Time is undefeated. Nobody outlasts time. One of the big questions that people have, when they seek our advice, is: Will we be OK financially and have money for the rest of our lives? We’ll let you know what steps you must do to get there.
Read more and get additional financial resources here: https://listentoscott.com/podcasts/time-is-undefeated/
Jesse Itzler YouTube video: https://www.youtube.com/watch?v=jks1fjm3o_I
What we discuss in this episode:
1:33 – Time is undefeated
6:10 – Options shrink as you age
9:38 – Can we retire?
13:52 – Build your plan
In today’s world, the news is everywhere. How does this affect our brain and decision-making? Did you know that constantly obeying our ancient drive to focus on the negative can make us miserable?
Read more and get additional financial resources here: https://listentoscott.com/podcasts/your-brain-on-news/
What we discuss in this episode:
2:10 – Ground News
6:32 – How we got here
9:34 – Here we are
14:38 – Headlines
Overconfidence in your financial life can sometimes lead to destruction. Find out if any of these examples apply to you and why you can’t put too much confidence in any of these planning areas.
Read more and get additional financial resources here: https://listentoscott.com/podcasts/how-overconfidence-can-lead-to-financial-destruction/
What we discuss in this episode:
6:00 – Stock markets
9:05 – Managing your own portfolio
13:24 – A million dollars
14:31 – Rules of thumb
16:23 – Certain products
Believe it or not, Mick Jagger has dispensed a lot of retirement planning wisdom in his life. Granted, he didn’t mean for these statements to have anything to do with money when he said them, but we’re here to weave these quotes into a financial lesson.
Read more and get additional financial resources here: https://wp.me/paeENs-cA
What we discuss on this episode:
2:52 – The past
4:28 – Losing dreams
8:22 – Letting yourself go
10:27 – Satisfaction
There’s an old quote that says, “Age is the price of wisdom.” Today, we’re talking about how that applies to the financial world. Ask yourself, have you changed your opinion on money and saving for retirement as you’ve gotten older?
Read more and get additional financial resources here: https://wp.me/paeENs-cw
What we discuss on this episode:
3:30 – Changing perspectives
6:15 – Regrets
8:52 – Worry
11:50 – Legacy
15:11 – Risk
On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re sharing the four most common financial questions we get and how we answer them.
Read more and get additional financial resources here: https://wp.me/paeENs-cp
What we discuss on this episode:
3:45 – When can I retire?
5:55 – Do I have enough?
7:41 – Will my money last as long as I do?
8:34 – Will I be OK?
On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re talking about blind spots in your retirement. Most retirees and pre-retirees have them in their retirement plan – things they never knew they needed to be thinking about.
We’ll explain how each of these blind spots can cause problems.
Read more and get additional financial resources here: https://wp.me/paeENs-cl
What we discuss on this episode:
4:15 – Market downturn
6:43 – Inflation
8:40 – Medical costs
11:03 – Tax
13:50 – Looking for blind spots
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 and get additional financial resources here: https://wp.me/paeENs-ca
What we discuss on this episode:
7:15 – Taxes
8:54 – Health care
9:54 – Legal
11:13 – Assets and debts
12:55 – Other documents
Read more and get additional financial resources here: https://wp.me/paeENs-c2
What we discuss on this episode:
3:55 – What is long-term care?
8:20 – Self-insure?
10:43 – Traditional insurance and hybrids
16:13 – Life insurance retirement plan
19:23 – Recap
Is knowledge power? On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re exploring the topic of knowledge and what you do with it.
Read more and get additional financial resources here: https://wp.me/paeENs-bX
What we discuss on this episode:
2:05 – Knowledge is not power
6:40 – Knowing where to tap
12:12 – Critical lessons
14:05 – Executing a plan
15:30 – Prior knowledge not always an advantage
20:26 – Feeling comfortable and confident
On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re talking about a question that has come up a lot lately: What are you going to retire to?
Read more and get additional financial resources here: https://wp.me/paeENs-bP
What we discuss on this episode:
1:36 – What you are going to retire to?
6:17 – Struggling with retirement
10:06 – Silver linings
On this episode of Your Retirement Elevated podcast with Scott Dougan, we’ll explain the correlation between vitamin C and how it impacts your financial health.
Read more and get additional financial resources here: https://wp.me/paeENs-bF
What we discuss on this episode:
3:05 – Email from a client
5:31 – Always something to worry about
9:45 – No doom and gloom
12:45 – Guard your minds
14:28 – Emotions
SECURE Act 2.0, son of the SECURE Act, has come out and we'll explain what has changed, what you might like and what you might not.
Read more and get additional financial resources here: https://wp.me/paeENs-bA
What we discuss on this episode:
2:06 – SECURE Act 2.0
5:16 – Rothification of retirement
7:05 – Please some, frustrate others
10:22 – Collecting tax on the seed
12:22 – Increase RMD age
15:54 – Don’t get too wrapped up
On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re talking about some recent developments to the SECURE Act and what it might mean for you. Find out what we think about the news and how it could impact planning.
Read more and get additional financial resources here: https://wp.me/paeENs-bs
What we discuss on this episode:
2:42 – What is the SECURE Act?
6:34 – Withdrawing funds from retirement accounts
11:20 – Not the first big change
13:36 – Repercussions
