Fall Festival Date Change

In Articles, Articles: Kansas City Office, Community Involvement, Summer 2019 by Scott DouganJuly 9, 2019

The 2019 Fall Festival will be held on Tuesday, October 29. Please update your calendars.

Your Retirement Elevated Podcast with Scott Dougan

📋 Get Scott’s 5 Critical Checkpoints in a Sound Financial Planning Process 👉 https://listentoscott.com/wp-content/uploads/2025/06/5-Critical-Checkpoints.pdf

Choosing a financial advisor is one of the biggest decisions you’ll ever make, but why do people choose the advisor they do? In this episode, Scott walks through 11 of the most common reasons people hire an advisor, from gut-level trust to clear communication, behavioral coaching, and smart tax planning. This isn’t just a list, it’s a deeper look at what really matters when you’re picking someone to guide your life savings.

Here’s what we cover in this episode:

🤝 Why trust and values still matter

🧠 Emotional comfort vs. financial logic

💼 Why a good team behind the scenes matters

📊 Investments are just part of the puzzle

🔎 Tax planning, income design, legacy advice

💼 Want expert help in planning for your financial future?

Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg

📞 Call us: 913-393-4724

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