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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What Do Proposed Trump Tariffs Mean For Your Portfolio?
Today, we’ll explain a bit of the backstory of tariffs and discuss the possible financial pros and cons.
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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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The Retirement Equation: Controlling What We Can Control
Knowing what is within your control, what you have some control over, and what is entirely out of your control can make a significant difference in how you approach planning.
Read MoreMastering Retirement Cash Flow: 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 MoreMailbag: 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 MoreEnd-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 MoreCelebrate 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 MoreWhy 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 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 More5 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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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