Upcoming Events

In Articles: Kansas City Office, Community Involvement, Fall 2023 by Scott DouganSeptember 11, 2023

Year End Tax Webinar

Thursday, November 2nd
12:00 noon – 1:00 pm

This webinar will be live. If you can’t attend, a link will be shared after to view at your convenience.

Fall Festival / Hawaiian Luau

Thurs, Oct 19, 2023
5:00 pm – 9:00 pm

Arts & Heritage Center
8788 Metcalf Avenue
Overland Park KS 66212

Click here or scan the QR code to register for the event and check out the raffle & auction items. Raffle tickets are used for the wine and whiskey pull.

Early Bird Raffle Ticket Sale:
Purchase raffle tickets on or before Monday, October 16th @ 5:00pm for $20.00 each. Raffle tickets will be sold at the event for $25.00 each.

Your Retirement Elevated Podcast with Scott Dougan

Are you prepared for the unexpected turns your retirement might take? In this episode of Your Retirement Elevated Podcast with Scott Dougan, we explore the surprising findings from a study by the Transamerica Center for Retirement Studies. The study reveals a stark contrast between pre-retiree expectations and retiree realities, and we’re here to explore the nine most common retirement surprises that await.

One of the most comforting surprises is that many retirees worry less about money than they anticipated. It seems that once the retirement plan kicks into action, the stress over finances begins to wane. This is a heartening revelation for those lying awake at night fretting over their financial future.

The takeaway from our episode is clear: retirement requires planning, flexibility, and an open mind. Whether it’s adjusting travel plans or having those tough financial conversations, being prepared for the unexpected is key to a fulfilling retirement.

Here are some of the questions we’ll tackle in this episode:

– Why do retirees worry less about money and how does planning play a role?

– What causes many to retire sooner than expected and how abrupt is the transition?

– How does the reality of travel in retirement differ from the expectation?

– Why is discussing finances still taboo and what impact does that have on legacy planning?

– Do most retirees wish they had saved more, and what can you learn from their experiences?

Resources for this episode:

The Retirement Manifesto’s 9 Retirement Surprises

https://www.theretirementmanifesto.com/9-retirement-surprises/

Transamerica Center for Retirement Studies

https://www.transamericacenter.org/

Want to connect with us?

https://listentoscott.com/

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

913-393-4724

Embracing the Unexpected: 9 Retirement Surprises Unveiled

April 18, 2024

Conquer FOBO: Making Decisions with Confidence

April 4, 2024

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