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Today we’re sharing some wisdom from motivational speaker and coach Tony Robbins about the importance of feeding your mind. Find out five ways you can live your best post-pandemic life.   Read more and get additional financial resources here: https://wp.me/paeENs-cM   Watch Tony Robbin's video: https://www.youtube.com/watch?v=Aupn1QUSxdw&t=25s   Chili Recipe: https://www.meatchurch.com/blogs/recipes/texas-chili   What we discuss on this episode:  7:03 – Feed your mind 14:38 – Why am I around? 17:44 – Guard your mind 23:56 – Take care of your body 29:37 – Role model 31:26 – Massive action 31:53 – Give more

Believe it or not, Mick Jagger has dispensed a lot of retirement planning wisdom in his life. Granted, he didn’t mean for these statements to have anything to do with money when he said them, but we’re here to weave these quotes into a financial lesson.   Read more and get additional financial resources here: https://wp.me/paeENs-cA    What we discuss on this episode:  2:52 – The past 4:28 – Losing dreams 8:22 – Letting yourself go 10:27 – Satisfaction

There’s an old quote that says, “Age is the price of wisdom.” Today, we’re talking about how that applies to the financial world. Ask yourself, have you changed your opinion on money and saving for retirement as you’ve gotten older?   Read more and get additional financial resources here: https://wp.me/paeENs-cw    What we discuss on this episode:  3:30 – Changing perspectives 6:15 – Regrets 8:52 – Worry 11:50 – Legacy 15:11 – Risk

On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re sharing the four most common financial questions we get and how we answer them.   Read more and get additional financial resources here: https://wp.me/paeENs-cp    What we discuss on this episode:  3:45 – When can I retire? 5:55 – Do I have enough? 7:41 – Will my money last as long as I do? 8:34 – Will I be OK?

On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re talking about blind spots in your retirement. Most retirees and pre-retirees have them in their retirement plan – things they never knew they needed to be thinking about.   We’ll explain how each of these blind spots can cause problems.   Read more and get additional financial resources here: https://wp.me/paeENs-cl    What we discuss on this episode:  4:15 – Market downturn 6:43 – Inflation 8:40 – Medical costs 11:03 – Tax 13:50 – Looking for blind spots

Clients often ask us how long they need to keep important documents on file. Today, we’re sharing a checklist of what you need to save and why.   Read more and get additional financial resources here: https://wp.me/paeENs-ca    What we discuss on this episode:  7:15 – Taxes 8:54 – Health care 9:54 – Legal 11:13 – Assets and debts 12:55 – Other documents

    Read more and get additional financial resources here: https://wp.me/paeENs-c2    What we discuss on this episode:  3:55 – What is long-term care? 8:20 – Self-insure? 10:43 – Traditional insurance and hybrids 16:13 – Life insurance retirement plan 19:23 – Recap

Is knowledge power? On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re exploring the topic of knowledge and what you do with it.   Read more and get additional financial resources here: https://wp.me/paeENs-bX    What we discuss on this episode:  2:05 – Knowledge is not power 6:40 – Knowing where to tap 12:12 – Critical lessons 14:05 – Executing a plan 15:30 – Prior knowledge not always an advantage 20:26 – Feeling comfortable and confident

On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re talking about a question that has come up a lot lately: What are you going to retire to?   Read more and get additional financial resources here: https://wp.me/paeENs-bP    What we discuss on this episode:  1:36 – What you are going to retire to? 6:17 – Struggling with retirement 10:06 – Silver linings

On this episode of Your Retirement Elevated podcast with Scott Dougan, we’ll explain the correlation between vitamin C and how it impacts your financial health.    Read more and get additional financial resources here: https://wp.me/paeENs-bF    What we discuss on this episode:  3:05 – Email from a client 5:31 – Always something to worry about 9:45 – No doom and gloom 12:45 – Guard your minds 14:28 – Emotions

SECURE Act 2.0, son of the SECURE Act, has come out and we'll explain what has changed, what you might like and what you might not.   Read more and get additional financial resources here: https://wp.me/paeENs-bA     What we discuss on this episode:  2:06 – SECURE Act 2.0 5:16 – Rothification of retirement 7:05 – Please some, frustrate others 10:22 – Collecting tax on the seed 12:22 – Increase RMD age 15:54 – Don’t get too wrapped up

On this episode of Your Retirement Elevated podcast with Scott Dougan, we’re talking about some recent developments to the SECURE Act and what it might mean for you. Find out what we think about the news and how it could impact planning.   Read more and get additional financial resources here: https://wp.me/paeENs-bs    What we discuss on this episode:  2:42 – What is the SECURE Act? 6:34 – Withdrawing funds from retirement accounts 11:20 – Not the first big change 13:36 – Repercussions

There are some things you should never assume in the financial world, especially as you’re preparing for retirement. Find out if you’re getting any of these things wrong.   Read more and get additional financial resources here: https://wp.me/paeENs-bh    What we discuss on this episode:  7:41 – Spending less in retirement 9:26 – Lower taxes in retirement 11:12 – Helping children with college 13:34 – I’ll never retire

Today we’re talking about classic mistakes people make that can have long-term impacts on their retirement plan. Find out how to avoid the three P’s – panic, politics and performance chasing.   Read more and get additional financial resources here: https://wp.me/paeENs-bb    What we discuss on this episode:  1:39 – Emotional decisions 4:05 – Market drops 8:32 – Panic 12:35 – Politics 19:33 – Performance chasing

We often hear about frequently asked questions, but what are some questions that are not usually addressed in financial plans? We’ll explain what they are and why you need to know the answers.   Read more and get additional financial resources here: https://wp.me/paeENs-b0    What we discuss on this episode:  1:22 – Money falling through the cracks 2:56 – Tax returns 3:44 – Estate plans 6:00 – Lack of communication 10:36 – Making factual, logical decisions 14:00 – Questions you need to ask 14:36 – Tax-loss harvesting strategies 20:24 – Financial advisors can be your quarterback 23:50 – Virtual educational events

In part three of our estate planning series, we’re talking with attorneys Chris Gaughan and Casey Connealy about stealth taxes. They are sneaky taxes that we often don’t think about or know about but can really add up.   Read more and get additional resources here: https://wp.me/paeENs-aT    Part 1 on Powers of Attorney: https://wp.me/paeENs-aB  Part 2 on Wills and Trusts: https://wp.me/paeENs-aH    What we discuss on this episode:  2:19 – What are stealth taxes? 4:00 – Death taxes 7:57 – Individual retirement accounts 11:34 – Probate 14:09 – Delays and administrative fees

In part two of our estate planning series, we’re talking with attorneys Chris Gaughan and Casey Connealy about the difference between wills and trusts. Which one should you have, and what are the pros and cons?   Read more and get additional planning resources: https://wp.me/paeENs-aH    Check out part 1: https://wp.me/paeENs-aB    What we discuss on this show:  2:40 – What if you don’t have a will or trust? 5:34 – What is a will? 7:43 – What is a trust? 9:40 – Other reasons to use a trust 12:15 – Divorce protection 13:16 – Protecting children 14:12 – Money management concerns 14:59 – Children with special needs 15:56 – Should I have a will or trust? 19:33 – What do I do next? 21:16 – Contact Chris and Casey

In part one of our estate planning series, we’re talking with attorneys Chris Gaughan and Casey Connealy about powers of attorney. Do you need a power of attorney, how are they used and what are some common misconceptions?   Read more and get additional planning resources here: https://wp.me/paeENs-aB    What we discuss on this episode:  1:33 – What is estate planning? 2:35 – Two types of powers of attorney 4:09 – If you don’t have power of attorney 6:13 – What if you do have power of attorney? 10:19 – Misconceptions about power of attorney 13:36 – Validity of power attorney 15:12 – Make sure you have copies 16:44 – Who should have a power of attorney?

What is the health of your wealth? In other words, how healthy is your retirement plan? Today, we’re sharing what questions you should consider as you save for retirement.     Read more and get additional financial resources here: https://wp.me/paeENs-av    What we discuss on this episode:  2:52 – A new administration 5:20 – You may need to work longer 6:52 – Spend less, save more 8:09 – Are you going to work longer or adjust your lifestyle? 8:55 – Invest with a long-term approach 11:35 – Hybrid retirement 14:53 – Insurance, healthcare and taxes

The holidays are a natural time to show gratitude, but intentional gratitude all year long is just as important. On today’s episode, we’re talking all about gratefulness.   Read more and get additional financial resources here: https://wp.me/paeENs-ar    What we discuss on this show:  1:35 – Gratefulness 4:50 – Intentional gratitude 8:20 – Expressing gratitude 13:27 – Acts of kindness 19:06 – Reflecting