Your Retirement Elevated Podcast with Scott Dougan
Business:Investing
When you're hiring a financial professional, you need to be careful that you're finding the right advice-giver. Not all advisors are made the same. On this episode, Scott will detail the difference between a fiduciary advisor and one who only adheres to the suitability standard. We'll also cover the important questions to ask a prospective financial professional and tell you how to do a background check on your advisor.
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As mentioned in this week's episode, don't forget to check out FINRA and SEC Advisor Search to get important background information on your future (or current) financial advisor.
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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
How Long Should You Save Important Documents?
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
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