Overconfidence in your financial life can sometimes lead to destruction. Find out if any of these examples apply to you and why you can’t put too much confidence in any of these planning areas.   Read more and get additional financial resources here: https://listentoscott.com/podcasts/how-overconfidence-can-lead-to-financial-destruction/    What we discuss in this episode:  6:00 – Stock markets 9:05 – Managing your own portfolio 13:24 – A million dollars 14:31 – Rules of thumb 16:23 – Certain products

Your Retirement Elevated Podcast

How Overconfidence Can Lead to Financial Destruction

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

Tony Robbins and the Importance of Feeding Your Mind

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

Retirement Wisdom From Mick Jagger

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

How Age & Wisdom Play Into Financial Planning

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?

4 Financial Questions We Get Asked All the Time

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

Watch Out for These 4 Retirement Blind Spots

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

How Long Should You Save Important Documents?

    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

Long Term Care Solutions

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

Knowledge is Not Power

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

What Are You Going To Retire To?

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

You're Always Closer To Running Out Of Vitamin C Than You Think

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

Secure Act 1.0 Clarification and Secure Act 2.0

On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re talking about some recent developments to the SECURE Act and what it might mean for you. Find out what we think about the news and how it could impact planning.   Read more and get additional financial resources here: https://wp.me/paeENs-bs    What we discuss on this episode:  2:42 – What is the SECURE Act? 6:34 – Withdrawing funds from retirement accounts 11:20 – Not the first big change 13:36 – Repercussions

Critical Facts: SECURE Act's RMD Rule Not What You Thought

There are some things you should never assume in the financial world, especially as you’re preparing for retirement. Find out if you’re getting any of these things wrong.   Read more and get additional financial resources here: https://wp.me/paeENs-bh    What we discuss on this episode:  7:41 – Spending less in retirement 9:26 – Lower taxes in retirement 11:12 – Helping children with college 13:34 – I’ll never retire

Don't Make These Assumptions About Retirement

Today we’re talking about classic mistakes people make that can have long-term impacts on their retirement plan. Find out how to avoid the three P’s – panic, politics and performance chasing.   Read more and get additional financial resources here: https://wp.me/paeENs-bb    What we discuss on this episode:  1:39 – Emotional decisions 4:05 – Market drops 8:32 – Panic 12:35 – Politics 19:33 – Performance chasing

Beware of the Three P’s: Panic, Politics and Performance Chasing

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

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Your Retirement Elevated Podcast

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