Your Retirement Elevated Podcast with Scott Dougan

Have you ever wondered why you handle money the way you do? It turns out your financial behaviors can be traced back to your formative memories. In this episode, we explore how historic market crashes have left a lasting impact on our relationship with money. We’ll also contrast them with the way more recent crises have shaped our financial views and decisions in the short term.

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

• Remembering soaring interest rates in the late 70s, early 80s, and right now. (6:55)

Want to connect with us? 

https://listentoscott.com/

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

913-393-4724

In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about. No matter what questions you have about Social Security, we are here to help guide you through this important step in your financial future. Today’s show should give you a pretty good overview.

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

• Myth: The Social Security Administration will help you make decisions. (3:49)

Want to connect with us? 

https://listentoscott.com/

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

913-393-4724

You can’t talk about retirement without talking about income. There are seven streams of income you need to know about. In today’s episode, we’ll break them down for you and help you understand the pros and cons of each one. Join us for a critical discussion on creating a reliable, dependable income source in retirement and discover the importance of having a diversified financial plan. 

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

• Earned income is the most common type of income. (3:50)

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https://listentoscott.com/

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

913-393-4724

The Federal Deposit Insurance Corporation (FDIC) has been in the news recently as bank failures have made headlines. It's worth noting that the FDIC insures deposits up to $250,000, providing peace of mind to depositors who may be concerned about the safety of their funds. However, you may be wondering if your IRA is also protected by the FDIC, especially in light of recent news coverage. In this episode, we’ll answer your questions about banking, FDIC, IRAs, and more.  Stay tuned as we cover the five facts that you need to know.

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

• Not all IRAs are protected by FDIC insurance. (3:06)

Want to connect with us? 

https://listentoscott.com/

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

913-393-4724

How do millionaires invest their money? If you’ve ever wondered how they do it, today’s show is for you. From asset allocation to market timing and security selection, we’ll explain how millionaires handle these topics. 

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

• How do millionaires handle asset allocation? (5:09)

Want to connect with us? 

https://listentoscott.com/

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

913-393-4724

Entrusting your life savings to a financial advisor requires careful consideration and due diligence, especially when it comes to managing large IRAs. Before handing over your hard-earned nest egg, it's crucial to ensure that your advisor possesses the necessary expertise and experience to handle the responsibility. To help you navigate this, we've compiled a list of ten crucial questions to ask your advisor about IRAs.

Here are a few of the questions we’ll highlight in today’s episode:

• IRA distribution planning requires specialized knowledge. Do you have expertise in this area? (8:07)

How America Invests Vanguard Study:

https://corporate.vanguard.com/content/dam/corp/research/pdf/How-America-Invests-Advisor-US-FASHAIFR.pdf

Want to connect with us? 

https://listentoscott.com/

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

913-393-4724

As you have likely heard, the Silicon Valley Bank collapsed on Friday, March 10th, 2023, after a bank run- marking the largest bank failure in the U.S. in over a decade. With a lot of fear surrounding this topic, we are here to focus on the facts and give you a better understanding of what we know today.

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

• What we know about the Silicon Valley bank failure right now (2:57)

Read Mike Sorrentino's rundown of the SVB collapse:

https://listentoscott.com/wp-content/uploads/2023/03/Bank-Run-PDF-for-Web.pdf

Want to connect with us? 

https://listentoscott.com/

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

913-393-4724

Today’s show is going to feel like a healing therapy session. We're talking about how things could always be better. From human progress and value to happiness, we’ll cover some fascinating topics today.

We are not psychologists or therapists, but we are fascinated by the human mind and the need to improve. It happens in all facets of our lives, but money always seems to drive that desire to want more.

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

• How have you made financial decisions in the past? (2:01)

See the studies here: https://experimentalhistory.substack.com/p/things-could-be-better

Want to connect with us? 

https://listentoscott.com/

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

913-393-4724

If you’re thinking about retiring early, you’ll need to take a few extra steps in the planning process because you’ll be facing some additional challenges. But there are ways to navigate this by looking at all of the income options at your disposal.

On today’s show, we’ll share Scott’s top do’s and don’ts of six secret sources of come. So much of your success will depend on your income plan and this episode will lay out some ways to get ahead.

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

• How to deal with anxiety and uncertainty about early retirement. (2:23)

Want to connect with us? 

https://listentoscott.com/

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

913-393-4724

We’ve got a special edition of the podcast today, and it’s one you’re going to want to listen to. We’ve already spent some time on this show discussing  SECURE Act 2.0 and we highlighted many of the planning opportunities it has created. But this is such an important piece of retirement legislation so we’re going even more in-depth on the subject.

In this episode, we are sharing a webinar we hosted about SECURE Act 2.0. And, spoiler alert, we get a little angry about the topic and go in attack dog mode. Get ready for it.

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

• Why we went in attack dog mode about this topic. (0:50)

Watch the webinar: https://7fu676u8.pages.infusionsoft.net/?cookieUUID=02950531-d018-4d59-a98a-61bab700e137&affiliate=0 

Want to connect with us? 

https://listentoscott.com/

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

913-393-4724