Your Retirement Elevated Podcast with Scott Dougan
Business:Investing
Our whole practice revolves around helping people develop ways to make sure they have everything in order when it comes to these five areas of financial planning. Today we’re going to dive into these and provide a little more detail so that you’ll have a better understanding of what types of conversations we’re having with clients.
We’ve also put together this PDF for you that gives you a nice breakdown of all five:
https://listentoscott.com/wp-content/uploads/2023/08/5-Key-Areas-PDF-for-Website.pdf
Here's some of what we discuss in this episode:
Want to connect with us?
https://listentoscott.com/
https://elevatemyretirement.com/our-team/scott-m-dougan/
913-393-4724
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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
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5 Important Questions To Ask When Making Crucial Financial Decisions
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