Financial and retirement planning guidance from Kansas City‘s Scott Dougan of Elevated Retirement Group. 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.
Episodes
Friday Feb 03, 2023
Friday Feb 03, 2023
We’ve got a special edition of the podcast today, and it’s one you’re going to want to listen to. We’ve already spent some time on this show discussing SECURE Act 2.0 and we highlighted many of the planning opportunities it has created. But this is such an important piece of retirement legislation so we’re going even more in-depth on the subject.
In this episode, we are sharing a webinar we hosted about SECURE Act 2.0. And, spoiler alert, we get a little angry about the topic and go in attack dog mode. Get ready for it.
Here's some of what we discuss in this episode:
- Why we went in attack dog mode about this topic. (0:50)
- Big highlights of the SECURE Act 2.0 (15:46)
- What changes we’re excited about. (29:23)
Watch the webinar: https://7fu676u8.pages.infusionsoft.net/?cookieUUID=02950531-d018-4d59-a98a-61bab700e137&affiliate=0
Want to connect with us?
https://elevatemyretirement.com/our-team/scott-m-dougan/
913-393-4724
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