Your Retirement Elevated Podcast with Scott Dougan

The Hidden 401(k) Feature That Could Change Your Retirement


Listen Later

💼 Want expert help in planning for your financial future?

Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg 

Retirement, as we know it, is a modern invention. But the very system designed to protect your future might now be holding you back. In this episode, Scott uncovers a powerful yet often hidden feature inside many 401(k) plans that can give you greater control, flexibility, and professional management, without moving a single dollar out of your account. Discover how unlocking it could completely change your retirement strategy.

Here’s what we cover in this episode:

🏛️ Retirement History: how saving for retirement has evolved

🏦 From Pensions to 401(k)s: shifting responsibility to individuals

⚠️ 401(k) Limitations: why most plans restrict your options

🔍 Hidden Feature: Discovering the Self-Directed Brokerage Accounts (SDBA)

🧾 Smart Oversight: how to manage an SDBA effectively

 

📞 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

...more
View all episodesView all episodes
Download on the App Store

Your Retirement Elevated Podcast with Scott DouganBy Scott Dougan

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

3 ratings


More shows like Your Retirement Elevated Podcast with Scott Dougan

View all
Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

807 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

763 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,311 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

456 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

529 Listeners

The Clark Howard Podcast by Clark Howard

The Clark Howard Podcast

5,454 Listeners

ChooseFI by ChooseFI

ChooseFI

5,149 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

748 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

551 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

679 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

199 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

437 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

812 Listeners

Secure Your Retirement by Radon Stancil, CFP® & Murs Tariq, CFP®

Secure Your Retirement

243 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

910 Listeners