About 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 Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.
Could This New Kansas Legislation Reduce Capital Gains Taxes?
Tyler welcomes estate planning attorney Connor Kelly of Kelly Law Firm to break down the new Kansas Community Property Trust Act under House Bill 2590. Connor explains the trade-offs and benefits and why it may be worth a closer look for some families. For the right couple, this could open a valuable planning opportunity, but only if they understand exactly what they’re signing up for.
Here’s what we cover in this episode:
⚖️ Property Systems: The difference between common law property and community property
📈 Basis Step-Up: Why the distinction can matter for appreciated assets
🧾 Trust Setup: What is required to establish and maintain this type of trust
💡 Potential Benefits: Why highly appreciated assets may be the strongest fit
⚠️ Trade-Offs: Creditor exposure, divorce consequences, and uncertain federal tax treatment
🚫 Poor Fits: Why retirement accounts and certain family situations may not belong in this strategy
💼 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
23 Jul 2026
Estate Planning Doesn't Have to Be Confusing
Confused by all the estate planning lingo you hear tossed around? Estate planning comes with a language all its own, and many of the terms sound similar enough to create unnecessary confusion. In this episode, Connor Kelly, Estate Planning Attorney, clarifies some of the words and concepts that often leave families unsure about what their documents actually do and who is responsible for carrying out their wishes. Tune in and finally feel confident speaking the language of estate planning.
Here’s what we cover in this episode:
📜 Wills and Trusts: Different tools with very different outcomes
⚖️ Executor or Trustee: Authority depends on the governing document
🎁 Heirs and Beneficiaries: Legal inheritance vs. intentional naming
🔐 Trust Types: Revocable vs. irrevocable control and protection
🩺 Two “Wills”: Medical wishes vs. property instructions
📝 Beneficiary Forms: Contract designations can override your will
💼 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
9 Jul 2026
The 2026 Guide to Trump Accounts
The new Trump Accounts are officially here—and with the rules now finalized, parents and grandparents have much more clarity about how these accounts actually work. While the promise of a $1,000 government contribution has captured plenty of attention, the real planning opportunities lie in understanding the fine print, tax treatment, contribution limits, and long-term strategies these accounts create.
Today, Tyler Moison, CFP® sits in for Scott to break down the basics of these Trump Accounts and explain why this may be worth understanding alongside other savings options.
Here’s what we cover in this episode:
💰 Government Seed Money – Who qualifies for the $1,000 contribution
📈 Building Wealth Early – The power of long-term compounding
🏦 Tax Planning – Understanding how Trump Accounts are taxed
🏠 Withdrawal Flexibility – College expenses, first homes, and retirement
🎯 Advanced Strategies – Why a Roth conversion could be a game changer
💼 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
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
665,471
Score snapshot 15 Sept 2025
Apple Podcasts (US)
4.3 / 5
3 ratings
Podcast Authority Score: 53 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
45
Social presence
0
YouTube
86
Engagement
67
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