Your Retirement Elevated Podcast with Scott Dougan

Vital Takeaways From The Coronavirus Stimulus Bill For Individuals & Small Business Owners

The $2 trillion coronavirus (COVID-19) economic stimulus bill was signed into law on March 27, 2020 aimed to provide relief and opportunities for individuals and businesses impacted negatively by the current pandemic. On this episode, we'll cover some of the key provisions in the bill with Scott Dougan and special guest Mark O'ffill of Prairie Fire Resources LLC.Small business owners, check out this PDF for key questions and guidance on the emergency loan program that's included in the stimulus.
Show Notes & Info:
Podcast Site: https://listentoscott.com/
Retirement Classes: https://www.retirementelevated.com/courses/
Call: (913) 393-4724
Mark O'ffill:816-289-9766mark@gopfr.comwww.GoPFR.com

Inhale... Exhale... Pumping The Brakes On The Economy

Take a deep breath. Yes, the Coronavirus is scary and we know it's causing a lot of you to worry. But on today's show we try to put the crisis in historical perspective, share stories about how other people like you are responding to the situation, and look ahead to the future with a sense of hope, not doom. Give a listen as Scott analyzes the purposeful pumping of the brakes on the economy and where we go from here.
Show Notes & Info:
Podcast Site: https://listentoscott.com/
Retirement Classes: https://www.retirementelevated.com/courses/
Call: (913) 393-4724

What Documents Do I Need To Keep On File?

Do you have a good sense of what documents you should keep on file throughout your life? We'll give you an overview on this episode of some of the important items you should tuck away. And be sure to check out the full list on our downloadable guide.
Show Notes & Info:
SECURE Act PDF: https://mcdn.podbean.com/mf/web/q49eyi/Podcast_PDF_-_What_Documents_Do_I_Need_To_Keep_On_File_-_Download.pdf
Podcast Site: https://listentoscott.com/
Retirement Classes: https://www.retirementelevated.com/courses/
Call: (913) 393-4724

What The Chiefs' Super Bowl Victory & The Coronavirus Pandemic Teach Us About Investing

The Chiefs are Super Bowl Champions! We celebrate that fact on this episode and also discuss one of the biggest news stories of late, the coronavirus pandemic. Although these events are extreme ends of the spectrum, we can learn some important financial lessons from both.
Show Notes & Info:
S&P Chart
Podcast Site: https://listentoscott.com/
Retirement Classes: https://www.retirementelevated.com/courses/
Call: (913) 393-4724

The Power Of Zero - Lessons From Our Event With David McKnight

Respected financial author David McKnight joined Scott Dougan and the Elevated Retirement Group team for a recent event to learn about tax strategies that can lead you to the zero percent tax bracket in retirement. Scott recaps the event and details some of the strategies David talks about in his book, The Power of Zero.
Show Notes & Info:
SECURE Act PDF: https://mcdn.podbean.com/mf/web/yg7vqr/The_Secure_Act_-_ERG_-_Downloadable_Guide.pdf
Podcast Site: https://listentoscott.com/
Retirement Classes: https://www.retirementelevated.com/courses/
Call: (913) 393-4724

The SECURE Act Passed - How It Serves As A Tax Increase For Successful Savers

After it simmered in Congress for a year, the SECURE Act is now law. If you have a retirement account of any kind, or will one day inherit a retirement account, this will affect you...
Show Notes & Info:
SECURE Act PDF: https://mcdn.podbean.com/mf/web/yg7vqr/The_Secure_Act_-_ERG_-_Downloadable_Guide.pdf
Podcast Site: https://listentoscott.com/
Retirement Classes: https://www.retirementelevated.com/courses/
Call: (913) 393-4724

Taxes Are On Sale: Here's The Gameplan To Take Advantage

If you have money in a pre-tax account (think traditional IRA, 401(k), etc...), you will want to consider paying taxes on those funds now instead of later. With taxes indeed on sale, we'll give you some strategies to consider.
Show Notes & Info:
Podcast Site: https://listentoscott.com/
Retirement Classes: https://www.retirementelevated.com/courses/
Call: (913) 393-4724

2019 End Of Year Tax Planning Checklist

Just like we did a year ago, Scott will give us a blow-by-blow account of the things we should be looking to do at the end of the year from a tax perspective.
2019 Tax Planning Checklist
Show Notes & Info:
Podcast Site: https://listentoscott.com/
Retirement Classes: https://www.retirementelevated.com/courses/
Call: (913) 393-4724

This Is It. This Is The End Of Everything

A lot of folks believe that politics have a dynamic and tremendous impact on their personal financial situations. Specifically, they'll often align their investment strategies with the prevailing political winds. But, as Scott tells us on today's show, that isn't very wise. You're making a big mistake if you mix investment decisions with politics and we'll tell you why on this episode.
Show Notes & Info:
Warren Buffett Video: https://www.youtube.com/watch?v=56R_tMGRq0M
Podcast Site: https://listentoscott.com/
Retirement Classes: https://www.retirementelevated.com/courses/
Call: (913) 393-4724

The Senate's RESA Is Even Worse News For The Stretch IRA

On today's show, we'll follow-up on an earlier conversation about the SECURE Act's impact on the Stretch IRA and talk about how the Senate's plan (RESA) spells even greater doom for IRA owners with large balances. If you have a lot saved in an IRA and might pass it to a non-spouse beneficiary one day, this conversation better be on your radar.
Show Notes & Info:
Episode 21: https://yourretirementelevated.podbean.com/e/how-the-secure-act-might-impact-your-financial-plan/
Article: https://401kspecialistmag.com/will-secure-act-be-the-end-of-stretch-iras/
Podcast Site: https://listentoscott.com/
Retirement Classes: https://www.retirementelevated.com/courses/
Call: (913) 393-4724