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
What's Your Return On Retirement?
5 Common “Pain Points” In Your Financial Life
State Of The Markets
Episode #14: Redefining Retirement
Episode #13: The 9 Irrational Investment Behavior Biases Hurting Your Financial Decision-Making
Episode #12: When Stocks Drop - Understanding Market Corrections
Episode #11: Client Personalities - Which One Are You?
Episode #10: What Actual Services Should Your Advisor Provide?
Episode #9: How To Hire The Right Financial Advice-Giver
Episode #8: 2018 End Of Year Tax Planning Checklist
Episode #7: Holiday Ham And Running Out Of Money
Episode #6: Annuities - The Good, The Bad, And The Fine Print
Episode #5: Planning During The "Golden Decade"
Episode #4: Don't Listen To Misleading Marketing
CAN Risk
Misleading Money Headlines That Drive Us Crazy
5 Important Questions To Ask When Making Crucial Financial Decisions
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