Your Retirement Elevated Podcast with Scott Dougan
Business:Investing
A new year means many of us are looking for ways to improve our financial lives in 2023.
Today we’re sharing a great checklist to give you areas of focus in order to be better prepared financially. If you’re nearing retirement, these are questions you want to think through and have a plan for before you make that transition.
We’ll also share some important birthdays for financial planning and make sure you know about the items that will impact you at specific ages.
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
Retirement Rebels: Winning Your Financial Independence
Crash Course: The Psychology of Investing in the Wake of Historic Market Crashes
A Comprehensive Dismantling Of 2023’s Top Social Security Myths
7 Important Streams of Income
Five Facts You Need to Know About FDIC Insurance and Your IRA
How Millionaires Invest Their Money
10 IRA Questions to Ask Your Advisor
Unpacking the Silicon Valley Bank Collapse
Things Could (Always) Be Better
Retiring Early? Check Out Scott’s Do’s & Don’ts of 6 Secret Sources of Income
SECURE Act 2.0 Webinar & In-Depth Discussion
SECURE 2.0 Act – Retirement Changes You Need to Know
Mailbag: Mortgages, Dividends and College
End-of-Year Tax Strategies
Stock Seller’s Remorse
What Can I Control?
Celebrate Our 100th Show With These Memorable Moments
Why You Need a Micro and Macro Tax Lens
5 Ways Taxes Can Rise & How to Protect Yourself
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