All Episodes
Your Retirement Elevated Podcast with Scott Dougan — 237 episodes
Time Rich vs Money Rich: The Scorecard That Actually Matters
Why People With “Enough” Money Still Struggle in Retirement
The Mistakes That Quietly Cost Retirees: The Tax Side of Retirement
The Hidden Risks That Could Derail Your Retirement: What Most People Forget to Protect
How Kansas City Homeowners Can Profit From The World Cup - But Don’t Mess It Up
Term, Whole, or Universal Life Insurance? What Actually Matters After 50
The Retirement Chart That’s Fooling Millions of People
Will AI Take Your Job Before You Retire in 5 Years?
Retirement Tax Traps Nobody Warned You About
The AI Headlines Are Scary. Do Retirees Need To Worry?
What Happens Throughout the Year During the Planning Process?
The Gray Areas That Actually Matter in Retirement
Risk Tolerance: Preparing for Market Turbulence
The Boat-Dragging Problem: How Old Strategies Can Hurt Your Retirement
10 Common Retirement Myths And Why They’re Dangerous
An Economist Is Optimistic About 2026- Should You Be?
2026 Financial Rule Changes You Can't Ignore
The Hidden Cost of Emotional Investing (And How to Avoid It)
The IRS Just Announced 2026 Tax Changes
New Trump Accounts Are Coming - Here’s How They Work
Am I Behind In My Retirement Savings?
5 Times You Should NOT Name Your Spouse as Beneficiary
5 Financial Advisor Red Flags You Can’t Ignore
The Real Origins of Thanksgiving: More Than Just a Feast
The 4% Rule…Revised: How Much You Can REALLY Spend in Retirement
The Hidden 401(k) Feature That Could Change Your Retirement
3 Investment Worlds: Finding the Right Balance for You
5 Steps for Tax-Free Roth IRA Distributions
Social Security’s 2026 COLA: What It Means for Your Retirement Income
This Changes EVERYTHING About Retirement Spending
The Retirement Equation: Control What You Can, Plan for What You Can’t
Why Diversified Sources of Retirement Income Matter More Than You Think
Fishing vs. Playing Tackle Box: How to Stop Over-Planning and Start Enjoying Retirement
The 5 Must-Do’s In Year One of Retirement
The $3 Million ERISA Trap: Are You Making This Retirement Mistake?
How to Avoid Early Withdrawal Penalties
How to Tell If You’re Actually Ready to Retire (3 Questions to Find Out)
3 Ways Retirees Accidentally Overspend in Their First 5 Years (and How to Avoid It)
Trump Accounts Explained: The New $1,000 Child Savings Benefit (And What Most Are Getting Wrong)
3 Immediate Retirement Impacts from The New Tax Bill (OBBBA)
Are You Winning or Losing in the Big Beautiful Bill?
Adulthood Happens at 18, Ready or Not with Estate Planner Connor Kelley
Debunking Myths Surrounding the Big Beautiful Bill
What The “One Big Beautiful Bill” Means For Your Retirement Plan
The Five People You Meet Before Retirement
11 Reasons People Choose Their Financial Advisor
Retirement Breaking News: The 4% Rule Gets a Makeover
Should You Gift Money While You’re Alive or Leave A Legacy?
Estate Planning Essentials: Should You Put Everything Into a Trust?
You Don’t Really Want a Financial Plan
Your Emotions Might Matter More Than Math
The 7 Real Risks to Your Retirement Plan
Is 2025 a Bad Time to Retire? Here’s the Truth
The 3 Levels of Retirement Readiness
Parents: Stop Sacrificing Your Future For Your Adult Kids
Why IRAs Are a Terrible Inheritance – And What You Can Do About It
Is This Time Different? A Historical Look at Market Volatility & Actionable Steps
Are Traditional IRAs Really the Worst Asset to Own?
5 Beliefs That Fool Retirement Savers The Most
The Risky Game of Picking Stock Winners
How to Navigate a Market Correctionn
What Your Advisor CANNOT Do For You
Things Your Financial Advisor CAN Do For You
What Do Proposed Trump Tariffs Mean For Your Portfolio?
The Five Love Languages of Financial Planning
Retirement Lessons from Andy Reid: Super Bowl-Worthy Financial Strategies
Spending It All: Retirement Planning for the Ultimate Lifestyle Goal
How Do You Find Your Retirement Number?
The Snowbird Retirement: Is a Seasonal Move Right for You?
Retirement Crisis Sparks Unlikely Agreement Between Democrats and Republicans
Will Social Security Benefits Be Slashed 40% For High-Income Earners?
5 Tax Strategies to Save You Money in Retirement
$1 to $5 Million Saved – Should I Change Advisors?
Costly Year-End Financial Planning Mistakes
The Perfect Holiday Flowchart: Are You Ready for Thanksgiving?
Key Ages To Remember for Retirement Planning
Changes to Contribution Limits in 2025
7 Key Areas to Focus on for a Fulfilling Retirement
Are you prepared for UNCERTAINTY?
How Much Money Do You Need to Be Rich?
Social Security Changes: How Raising the Retirement Age Could Impact You
Beware of the Pig Butchering Financial Scam
Scott Helps Produce ‘The Psychology of Retirement’ Movie
Mise en Place & Retirement Planning: Setting The Stage For Your Next Chapter
HUGE Medicare Plan Changes are Coming
Why Retirement is a Team Sport for Couples
Retirees In Their 70s Regret These 5 Things
Which of the 4 Annuity Types Should You Choose?
Social Security COLA Increase Estimate Announced for 2025
4 Ways You Could Pay More Taxes Than Planned
The Retirement Equation: Controlling What We Can Control
Time to Take the Retirement Checklist Challenge
5 Critical Questions To Ask Your Financial Advisor
Protect Your Information: Our Cybersecurity Event with Ryan Fickel
Don’t Let the IRS End Up With Your Retirement Money
Mastering The 5 Key Areas of Your Financial Life
Am I At Risk of Having My Identity Stolen or Being A Victim of Fraud?
7 Habits for Living an Exceptional Retirement
The 3 Stages of Retirement
Celebrating the Launch of our Brand New Book
Retirement Questions That Every Generation Should Be Asking
Embracing the Unexpected: 9 Retirement Surprises Unveiled
Conquer FOBO: Making Decisions with Confidence
The Shift from Saving to Spending Money
Practical Strategies for Protecting Retirees Against Scams & Fraud
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Peak 65: Preparing for the Largest Retirement Surge Ever
Biggest Changes for Retirement in 2024
Focus on Systems Instead of Resolutions in 2024
The 5 Types of Wealth & Why People Chase Only One at the Cost of Others
The Ultimate Retirement Planning Mixtape
How To Successfully Climb The Retirement Mountain
Latest Updates to Medicare with Cortney Dale
Money Mistakes You’ll Regret and How to Avoid Them
Retirement Planning’s “Hidden” Questions
Building An Estate Plan With No Regrets
Retirement: Ready Or Not, Here It Comes
The 2023 Halftime Report with Mike Sorrentino
5 Key Areas of Your Financial Life
Mastering Retirement Cash Flow: Understanding Changing Expenses
Retirement Rebels: Winning Your Financial Independence
Crash Course: The Psychology of Investing in the Wake of Historic Market Crashes
A Comprehensive Dismantling Of 2023’s Top Social Security Myths
7 Important Streams of Income
Five Facts You Need to Know About FDIC Insurance and Your IRA
How Millionaires Invest Their Money
10 IRA Questions to Ask Your Advisor
Unpacking the Silicon Valley Bank Collapse
Things Could (Always) Be Better
Retiring Early? Check Out Scott’s Do’s & Don’ts of 6 Secret Sources of Income
SECURE Act 2.0 Webinar & In-Depth Discussion
Financial Checklists and Important Birthdays
SECURE 2.0 Act – Retirement Changes You Need to Know
Mailbag: Mortgages, Dividends and College
End-of-Year Tax Strategies
Stock Seller’s Remorse
What Can I Control?
Celebrate Our 100th Show With These Memorable Moments
Why You Need a Micro and Macro Tax Lens
5 Ways Taxes Can Rise & How to Protect Yourself
Income Personalities – Probability vs. Safety-First
The Four Stages of Retirement
Peanut Butter and Expense Planning
What are the Pros and Cons of I Bonds?
5 Questions To Determine If Your Financial Plan Needs Further Review
The Marshmallow Experiment: The Role of Delayed Gratification In Financial Success
Are You Guilty of These Cognitive Biases?
Why is the Market Going Down?
Murky Issues That Make Retirement Planning Harder
Home Run Retirement: How Baseball Principles Also Score Financial Runs
Worried About Bad News? Remember, This Too Shall Pass
What’s the Most Important Part of Retirement Planning?
Planning for Things You Can’t Predict
How Much is Your Money Bias Costing You?
The State of the Markets in 2022
5 Signs You’re In Good Financial Health
22 Money Resolutions For 2022
What is a Fiduciary and Why Do You Need One?
What to Know About End-of-Year Taxes
Time is Undefeated
Your Brain on News
How Overconfidence Can Lead to Financial Destruction
Tony Robbins and the Importance of Feeding Your Mind
Retirement Wisdom From Mick Jagger
How Age & Wisdom Play Into Financial Planning
4 Financial Questions We Get Asked All the Time
Watch Out for These 4 Retirement Blind Spots
How Long Should You Save Important Documents?
Long Term Care Solutions
Knowledge is Not Power
What Are You Going To Retire To?
You're Always Closer To Running Out Of Vitamin C Than You Think
Secure Act 1.0 Clarification and Secure Act 2.0
Critical Facts: SECURE Act's RMD Rule Not What You Thought
Don't Make These Assumptions About Retirement
Beware of the Three P’s: Panic, Politics and Performance Chasing
Questions Not Usually Addressed in Financial Plans
Estate Planning 101: Stealth Taxes
Estate Planning 101: Wills and Trusts
Estate Planning 101: Powers of Attorney
How to Have a Healthy Retirement Plan
Cultivating a Life of Gratitude
It Isn’t the Known Unknowns That Get You
Love or Hate the Election, Leave Emotion Behind
How Will the Election Affect Investments?
End-of-Year Tax Planning Guide
Mailbag: Answering Your Questions About Gold, Divorce, and the Election
In Uncertain Times, Here’s How Your Financial Advisor Can Help
Coach Rut’s Advice for a Healthy Retirement
The Four Tax Liability Buckets
How to Future-Proof Your Retirement
10-Step Layoff Survival Guide
As Business Expands, Show Clients They Still Matter
4 Things to Check Now
New Rollover Rules for 2020 RMDs
5 Life Events That Spark Major Financial Changes
Best Intentions But Bad Financial Advice
Tax Planning Opportunities with Special Guest David McKnight
5 Ways The CARES Act Impacts Retirement Planning
Vital Takeaways From The Coronavirus Stimulus Bill For Individuals & Small Business Owners
Inhale... Exhale... Pumping The Brakes On The Economy
What Documents Do I Need To Keep On File?
What The Chiefs' Super Bowl Victory & The Coronavirus Pandemic Teach Us About Investing
The Power Of Zero - Lessons From Our Event With David McKnight
The SECURE Act Passed - How It Serves As A Tax Increase For Successful Savers
Taxes Are On Sale: Here's The Gameplan To Take Advantage
2019 End Of Year Tax Planning Checklist
This Is It. This Is The End Of Everything
The Senate's RESA Is Even Worse News For The Stretch IRA
5 Tax Saving Strategies
Are You Prepared For Rising Taxes?
9 Important Ages
The 5-Step Complete Planning Process
What Does Financial Security Mean To You?
Common Investor Biases
How Media Can Change Your Perception of Reality
How The SECURE Act Might Impact Your Financial Plan
Advisors: What They CAN and CANNOT Do For You
5 Reasons Someone Should Never Hire A Financial Advisor
In The News And Mailbag: Tax Reform, Housing Market, Bitcoin
What's Your Return On Retirement?
5 Common “Pain Points” In Your Financial Life
State Of The Markets
Episode #14: Redefining Retirement
Episode #13: The 9 Irrational Investment Behavior Biases Hurting Your Financial Decision-Making
Episode #12: When Stocks Drop - Understanding Market Corrections
Episode #11: Client Personalities - Which One Are You?
Episode #10: What Actual Services Should Your Advisor Provide?
Episode #9: How To Hire The Right Financial Advice-Giver
Episode #8: 2018 End Of Year Tax Planning Checklist
Episode #7: Holiday Ham And Running Out Of Money
Episode #6: Annuities - The Good, The Bad, And The Fine Print
Episode #5: Planning During The "Golden Decade"
Episode #4: Don't Listen To Misleading Marketing
CAN Risk
Misleading Money Headlines That Drive Us Crazy
5 Important Questions To Ask When Making Crucial Financial Decisions