Office Move and Office Closures

In Articles, Articles: Salt Lake City Office, SLC Fall 2023 by Scott DouganSeptember 20, 2023

Office Move

We are so close to being all set up at the new office. The end is in sight, and we’ll be ready to serve our wonderful clients in Draper soon. Once we are settled, we will send out the details for our open house event to make things official. We are extremely excited for this change and look forward to seeing you all very soon is this great new space!

Office Closures

Thanksgiving Holiday
Thursday, November 23rd and Friday, November 24th

Christmas Holiday
Monday, December 25th and Tuesday, December 26th

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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Office Move and Office Closures

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