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.
Estate Planning 101: Powers of Attorney
How to Have a Healthy Retirement Plan
Cultivating a Life of Gratitude
It Isn’t the Known Unknowns That Get You
Love or Hate the Election, Leave Emotion Behind
How Will the Election Affect Investments?
End-of-Year Tax Planning Guide
Mailbag: Answering Your Questions About Gold, Divorce, and the Election
In Uncertain Times, Here’s How Your Financial Advisor Can Help
Coach Rut’s Advice for a Healthy Retirement
The Four Tax Liability Buckets
How to Future-Proof Your Retirement
10-Step Layoff Survival Guide
As Business Expands, Show Clients They Still Matter
4 Things to Check Now
New Rollover Rules for 2020 RMDs
5 Life Events That Spark Major Financial Changes
Best Intentions But Bad Financial Advice
Tax Planning Opportunities with Special Guest David McKnight
5 Ways The CARES Act Impacts Retirement Planning
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