What Happens Throughout the Year During the Planning Process?

About this episode

Scott Dougan explains the annual planning process for retirement, detailing seasonal strategies and actions taken by advisory teams throughout the year.

💼 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 long. If you’ve ever wondered what your advisory team is doing between meetings, this episode is your behind-the-scenes tour. Here’s what we cover in this episode: ❄️ Winter Positioning: Preparing taxes, RMDs, and income coordination 🌷 Spring Strategy Review: Deep investment analysis and plan recalibration ☀️ Summer Protection Focus: Insurance, cybersecurity, and tax return review 🍁 Fall Precision Execution: Year-end tax moves and income adjustments ☕ Coffee Conversations: Educational events keeping clients informed 📞 Call us: 913-393-4724 🌐 Visit our podcast website: https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download…

People in this episode

Host: Scott

Topics covered

• financial planning
• retirement strategy
• annual review process
• investment analysis
• tax planning
• insurance
• cybersecurity

Keywords

• annual service calendar
• RMDs
• income coordination
• investment recalibration
• year-end tax moves

Mentioned in this episode

Products: Exceptional Retirement, Retirement Toolkit

Books & works: Exceptional Retirement, and Retirement Toolkit Download

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