הפודקאסטים הטובים ביותר ב-Scott Dougan (2024)

1
Embracing the Unexpected: 9 Retirement Surprises Unveiled 25:00

7d ago25:00

25:00

Are you prepared for the unexpected turns your retirement might take? In this episode of Your Retirement Elevated Podcast with Scott Dougan, we explore the surprising findings from a study by the Transamerica Center for Retirement Studies. The study reveals a stark contrast between pre-retiree expectations and retiree realities, and we're here to e…

1
Conquer FOBO: Making Decisions with Confidence 21:17

21d ago21:17

21:17

Ever found yourself endlessly scrolling through options, unable to make a choice? You might be falling into the trap of FOBO: Fear of Better Options. It’s a psychological phenomenon where someone avoids making a decision out of the fear that there may be a better option out there. How can we identify it and work with …

1
The Shift from Saving to Spending Money 22:31

1M ago22:31

22:31

Are you ready to flip the switch from saving to spending as you approach retirement? Many people struggle with the transition and mindset shift that happens in retirement. In this episode, we’ll explore the delicate balance between money, happiness, and the art of spending wisely in your golden years. It's packed with insights on the psychological …

1
Practical Strategies for Protecting Retirees Against Scams & Fraud 27:37

2M ago27:37

27:37

On today's episode, we're going talk about scams and how they are more prevalent than you might think. In fact, just in 2022, there were more than 88,000 complaints of fraud that resulted in more than $3 billion in losses from people age 60+. Here are some of the questions we’ll tackle in this episode: Why are people aged 60 and over common targets…

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With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024? 13:43

2M ago13:43

13:43

Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments. Here's what we discuss in this episode: What are we talking about when we say, “lazy money?” The curren…

1
Peak 65: Preparing for the Largest Retirement Surge Ever 25:02

3M ago25:02

25:02

Today's magic number is 65. You know, unlike older retired Baby Boomers, the majority of peak 65ers don't have pensions, which used to help fill that gap left by Social Security. Well, our current retirement system is obsolete. It's time for a new retirement security framework. These were the words of Jason Fitchner, an executive director at the AL…

1
Biggest Changes for Retirement in 2024 20:40

3M ago20:40

20:40

With inflation adjustments and the phased implementation of the SECURE Act 2.0, there are some important retirement planning changes to pay attention to this year. From potential tax implications on Social Security benefits to alterations in retirement account rules, higher Medicare expenses, increased IRA contribution limits, and shifts in require…

1
Focus on Systems Instead of Resolutions in 2024 32:13

4M ago32:13

32:13

Happy New Year! Today we’re tossing the old hat of resolutions out the window, opting for something with a little more staying power: systems. Say goodbye to the fleeting motivation of New Year's resolutions and embrace the profound impact of incremental habits for long-term success in health, wealth, and personal growth. This episode draws on the …

1
The 5 Types of Wealth & Why People Chase Only One at the Cost of Others 46:36

4M ago46:36

46:36

What would you pay to have the freedom to do what you want, when you want, how you want? On today's episode, we're going to talk about the five types of wealth and why people chase only one at the cost of the others. Here are some of the questions we’ll tackle in this episode: Why being a time billionaire might be better than being a dollar billion…

1
The Ultimate Retirement Planning Mixtape 26:08

5M ago26:08

26:08

Get ready to rock to the rhythms of retirement wisdom in this week’s episode! We've put together the ultimate retirement planning playlist, featuring timeless lyrics that reflect various stages of the planning journey. Here’s how we’ll craft the perfect mixtape in this episode: Songs for the early stages of retirement planning, where having a dream…

1
How To Successfully Climb The Retirement Mountain 18:00

5M ago18:00

18:00

Ready for an adventure? Think of retirement planning as climbing a mountain. It's not just about the climb up; it's about preparing wisely, tackling the ups and downs, and even planning your way back down. Here’s some of what we’ll discuss in this episode: How to prepare for the climb with careful planning. The climb represents the accumulation pha…

1
Latest Updates to Medicare with Cortney Dale 24:39

6M ago24:39

24:39

We’re bringing you a special edition of the podcast today as we welcome Cortney Dale, CEO of Sunflower Insurance Solutions, to lead us through the latest updates on Medicare! She’ll discuss what's crucial for you to know as we approach 2024 and answer common questions that will help you make informed decisions about your Medicare elections in the m…

1
Money Mistakes You’ll Regret and How to Avoid Them 20:40

6M ago20:40

20:40

Do you ever wish you could foresee financial missteps before they happen? On today’s episode, we’re going to explore some real-life stories of regret and arm you with the do’s and don’ts to ensure that your money is working for you and not against you. Here’s some of what we’ll discuss in this episode: What it could cost you to pull money out of yo…

1
Retirement Planning’s “Hidden” Questions 25:10

7M ago25:10

25:10

In this episode, we’re going to unearth and tackle some of these hidden but essential questions about retirement. We all want to get good answers to our financial questions, but sometimes we have to know the right questions to ask. Here are some of the questions we’ll tackle in this episode: How much are my tax-deferred savings going to cost me in …

1
Building An Estate Plan With No Regrets 29:42

7M ago29:42

29:42

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions …

1
Retirement: Ready Or Not, Here It Comes 27:23

8M ago27:23

27:23

Are you nearing “retirement age?” If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire. Here's some of what we discuss in this episode: The concept of r…

1
The 2023 Halftime Report with Mike Sorrentino 39:56

8M ago39:56

39:56

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 goin…

1
5 Key Areas of Your Financial Life 28:43

9M ago28:43

28:43

Our whole practice revolves around helping people develop ways to make sure they have everything in order when it comes to these five areas of financial planning. Today we’re going to dive into these and provide a little more detail so that you’ll have a better understanding of what types of conversations we’re having with clients. We’ve also put t…

1
Mastering Retirement Cash Flow: Understanding Changing Expenses 24:17

9M ago24:17

24:17

In this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement. We’ll break those expenses down further to see which ones are the top priorities and analyze some of the other factors that impact your cash flow in retirement. Here's some of what we discuss in this episode: Breaking r…

1
Retirement Rebels: Winning Your Financial Independence 22:24

10M ago22:24

22:24

Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets are r…

1
Crash Course: The Psychology of Investing in the Wake of Historic Market Crashes 21:51

10M ago21:51

21:51

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 a…

1
A Comprehensive Dismantling Of 2023’s Top Social Security Myths 25:36

11M ago25:36

25:36

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…

1
7 Important Streams of Income 29:32

11M ago29:32

29:32

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 …

1
Five Facts You Need to Know About FDIC Insurance and Your IRA 13:16

12M ago13:16

13:16

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, esp…

1
How Millionaires Invest Their Money 22:13

1y ago22:13

22:13

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) Do millionaires time the marke…

1
10 IRA Questions to Ask Your Advisor 24:58

1y ago24:58

24:58

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…

1
Unpacking the Silicon Valley Bank Collapse 25:11

1y ago25:11

25:11

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 episo…

1
Things Could (Always) Be Better 22:18

1y ago22:18

22:18

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, bu…

1
Retiring Early? Check Out Scott’s Do’s & Don’ts of 6 Secret Sources of Income 27:37

1y ago27:37

27:37

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 y…

1
SECURE Act 2.0 Webinar & In-Depth Discussion 55:56

1y ago55:56

55:56

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. I…

1
Financial Checklists and Important Birthdays 20:40

1y ago20:40

20:40

A new year means many of us are looking for ways to improve our financial lives in 2023. Today we’re sharing a great checklist to give you areas of focus in order to be better prepared financially. If you’re nearing retirement, these are questions you want to think through and have a plan for before you make that transition. We’ll also share some i…

1
SECURE 2.0 Act – Retirement Changes You Need to Know 33:10

1+ y ago33:10

33:10

We’ve gone through all of these different SECURE 2.0 Act provisions, which touch on a range of planning items and dates so that you can really focus on what’s most important. This episode will help you get a better understanding of the changes, how they might impact you, and what planning opportunities you need to be aware of. Here's some of what w…

1
Mailbag: Mortgages, Dividends and College 23:19

1+ y ago23:19

23:19

It’s time for another mailbag episode, and we bet these questions (and our answers) will help many of you. This episode could really help if you’re looking to improve your financial situation and prepare for retirement. We will discuss whether to pay off your mortgage, what to do about dividends, and whether to prioritize paying for college or savi…

1
End-of-Year Tax Strategies 27:58

1+ y ago27:58

27:58

It’s time to focus on the end of the year, especially taxes, which are a big topic of conversation. We spotlight this topic every December because it’s just that important. We do a year-end tax event each year and produce a white paper because having the right strategies to limit your tax bill can help reduce some of the anxiety around tax time. So…

1
Stock Seller’s Remorse 18:53

1+ y ago18:53

18:53

Do you have seller’s remorse? If you sell a stock and then regret it later, this might be you. We love talking about the behavioral side of finances and investing, and today’s show is all about that. The economy and markets have had a rough time this year, so we’ve seen more regret among investors who led with their feelings instead of facts. On th…

1
What Can I Control? 22:36

1+ y ago22:36

22:36

What’s in your control, what’s outside your control, and how do those things influence your decision-making in your financial life? For instance, inflation is surging, the markets are down, and political warfare is holding strong. But rest assured, there are aspects you are still definitely in control of. We’ll explain how facts and logic are bette…

1
Celebrate Our 100th Show With These Memorable Moments 24:41

1+ y ago24:41

24:41

It’s time to celebrate our 100th episode of Your Retirement Elevated with Scott Dougan! For this milestone episode, we thought we’d mix things up a bit with a look back at some of the best lessons from the past few years of podcasting. Scott’s a great storyteller; it always makes financial planning more relatable when we can tie it into a story abo…

1
Why You Need a Micro and Macro Tax Lens 16:44

1+ y ago16:44

16:44

There are a couple different ways to view taxes – through micro and macro lenses. You’ve probably heard of micro and macro economics, but today’s show is all about preparing for tax season. Here’s some of what you’ll learn on this episode: Why you have to consider variables in tax planning. (6:01) Why you need to keep the conversation going about y…

1
5 Ways Taxes Can Rise & How to Protect Yourself 28:10

1+ y ago28:10

28:10

This topic of taxes is such an important one, especially when it comes to retirement, because the more you pay in taxes, the less income you’ll have to spend. By exploring the five ways taxes can rise, we can help prepare you for what might happen and then discuss the ways to protect yourself. Here’s some of what you’ll learn on this episode: Your …

1
Income Personalities – Probability vs. Safety-First 12:46

1+ y ago12:46

12:46

What is your income personality? Today we’re discussing two types and what they mean – probability vs. safety first. Find out which one you are. Key topics on this episode: 2:36 – Two schools of thought 5:19 – Your preference 7:12 – Risk 8:53 – Optimization planning For more, visit us online: https://listentoscott.com/…

1
The Four Stages of Retirement 20:04

1+ y ago20:04

20:04

Today we’re talking about the four stages of retirement. We want to break it down in an easy-to-understand way to help you prepare for this huge milestone in life. Key topics in this episode: 2:58 – Anticipation 4:27 – Liberation/disorientation 6:21 – Reinvention 10:47 – Reflection/resolution 13:00 – Legacy 15:43 – Personality groups For more, visi…

1
Peanut Butter and Expense Planning 14:16

1+ y ago14:16

14:16

Our entire episode today is based on a meme that says: “You haven’t experienced true heartbreak until you've measured out a single serving of peanut butter.” It can be pretty depressing to see how what 200 calories of peanut butter really looks like, but we’ll tie it all into expense planning. Key topics on this show: 1:45 – Peanut butter 5:54 – Ex…

1
What are the Pros and Cons of I Bonds? 23:14

2y ago23:14

23:14

Have you heard about the new popular investment, I bonds? What are the pros and cons surrounding these bonds and are they the right fit for you? More on I Bonds: https://www.treasurydirect.gov/indiv/products/prod_ibonds_glance.htm Key topics on this show: 1:31 – What kind of questions are we getting? 2:22 – Breaking down the I bond news 4:21 – How …

1
5 Questions To Determine If Your Financial Plan Needs Further Review 22:23

2y ago22:23

22:23

Anytime you meet with a financial advisor, you need to determine if your plan needs more review. On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re sharing the five critical questions you need to ask. Key topics on this show: 3:58 – Vacation now or later 6:17 – Adequate review 9:36 – Tax plan 12:00 – Income and liquidity 1…

1
The Marshmallow Experiment: The Role of Delayed Gratification In Financial Success 14:32

2y ago14:32

14:32

The ability to delay gratification – people who have this quality are more likely to succeed than any others, according to a study. Today we’ll share how this can help with your financial life. Read more and get additional financial resources here: http://listentoscott.com What we discuss in this episode: 2:44 – Marshmallow study 7:56 – Our clients…

1
Are You Guilty of These Cognitive Biases? 21:32

2y ago21:32

21:32

Today’s show is a fun one. Bias is one of our favorite topics, and cognitive bias is fascinating, especially as it relates to money. Find out what these biases are and how to implement more rational thinking into your life. Article discussed today: https://www.visualcapitalist.com/50-cognitive-biases-in-the-modern-world/ Read more and get additiona…

1
Why is the Market Going Down? 15:46

2y ago15:46

15:46

The stock market has been on the decline. But is this normal, or is this time different? How should we handle the drop? We’ll share what advice we give clients and how you can handle the ups and downs with confidence. Read more and get additional financial resources here: http://listentoscott.com What we discuss in this episode: 2:00 – Why is the m…

1
Murky Issues That Make Retirement Planning Harder 19:21

2y ago19:21

19:21

A recent USA Today article pointed out three murky issues that increase retirement planning’s degree of difficulty, especially in today’s economic climate. On this episode, we’ll breakdown the article to see if the murky issues are actually that threatening, and what you can do about it if you’re concerned. Read more and get additional financial re…

1
Home Run Retirement: How Baseball Principles Also Score Financial Runs 15:30

2y ago15:30

15:30

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field. Read more a…

1
Worried About Bad News? Remember, This Too Shall Pass 17:16

2y ago17:16

17:16

We’ve had no shortage of bad news in the news lately, but don’t panic. Remember, this too shall pass. We’ll share how we walk with clients through troubling times and keep their finances in order Read more and get additional financial resources here: http://listentoscott.com What we discuss in this episode: 1:20 – Crisis du jour 3:22 – Focus, not f…

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פודקאסטים בנושא Scott Dougan

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