Your Retirement Elevated Podcast

Time is Undefeated

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

Your Brain on News

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

How Overconfidence Can Lead to Financial Destruction

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

Tony Robbins and the Importance of Feeding Your Mind

Today we’re sharing some wisdom from motivational speaker and coach Tony Robbins about the importance of feeding your mind. Find out five ways you can live your best post-pandemic life.

 

Read more and get additional financial resources here: https://wp.me/paeENs-cM

 

Watch Tony Robbin's video: https://www.youtube.com/watch?v=Aupn1QUSxdw&t=25s

 

Chili Recipe: https://www.meatchurch.com/blogs/recipes/texas-chili

 

What we discuss on this episode: 

7:03 – Feed your mind

14:38 – Why am I around?

17:44 – Guard your mind

23:56 – Take care of your body

29:37 – Role model

31:26 – Massive action

31:53 – Give more

Retirement Wisdom From Mick Jagger

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

How Age & Wisdom Play Into Financial Planning

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

4 Financial Questions We Get Asked All the Time

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?

Watch Out for These 4 Retirement Blind Spots

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

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 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

Long Term Care Solutions

 

 

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

Knowledge is Not Power

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

What Are You Going To Retire To?

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

You’re Always Closer To Running Out Of Vitamin C Than You Think

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 1.0 Clarification and Secure Act 2.0

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

Critical Facts: SECURE Act’s RMD Rule Not What You Thought

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

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