Your Retirement Elevated Podcast with Scott Dougan

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