Scott Helps Produce ‘The Psychology of Retirement’ Movie
Discover the behind-the-scenes stories of creating this impactful movie, the importance of a comprehensive retirement plan, and the challenges retirees face today.
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Mise en Place & Retirement Planning: Setting The Stage For Your Next Chapter
Scott has always had a passion for cooking, and he recently completed a 9-week cooking course in Kansas City. In this episode, we explore the valuable lessons from the culinary world that can be applied to financial and retirement planning.
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HUGE Medicare Plan Changes are Coming
Today’s a special episode discussing Medicare plans because it’s really important that you review your medical plans as soon as possible. Big changes are coming to the industry and you don’t want to be caught off guard
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Why Retirement is a Team Sport for Couples
Are you and your spouse on the same page when it comes to what retirement is going to look like? If not, it’s time to talk.
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Retirees In Their 70s Regret These 5 Things
Let’s see what regrets made the list and, more importantly, explore what proactive steps you can take to avoid having the same regrets when you retire.
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4 Ways You Could Pay More Taxes Than Planned
On today’s episode, we’re going to give you four ways that you could pay more taxes than you had originally planned. A couple of these might surprise you.
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Time to Take the Retirement Checklist Challenge
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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5 Critical Questions To Ask Your Financial Advisor
Today we’re going to give you five critical questions you need to ask to ensure you’re getting the best advice possible.
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Protect Your Information: Our Cybersecurity Event with Ryan Fickel
In today’s digital age, cybersecurity has become a critical concern for everyone, especially those planning for retirement. In this special edition of Your Retirement Elevated we’re sharing a video replay of our recent cybersecurity event with expert Ryan Fickel. Ryan is the Chief Technology Officer and Chief Information Security Officer at Advisors Excel and will be working closely with our team moving forward.
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Don’t Let the IRS End Up With Your Retirement Money
Today we’re going to turn our attention to tax planning and how to keep most of your money from going to the IRS in-stead of the things you want to spend it on 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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7 Habits for Living an Exceptional Retirement
Today we’re going to share seven habits that studies show can improve your satisfaction in retirement.
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The 3 Stages of Retirement
In this episode, we’ll take you through the the essential stages of retirement planning: the go-go, slow-go, and no-go years.
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Celebrating the Launch of our Brand New Book
In anticipation of the launch of Exceptional Retirement: Tools and Strategies for Retiring On Your Own Terms, we wanted to share some background on the book, the chapters that we think you’ll like most, and the personal stories that influenced our approach.
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Retirement Questions That Every Generation Should Be Asking
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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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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Conquer FOBO: Making Decisions with Confidence
Join us as we uncover strategies to overcome FOBO, make smarter investment choices, and navigate the complexities of retirement planning with ease.
Read MoreWith Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Is ‘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 MorePeak 65: Preparing for the Largest Retirement Surge Ever
Well, 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 MoreThe Ultimate Retirement Planning Mixtape
Get ready to rock to the rhythms of retirement wisdom in this week’s episode! We’ve put together the ultimate retirement planning playlist, featuring timeless lyrics that reflect various stages of the planning journey.
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