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.
Today we’re talking about the four stages of retirement. We want to break it down in an easy-to-understand way to help you prepare for this huge milestone in life.
Key topics in this episode:
2:58 – Anticipation
4:27 – Liberation/disorientation
6:21 – Reinvention
10:47 – Reflection/resolution
13:00 – Legacy
15:43 – Personality groups
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