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

Have you heard the rumor that Social Security is now tax-free or that you’re getting a $40,000 deduction just for existing? Let’s clear up the myths and focus on what the new tax law actually did and what it didn’t. In this episode, Scott breaks down six of the biggest misconceptions swirling around the recently passed “Big Beautiful Bill.” Aimed especially at tax-aware retirees and pre-retirees, this conversation tackles what’s true, what’s exaggerated, and what it really means for your retirement strategy.

Here’s what we cover in this episode:

🧠 Your biggest financial risk may be what you don’t know

📊 Tax bracket changes aren’t permanent, and flexibility matters

🚗 Car loan deduction? Not as generous as it sounds

🙏 Charitable giving caps

🪙 The SALT deduction cap increase helps few and phases out for most

Watch What The “One Big Beautiful Bill” Means for Your Retirement Plan:

https://www.youtube.com/watch?v=hHz-EThv0zE

Read the One Big Beautiful Bill Act Summary: https://www.congress.gov/bill/119th-congress/house-bill/1

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📚🛠️ Check out Scott’s book, Exceptional Retirement, and Retirement Toolkit

Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html

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📰 Read our latest articles on Kiplinger:

https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser

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Debunking Myths Surrounding the Big Beautiful Bill

July 17, 2025

What The “One Big Beautiful Bill” Means For Your Retirement Plan

July 10, 2025

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