The State of the Markets in 2022

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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Watch Out for These 4 Retirement Blind Spots

What blind spots are in your financial plan as you prepare for retirement? We’ll explain what they are and how to spot them.

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The 5-Step Complete Planning Process

The Bird’s Eye View: Over the course of two decades, Scott has developed a comprehensive 5-step plan for retirement. Listen to today’s show to see if you have included these steps and why they are needed in a thorough retirement plan. 5-Step Planning Process Reference PDF Your Guide: Scott Dougan, RFC, Investment Advisor – Contact

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