Legacy Planning

Am I Behind In My Retirement Savings?

What if you retire with only $1 million… are you behind?

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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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Mastering The 5 Key Areas of Your Financial Life

What does a complete financial plan really look like? You’ve spent decades working hard, saving diligently, and now the golden years are on the horizon. But have you covered all of your bases?

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Embracing the Unexpected: 9 Retirement Surprises Unveiled

Are you prepared for the unexpected turns your retirement might take? In this episode of Your Retirement Elevated Podcast with Scott Dougan, we explore the surprising findings from a study by the Transamerica Center for Retirement Studies. The study reveals a stark contrast between pre-retiree expectations and re-tiree realities, and we’re here to explore the nine most common retirement surprises that await.

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