Your Retirement Elevated Podcast with Scott Dougan
Business:Investing
Part of discovering a financial advisor's true value and role in your life is coming to grips with the things they can and cannot actually do for you. Advisors aren't superheroes, so there will be some things you can't reasonably expect them to be able to do. Let's chat about some of these expectations and see how it all might impact your own financial situation.
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The 5-Step Complete Planning Process
What Does Financial Security Mean To You?
Common Investor Biases
How Media Can Change Your Perception of Reality
How The SECURE Act Might Impact Your Financial Plan
5 Reasons Someone Should Never Hire A Financial Advisor
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