Your Retirement Elevated Podcast with Scott Dougan
By Scott Dougan
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Category: Investing
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Episodes: 237
Description
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.
| Episode | Date |
|---|---|
|
Time Rich vs Money Rich: The Scorecard That Actually Matters
|
May 14, 2026 |
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Why People With “Enough” Money Still Struggle in Retirement
|
May 07, 2026 |
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The Mistakes That Quietly Cost Retirees: The Tax Side of Retirement
|
Apr 30, 2026 |
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The Hidden Risks That Could Derail Your Retirement: What Most People Forget to Protect
|
Apr 23, 2026 |
|
How Kansas City Homeowners Can Profit From The World Cup - But Don’t Mess It Up
|
Apr 16, 2026 |
|
Term, Whole, or Universal Life Insurance? What Actually Matters After 50
|
Apr 09, 2026 |
|
The Retirement Chart That’s Fooling Millions of People
|
Apr 02, 2026 |
|
Will AI Take Your Job Before You Retire in 5 Years?
|
Mar 26, 2026 |
|
Retirement Tax Traps Nobody Warned You About
|
Mar 19, 2026 |
|
The AI Headlines Are Scary. Do Retirees Need To Worry?
|
Mar 12, 2026 |
|
What Happens Throughout the Year During the Planning Process?
|
Mar 05, 2026 |
|
The Gray Areas That Actually Matter in Retirement
|
Feb 26, 2026 |
|
Risk Tolerance: Preparing for Market Turbulence
|
Feb 19, 2026 |
|
The Boat-Dragging Problem: How Old Strategies Can Hurt Your Retirement
|
Feb 11, 2026 |
|
10 Common Retirement Myths And Why They’re Dangerous
|
Jan 29, 2026 |
|
An Economist Is Optimistic About 2026- Should You Be?
|
Jan 22, 2026 |
|
2026 Financial Rule Changes You Can't Ignore
|
Jan 15, 2026 |
|
The Hidden Cost of Emotional Investing (And How to Avoid It)
|
Jan 08, 2026 |
|
The IRS Just Announced 2026 Tax Changes
|
Dec 31, 2025 |
|
New Trump Accounts Are Coming - Here’s How They Work
|
Dec 22, 2025 |
|
Am I Behind In My Retirement Savings?
|
Dec 18, 2025 |
|
5 Times You Should NOT Name Your Spouse as Beneficiary
|
Dec 11, 2025 |
|
5 Financial Advisor Red Flags You Can’t Ignore
|
Dec 04, 2025 |
|
The Real Origins of Thanksgiving: More Than Just a Feast
|
Nov 26, 2025 |
|
The 4% Rule…Revised: How Much You Can REALLY Spend in Retirement
|
Nov 20, 2025 |
|
The Hidden 401(k) Feature That Could Change Your Retirement
|
Nov 13, 2025 |
|
3 Investment Worlds: Finding the Right Balance for You
|
Nov 06, 2025 |
|
5 Steps for Tax-Free Roth IRA Distributions
|
Oct 30, 2025 |
|
Social Security’s 2026 COLA: What It Means for Your Retirement Income
|
Oct 23, 2025 |
|
This Changes EVERYTHING About Retirement Spending
|
Oct 16, 2025 |
|
The Retirement Equation: Control What You Can, Plan for What You Can’t
|
Oct 09, 2025 |
|
Why Diversified Sources of Retirement Income Matter More Than You Think
|
Oct 02, 2025 |
|
Fishing vs. Playing Tackle Box: How to Stop Over-Planning and Start Enjoying Retirement
|
Sep 25, 2025 |
|
The 5 Must-Do’s In Year One of Retirement
|
Sep 18, 2025 |
|
The $3 Million ERISA Trap: Are You Making This Retirement Mistake?
|
Sep 11, 2025 |
|
How to Avoid Early Withdrawal Penalties
|
Sep 04, 2025 |
|
How to Tell If You’re Actually Ready to Retire (3 Questions to Find Out)
|
Aug 28, 2025 |
|
3 Ways Retirees Accidentally Overspend in Their First 5 Years (and How to Avoid It)
|
Aug 21, 2025 |
|
Trump Accounts Explained: The New $1,000 Child Savings Benefit (And What Most Are Getting Wrong)
|
Aug 14, 2025 |
|
3 Immediate Retirement Impacts from The New Tax Bill (OBBBA)
|
Aug 07, 2025 |
|
Are You Winning or Losing in the Big Beautiful Bill?
|
Jul 31, 2025 |
|
Adulthood Happens at 18, Ready or Not with Estate Planner Connor Kelley
|
Jul 24, 2025 |
|
Debunking Myths Surrounding the Big Beautiful Bill
|
Jul 17, 2025 |
|
What The “One Big Beautiful Bill” Means For Your Retirement Plan
|
Jul 10, 2025 |
|
The Five People You Meet Before Retirement
|
Jul 03, 2025 |
|
11 Reasons People Choose Their Financial Advisor
|
Jun 26, 2025 |
|
Retirement Breaking News: The 4% Rule Gets a Makeover
|
Jun 19, 2025 |
|
Should You Gift Money While You’re Alive or Leave A Legacy?
|
Jun 12, 2025 |
|
Estate Planning Essentials: Should You Put Everything Into a Trust?
|
Jun 05, 2025 |
|
You Don’t Really Want a Financial Plan
|
May 29, 2025 |
|
Your Emotions Might Matter More Than Math
|
May 22, 2025 |
|
The 7 Real Risks to Your Retirement Plan
|
May 15, 2025 |
|
Is 2025 a Bad Time to Retire? Here’s the Truth
|
May 08, 2025 |
|
The 3 Levels of Retirement Readiness
|
May 01, 2025 |
|
Parents: Stop Sacrificing Your Future For Your Adult Kids
|
Apr 24, 2025 |
|
Why IRAs Are a Terrible Inheritance – And What You Can Do About It
|
Apr 17, 2025 |
|
Is This Time Different? A Historical Look at Market Volatility & Actionable Steps
|
Apr 08, 2025 |
|
Are Traditional IRAs Really the Worst Asset to Own?
|
Apr 03, 2025 |
|
5 Beliefs That Fool Retirement Savers The Most
|
Mar 27, 2025 |
|
The Risky Game of Picking Stock Winners
|
Mar 20, 2025 |
|
How to Navigate a Market Correctionn
|
Mar 13, 2025 |
|
What Your Advisor CANNOT Do For You
|
Mar 06, 2025 |
|
Things Your Financial Advisor CAN Do For You
|
Feb 27, 2025 |
|
What Do Proposed Trump Tariffs Mean For Your Portfolio?
|
Feb 20, 2025 |
|
The Five Love Languages of Financial Planning
|
Feb 13, 2025 |
|
Retirement Lessons from Andy Reid: Super Bowl-Worthy Financial Strategies
|
Feb 06, 2025 |
|
Spending It All: Retirement Planning for the Ultimate Lifestyle Goal
|
Jan 30, 2025 |
|
How Do You Find Your Retirement Number?
|
Jan 23, 2025 |
|
The Snowbird Retirement: Is a Seasonal Move Right for You?
|
Jan 16, 2025 |
|
Retirement Crisis Sparks Unlikely Agreement Between Democrats and Republicans
|
Jan 09, 2025 |
|
Will Social Security Benefits Be Slashed 40% For High-Income Earners?
|
Jan 02, 2025 |
|
5 Tax Strategies to Save You Money in Retirement
|
Dec 26, 2024 |
|
$1 to $5 Million Saved – Should I Change Advisors?
|
Dec 19, 2024 |
|
Costly Year-End Financial Planning Mistakes
|
Dec 05, 2024 |
|
The Perfect Holiday Flowchart: Are You Ready for Thanksgiving?
|
Nov 26, 2024 |
|
Key Ages To Remember for Retirement Planning
|
Nov 21, 2024 |
|
Changes to Contribution Limits in 2025
|
Nov 14, 2024 |
|
7 Key Areas to Focus on for a Fulfilling Retirement
|
Nov 07, 2024 |
|
Are you prepared for UNCERTAINTY?
|
Oct 31, 2024 |
|
How Much Money Do You Need to Be Rich?
|
Oct 24, 2024 |
|
Social Security Changes: How Raising the Retirement Age Could Impact You
|
Oct 17, 2024 |
|
Beware of the Pig Butchering Financial Scam
|
Oct 10, 2024 |
|
Scott Helps Produce ‘The Psychology of Retirement’ Movie
|
Oct 03, 2024 |
|
Mise en Place & Retirement Planning: Setting The Stage For Your Next Chapter
|
Sep 26, 2024 |
|
HUGE Medicare Plan Changes are Coming
|
Sep 19, 2024 |
|
Why Retirement is a Team Sport for Couples
|
Sep 12, 2024 |
|
Retirees In Their 70s Regret These 5 Things
|
Sep 05, 2024 |
|
Which of the 4 Annuity Types Should You Choose?
|
Aug 29, 2024 |
|
Social Security COLA Increase Estimate Announced for 2025
|
Aug 22, 2024 |
|
4 Ways You Could Pay More Taxes Than Planned
|
Aug 15, 2024 |
|
The Retirement Equation: Controlling What We Can Control
|
Aug 08, 2024 |
|
Time to Take the Retirement Checklist Challenge
|
Aug 01, 2024 |
|
5 Critical Questions To Ask Your Financial Advisor
|
Jul 25, 2024 |
|
Protect Your Information: Our Cybersecurity Event with Ryan Fickel
|
Jul 18, 2024 |
|
Don’t Let the IRS End Up With Your Retirement Money
|
Jul 11, 2024 |
|
Mastering The 5 Key Areas of Your Financial Life
|
Jul 02, 2024 |
|
Am I At Risk of Having My Identity Stolen or Being A Victim of Fraud?
|
Jun 27, 2024 |
|
7 Habits for Living an Exceptional Retirement
|
Jun 20, 2024 |
|
The 3 Stages of Retirement
|
Jun 13, 2024 |
|
Celebrating the Launch of our Brand New Book
|
May 23, 2024 |
|
Retirement Questions That Every Generation Should Be Asking
|
May 02, 2024 |
|
Embracing the Unexpected: 9 Retirement Surprises Unveiled
|
Apr 18, 2024 |
|
Conquer FOBO: Making Decisions with Confidence
|
Apr 04, 2024 |
|
The Shift from Saving to Spending Money
|
Mar 21, 2024 |
|
Practical Strategies for Protecting Retirees Against Scams & Fraud
|
Mar 07, 2024 |
|
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
|
Feb 22, 2024 |
|
Peak 65: Preparing for the Largest Retirement Surge Ever
|
Feb 01, 2024 |
|
Biggest Changes for Retirement in 2024
|
Jan 18, 2024 |
|
Focus on Systems Instead of Resolutions in 2024
|
Jan 04, 2024 |
|
The 5 Types of Wealth & Why People Chase Only One at the Cost of Others
|
Dec 21, 2023 |
|
The Ultimate Retirement Planning Mixtape
|
Dec 07, 2023 |
|
How To Successfully Climb The Retirement Mountain
|
Nov 16, 2023 |
|
Latest Updates to Medicare with Cortney Dale
|
Nov 03, 2023 |
|
Money Mistakes You’ll Regret and How to Avoid Them
|
Oct 19, 2023 |
|
Retirement Planning’s “Hidden” Questions
|
Oct 05, 2023 |
|
Building An Estate Plan With No Regrets
|
Sep 21, 2023 |
|
Retirement: Ready Or Not, Here It Comes
|
Sep 07, 2023 |
|
The 2023 Halftime Report with Mike Sorrentino
|
Aug 17, 2023 |
|
5 Key Areas of Your Financial Life
|
Aug 03, 2023 |
|
Mastering Retirement Cash Flow: Understanding Changing Expenses
|
Jul 20, 2023 |
|
Retirement Rebels: Winning Your Financial Independence
|
Jul 06, 2023 |
|
Crash Course: The Psychology of Investing in the Wake of Historic Market Crashes
|
Jun 15, 2023 |
|
A Comprehensive Dismantling Of 2023’s Top Social Security Myths
|
Jun 01, 2023 |
|
7 Important Streams of Income
|
May 18, 2023 |
|
Five Facts You Need to Know About FDIC Insurance and Your IRA
|
May 04, 2023 |
|
How Millionaires Invest Their Money
|
Apr 20, 2023 |
|
10 IRA Questions to Ask Your Advisor
|
Apr 13, 2023 |
|
Unpacking the Silicon Valley Bank Collapse
|
Mar 14, 2023 |
|
Things Could (Always) Be Better
|
Mar 02, 2023 |
|
Retiring Early? Check Out Scott’s Do’s & Don’ts of 6 Secret Sources of Income
|
Feb 16, 2023 |
|
SECURE Act 2.0 Webinar & In-Depth Discussion
|
Feb 03, 2023 |
|
Financial Checklists and Important Birthdays
|
Jan 26, 2023 |
|
SECURE 2.0 Act – Retirement Changes You Need to Know
|
Jan 20, 2023 |
|
Mailbag: Mortgages, Dividends and College
|
Dec 15, 2022 |
|
End-of-Year Tax Strategies
|
Dec 01, 2022 |
|
Stock Seller’s Remorse
|
Nov 17, 2022 |
|
What Can I Control?
|
Nov 03, 2022 |
|
Celebrate Our 100th Show With These Memorable Moments
|
Oct 20, 2022 |
|
Why You Need a Micro and Macro Tax Lens
|
Oct 06, 2022 |
|
5 Ways Taxes Can Rise & How to Protect Yourself
|
Sep 15, 2022 |
|
Income Personalities – Probability vs. Safety-First
|
Sep 01, 2022 |
|
The Four Stages of Retirement
|
Aug 18, 2022 |
|
Peanut Butter and Expense Planning
|
Aug 04, 2022 |
|
What are the Pros and Cons of I Bonds?
|
Jul 21, 2022 |
|
5 Questions To Determine If Your Financial Plan Needs Further Review
|
Jul 07, 2022 |
|
The Marshmallow Experiment: The Role of Delayed Gratification In Financial Success
|
Jun 16, 2022 |
|
Are You Guilty of These Cognitive Biases?
|
Jun 02, 2022 |
|
Why is the Market Going Down?
|
May 19, 2022 |
|
Murky Issues That Make Retirement Planning Harder
|
May 05, 2022 |
|
Home Run Retirement: How Baseball Principles Also Score Financial Runs
|
Apr 21, 2022 |
|
Worried About Bad News? Remember, This Too Shall Pass
|
Apr 07, 2022 |
|
What’s the Most Important Part of Retirement Planning?
|
Mar 17, 2022 |
|
Planning for Things You Can’t Predict
|
Mar 03, 2022 |
|
How Much is Your Money Bias Costing You?
|
Feb 24, 2022 |
|
The State of the Markets in 2022
|
Feb 17, 2022 |
|
5 Signs You’re In Good Financial Health
|
Jan 20, 2022 |
|
22 Money Resolutions For 2022
|
Jan 06, 2022 |
|
What is a Fiduciary and Why Do You Need One?
|
Dec 21, 2021 |
|
What to Know About End-of-Year Taxes
|
Dec 16, 2021 |
|
Time is Undefeated
|
Nov 18, 2021 |
|
Your Brain on News
|
Nov 04, 2021 |
|
How Overconfidence Can Lead to Financial Destruction
|
Oct 21, 2021 |
|
Tony Robbins and the Importance of Feeding Your Mind
|
Oct 15, 2021 |
|
Retirement Wisdom From Mick Jagger
|
Sep 16, 2021 |
|
How Age & Wisdom Play Into Financial Planning
|
Sep 02, 2021 |
|
4 Financial Questions We Get Asked All the Time
|
Aug 19, 2021 |
|
Watch Out for These 4 Retirement Blind Spots
|
Aug 05, 2021 |
|
How Long Should You Save Important Documents?
|
Jul 15, 2021 |
|
Long Term Care Solutions
|
Jul 01, 2021 |
|
Knowledge is Not Power
|
Jun 17, 2021 |
|
What Are You Going To Retire To?
|
Jun 03, 2021 |
|
You're Always Closer To Running Out Of Vitamin C Than You Think
|
May 27, 2021 |
|
Secure Act 1.0 Clarification and Secure Act 2.0
|
May 20, 2021 |
|
Critical Facts: SECURE Act's RMD Rule Not What You Thought
|
Apr 22, 2021 |
|
Don't Make These Assumptions About Retirement
|
Apr 08, 2021 |
|
Beware of the Three P’s: Panic, Politics and Performance Chasing
|
Mar 25, 2021 |
|
Questions Not Usually Addressed in Financial Plans
|
Mar 04, 2021 |
|
Estate Planning 101: Stealth Taxes
|
Feb 25, 2021 |
|
Estate Planning 101: Wills and Trusts
|
Feb 18, 2021 |
|
Estate Planning 101: Powers of Attorney
|
Feb 11, 2021 |
|
How to Have a Healthy Retirement Plan
|
Jan 21, 2021 |
|
Cultivating a Life of Gratitude
|
Dec 23, 2020 |
|
It Isn’t the Known Unknowns That Get You
|
Dec 18, 2020 |
|
Love or Hate the Election, Leave Emotion Behind
|
Nov 19, 2020 |
|
How Will the Election Affect Investments?
|
Oct 29, 2020 |
|
End-of-Year Tax Planning Guide
|
Oct 22, 2020 |
|
Mailbag: Answering Your Questions About Gold, Divorce, and the Election
|
Oct 15, 2020 |
|
In Uncertain Times, Here’s How Your Financial Advisor Can Help
|
Oct 01, 2020 |
|
Coach Rut’s Advice for a Healthy Retirement
|
Sep 17, 2020 |
|
The Four Tax Liability Buckets
|
Sep 03, 2020 |
|
How to Future-Proof Your Retirement
|
Aug 27, 2020 |
|
10-Step Layoff Survival Guide
|
Aug 20, 2020 |
|
As Business Expands, Show Clients They Still Matter
|
Jul 23, 2020 |
|
4 Things to Check Now
|
Jul 09, 2020 |
|
New Rollover Rules for 2020 RMDs
|
Jul 02, 2020 |
|
5 Life Events That Spark Major Financial Changes
|
Jun 04, 2020 |
|
Best Intentions But Bad Financial Advice
|
May 21, 2020 |
|
Tax Planning Opportunities with Special Guest David McKnight
|
May 07, 2020 |
|
5 Ways The CARES Act Impacts Retirement Planning
|
Apr 30, 2020 |
|
Vital Takeaways From The Coronavirus Stimulus Bill For Individuals & Small Business Owners
|
Apr 02, 2020 |
|
Inhale... Exhale... Pumping The Brakes On The Economy
|
Mar 20, 2020 |
|
What Documents Do I Need To Keep On File?
|
Feb 20, 2020 |
|
What The Chiefs' Super Bowl Victory & The Coronavirus Pandemic Teach Us About Investing
|
Feb 06, 2020 |
|
The Power Of Zero - Lessons From Our Event With David McKnight
|
Jan 23, 2020 |
|
The SECURE Act Passed - How It Serves As A Tax Increase For Successful Savers
|
Jan 10, 2020 |
|
Taxes Are On Sale: Here's The Gameplan To Take Advantage
|
Dec 19, 2019 |
|
2019 End Of Year Tax Planning Checklist
|
Dec 05, 2019 |
|
This Is It. This Is The End Of Everything
|
Nov 21, 2019 |
|
The Senate's RESA Is Even Worse News For The Stretch IRA
|
Nov 07, 2019 |
|
5 Tax Saving Strategies
|
Oct 17, 2019 |
|
Are You Prepared For Rising Taxes?
|
Oct 03, 2019 |
|
9 Important Ages
|
Sep 19, 2019 |
|
The 5-Step Complete Planning Process
|
Sep 05, 2019 |
|
What Does Financial Security Mean To You?
|
Aug 15, 2019 |
|
Common Investor Biases
|
Aug 01, 2019 |
|
How Media Can Change Your Perception of Reality
|
Jul 18, 2019 |
|
How The SECURE Act Might Impact Your Financial Plan
|
Jul 03, 2019 |
|
Advisors: What They CAN and CANNOT Do For You
|
Jun 20, 2019 |
|
5 Reasons Someone Should Never Hire A Financial Advisor
|
Jun 06, 2019 |
|
In The News And Mailbag: Tax Reform, Housing Market, Bitcoin
|
May 02, 2019 |
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What's Your Return On Retirement?
|
Apr 18, 2019 |
|
5 Common “Pain Points” In Your Financial Life
|
Apr 04, 2019 |
|
State Of The Markets
|
Mar 21, 2019 |
|
Episode #14: Redefining Retirement
|
Mar 07, 2019 |
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Episode #13: The 9 Irrational Investment Behavior Biases Hurting Your Financial Decision-Making
|
Feb 21, 2019 |
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Episode #12: When Stocks Drop - Understanding Market Corrections
|
Feb 07, 2019 |
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Episode #11: Client Personalities - Which One Are You?
|
Jan 17, 2019 |
|
Episode #10: What Actual Services Should Your Advisor Provide?
|
Jan 03, 2019 |
|
Episode #9: How To Hire The Right Financial Advice-Giver
|
Dec 20, 2018 |
|
Episode #8: 2018 End Of Year Tax Planning Checklist
|
Dec 06, 2018 |
|
Episode #7: Holiday Ham And Running Out Of Money
|
Nov 15, 2018 |
|
Episode #6: Annuities - The Good, The Bad, And The Fine Print
|
Nov 01, 2018 |
|
Episode #5: Planning During The "Golden Decade"
|
Oct 18, 2018 |
|
Episode #4: Don't Listen To Misleading Marketing
|
Oct 04, 2018 |
|
CAN Risk
|
Sep 06, 2018 |
|
Misleading Money Headlines That Drive Us Crazy
|
Aug 16, 2018 |
|
5 Important Questions To Ask When Making Crucial Financial Decisions
|
Jul 31, 2018 |