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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Mastering Retirement Cash Flow (Part 1): Understanding Changing Expenses
In this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement.
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Retirement Rebels: Winning Your Financial Independence
Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets are required for these battles.
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Crash Course: The Psychology of Investing in the Wake of Historic Market Crashes
Have you ever wondered why you handle money the way you do? It turns out your financial behaviors can be traced back to your formative memories. In this episode, we explore how historic market crashes have left a lasting impact on our relationship with money. We’ll also contrast them with the way more recent crises have shaped our financial views and decisions in the short term.
Read MoreA Comprehensive Dismantling Of 2023’s Top Social Security Myths
In this episode, we’ll be debunking common myths about Social Security and answering the questions you’ve been curious about. No matter what questions you have about Social Security, we are here to help guide you through this important step in your financial future. Today’s show should give you a pretty good overview.
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.
Read MoreFive Facts You Need to Know About FDIC Insurance and Your IRA
The Federal Deposit Insurance Corporation (FDIC) has been in the news recently as bank failures have made headlines. As an independent agency created by Congress, the FDIC provides deposit insurance coverage for institutions like banks, ensuring that depositors are protected in the event of a bank failure when the bank does not have sufficient assets to pay off depositors.
Read MoreHow 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.
Read More10 IRA Questions to Ask Your Advisor
Entrusting your life savings to a financial advisor requires careful consideration and due diligence, especially when it comes to managing large IRAs. Before handing over your hard-earned nest egg, it’s crucial to ensure that your advisor possesses the necessary expertise and experience to handle the responsibility. To help you navigate this, we’ve compiled a list of ten crucial questions to ask your advisor about IRAs.
Read MoreThings Could (Always) Be Better
Today’s show is going to feel like a healing therapy session. We’re talking about how things could always be better. From human progress and value to happiness, we’ll cover some fascinating topics today.
Read MoreRetiring Early? Check Out Scott’s Do’s & Don’ts of 6 Secret Sources of Income
On today’s show, we’ll share Scott’s top do’s and don’ts of six secret sources of come. So much of your success will depend on your income plan and this episode will lay out some ways to get ahead.
Read MoreSECURE Act 2.0 Webinar & In-Depth Discussion
In this episode, we are sharing a webinar we hosted about SECURE Act 2.0. And, spoiler alert, we get a little angry about the topic and go in attack dog mode. Get ready for it.
Read MoreFinancial Checklists and Important Birthdays
A new year means many of us are looking for ways to improve our financial lives in 2023. Today we’re sharing a great checklist to give you areas of focus in order to be better prepared financially. If you’re nearing retirement, these are questions you want to think through and have a plan for before you make that transition.
Read MoreSECURE 2.0 Act – Retirement Changes You Need to Know
We’ve gone through all of these different SECURE 2.0 Act provisions, which touch on a range of planning items and dates, so that you can really focus on what’s most important. This episode will help you get a better understanding of the changes, how they might impact you, and what planning opportunities you need to be aware of.
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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 MoreWhat Can I Control?
Rest assured, there are aspects you are still definitely in control of. We’ll explain how facts and logic are better tools than emotions, myths, misconceptions and misinformation.
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Celebrate Our 100th Show With These Memorable Moments
It’s time to celebrate our 100th episode of Your Retirement Elevated with Scott Dougan! For this milestone episode, we thought we’d mix things up a bit with a look back at some of the best lessons from the past few years of podcasting.
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Why You Need a Micro and Macro Tax Lens
There are a couple different ways to view taxes – through micro and macro lenses. You’ve probably heard of micro and macro economics, but today’s show is all about preparing for tax season.
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