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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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?

Listen in as Scott walks us through the 5 key areas of a complete financial plan in today’s episode- income planning, investment planning, tax planning, healthcare planning, and legacy/estate planning. By addressing all 5 of these areas, you can achieve simplicity, clarity, and confidence in your retirement plan. If your current plan doesn’t cover these areas, it might be time to re-evaluate your plan and seek professional advice.

Need help? Reach out to Scott and the team to see if your retirement plan is on track!

 

Here’s what we cover in this episode:

0:00 – Intro

0:33 – Overview of the 5 key areas

6:20 – Income planning

9:00 – Investment planning

11:52 – Tax planning

16:48 – Healthcare planning

19:15 – Legacy and Estate planning

 

The 3 Stages of Retirement Episode

https://listentoscott.com/video-podcasts/the-3-stages-of-retirement/

 

The 5 Key Areas of a Complete Financial Plan PDF

https://drive.google.com/file/d/1D6L8ZwZL0vyy5m3LbsCrXHC6_2QadcQt/view?usp=sharing

 

Watch the show on YouTube: https://bit.ly/3RiT7Ky

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ABOUT YOUR HOST...

Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.

Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.

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(913) 393-4724