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

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Retirement is one of the biggest financial decisions you’ll ever make, but how do you know if you’re really ready? While there are countless details that matter, Scott is boiling it down to make it simple. In this episode, he covers the three key questions you need to ask yourself to find out if you’re ready to hang it up without looking back. Can you confidently answer these three questions? If so, you might be ready to retire.

Here’s what we cover in this episode:

💰 How to get honest with how much you really spend

🏦 Turning your portfolio into a reliable paycheck

🚐 Structuring your go-go, slow-go, and no-go years

⚠️ The three tripwires: taxes, healthcare, and market surprises

📉 Sequence of returns risk and “reverse dollar cost averaging”

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