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.
Why You Need a Micro and Macro Tax Lens
5 Ways Taxes Can Rise & How to Protect Yourself
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?
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