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.
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
Oct 15, 2021
Oct 15, 2021
33 min
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
Sep 16, 2021
Retirement Wisdom From Mick Jagger
Sep 16, 2021
Sep 16, 2021
14 min
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
Sep 2, 2021
Sep 2, 2021
18 min
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
Aug 19, 2021
4 Financial Questions We Get Asked All the Time
Aug 19, 2021
Aug 19, 2021
13 min
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?
Aug 5, 2021
Watch Out for These 4 Retirement Blind Spots
Aug 5, 2021
Aug 5, 2021
16 min
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
Jul 15, 2021
How Long Should You Save Important Documents?
Jul 15, 2021
Jul 15, 2021
16 min
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
Jul 1, 2021
Long Term Care Solutions
Jul 1, 2021
Jul 1, 2021
21 min
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
Jun 17, 2021
Knowledge is Not Power
Jun 17, 2021
Jun 17, 2021
26 min
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
Jun 3, 2021
What Are You Going To Retire To?
Jun 3, 2021
Jun 3, 2021
16 min
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
May 27, 2021
May 27, 2021
16 min
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









