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Mastering The 5 Key Areas of Your Financial Life

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Manage episode 426766560 series 2412204
Content provided by Scott Dougan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Dougan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

What does a complete financial plan really look like? You’ve spent decades working hard, saving diligently, and now the golden years are on the horizon. But have you covered all of your bases? Listen in as Scott walks us through the 5 key areas of a complete financial plan in today’s episode- income planning, investment planning, tax planning, healthcare planning, and legacy/estate planning.

Here’s what we cover in this episode:

0:00 – Intro

0:33 – Overview of the 5 key areas

6:20 – Income planning

9:00 – Investment planning

11:52 – Tax planning

16:48 – Healthcare planning

19:15 – Legacy and Estate planning

The 3 Stages of Retirement Episode

https://listentoscott.com/video-podcasts/the-3-stages-of-retirement/

The 5 Key Areas of a Complete Financial Plan PDF

https://drive.google.com/file/d/1D6L8ZwZL0vyy5m3LbsCrXHC6_2QadcQt/view?usp=sharing

Want to connect with us?

https://listentoscott.com/

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

913-393-4724

Watch the show on YouTube: https://bit.ly/3RiT7Ky

  continue reading

150 episodes

Artwork
iconShare
 
Manage episode 426766560 series 2412204
Content provided by Scott Dougan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Dougan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

What does a complete financial plan really look like? You’ve spent decades working hard, saving diligently, and now the golden years are on the horizon. But have you covered all of your bases? Listen in as Scott walks us through the 5 key areas of a complete financial plan in today’s episode- income planning, investment planning, tax planning, healthcare planning, and legacy/estate planning.

Here’s what we cover in this episode:

0:00 – Intro

0:33 – Overview of the 5 key areas

6:20 – Income planning

9:00 – Investment planning

11:52 – Tax planning

16:48 – Healthcare planning

19:15 – Legacy and Estate planning

The 3 Stages of Retirement Episode

https://listentoscott.com/video-podcasts/the-3-stages-of-retirement/

The 5 Key Areas of a Complete Financial Plan PDF

https://drive.google.com/file/d/1D6L8ZwZL0vyy5m3LbsCrXHC6_2QadcQt/view?usp=sharing

Want to connect with us?

https://listentoscott.com/

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

913-393-4724

Watch the show on YouTube: https://bit.ly/3RiT7Ky

  continue reading

150 episodes

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