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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Why Proactive Tax Planning Matters Before Retirement
Many retirees discover too late that taxes can significantly impact their retirement income, Social Security benefits, Medicare premiums, and even the legacy they leave behind.
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54 Million Workers Had No Retirement Plan. That Just Changed
President Trump recently signed an executive order aimed at expanding access to retirement savings for the tens of millions of Americans whose employers don’t offer a plan.
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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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The Gray Areas That Actually Matter in Retirement
Financial media loves simple answers: always do this or never do that. But real financial planning doesn’t work that way.
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2026 Financial Rule Changes You Can’t Ignore
What’s new in 2026 for retirees and pre-retirees? Retirement rules are changing, and your future could look different in 2026. Tune in to discover what’s new and how the latest shifts might impact your financial strategy.
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5 Beliefs That Fool Retirement Savers The Most
April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money.
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Retirement Crisis Sparks Unlikely Agreement Between Democrats and Republicans
Maybe the biggest news of the new year is that Democrats and Republicans actually agree on something.
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Will Social Security Benefits Be Slashed 40% For High-Income Earners?
In today’s episode, Scott breaks down a recent Social Security solvency proposal that suggests a 40% reduction in benefits for high-income earners. Proposed by the American Enterprise Institute, this plan targets wealthier individuals to bear the brunt of reductions, allowing lower-income retirees to face less drastic cuts.
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Social Security Changes: How Raising the Retirement Age Could Impact You
Social Security is the backbone of retirement for millions of Americans, but big changes may be coming.
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Social Security COLA Increase Estimate Announced for 2025
People always want to know whether they’ll get a Social Security increase, and if so, how much will it be in 2025?
Read MoreBiggest Changes for Retirement in 2024
With inflation adjustments and the phased implementation of the SECURE Act 2.0, there are some important retirement planning changes to pay attention to this year.
Read MoreRetirement 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.
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 More5 Ways Taxes Can Rise & How to Protect Yourself
This topic of taxes is such an important one, especially when it comes to retirement, because the more you pay in taxes, the less income you’ll have to spend. By exploring the five ways taxes can rise, we can help prepare you for what might happen and then discuss the ways to protect yourself.
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…
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9 Important Ages
The Bird’s Eye View: As you near retirement, there are several different ages to keep in mind, each of which represents an important landmark in retirement planning. Let’s discuss what those landmarks are, and why each of them is vital to consider and discuss with your financial advisor when planning for your retirement future. Your…
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