Team Corner

In Articles: Kansas City Office, Spring 2024, Team Spotlights by Scott DouganMarch 20, 2024

Welcome Harrison

Katie and Brandon welcomed their 4th child, Harrison Cole Murray, on January 26th. Hadley, Hayes and Harlow are so in love with him!

Your Retirement Elevated Podcast with Scott Dougan

💼 Want expert help in planning for your financial future?

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

How can naming your spouse as beneficiary create unintentional tax problems? Most people assume naming their spouse as the IRA beneficiary is the safest and simplest option, but Scott explains why that isn’t always true. In this episode, he walks through several real-life situations where choosing a spouse can unintentionally (and negatively) impact taxes, fuel family conflict, or even jeopardize government benefits.

Here’s what we cover in this episode:

💰 When They Already Have Enough: why extra inherited assets may create tax headaches

🛡️ Scam Protection: safeguarding vulnerable spouses from exploitation

💍 Remarriage Risks: preventing assets from accidentally going to a future spouse

👨‍👩‍👧 Blended Family Concerns: avoiding accidentally disinheriting your children

♿ Special Needs Situations: protecting government benefits with the right trust

Watch Scott’s videos to Protecting Yourself from Scams:

Beware of the Pig Butchering Financial Scam

https://www.youtube.com/watch?v=_PrGluJvaJE

Am I At Risk of Having My Identity Stolen or Being A Victim of Fraud?

https://www.youtube.com/watch?v=W0MDdVGbBbg

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