We’re Moving!

In Articles, Articles: Salt Lake City Office, SLC Summer 2023 by Scott DouganJuly 19, 2023

It’s official – we’re moving!

Thanks to wonderful clients like you, we have outgrown our current workplace and have found a building that will accommodate us. Elevated Retirement Group & Elevated Capital Advisors will be relocating to:

11925 South 700 East
Draper, Utah, 84020

We hope to be fully moved in late summer/early fall so keep an eye out for our office warming event soon!

We want to reassure you that we have put measures in place to ensure there will be no disruption to the service you receive during our move. If you have any questions, please don’t hesitate to get in touch. Our phone number will remain the same – 801.639.0095.

We look forward to seeing you and serving you at our new location.

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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