The 2023 Halftime Report with Mike Sorrentino

Your Retirement Elevated Podcast with Scott Dougan

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تمت الإضافة منذ قبل seven عام

المحتوى المقدم من Scott Dougan. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Scott Dougan أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

The Agile Brand with Greg Kihlström®: Expert Mode Marketing Technology, AI, & CX

1
#697: Building the total experience for customers with AJ Joplin, Forrester 24:10

منذ 5 أيام24:10

التشغيل لاحقا

قوائم

إعجاب

احب

24:10

Does your AI-based interface talk to customers the way a real person would or is it tech for tech’s sake? We are here at Forrester CX in Nashville, TN and hearing all about the latest insights and ideas for brands to create better experiences for their customers. Agility is less about bolting on new features just because the tech is available and more about making tomorrow’s experiences feel intuitive and natural to the end customer using them. Today we’re diving into designing for the future of experiences with AJ Joplin, Senior Analyst at Forrester. About AJ Joplin AJ is the lead analyst for Forrester’s research on experience design (XD), design organizations, and design leadership. Helping XD and customer experience (CX) leaders develop and deliver on research-based strategy is AJ’s professional passion. She has observed that the most effective organizations combine clear purpose with the right people and leverage systems to clarify decision-making, prioritization, and workflows. AJ also has years of workshop facilitation experience in human-centered design and design thinking. Using her professional coaching skills, AJ bring clients through ambiguity and into alignment on what matters and what’s next. Resources Forrester: https://www.forrester.com https://www.forrester.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 " Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

منذ عامين 39:56

MP3•منزل الحلقة

Today we have a special edition of the show where Scott recently hosted a webinar for his clients and had Mike Sorrentino on to discuss some financial topics that are top of mind for many people right now.

This conversation comes in the wake of the midpoint of 2023, sort of a mid-year or halftime report, if you will, and the topics that you're going to hear from this webinar include the housing market, inflation, stock market, and a few predictions for the rest of the year.

Here's some of what we discuss in this episode:

A look back on Mike’s predictions for early 2023 and how they’ve turned out.
Thoughts on why we aren’t in a recession right now.
Mike explains why the housing market data is positive by looking at supply and equity.
Inflation is coming down but what does that mean for spending, interest rates, and wages?
Opportunities in the market moving forward.
Why he thinks there’s a lot to be excited about.

Want to connect with us?

https://listentoscott.com/

https://elevatemyretirement.com/our-team/scott-m-dougan/

913-393-4724

193 حلقات

#Business #Business News #Scott Dougan #News #Trading #Retirement Planning

The 2023 Halftime Report with Mike Sorrentino

Your Retirement Elevated Podcast with Scott Dougan

published منذ عامين

MP3•منزل الحلقة

Here's some of what we discuss in this episode:

A look back on Mike’s predictions for early 2023 and how they’ve turned out.
Thoughts on why we aren’t in a recession right now.
Mike explains why the housing market data is positive by looking at supply and equity.
Inflation is coming down but what does that mean for spending, interest rates, and wages?
Opportunities in the market moving forward.
Why he thinks there’s a lot to be excited about.

Want to connect with us?

https://listentoscott.com/

https://elevatemyretirement.com/our-team/scott-m-dougan/

913-393-4724

193 حلقات

#Business #Business News #Scott Dougan #News #Trading #Retirement Planning

כל הפרקים

Your Retirement Elevated Podcast with Scott Dougan

1
The Five People You Meet Before Retirement 22:05

منذ يومين22:05

22:05

💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg In the book The Five People You Meet in Heaven , each person the main character meets helps him understand his life in a new way. Today, Scott talks about the five people you should meet before retirement—people who can guide your next chapter and help you retire with clarity, confidence, and purpose. Think of it as casting the right crew for the most important chapter of your life, because who you surround yourself with could shape how well you enjoy it. Here’s what we cover in this episode: 👥 Why retirement is a team sport 📐 The role of a financial advisor as your architect 📜 What most people miss in estate planning 🔄 The importance of mentoring for legacy and meaning 🏓 Chicken Pickle: The Newest Trend 📞 Call us: 913-393-4724 🌐 Visit our podcast website: https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html 🎥 Subscribe to our YouTube channel for more retirement insights! 🔔 http://youtube.com/@erg-kc?sub_confirmation=1 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser 📌 Follow us for expert retirement planning tips! https://www.facebook.com/elevatedretirementgroupkc/ #retirement #retirementplanning…

Your Retirement Elevated Podcast with Scott Dougan

1
11 Reasons People Choose Their Financial Advisor 26:33

منذ 9 أيام26:33

26:33

📋 Get Scott's 5 Critical Checkpoints in a Sound Financial Planning Process 👉 https://listentoscott.com/wp-content/uploads/2025/06/5-Critical-Checkpoints.pdf Choosing a financial advisor is one of the biggest decisions you’ll ever make, but why do people choose the advisor they do? In this episode, Scott walks through 11 of the most common reasons people hire an advisor, from gut-level trust to clear communication, behavioral coaching, and smart tax planning. This isn’t just a list, it’s a deeper look at what really matters when you’re picking someone to guide your life savings. Here’s what we cover in this episode: 🤝 Why trust and values still matter 🧠 Emotional comfort vs. financial logic 💼 Why a good team behind the scenes matters 📊 Investments are just part of the puzzle 🔎 Tax planning, income design, legacy advice 💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg 📞 Call us: 913-393-4724 🌐 Visit our podcast website: https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html 🎥 Subscribe to our YouTube channel for more retirement insights! 🔔 http://youtube.com/@erg-kc?sub_confirmation=1 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser 📌 Follow us for expert retirement planning tips! https://www.facebook.com/elevatedretirementgroupkc/ #retirement #retirementplanning…

Your Retirement Elevated Podcast with Scott Dougan

1
Retirement Breaking News: The 4% Rule Gets a Makeover 12:18

منذ 16 يومًا12:18

12:18

The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirement paycheck just got a raise, or is this just another headline that oversimplifies a complex decision? In this episode, Scott takes a closer look at what the 4.7% update really means. He walks through the origins of the rule, the risks of interpreting it as a green light to spend more, and why your real withdrawal rate should always reflect your goals, health, time horizon, and risk tolerance. Headlines and quick financial tips are tempting to follow, but without a personalized plan, they can steer you in the wrong direction. Here’s what we cover in this episode: 📈 What the new 4.7% rule is really based on ⚠️ Why withdrawal rules don’t fit everyone 🎯 The three phases of retirement 🧮 How dynamic planning beats static numbers 💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg 📞 Call us: 913-393-4724 🌐 Visit our podcast website: https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html 🎥 Subscribe to our YouTube channel for more retirement insights! 🔔 http://youtube.com/@erg-kc?sub_confirmation=1 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser 📌 Follow us for expert retirement planning tips! https://www.facebook.com/elevatedretirementgroupkc/ #retirement #retirementplanning…

Your Retirement Elevated Podcast with Scott Dougan

1
Should You Gift Money While You’re Alive or Leave A Legacy? 16:59

منذ 23 يومًا16:59

16:59

You’ve worked hard, saved well, and now you’re thinking about giving back—maybe to your kids, your grandkids, or a cause you care about. But should you wait and pass that wealth on later, or give while you’re still around to enjoy the impact? Let’s talk about how to make that decision with confidence. In this episode, Scott shares a thoughtful 4-step process to help you navigate one of the most meaningful decisions in retirement. Here’s what we cover in this episode: 🛫 Why planning to “put your oxygen mask on first” is essential 🎯 Clarifying your motivations before giving 💸 How to give tax-smart and avoid costly surprises 🎁 Structuring your gifts based on how recipients handle money 💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg 📞 Call us: 913-393-4724 🌐 Visit our podcast website: https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html 🎥 Subscribe to our YouTube channel for more retirement insights! 🔔 http://youtube.com/@erg-kc?sub_confirmation=1 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser 📌 Follow us for expert retirement planning tips! https://www.facebook.com/elevatedretirementgroupkc/ #retirement #retirementplanning…

Your Retirement Elevated Podcast with Scott Dougan

1
Estate Planning Essentials: Should You Put Everything Into a Trust? 18:33

منذ 4 weeks18:33

18:33

A lot of people believe that everything should go into a trust once you’ve set it up, and while that sounds logical, the answer is actually no. Not everything belongs in your trust, and getting it wrong could lead to headaches, probate delays, or even tax trouble. So today, we’ve invited estate planning attorney Connor Kelley to break down the four big ones you want to be careful with: retirement accounts, vehicles, life insurance, and checking accounts. Here’s what we cover in this episode: 📜 Why IRAs and 401(k)s don’t belong in your trust 🚗 The surprising reasons to keep vehicles out of it 💸 How to handle life insurance the smart way 🏦 What to do with your checking account instead of retitling it 👨‍👩‍⚖️ The benefit of working with a coordinated financial and legal team Learn more about the Kelley Law Firm: https://www.yourestateplan-kc.com/ 💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg 📞 Call us: 913-393-4724 🌐 Visit our podcast website: https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html 🎥 Subscribe to our YouTube channel for more retirement insights! 🔔 http://youtube.com/@erg-kc?sub_confirmation=1 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser 📌 Follow us for expert retirement planning tips! https://www.facebook.com/elevatedretirementgroupkc/ #retirement #retirementplanning…

Your Retirement Elevated Podcast with Scott Dougan

1
You Don’t Really Want a Financial Plan 12:13

منذ 5 weeks12:13

12:13

Most people walk into a financial advisor’s office asking for more income or a better plan. But what they’re really searching for is something deeper: peace of mind, clarity, and the ability to live life on their terms. In this episode, Scott challenges the conventional approach to planning and reveals the real reason people seek financial guidance in the first place. Here’s what we cover in this episode: 🗺️ Find clarity, not just paperwork ❤️ Your why > your wallet 🏡 Plan for your real life ⚠️ That uneasy feeling? It's trying to tell you something 😌 Peace of mind > perfect numbers 💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg 📞 Call us: 913-393-4724 🌐 Visit our podcast website: https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html 🎥 Subscribe to our YouTube channel for more retirement insights! 🔔 http://youtube.com/@erg-kc?sub_confirmation=1 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser 📌 Follow us for expert retirement planning tips! https://www.facebook.com/elevatedretirementgroupkc/ #retirement #retirementplanning…

Your Retirement Elevated Podcast with Scott Dougan

1
Your Emotions Might Matter More Than Math 18:00

منذ 6 weeks18:00

18:00

What if I told you the key to financial success isn’t how smart you are with numbers, but how well you understand your own emotions? One of the most talked-about money books out there, The Psychology of Money by Morgan Housel, might change the way you think about money, and we’re going to dive into the key concepts in this video. Here’s what we cover in this episode: 🧠 Understanding emotional drivers of money decisions 🎯 Why “enough” is a moving target and how to stop chasing it 🎯 Being reasonable beats being perfectly rational ⚠️ Building plans that survive real-life curveballs The Psychology of Money by Morgan Housel, available on Amazon.com: https://shorturl.at/OaSuM 💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg 📞 Call us: 913-393-4724 🌐 Visit our podcast website: https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html 🎥 Subscribe to our YouTube channel for more retirement insights! 🔔 http://youtube.com/@erg-kc?sub_confirmation=1 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser 📌 Follow us for expert retirement planning tips! https://www.facebook.com/elevatedretirementgroupkc/ #retirement #retirementplanning…

Your Retirement Elevated Podcast with Scott Dougan

1
The 7 Real Risks to Your Retirement Plan 26:04

منذ 7 weeks26:04

26:04

When most people think about retirement risks, they picture a stock market crash. But the truth is, the biggest threats to your financial future are often the ones you never saw coming. In this episode, Scott unpacks seven real risks that can quietly derail even the most well-planned retirement. Spoiler alert: it’s not just about volatility. Here’s what we cover in this episode: 🔥 Inflation + interest rates = lifestyle erosion 💰 Tax traps that could silently drain your retirement 💡 How diversification helps, but doesn’t solve everything 💵 Liquidity matters more than ever during market stress 💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg 📞 Call us: 913-393-4724 🌐 Visit our podcast website: https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html 🎥 Subscribe to our YouTube channel for more retirement insights! 🔔 http://youtube.com/@erg-kc?sub_confirmation=1 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser 📌 Follow us for expert retirement planning tips! https://www.facebook.com/elevatedretirementgroupkc/ #retirement #retirementplanning…

Your Retirement Elevated Podcast with Scott Dougan

1
Is 2025 a Bad Time to Retire? Here’s the Truth 17:58

منذ 8 weeks17:58

17:58

You’ve had 2025 circled on your calendar for years, but now, with rising inflation, market volatility, and economic uncertainty, you’re asking the big question: Is 2025 still a good time to retire? In this episode, Scott breaks down what really matters when making the retirement leap and why the media headlines shouldn’t dictate your financial future. If you’re feeling pressure to postpone your plans, this conversation offers clarity, calm, and a better decision-making framework. Key Points We Cover: 🧘 Stay calm, retirement success starts with a clear assessment 📉 Understand your true risk tolerance and volatility exposure 🧺 Why diversification isn’t just about having “lots of stuff” 🏦 How to structure your income for stability and confidence 📆 Why 2025 may not be the problem, your plan might be 💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg 📞 Call us: 913-393-4724 🌐 Visit our podcast website: https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html 🎥 Subscribe to our YouTube channel for more retirement insights! 🔔 http://youtube.com/@erg-kc?sub_confirmation=1 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser 📌 Follow us for expert retirement planning tips! https://www.facebook.com/elevatedretirementgroupkc/ #retirement #retirementplanning…

Your Retirement Elevated Podcast with Scott Dougan

1
The 3 Levels of Retirement Readiness 28:08

منذ 9 weeks28:08

28:08

Most people think a full bank account means full retirement readiness, but it’s just the beginning. In this episode, Scott outlines the three essential keys you must consider before retirement. These points will help you determine whether you're set for a smooth, confident transition or if there are gaps you still need to address. Find out how to assess your readiness using our practical 1–10 scoring system to help you identify exactly where you stand. Here’s what we cover in this episode: 📊 Three critical levels of retirement readiness 🏖️ Why financial plans need lifestyle plans, too 📝 How to self-assess with the 1–10 system 📈 Real client stories of smooth (and rocky) retirement transitions Read the Retirement Manifesto Article: https://www.theretirementmanifesto.com/3-levels-of-retirement-readiness-where-do-you-stand/ Check out the scale for assessing your plan: https://listentoscott.com/wp-content/uploads/2025/04/Assement-Document-PDF-Version.pdf 💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg 📞 Call us: 913-393-4724 🌐 Visit our podcast website: https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html 🎥 Subscribe to our YouTube channel for more retirement insights! 🔔 http://youtube.com/@erg-kc?sub_confirmation=1 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser 📌 Follow us for expert retirement planning tips! https://www.facebook.com/elevatedretirementgroupkc/ #retirement #retirementplanning…

Your Retirement Elevated Podcast with Scott Dougan

1
Parents: Stop Sacrificing Your Future For Your Adult Kids 18:03

منذ 10 weeks18:03

18:03

Half of parents are still paying their grown kids' bills (almost $1,500/month, on average), and it’s putting their own retirement at risk. The ‘Bank of Mom and Dad’ is open for business… but for how much longer? In this episode, Scott breaks down the rising trend of parents financially supporting Gen Z and millennial children, even into their 30s and 40s, and the often-overlooked danger it poses to long-term financial security. Here’s what we cover in this episode: 💸 The emotional toll of helping too much 📉 Why some parents are delaying retirement 🚨 Red flags that it’s gone too far 📊 What to do when support turns into dependency Check out the Fortune article: https://fortune.com/2025/03/26/millennial-gen-z-adult-children-parents-monthly-payments-retirement/ 💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg 📞 Call us: 913-393-4724 🌐 Visit our podcast website: https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html 🎥 Subscribe to our YouTube channel for more retirement insights! 🔔 http://youtube.com/@erg-kc?sub_confirmation=1 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser 📌 Follow us for expert retirement planning tips! https://www.facebook.com/elevatedretirementgroupkc/ #retirement #retirementplanning…

Your Retirement Elevated Podcast with Scott Dougan

1
Why IRAs Are a Terrible Inheritance – And What You Can Do About It 11:14

منذ 11 weeks11:14

11:14

You’ve spent years saving in your IRA, but what if we told you it could be the worst asset to leave to your kids? In this episode, Scott uncovers a critical issue with your retirement plan: inherited IRAs. Why does nationally recognized IRA expert, Ed Slott, call traditional IRAs “the worst asset to pass on to your kids?” We’ll break it all down for you and explain how you may be leaving a massive tax bill for your heirs. Here’s what we cover in this episode: 🔥 The IRA Time Bomb: Why Your Nest Egg Could Blow Up 📣 Ed Slott’s Bold Warning 💥 The SECURE Act & 10-Year Rule ⛓ Why IRAs Are Now a Burden to Heirs 🔄 Roth IRAs: A Better Legacy Tool 💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg 📞 Call us: 913-393-4724 🌐 Visit our podcast website: https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html 🎥 Subscribe to our YouTube channel for more retirement insights! 🔔 http://youtube.com/@erg-kc?sub_confirmation=1 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser 📌 Follow us for expert retirement planning tips! https://www.facebook.com/elevatedretirementgroupkc/ #retirement #retirementplanning…

Your Retirement Elevated Podcast with Scott Dougan

1
Is This Time Different? A Historical Look at Market Volatility & Actionable Steps 33:39

منذ 13 weeks33:39

33:39

The headlines are loud, the markets are messy, and your gut might be telling you to do something, anything. But what should you actually do when your portfolio takes a hit like we’ve seen in recent days and weeks? If you’ve felt your stress levels rise, you’re not alone. Today we’ll try to help ease those emotions and the natural inclination to start making changes to your investment strategy. Here’s what we cover in this episode: 📉 What to do (and not do) when the market drops 🧠 Why emotion is the biggest threat to your portfolio 📊 Market history since 1970—what it teaches us 🕰️ How missing just a few days can derail decades of growth 🧺 The “4-Bucket” plan that brings clarity during chaos 💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg 📞 Call us: 913-393-4724 🌐 Visit our podcast website: https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html 🎥 Subscribe to our YouTube channel for more retirement insights! 🔔 http://youtube.com/@erg-kc?sub_confirmation=1 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser 📌 Follow us for expert retirement planning tips! https://www.facebook.com/elevatedretirementgroupkc/ #retirement #retirementplanning…

Your Retirement Elevated Podcast with Scott Dougan

1
Are Traditional IRAs Really the Worst Asset to Own? 15:40

منذ 13 weeks15:40

15:40

Retirees have leveraged the traditional IRA for decades to invest and save, but is it still the best tool for today’s retirement landscape? IRA expert Ed Slott recently called the traditional IRA “the worst possible asset to own,” which is a bold statement. If this is true, when did it all change, and what are some better options? In this episode, we’ll explore the validity of this statement and have a real conversation about investing and taxes. Here’s what we cover in this episode: 📜 The SECURE Act killed the Stretch IRA for most beneficiaries 💣 Large IRAs = tax time bombs for heirs in peak earning years 🔁 Roth IRAs can provide tax-free income and reduce RMD headaches 🧠 Layered tax strategies can help reduce your long-term liability 💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg 📞 Call us: 913-393-4724 🌐 Visit our podcast website: https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html 🎥 Subscribe to our YouTube channel for more retirement insights! 🔔 http://youtube.com/@erg-kc?sub_confirmation=1 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser 📌 Follow us for expert retirement planning tips! https://www.facebook.com/elevatedretirementgroupkc/ #retirement #retirementplanning…

Your Retirement Elevated Podcast with Scott Dougan

1
5 Beliefs That Fool Retirement Savers The Most 23:51

منذ 14 weeks23:51

23:51

April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today we’re going to unpack five common myths that trick retirees into making emotional or short-sighted decisions. Here’s some of what we cover: 🎭 Don’t get fooled by “guaranteed high returns” 🕒 Social Security timing is more than just fear of missing out 💰 Tax burdens in retirement can be higher—not lower 💡 Being frugal isn't a retirement strategy—it’s a mindset 🏥 Relying on your kids for care isn’t a long-term plan 💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg 📞 Call us: 913-393-4724 🌐 Visit our podcast website: https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html 🎥 Subscribe to our YouTube channel for more retirement insights! 🔔 http://youtube.com/@erg-kc?sub_confirmation=1 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser 📌 Follow us for expert retirement planning tips! https://www.facebook.com/elevatedretirementgroupkc/ #retirement #retirementplanning…

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