5 Key Areas of Your Financial Life
Constructing 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.
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How Millionaires Invest Their Money
How 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.
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Mailbag: Mortgages, Dividends and College
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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End-of-Year Tax Strategies
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 MoreStock Seller’s Remorse
Do 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 MoreWhy is the Market Going Down?
The 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 MoreMurky Issues That Make Retirement Planning Harder
Your 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 MoreHome Run Retirement: How Baseball Principles Also Score Financial Runs
After 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 MoreWorried About Bad News? Remember, This Too Shall Pass
We’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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What’s the Most Important Part of Retirement Planning?
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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