Your Retirement Elevated Podcast with Scott Dougan
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.
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Episodes
Thursday Nov 18, 2021
Thursday Nov 18, 2021
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
Thursday Nov 04, 2021
Thursday Nov 04, 2021
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
Thursday Oct 21, 2021
Thursday Oct 21, 2021
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
Friday Oct 15, 2021
Friday Oct 15, 2021
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
Thursday Sep 16, 2021
Thursday Sep 16, 2021
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
Thursday Sep 02, 2021
Thursday Sep 02, 2021
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
Thursday Aug 19, 2021
Thursday Aug 19, 2021
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?
Thursday Aug 05, 2021
Thursday Aug 05, 2021
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
Thursday Jul 15, 2021
Thursday Jul 15, 2021
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
Thursday Jul 01, 2021
Thursday Jul 01, 2021
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