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
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
Estate Planning 101: Powers of Attorney
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