Retirement Elevated Classes

In Articles, Articles: Salt Lake City Office, SLC Winter 2020 by Scott DouganJanuary 15, 2020

Join Us. Plan for Your Retirement Today.

Our two-session course will give you the tools, knowledge and confidence you need to plan a secure retirement.

During this course, you will:

• Discover how much money you will need to retire

• Discuss Social Security claiming strategies

• Learn how to avoid the 10 biggest retirement planning mistakes

• Review strategies designed to protect you from potential financial loss

• Learn the advantages and disadvantages of the different ways to save for retirement

Our direction in life should not be determined by financial circumstances. Instead, we should learn how to plan our finances in order to support the direction we decide to pursue in our lives. Join us for a two-day financial planning course designed to help you make informed decisions for retirement. With topics ranging from building a nest egg to converting your IRA to a Roth IRA, our retirement planning courses give you the tools and confidence you need to enjoy the retirement you’ve always dreamed of. The financial education course comes complete with a 200-page textbook with examples and illustrations, which is yours to keep.

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

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