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.
Read Moretaxes
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.
Read More
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.
Read More
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.
Read More
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.
Read More
5 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 More
5 Questions To Determine If Your Financial Plan Needs Further Review
When meeting with your financial advisor, there are five critical questions you need to ask to determine if you need further review your plan. We’ll share the questions you need to ask and why.
Read More
Planning for Things You Can’t Predict
There are some things in life you can’t predict, but you can try to plan for them. For example, when is the next market crash going to happen? We don’t know, but here’s how you can prepare for this and other things in your financial life.
Read More
5 Signs You’re In Good Financial Health
If retirement is on your mind, then listen up. Today’s show is a 5-part checklist that’ll help measure if you’re in good financial health and set yourself up for retirement success.
Read More
What to Know About End-of-Year Taxes
As the end of the year quickly approaches, here are some last-minute tax issues you need to get in order before Jan. 1, 2022. Find out how RMDs, charitable contributions, and more could impact your taxes.
Read More
How Long Should You Save Important Documents?
Clients often ask us how long they need to keep important documents on file. Today, we’re sharing a checklist of what you need to save and why.
Read More
Questions Not Usually Addressed in Financial Plans
We often hear about frequently asked questions, but what are some questions that are not usually addressed in financial plans? We’ll explain what they are and why you need to know the answers.
Read More
Estate Planning 101: Stealth Taxes
In part three of our estate planning series, we’re talking with attorneys Chris Gaughan and Casey Connealy about stealth taxes. They are sneaky taxes that we often don’t think about or know about but can really add up.
Read More
End-of-Year Tax Planning Guide
Consider this your end-of-year tax planning guide. Find out why tax planning is often a missing piece in people’s financial plans.
Read More
Do You Know the Four Tax Liability Buckets?
Do you know what the four tax liability buckets are and what you have in each bucket? Scott Dougan explains why it’s important to know this information.
Read More
Will the Pandemic Rob Your Retirement? 4 Things to Check Now
The fear for many right now is that once the pandemic finally passes, the financial impact will knock them off track for the future. If you’re worried that the coronavirus could rob you of your retirement, there are four areas of your finances that you can check right now. Find out what they are and why they’re good indicators of where you’re headed.
Read More
New Rollover Rules for 2020 RMDs
With so much news to process these last few months, financial updates might not be at the top of your list. But part of the recent relief efforts included new rollover rolls that impact people that need to take RMDs. Find out what it all means and whether this impacts you.
Read More
Best Intentions But Bad Financial Advice
Maybe even more so now than ever, we are looking for more and more financial guidance. A lot of times we turn to lots of different sources to find that information. And while these sources might have the best intentions, that doesn’t mean that the advice is always going to fit you. Let’s look at some examples and explore the reasons why we have to be very careful from whom we’re taking this important guidance.
Read More
Ask A Question
