Your Account Balance Is Not the Number That Matters Most
For decades, retirement planning has focused on one question: How much have you saved? But once retirement begins, a different question takes center stage.
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Nobody Teaches You How to Turn Savings Into a Paycheck
For most of your working life, the retirement message was simple: save consistently, invest for growth, and let time do the heavy lifting.
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Nobody Teaches You How to Turn Your 401(k) Into a Paycheck
Today, Scott explains why retirement income planning is completely different from simply building a large 401(k), and how to turn retirement savings into a reliable paycheck.
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The Mistakes That Quietly Cost Retirees, Part 2: The Tax Side of Retirement
This is Part 2 of our Hidden Risks series, and we’re shifting focus to one of the biggest long-term threats to your retirement: taxes.
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Term, Whole, or Universal Life Insurance? What Actually Matters After 50
Today, Scott breaks down breaks down term, whole, and universal life insurance, and more importantly, how to think about them at this stage of life.
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The 4% Rule…Revised: How Much You Can REALLY Spend in Retirement
For decades, retirees have based their spending on a simple idea: “The 4% Rule.” But new research, and even the rule’s original creator, suggests you may be able to spend significantly more without increasing your risk.
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Why Diversified Sources of Retirement Income Matter More Than You Think
Saving for retirement is only half the battle, but the real challenge is turning those savings into income you can actually spend.
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The 5 Must-Do’s In Year One of Retirement
In this episode, Scott breaks down the five must-do’s in year one of retirement that go far beyond just managing your portfolio.
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Retirement Breaking News: The 4% Rule Gets a Makeover
The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%.
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The 3 Levels of Retirement Readiness
Most people think a full bank account means full retirement readiness, but it’s just the beginning
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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.
Read More7 Important Streams of Income
You can’t talk about retirement without talking about income. There are seven streams of income you need to know about. In today’s episode, we’ll break them down for you and help you understand the pros and cons of each one.
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Episode #10: What Actual Services Should Your Advisor Provide?
We want to make sure you actually know what you’re getting when you work with a true financial advisor and planner. So, on this episode, we’ll detail exactly what the different elements of Elevated Retirement Group’s services look like. We’ll cover retirement income and distribution planning, investment oversight service, tax reduction planning, healthcare, family wealth planning, and set expectations for ongoing services and communication.
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