The headlines are loud, the markets are messy, and your gut might be telling you to do something, anything. But what should you actually do when your portfolio takes a hit?
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In this video, Scott breaks down the risky game of stock picking and how it compares to the unpredictability of March Madness.
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Scott will provide some much-needed context for market corrections, explain how they differ from pullbacks and bear markets, and show you why staying calm is the best approach.
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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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Today, we’ll explain a bit of the backstory of tariffs and discuss the possible financial pros and cons.
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Retirement planning is more than just saving money; it’s about making your savings last as long as you do.
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Join us as we dive into the four basic types of annuities: Immediate, Fixed, Fixed Index, and Variable. Each
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Today Scott will share his Checklist Challenge, a comprehensive guide to ensure you’re fully prepared for retire-ment. Find out which 34 essential items made the list.
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In today’s episode, we’ll share insights into the unique concerns that echo across different age groups. These are the retirement questions that every generation is asking.
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Join us as we uncover strategies to overcome FOBO, make smarter investment choices, and navigate the complexities of retirement planning with ease.
Read MoreIs ‘Lazy Money’ still a concern in 2024’s higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments.
Read MoreWell, our current retirement system is obsolete. It’s time for a new retirement security framework. These were the words of Jason Fitchner, an executive director at the ALI Retirement Income Institute, and it highlights a great conversation that we’re going to dive into today.
Read MoreReady for an adventure? Think of retirement planning as climbing a mountain. It’s not just about the climb up; it’s about preparing wisely, tackling the ups and downs, and even planning your way back down.
Read MoreConstructing a retirement plan might involve many different components and could utilize a variety of investment tools, but our process is focused around five key areas of your financial life.
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 MoreIt’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.
Read MoreIt’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 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…
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