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....more
Scott Dougan
All Episodes (136)
From new to old
From new to old
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1. Embracing the Unexpected: 9 Retirement Surprises Unveiled
Apr 18,2024 25:00 -
2. Conquer FOBO: Making Decisions with Confidence
Apr 04,2024 21:17 -
3. The Shift from Saving to Spending Money
Mar 21,2024 22:31 -
4. Practical Strategies for Protecting Retirees Against Scams & Fraud
Mar 07,2024 27:37 -
5. With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Feb 22,2024 13:43 -
6. Peak 65: Preparing for the Largest Retirement Surge Ever
Feb 01,2024 25:02 -
7. Biggest Changes for Retirement in 2024
Jan 18,2024 20:40 -
8. Focus on Systems Instead of Resolutions in 2024
Jan 04,2024 32:13 -
10. The Ultimate Retirement Planning Mixtape
Dec 07,2023 26:08 -
11. How To Successfully Climb The Retirement Mountain
Nov 16,2023 18:00 -
12. Latest Updates to Medicare with Cortney Dale
Nov 03,2023 24:39 -
13. Money Mistakes You’ll Regret and How to Avoid Them
Oct 19,2023 20:40 -
14. Retirement Planning’s “Hidden” Questions
Oct 05,2023 25:10 -
15. Building An Estate Plan With No Regrets
Sep 21,2023 29:42 -
16. Retirement: Ready Or Not, Here It Comes
Sep 07,2023 27:23 -
17. The 2023 Halftime Report with Mike Sorrentino
Aug 17,2023 39:56 -
18. 5 Key Areas of Your Financial Life
Aug 03,2023 28:43 -
19. Mastering Retirement Cash Flow: Understanding Changing Expenses
Jul 20,2023 24:17 -
20. Retirement Rebels: Winning Your Financial Independence
Jul 06,2023 22:24 -
22. A Comprehensive Dismantling Of 2023’s Top Social Security Myths
Jun 01,2023 25:36 -
23. 7 Important Streams of Income
May 18,2023 29:32 -
24. Five Facts You Need to Know About FDIC Insurance and Your IRA
May 04,2023 13:16 -
25. How Millionaires Invest Their Money
Apr 20,2023 22:13 -
26. 10 IRA Questions to Ask Your Advisor
Apr 13,2023 24:58 -
27. Unpacking the Silicon Valley Bank Collapse
Mar 14,2023 25:11 -
28. Things Could (Always) Be Better
Mar 02,2023 22:18 -
30. SECURE Act 2.0 Webinar & In-Depth Discussion
Feb 03,2023 55:56 -
31. Financial Checklists and Important Birthdays
Jan 26,2023 20:40 -
32. SECURE 2.0 Act – Retirement Changes You Need to Know
Jan 20,2023 33:10 -
33. Mailbag: Mortgages, Dividends and College
Dec 15,2022 23:19 -
34. End-of-Year Tax Strategies
Dec 01,2022 27:58 -
35. Stock Seller’s Remorse
Nov 17,2022 18:53 -
36. What Can I Control?
Nov 03,2022 22:36 -
37. Celebrate Our 100th Show With These Memorable Moments
Oct 20,2022 24:41 -
38. Why You Need a Micro and Macro Tax Lens
Oct 06,2022 16:44 -
39. 5 Ways Taxes Can Rise & How to Protect Yourself
Sep 15,2022 28:10 -
40. Income Personalities – Probability vs. Safety-First
Sep 01,2022 12:46 -
41. The Four Stages of Retirement
Aug 18,2022 20:04 -
42. Peanut Butter and Expense Planning
Aug 04,2022 14:16 -
43. What are the Pros and Cons of I Bonds?
Jul 21,2022 23:14 -
44. 5 Questions To Determine If Your Financial Plan Needs Further Review
Jul 07,2022 22:23 -
46. Are You Guilty of These Cognitive Biases?
Jun 02,2022 21:32 -
47. Why is the Market Going Down?
May 19,2022 15:46 -
48. Murky Issues That Make Retirement Planning Harder
May 05,2022 19:21 -
50. Worried About Bad News? Remember, This Too Shall Pass
Apr 07,2022 17:16 -
51. What’s the Most Important Part of Retirement Planning?
Mar 17,2022 22:05 -
52. Planning for Things You Can’t Predict
Mar 03,2022 18:44 -
53. How Much is Your Money Bias Costing You?
Feb 24,2022 16:57 -
54. The State of the Markets in 2022
Feb 17,2022 46:37 -
55. 5 Signs You’re In Good Financial Health
Jan 20,2022 13:06 -
56. 22 Money Resolutions For 2022
Jan 06,2022 26:13 -
57. What is a Fiduciary and Why Do You Need One?
Dec 21,2021 15:29 -
58. What to Know About End-of-Year Taxes
Dec 16,2021 13:31 -
59. Time is Undefeated
Nov 18,2021 20:13 -
60. Your Brain on News
Nov 04,2021 22:00 -
61. How Overconfidence Can Lead to Financial Destruction
Oct 21,2021 23:47 -
62. Tony Robbins and the Importance of Feeding Your Mind
Oct 15,2021 33:53 -
63. Retirement Wisdom From Mick Jagger
Sep 16,2021 14:56 -
64. How Age & Wisdom Play Into Financial Planning
Sep 02,2021 18:46 -
65. 4 Financial Questions We Get Asked All the Time
Aug 19,2021 13:25 -
66. Watch Out for These 4 Retirement Blind Spots
Aug 05,2021 16:36 -
67. How Long Should You Save Important Documents?
Jul 15,2021 16:48 -
68. Long Term Care Solutions
Jul 01,2021 21:51 -
69. Knowledge is Not Power
Jun 17,2021 26:27 -
70. What Are You Going To Retire To?
Jun 03,2021 16:43 -
71. You're Always Closer To Running Out Of Vitamin C Than You Think
May 27,2021 16:11 -
72. Secure Act 1.0 Clarification and Secure Act 2.0
May 20,2021 19:12 -
73. Critical Facts: SECURE Act's RMD Rule Not What You Thought
Apr 22,2021 18:01 -
74. Don't Make These Assumptions About Retirement
Apr 08,2021 17:41 -
75. Beware of the Three P’s: Panic, Politics and Performance Chasing
Mar 25,2021 24:15 -
76. Questions Not Usually Addressed in Financial Plans
Mar 04,2021 25:18 -
77. Estate Planning 101: Stealth Taxes
Feb 25,2021 21:23 -
78. Estate Planning 101: Wills and Trusts
Feb 18,2021 23:37 -
79. Estate Planning 101: Powers of Attorney
Feb 11,2021 19:33 -
80. How to Have a Healthy Retirement Plan
Jan 21,2021 19:18 -
81. Cultivating a Life of Gratitude
Dec 23,2020 21:51 -
82. It Isn’t the Known Unknowns That Get You
Dec 18,2020 20:22 -
83. Love or Hate the Election, Leave Emotion Behind
Nov 19,2020 17:58 -
84. How Will the Election Affect Investments?
Oct 29,2020 31:31 -
85. End-of-Year Tax Planning Guide
Oct 22,2020 36:05 -
87. In Uncertain Times, Here’s How Your Financial Advisor Can Help
Oct 01,2020 24:11 -
88. Coach Rut’s Advice for a Healthy Retirement
Sep 17,2020 41:18 -
89. The Four Tax Liability Buckets
Sep 03,2020 17:43 -
90. How to Future-Proof Your Retirement
Aug 27,2020 19:11 -
91. 10-Step Layoff Survival Guide
Aug 20,2020 22:41 -
92. As Business Expands, Show Clients They Still Matter
Jul 23,2020 16:45 -
93. 4 Things to Check Now
Jul 09,2020 22:43 -
94. New Rollover Rules for 2020 RMDs
Jul 02,2020 13:42 -
95. 5 Life Events That Spark Major Financial Changes
Jun 04,2020 14:26 -
96. Best Intentions But Bad Financial Advice
May 21,2020 24:49 -
97. Tax Planning Opportunities with Special Guest David McKnight
May 07,2020 21:56 -
98. 5 Ways The CARES Act Impacts Retirement Planning
Apr 30,2020 25:43 -
100. Inhale... Exhale... Pumping The Brakes On The Economy
Mar 20,2020 27:41 -
101. What Documents Do I Need To Keep On File?
Feb 20,2020 11:57 -
103. The Power Of Zero - Lessons From Our Event With David McKnight
Jan 23,2020 29:16 -
105. Taxes Are On Sale: Here's The Gameplan To Take Advantage
Dec 19,2019 15:42 -
106. 2019 End Of Year Tax Planning Checklist
Dec 05,2019 30:07 -
107. This Is It. This Is The End Of Everything
Nov 21,2019 14:22 -
108. The Senate's RESA Is Even Worse News For The Stretch IRA
Nov 07,2019 23:41 -
109. 5 Tax Saving Strategies
Oct 17,2019 14:04 -
110. Are You Prepared For Rising Taxes?
Oct 03,2019 23:40 -
111. 9 Important Ages
Sep 19,2019 17:12 -
112. The 5-Step Complete Planning Process
Sep 05,2019 26:57 -
113. What Does Financial Security Mean To You?
Aug 15,2019 16:30 -
114. Common Investor Biases
Aug 01,2019 21:05 -
115. How Media Can Change Your Perception of Reality
Jul 18,2019 20:13 -
116. How The SECURE Act Might Impact Your Financial Plan
Jul 03,2019 28:58 -
117. Advisors: What They CAN and CANNOT Do For You
Jun 20,2019 23:41 -
119. In The News And Mailbag: Tax Reform, Housing Market, Bitcoin
May 02,2019 28:33 -
120. What's Your Return On Retirement?
Apr 18,2019 22:14 -
121. 5 Common “Pain Points” In Your Financial Life
Apr 04,2019 21:04 -
122. State Of The Markets
Mar 21,2019 26:53 -
123. Episode #14: Redefining Retirement
Mar 07,2019 15:34 -
125. Episode #12: When Stocks Drop - Understanding Market Corrections
Feb 07,2019 19:34 -
126. Episode #11: Client Personalities - Which One Are You?
Jan 17,2019 28:34 -
127. Episode #10: What Actual Services Should Your Advisor Provide?
Jan 03,2019 17:47 -
128. Episode #9: How To Hire The Right Financial Advice-Giver
Dec 20,2018 26:19 -
129. Episode #8: 2018 End Of Year Tax Planning Checklist
Dec 06,2018 28:56 -
130. Episode #7: Holiday Ham And Running Out Of Money
Nov 15,2018 17:10 -
131. Episode #6: Annuities - The Good, The Bad, And The Fine Print
Nov 01,2018 28:52 -
132. Episode #5: Planning During The "Golden Decade"
Oct 18,2018 24:13 -
133. Episode #4: Don't Listen To Misleading Marketing
Oct 04,2018 24:15 -
135. Misleading Money Headlines That Drive Us Crazy
Aug 16,2018 17:19
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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