Your Retirement Elevated Podcast with Scott Dougan
Business:Investing
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
Your Brain on News
How Overconfidence Can Lead to Financial Destruction
Tony Robbins and the Importance of Feeding Your Mind
Retirement Wisdom From Mick Jagger
How Age & Wisdom Play Into Financial Planning
4 Financial Questions We Get Asked All the Time
Watch Out for These 4 Retirement Blind Spots
Long Term Care Solutions
Knowledge is Not Power
What Are You Going To Retire To?
You're Always Closer To Running Out Of Vitamin C Than You Think
Secure Act 1.0 Clarification and Secure Act 2.0
Critical Facts: SECURE Act's RMD Rule Not What You Thought
Don't Make These Assumptions About Retirement
Beware of the Three P’s: Panic, Politics and Performance Chasing
Questions Not Usually Addressed in Financial Plans
Estate Planning 101: Stealth Taxes
Estate Planning 101: Wills and Trusts
Estate Planning 101: Powers of Attorney
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast