Your Retirement Elevated Podcast with Scott Dougan

Scott Dougan
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Your Retirement Elevated Podcast with Scott Dougan

Financial and retirement planning guidance from Kansas City’s Scott Dougan of Elevated Retirement Group.

  1. HACE 2 DÍAS

    $1 to $5 Million Saved – Should I Change Advisors?

    In this show, we explore why people in this financial bracket often rethink their strategy and discuss key topics like tax planning, withdrawal strategies, and income guardrails. With more at stake and no room for mistakes, the importance of having a skilled team to guide you through retirement is greater than ever. Here’s what we cover in this episode: 0:00 – Intro 1:52 – Shift to Distribution 5:25 – Are you paying too much in taxes? 10:58 – Will your money last? 14:07 – Final thoughts   Want to connect with us?   Web: https://listentoscott.com/ Schedule a call: https://elevatemyretirement.com/contact/ or 913-393-4724   Watch the show on YouTube: https://bit.ly/3RiT7Ky

    17 min

  2. 5 DIC

    Costly Year-End Financial Planning Mistakes

    As the year draws to a close, it's the perfect time to reflect on your financial health and make strategic decisions for the future. In this week’s episode, Scott takes us through four major year-end financial planning mistakes and how to avoid them. Here’s what we cover in this episode: 0:00 – Intro 1:44 – Ignoring the issues that debt creates. 5:50 – Overlooking the costs of your go-go years. 11:16 – Failing to plan for inflation’s long-term impacts. 13:13 – Not addressing poor lifestyle habits and decisions. 17:51 – Get in touch with Scott   Want to connect with us?   Web: https://listentoscott.com/ Schedule a call: https://elevatemyretirement.com/contact/ or 913-393-4724   Watch the show on YouTube: https://bit.ly/3RiT7Ky

    21 min

  3. 26 NOV

    The Perfect Holiday Flowchart: Are You Ready for Thanksgiving?

    If ​you ​have ​watched ​any ​of ​our ​podcasts ​and ​videos, ​or ​if ​you've ​ever ​engaged ​as ​a ​client ​with ​Scott ​Dougan ​and ​the ​Elevated ​Retirement ​Group ​team, ​you've ​probably ​come ​across ​a ​lot ​of ​flow ​charts. ​We're ​going ​to ​poke ​a ​little ​bit ​of ​fun ​at ​Scott ​today ​as ​he ​has ​prepared ​us ​a ​beautiful ​flow ​chart. It’s not the typical chart about ​finances ​but ​about ​Thanksgiving instead. Check out the flowchart here: https://listentoscott.com/wp-content/uploads/2024/11/Thanksgiving-Flow-Chart.pdf Here’s what we cover in this episode: 0:00 – Intro 2:12 – Start of the flowchart 4:51 – Turkey prep 7:44 – Stretchy pants 9:10 – TV 10:40 – Cranberry sauce 14:30 – Master plan for the day 16:40 – Ready for things to not go as planned 19:30 – Scott’s message for this Thanksgiving   Want to connect with us?   Web: https://listentoscott.com/ Schedule a call: https://elevatemyretirement.com/contact/ or 913-393-4724   Watch the show on YouTube: https://bit.ly/3RiT7Ky

    23 min

  4. 21 NOV

    Key Ages To Remember for Retirement Planning

    Did you know there are three specific birthdays that can have a huge impact on your tax situation? It’s true, and today we’re going to tell you why 50, 65, and 73 are key ages for retirement planning. Here’s what we cover in this episode: 0:00 – Intro 1:44 – Age 50 4:38 – Changes in catch-up rules 8:30 – Age 65 11:33 – Age 73 Want to connect with us?   Web: https://listentoscott.com/ Schedule a call: https://elevatemyretirement.com/contact/ or 913-393-4724

    18 min

  5. 14 NOV

    Changes to Contribution Limits in 2025

    The 2025 contribution limits are now available and the tweaks might be significant for anyone approaching retirement. These changes are really going to affect that person with tax-deferred accounts like a 401, IRA, 403b and others. Join us to find out how the 2024 limits compare to what’s coming in 2025 and how it might change your saving strategies. Here’s what we cover in this episode: 0:00 – Intro 1:21 – 401ks 5:34 – 457bs and Roth IRAs 7:45 – HSAs 10:07 – Final thoughts   Want to connect with us?   Web: https://listentoscott.com/ Schedule a call: https://elevatemyretirement.com/contact/ or 913-393-4724

    13 min

  6. 7 NOV

    7 Key Areas to Focus on for a Fulfilling Retirement

    When you talk about retirement timing and how to remain retired, people often overlook at least one of seven key areas. The majority of them have nothing to do with money but they’re just as important as your savings account. We sent out this article in a newsletter to clients recently and got a good response, so today we want to elaborate on these seven factors that will help you lead a fulfilling retirement. Here’s what we cover in this episode: 0:00 – Intro 1:30 – The dollars and cents 3:12 – Staying active 5:30 – The psychological side 7:48 – Social networking 14:10 – Personal experience 17:06 – Family decisions   The Key to Tax-Aware Planning: https://www.truewealthdesign.com/the-key-to-tax-aware-investing/  Check out the The Gap And The Gain: https://amzn.to/4eV7OgC   Want to connect with us? https://listentoscott.com/ https://elevatemyretirement.com/our-team/scott-m-dougan/ 913-393-4724   Watch the show on YouTube: https://bit.ly/3RiT7Ky

    23 min

  7. 31 OCT

    Are you prepared for UNCERTAINTY?

    The ​primary ​value ​of ​a ​financial ​advisor ​isn't ​just ​picking ​the ​right ​portfolio, making ​sure ​you're ​minimizing ​taxes ​or ​establishing ​a ​paycheck ​that ​you're ​not ​going ​to ​outlive ​in ​retirement. ​​It's ​about ​preparing ​clients ​for ​the ​truth. Can you handle the truth? Today we’re going to talk about the uncertainty in life and retirement and how a financial advisor helps provide the certainty you need with your money. Here’s what we cover in this episode: 0:00 – Intro 2:27 – Five key areas of planning 5:37 – Planning for uncertainty 9:15 – Different scenarios Want to connect with us? https://listentoscott.com/ https://elevatemyretirement.com/our-team/scott-m-dougan/ 913-393-4724   Watch the show on YouTube: https://bit.ly/3RiT7Ky

    17 min

  8. 24 OCT

    How Much Money Do You Need to Be Rich?

    The perception of what it takes to be wealthy sometimes matches reality, but often it doesn’t. Americans have opinions on what qualifies as being rich, and a recent survey tells us that we don’t always agree on what it takes to live comfortably. Today we’re going to explore this disparity and discuss why comprehensive planning provides the clarity and direction you need to instill confidence in your financial future. Here’s what we cover in this episode: 0:00 – Intro 2:00 – Study findings 6:30 – How many feel wealthy 9:39 – Wealth by generation 16:30 – Financial sources 19:49 – Staying on top of finances 21:56 – Planning decisions   Want to connect with us? https://listentoscott.com/ https://elevatemyretirement.com/our-team/scott-m-dougan/ 913-393-4724   Watch the show on YouTube: https://bit.ly/3RiT7Ky

    29 min
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Financial and retirement planning guidance from Kansas City’s Scott Dougan of Elevated Retirement Group.

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