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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 2pm

Elevated Retirement Group - Kansas City

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Prairie Village, KS
Elevated Retirement Group - Kansas City

Using a team approach, we can close the gaps between your current status and your future goals, help

07/13/2026

Trump Accounts may offer a new planning opportunity for kids, but they come with some important restrictions.

07/11/2026

Trump Accounts are now available for kids ages 0 to 18, but there’s one important detail parents need to understand.

07/09/2026

The latest Trump Account details are here- and families need to understand the rules before jumping in 👇

This week on the podcast, Tyler breaks down the latest updates on Trump Accounts, including...

✔️ Who qualifies for the $1,000 government seed money
✔️ How contributions work
✔️ What happens when a child turns 18
✔️ Why these accounts could become a powerful long-term planning tool

🎙️Watch now: https://listentoscott.com/video-podcasts/the-2026-guide-to-trump-accounts/

06/22/2026

What we've found working with clients for more than 25 years is that unanswered questions create anxiety in retirement. One of the biggest questions is what will replace your paycheck? Without having a clear answer for that, it will leave you with an uncomfortable feeling.

06/19/2026

As you get closer to retirement, it doesn't always feel exciting. Instead, it often feels uncomfortable as anxiety sets in. That doesn't mean something is wrong with you. It's a natural feeling when a major life transition begins, and that's what we work through by building a plan.

06/18/2026

😟 Retirement is supposed to feel exciting so why do so many people feel anxious instead?

The answer often has very little to do with money.

In this episode, Scott explains why retirement anxiety is often driven by questions about identity, routine, purpose, structure, and confidence and not just account balances.

If retirement is getting closer and you're feeling unsettled, this will help you understand why.

Watch it here: https://listentoscott.com/video-podcasts/why-retirement-feels-so-unsettling-even-when-you-have-enough/

06/15/2026

Your account balance isn't just a number on a statement. It's the source of your retirement paycheck. Approaching it that way changes the math, the emotion, and the strategy.

06/12/2026

Once you reach retirement, it's no longer about how much you have saved. The conversation shifts to how to turn that savings into a paycheck. That's a mindset change that most people struggle to make.

06/11/2026

💰 You've spent 30 or 40 years learning how to SAVE for retirement.

But nobody taught you how to SPEND it.

And that's where many retirees get stuck.

In this episode of Your Retirement Elevated, Scot Dougan explains:
📈 Why retirement income planning is different than investing
🏦 Which accounts to withdraw from first
⚠️ The danger of sequence of returns risk
🧾 How taxes impact retirement income
🎯 Why retirees need an income system and not just a collection of accounts

🎧 Watch it now: https://listentoscott.com/video-podcasts/nobody-teaches-you-how-to-turn-savings-into-a-paycheck/

06/09/2026

Don't get your yearly tax return confused for having a tax strategy. You could be doing everything right and still be unprepared for the tax decisions that come next. Are you taking a proactive approach to your taxes in retirement?

Address

5200 West 94th Terrace, Suite 208
Prairie Village, KS
66207

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 2pm

Website

http://erg-kc.com/

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