Your Retirement Elevated Podcast with Scott Dougan
Business:Investing
Scott Dougan got a wake-up call when he found out his business advisor was taking on more clients. Would the advisor be too busy to talk with him now? How would it affect their relationship? The experience made Scott think about his own clients and how his business expansion makes them feel. Find out what he learned and how he applies that to his business relationships now.
Read more & get additional financial resources here: https://wp.me/paeENs-97
Today's show schedule:
2:00 – Scott shares how adviser has helped him
4:13 – Scott finds out his adviser wants to expand and help others
7:53 – How business expansion can affect clients
11:12 – Scott discusses business growth
12:04 – Relationships are sacred
14:02 – Job No. 1 is taking care of clients.
5 Key Areas of Your Financial Life
Mastering Retirement Cash Flow: Understanding Changing Expenses
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
Financial Checklists and Important Birthdays
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
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