shorter you live. It’s eye-catching, easy to share, and—at first glance—convincing.
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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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5 Financial Advisor Red Flags You Can’t Ignore
Most advisors are well-intentioned, but not all advisors are the right advisor for you.
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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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What Your Advisor CANNOT Do For You
Today it’s part two of our series on things your advisor can and can’t do for you, and we’re going to clarify some misconceptions and set proper expectations regarding what an advisor cannot do.
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What Your Financial Advisor CAN Do For You
In this video, you’ll discover the five key things a financial advisor can do for you, from creating a personalized financial plan to helping you avoid emotional decision-making.
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$1 to $5 Million Saved – Should I Change Advisors?
When you start to get to this point, mistakes are amplified and the stakes are larger.
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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.
Read MoreCelebrate Our 100th Show With These Memorable Moments
It’s time to celebrate our 100th episode of Your Retirement Elevated with Scott Dougan! For this milestone episode, we thought we’d mix things up a bit with a look back at some of the best lessons from the past few years of podcasting.
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Vital Takeaways From The Coronavirus Stimulus Bill For Individuals & Small Business Owners
The $2 trillion coronavirus (COVID-19) economic stimulus bill was signed into law on March 27, 2020 aimed to provide relief and opportunities for individuals and businesses impacted negatively by the current pandemic. On this episode, we’ll cover some of the key provisions in the bill with Scott Dougan and special guest Mark O’ffill of Prairie Fire Resources LLC.
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5 Reasons Someone Should Never Hire A Financial Advisor
This might seem like a surprising headline on this show, but it’s true. For some, working with a financial advisor makes a lot of sense. But for many, it does not. Let’s cover the reasons and see where you might fit.
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