It’s time for another mailbag episode, and we bet these questions (and our answers) will help many of you. This episode could really help if you’re looking to improve your financial situation and prepare for retirement.
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It’s time to focus on the end of the year and especially taxes, which are a big topic of conversation right now. We spotlight this topic every December because it’s just that important.
Read MoreDo you have seller’s remorse? If you sell a stock and then regret it later, this might be you. We love talking about the behavioral side of finances and investing, and today’s show is all about that.
Read MoreRest assured, there are aspects you are still definitely in control of. We’ll explain how facts and logic are better tools than emotions, myths, misconceptions and misinformation.
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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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There are a couple different ways to view taxes – through micro and macro lenses. You’ve probably heard of micro and macro economics, but today’s show is all about preparing for tax season.
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This topic of taxes is such an important one, especially when it comes to retirement, because the more you pay in taxes, the less income you’ll have to spend. By exploring the five ways taxes can rise, we can help prepare you for what might happen and then discuss the ways to protect yourself.
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When meeting with your financial advisor, there are five critical questions you need to ask to determine if you need further review your plan. We’ll share the questions you need to ask and why.
Read MoreThe ability to delay gratification – people who have this quality are more likely to succeed than any others, according to a study. Today we’ll share how this can help with your financial life
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Today’s show is a fun one. Bias is one of our favorite topics, and cognitive bias is fascinating, especially as it relates to money. Find out what these biases are and how to implement more rational thinking into your life.
Read MoreThe stock market has been on the decline. But is this normal, or is this time different? How should we handle the drop? We’ll share what advice we give clients and how you can handle the ups and downs with confidence.
Read MoreYour Guide: On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re sharing three potentially murky issues that can make retirement planning more difficult. Our discussion is based on a recent USA Today article. Takeaway #1: Murky – Americans are confused about how much income growth is needed to offset inflation A study showed just…
Read MoreAfter listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field.
Read MoreWe’ve had no shortage of bad news in the news lately, but don’t panic. Remember, this too shall pass. We’ll share how we walk with clients through troubling times and keep their finances in order.
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Planning for retirement is relatively complex. There are a lot of different moving parts and factors to consider. Adjusting any of these variables can impact the end result. But is there one part of the retirement planning process that’s most important?
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There are some things in life you can’t predict, but you can try to plan for them. For example, when is the next market crash going to happen? We don’t know, but here’s how you can prepare for this and other things in your financial life.
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On this episode, we’ll breakdown a CNBC article that analyzes a recent Morningstar study. The study found that most of us have at least one money bias, some of us more than one, and that those biases are very possibly costing us money in our checking, savings, investing and retirement accounts. Listen to see if you might be impacted by a specific money bias and for strategies to get it back under control.
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Today’s show is a special edition. We recently held a webinar with other financial advisors to talk about the state of the markets in 2022. We’ll get you up to date on stock market volatility and provide some perspective on the economy.
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If retirement is on your mind, then listen up. Today’s show is a 5-part checklist that’ll help measure if you’re in good financial health and set yourself up for retirement success.
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You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.
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