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You Don’t Really Want a Financial Plan

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Manage episode 485651290 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://ppacc.player.fm/legal.

Most people walk into a financial advisor’s office asking for more income or a better plan. But what they’re really searching for is something deeper: peace of mind, clarity, and the ability to live life on their terms. In this episode, Scott challenges the conventional approach to planning and reveals the real reason people seek financial guidance in the first place.

Here’s what we cover in this episode:

🗺️ Find clarity, not just paperwork

❤️ Your why > your wallet

🏡 Plan for your real life

⚠️ That uneasy feeling? It's trying to tell you something

😌 Peace of mind > perfect numbers

💼 Want expert help in planning for your financial future?

Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg

📞 Call us: 913-393-4724

🌐 Visit our podcast website: https://listentoscott.com/

📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit

Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html

🎥 Subscribe to our YouTube channel for more retirement insights!

🔔 http://youtube.com/@erg-kc?sub_confirmation=1

📰 Read our latest articles on Kiplinger:

https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser

📌 Follow us for expert retirement planning tips!

https://www.facebook.com/elevatedretirementgroupkc/

#retirement #retirementplanning

  continue reading

189 episodes

Artwork
iconShare
 
Manage episode 485651290 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://ppacc.player.fm/legal.

Most people walk into a financial advisor’s office asking for more income or a better plan. But what they’re really searching for is something deeper: peace of mind, clarity, and the ability to live life on their terms. In this episode, Scott challenges the conventional approach to planning and reveals the real reason people seek financial guidance in the first place.

Here’s what we cover in this episode:

🗺️ Find clarity, not just paperwork

❤️ Your why > your wallet

🏡 Plan for your real life

⚠️ That uneasy feeling? It's trying to tell you something

😌 Peace of mind > perfect numbers

💼 Want expert help in planning for your financial future?

Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg

📞 Call us: 913-393-4724

🌐 Visit our podcast website: https://listentoscott.com/

📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit

Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html

🎥 Subscribe to our YouTube channel for more retirement insights!

🔔 http://youtube.com/@erg-kc?sub_confirmation=1

📰 Read our latest articles on Kiplinger:

https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser

📌 Follow us for expert retirement planning tips!

https://www.facebook.com/elevatedretirementgroupkc/

#retirement #retirementplanning

  continue reading

189 episodes

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