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
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
Vital Takeaways From The Coronavirus Stimulus Bill For Individuals & Small Business Owners
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