Your Retirement Elevated Podcast with Scott Dougan

Jan 30 2025 171 ep. 22 mins 14

Your Retirement Elevated Podcast with Scott Dougan artwork

Financial and retirement planning guidance from Kansas City‘s Scott Dougan of Elevated Retirement Group. Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement. Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.

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Spending It All: Retirement Planning for the Ultimate Lifestyle Goal

Jan 30 2025 21 mins

Everyone views their retirement differently, and there’s a segment of the population that wants to live life to the fullest. If they could build the perfect plan, that last check they write would barely clear the bank. For those that don’t want to leave a large legacy and would rather spend down their assets over their lifetime, we’ll talk about how personalized planning can

How Do You Find Your Retirement Number?

Jan 23 2025 11 mins

Chasing that magic number in retirement can be pretty anxiety-inducing. Many in the financial industry get fixated on saving and saving to reach this gigantic number, but there’s so much more detail that goes into figuring out what you will need to support your lifestyle. Today we’re going to tell you what goes into finding that financial independence number for you. Read the a

The Snowbird Retirement: Is a Seasonal Move Right for You?

Jan 16 2025 17 mins

As the cold winds of winter sweep across the Midwest, many retirees find themselves yearning for a change of scenery—a warmer, sunnier place to call home during the colder months. Enter the snowbird lifestyle, a popular choice for those looking to escape the harsh winter climate and embrace a more temperate environment. In this show, we explore the world of snowbirding, the reaso

Retirement Crisis Sparks Unlikely Agreement Between Democrats and Republicans

Jan 09 2025 14 mins

Maybe the biggest news of the new year is that Democrats and Republicans actually agree on something. The stats show that around 80% of people on both sides believe that the nation is facing a retirement crisis. So what are the biggest problem areas and how do we correct them? This video will dive into results from a recent survey that reveal a vast majority of Americans, regardles

Will Social Security Benefits Be Slashed 40% For High-Income Earners?

Jan 02 2025 13 mins

In today’s episode, Scott breaks down a recent Social Security solvency proposal that suggests a 40% reduction in benefits for high-income earners. Proposed by the American Enterprise Institute, this plan targets wealthier individuals to bear the brunt of reductions, allowing lower-income retirees to face less drastic cuts. Scott weighs in on whether this proposal is likely to ga

5 Tax Strategies to Save You Money in Retirement

Dec 26 2024 16 mins

Retirement planning is more than just saving money; it's about making your savings last as long as you do. Today Scott is going to share five crucial tax strategies that can significantly impact your financial future. Here’s what we cover in this episode: 0:00 – Intro 1:19 – Why tax planning is critical to today’s retirement plan. 3:13 – Roth conversions 5:38 – Harvest

$1 to $5 Million Saved – Should I Change Advisors?

Dec 19 2024 17 mins

In this show, we explore why people in this financial bracket often rethink their strategy and discuss key topics like tax planning, withdrawal strategies, and income guardrails. With more at stake and no room for mistakes, the importance of having a skilled team to guide you through retirement is greater than ever. Here’s what we cover in this episode: 0:00 – Intro 1:52 – S

Costly Year-End Financial Planning Mistakes

Dec 05 2024 20 mins

As the year draws to a close, it's the perfect time to reflect on your financial health and make strategic decisions for the future. In this week’s episode, Scott takes us through four major year-end financial planning mistakes and how to avoid them. Here’s what we cover in this episode: 0:00 – Intro 1:44 – Ignoring the issues that debt creates. 5:50 – Overlooking the co

The Perfect Holiday Flowchart: Are You Ready for Thanksgiving?

Nov 26 2024 23 mins

If you have watched any of our podcasts and videos, or if you've ever engaged as a client with Scott Dougan and the Elevated Retirement Group team, you've probably come across a lot of flow charts. We're going to poke a little bit of fun at Scott

Key Ages To Remember for Retirement Planning

Nov 21 2024 17 mins

Did you know there are three specific birthdays that can have a huge impact on your tax situation? It’s true, and today we’re going to tell you why 50, 65, and 73 are key ages for retirement planning. Here’s what we cover in this episode: 0:00 – Intro 1:44 – Age 50 4:38 – Changes in catch-up rules 8:30 – Age 65 11:33 – Age 73 Want to connect with us? Web: https://