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
Income Personalities – Probability vs. Safety-First
The Four Stages of Retirement
Peanut Butter and Expense Planning
What are the Pros and Cons of I Bonds?
5 Questions To Determine If Your Financial Plan Needs Further Review
The Marshmallow Experiment: The Role of Delayed Gratification In Financial Success
Are You Guilty of These Cognitive Biases?
Why is the Market Going Down?
Murky Issues That Make Retirement Planning Harder
Home Run Retirement: How Baseball Principles Also Score Financial Runs
Worried About Bad News? Remember, This Too Shall Pass
What’s the Most Important Part of Retirement Planning?
Planning for Things You Can’t Predict
How Much is Your Money Bias Costing You?
The State of the Markets in 2022
5 Signs You’re In Good Financial Health
22 Money Resolutions For 2022
What is a Fiduciary and Why Do You Need One?
What to Know About End-of-Year Taxes
Time is Undefeated
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