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PODCAST

Your Retirement Elevated Podcast with Scott Dougan

Financial and retirement planning guidance from Kansas City‘s Scott Dougan of Elevated Retirement Group. Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement. Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser

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All Episodes

18:08

How Kansas City Homeowners Can Profit From The World...

Your Retirement Elevated Podcast with Scott Dougan ·

2026/04/16

Kansas City is about to take center stage as it hosts one of the biggest global events with the World Cup, and that spotlight brings a surge of opportunity. Homeowners are asking a simple but powerful question: can you rent out your home during the event and keep the income tax-free? It all points back to a little-known strategy called the Augusta Rule, a tax provision that sounds almost too good to be true, but isn’t as simple as it seems.In this episode, Scott breaks down what the Augusta Rule

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19:22

Term, Whole, or Universal Life Insurance? What...

Your Retirement Elevated Podcast with Scott Dougan ·

2026/04/09

💼 Want expert help in planning for your financial future?Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg Most people buy life insurance once and never think about it again. But by the time you reach your 50s, the real question isn’t just what type you have, it’s whether you still need it at all. As your financial picture evolves, so should your approach to protection, coverage, and long-term planning. Today, Scott breaks down breaks down term, whole,

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14:20

The Retirement Chart That’s Fooling Millions of People

Your Retirement Elevated Podcast with Scott Dougan ·

2026/04/02

See the chart here: https://listentoscott.com/wp-content/uploads/2026/04/GRAPHIC-Retirement-Age-vs-Death-scaled.pngA viral chart is making a bold claim: the later you retire, the shorter you live. It’s eye-catching, easy to share, and—at first glance—convincing. But like a lot of financial content online, it blends real-looking data with misleading conclusions designed to grab attention, not tell the full story. Today, Scott breaks down what the chart gets wrong and why the bigger issue isn’t

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21:15

Will AI Take Your Job Before You Retire in 5 Years?

Your Retirement Elevated Podcast with Scott Dougan ·

2026/03/26

Today, Scott’s going through the top things people are Googling about AI and retirement and giving you straight answers. The search bar doesn't lie. People are nervous, curious, and trying to figure out what AI means for the life they've spent decades building. Most of the answers are less dramatic than the questions suggest. But those questions are still worth working through with someone who understands your full financial picture.Here’s what we cover in this episode: 🤖 AI & Job Security:

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18:00

Retirement Tax Traps Nobody Warned You About

Your Retirement Elevated Podcast with Scott Dougan ·

2026/03/19

When most people picture retirement, they imagine fewer deadlines, fewer worries and hopefully fewer taxes. But many retirees are surprised to learn their tax bill can actually increase once they stop working. Scott walks through four retirement tax traps that catch people off guard and how proactive tax planning can help reduce lifetime taxes and protect retirement income.Here’s what we cover in this episode: ⏳ RMD Surprises: Required withdrawals can increase taxable income 🔁 Roth Conversion

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20:20

The AI Headlines Are Scary. Do Retirees Need To Worry?

Your Retirement Elevated Podcast with Scott Dougan ·

2026/03/12

💼 Want expert help in planning for your financial future?Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg AI headlines are everywhere right now: “jobs disappearing,” “work becoming optional,” and predictions that artificial intelligence will reshape the entire economy. Scott steps back from emotional headlines and looks at what the actual data suggests about AI and the workforce. The real question isn’t whether AI will change the future; it’s whether

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13:43

What Happens Throughout the Year During the Planning...

Your Retirement Elevated Podcast with Scott Dougan ·

2026/03/05

💼 Want expert help in planning for your financial future?Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg What actually happens after your annual review meeting? Is your plan just sitting on a shelf, or is something happening behind the scenes? In this episode, Scott pulls back the curtain and walks through the firm’s annual service calendar, the intentional, season-by-season process that keeps retirement plans aligned, optimized, and protected all year

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26:21

The Gray Areas That Actually Matter in Retirement

Your Retirement Elevated Podcast with Scott Dougan ·

2026/02/26

💼 Want expert help in planning for your financial future?Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg Financial media loves simple answers: always do this or never do that. But real financial planning doesn’t work that way. Most of the biggest decisions people face in retirement live in the gray. Scott pulls back the curtain on the sensational advice dominating YouTube and financial media. Instead of chasing rigid rules, he explains why thoughtful

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22:56

Risk Tolerance: Preparing for Market Turbulence

Your Retirement Elevated Podcast with Scott Dougan ·

2026/02/19

💼 Want expert help in planning for your financial future?Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg Some people love a thunderstorm, while others panic the moment clouds roll in. Markets work the same way and pretending you’re more comfortable with risk than you really can get expensive. Scott uses a weather lens to explain how preparation, not prediction, is what keeps retirement plans steady when volatility hits. When turbulence hits,

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18:44

The Boat-Dragging Problem: How Old Strategies Can...

Your Retirement Elevated Podcast with Scott Dougan ·

2026/02/11

💼 Want expert help in planning for your financial future?Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg Most people don’t struggle in retirement because they made bad decisions, they struggle because they keep using the right tools for the wrong season. Scott shows how a simple story reveals why familiar strategies can quietly become obstacles over time. Inspired by a parable popularized by Sahil Bloom, the conversation reframes what real progress

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16:20

10 Common Retirement Myths And Why They’re Dangerous

Your Retirement Elevated Podcast with Scott Dougan ·

2026/01/29

💼 Want expert help in planning for your financial future?Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg There’s no shortage of retirement advice out there, but not all of it is helpful, and some of it can quietly do real damage. Today, Scott walks through 10 of the most common retirement planning myths and explains why relying on them can derail an otherwise solid plan. Before assuming something is “just how retirement works,” it’s worth taking a

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18:26

An Economist Is Optimistic About 2026- Should You Be?

Your Retirement Elevated Podcast with Scott Dougan ·

2026/01/22

💼 Want expert help in planning for your financial future?Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg After a year marked by volatility, uncertainty, and more than a few economic curveballs, it’s understandable if optimism doesn’t come easily. Today, Scott discusses a Bloomberg opinion column that argues the outlook for 2026 may be brighter than many people expect. A strong economy might lift markets, but a strong financial plan is what helps people

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14:23

2026 Financial Rule Changes You Can't Ignore

Your Retirement Elevated Podcast with Scott Dougan ·

2026/01/15

💼 Want expert help in planning for your financial future?Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg What’s new in 2026 for retirees and pre-retirees? Retirement rules are changing, and your future could look different in 2026. Tune in to discover what’s new and how the latest shifts might impact your financial strategy. Scott also shares what’s driving conversations on benefits, taxes, and smart savings moves. Here’s what we cover in this episode:

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34:36

The Hidden Cost of Emotional Investing (And How to...

Your Retirement Elevated Podcast with Scott Dougan ·

2026/01/08

💼 Want expert help in planning for your financial future?Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg Smart, successful people don’t lose money because they lack intelligence. They lose money because they’re human. In this episode, Scott goes in-depth about the hidden cost of emotional investing and why fear, greed, and headlines often derail even well-built plans. Drawing on behavioral economics and real-world examples, the conversation explains

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16:21

The IRS Just Announced 2026 Tax Changes

Your Retirement Elevated Podcast with Scott Dougan ·

2025/12/31

💼 Want expert help in planning for your financial future?Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg It’s official, the IRS has released the full set of 2026 tax numbers, and the changes may impact more than just your next return. Scott walks through what’s actually changed and how it may impact you and your future. The real opportunity isn’t just knowing the numbers, it’s knowing how to use them. Listen in to see how these updates can create

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16:00

New Trump Accounts Are Coming - Here’s How They Work

Your Retirement Elevated Podcast with Scott Dougan ·

2025/12/22

💼 Want expert help in planning for your financial future?Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg A new type of government-backed savings account for children, commonly referred to as a Trump Account, is set to launch in 2026, and it’s already drawing attention from parents and grandparents alike. The details are still being finalized but Tyler Moison, CFP® joins the show to walk through what we know so far, how these accounts work, and what

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16:35

Am I Behind In My Retirement Savings?

Your Retirement Elevated Podcast with Scott Dougan ·

2025/12/18

💼 Want expert help in planning for your financial future?Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg What if you retire with only $1 million… are you behind? That question fuels a lot of unnecessary anxiety, especially when comparisons creep in from coworkers, siblings, or YouTube success stories. In this episode, Scott breaks down what determines whether you’re on track for retirement, and why your number isn’t a competition. More importantly, he

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13:30

5 Times You Should NOT Name Your Spouse as Beneficiary

Your Retirement Elevated Podcast with Scott Dougan ·

2025/12/11

💼 Want expert help in planning for your financial future?Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg How can naming your spouse as beneficiary create unintentional tax problems? Most people assume naming their spouse as the IRA beneficiary is the safest and simplest option, but Scott explains why that isn’t always true. In this episode, he walks through several real-life situations where choosing a spouse can unintentionally (and negatively)

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22:56

5 Financial Advisor Red Flags You Can’t Ignore

Your Retirement Elevated Podcast with Scott Dougan ·

2025/12/04

💼 Want expert help in planning for your financial future?Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg Most advisors are well-intentioned, but not all advisors are the right advisor for you. Scott breaks down the warning signs that often get overlooked when choosing—or staying with—a financial advisor. This conversation uncovers the habits, behaviors, and patterns that separate real planners from product-pushers and pretenders. It’s a

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15:34

The Real Origins of Thanksgiving: More Than Just a Feast

Your Retirement Elevated Podcast with Scott Dougan ·

2025/11/26

💼 Want expert help in planning for your financial future?Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg Thanksgiving has a much deeper story than the modern traditions we celebrate today. In this episode, Scott details how the holiday formed, who helped shape it, and why its meaning has shifted over time. It’s a reminder that gratitude, community, and shared purpose run through the heart of Thanksgiving, even as the holiday continues evolving. Here’s

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233 results

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