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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.

Scott Dougan Podcast

Your Retirement Elevated Podcast with Scott Dougan
Your Retirement Elevated Podcast with Scott Dougan
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Financial Checklists and Important Birthdays

A new year means many of us are looking for ways to improve our financial lives in 2023.

Today we’re sharing a great checklist to give you areas of focus in order to be better prepared financially. If you’re nearing retirement, these are questions you want to think through and have a plan for before you make that transition.

We’ll also share some important birthdays for financial planning and make sure you know about the items that will impact you at specific ages.

Here’s some of what we discuss in this episode:

  • Do you anticipate changes to your investment goals? (5:43)
  • Do you want to help children or grandchildren with college? (10:27)
  • When should you do Roth conversions? (11:52)

 

Want to connect with us? 

https://listentoscott.com/

https://elevatemyretirement.com/our-team/scott-m-dougan/

913-393-4724

Financial Checklists and Important Birthdays
Financial Checklists and Important Birthdays
January 26, 2023
SECURE 2.0 Act – Retirement Changes You Need to Know
January 20, 2023
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Sean P. Lee Podcast

Retirement Elevated Podcast with Sean Lee
What You Need To Know About Secure Act 2.0
What You Need To Know About Secure Act 2.0
What You Need To Know About Secure Act 2.0
January 26, 2023
100th Episode Special with a Surprise Guest
January 12, 2023
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Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor.

© 2021 Elevated Retirement Group. All Rights Reserved. *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.

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