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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 ...
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Demetria Zinga is "your friendly content strategist" and has been a solopreneur for 20 years. On this show, she helps busy woman solopreneurs gain business clarity, build a soul-aligned brand and turn her "Profitable Passion into a Plan of Action"! She offers inspiration and encouragement for women to pursue her passions, elevate her business and monetize her message through content creation. Listen in as Demetria and her fabulous guests uncover practical business tips in a faith-inspired bu ...
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Elevated Podcast is your destination for growth, encouragement, and inspiration with a leadership focus. Dive into insightful conversations, inspiring stories, and practical strategies designed to elevate your mindset. Whether you’re leading a team, guiding a family, or driving your personal journey, Elevated Podcast offers the tools and motivation to help you lead with confidence and purpose. Join us every Thursday to discover how you can grow as a leader, inspire others, and unlock your tr ...
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Family Life Elevated Podcast

Seth McKay | Father, Husband & Wealth Manager in training

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The Family Life Elevated Podcast discusses key topics with respect to having a family and trying our best to raise an amazing family. There is no college classes or training to start a family so we are all learning on the job. On this podcast, we talk about what is working for us as we manage life’s obstacles while still managing to become a happy, healthy and wealthy family.
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Do you want to be a $50 million producer by this time next year?! Look no further than The Elevated Advisor Podcast, your ultimate resource for taking your financial advisory business to new heights! This dynamic podcast is packed with expert insights and proven strategies to help you boost your success, expand your client base, and stay ahead of the game in the fast-paced world of wealth management. Each episode delivers cutting-edge ideas and practical tips on topics like sales and marketi ...
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The Elevated Coach is a weekly show for any coach who leads with their heart, is driven by impact and wants to play big. The episodes are a mix of solo episodes with your host Joel Burgess, interviews with coaches at the forefront of the industry and real-life coaching sessions around different areas of business, life and health. If you want to stake claim to your calling as a coach, and become more powerful and profitable, then tune into The Elevated Coach Podcast with Joel.
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Creating a broken abstraction of trip hop, Al Lover incorporates elements of psych, shoegaze, proto-electronica, krautrock, world music & dub to draw out elements from the past and connect them to the future. https://www.al-lover.com/ Booking US - joey@spaceagencybooking.com EU/UK - luca@annibale.eu All other inquiries - al@al-lover.com
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The Elevated Entrepreneur Podcast is designed to help founders of B2B consulting & advisory businesses learn and implement habits, mindset and systems that help make the leap to successful CEO's of their businesses. With an episode every two weeks, you’ll also get to hear from experts, coaches and other entrepreneurs who have founded and scaled successful B2B consulting business around the world.
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On each episode we share the stories of people who've transformed their life to live in alignment with their true purpose. These stories are raw, real and remind you that you, too, can stop living for what everyone else thinks, and start living the life you were meant to live. Kay Cote is an up and coming as a professional speaker and entertainer who builds community based on mindfulness in action. After many years enduring chronic bullying as a child, Kay shares her story to inspire others ...
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Life could be like one giant video game, except instead of having the ability to acquire multiple lives, you only get one. Brandon at one point lived his life on the extreme edge, constantly flirting with a longer prison sentence or death. Everyone's story is unique and leads you to where you are today. Not a firm believer in coincidence, Brandon breaks down and shares some of the things he has encountered along the way. As well as the things that have helped him become what he is today. A h ...
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A podcast by a 30 something year old small business tree climbing tree service tech startup that wants to share what he’s learned and continues to learn. We’ll go over my continuing efforts to be a more efficient and more capable tree climber/small business owner, Review tools and equipment, and talk about what I’m finding to be successful or not for my small business. We’ll also talk about what my plans are for my future in the tree service industry and what might help you out too. Of cours ...
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🎙️ In this episode of Her Business Elevated, we’re diving into the world of content creation and tackling the question: What’s the right content type for your business? From blogging and podcasting to video, I’m breaking down how to choose a format that aligns with your passions, connects with your audience, and fits into your lifestyle. Plus, I’m …
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Connect with Joel here: ⁠⁠https://www.instagram.com/coach.joel.burgess/⁠⁠ ⁠⁠https://www.linkedin.com/in/coachjoelburgess/⁠⁠ ⁠⁠https://www.youtube.com/@coach.joel.burgess⁠⁠ Key takeaways: Manifestation is about who you are, not what you do. Trying too hard can push your desires away. Emptiness is crucial for effective manifestation. Aligning with co…
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Everyone views their retirement differently, and there’s a segment of the population that wants to live life to the fullest. If they could build the perfect plan, that last check they write would barely clear the bank. For those that don’t want to leave a large legacy and would rather spend down their asses over their lifetime, we’ll talk about how…
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Retirement doesn’t have to break the bank, but with the rising costs of living, it can be tough to stay within your budget. It’s essential to find affordable ways to live life so if you’re looking to cut back on expenses, we have four budget-friendly activities that will keep you entertained without breaking the bank. In this episode, we'll discuss…
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In this special episode of The Elevated Advisor, we’re bringing you the best moments from our most powerful episodes. Tune in to hear top insights, success stories, and actionable strategies from our expert guests—each one offering valuable lessons to elevate your financial advisory practice. Whether you're looking to boost your client relationship…
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Connect with Joel here: ⁠⁠https://www.instagram.com/coach.joel.burgess/⁠⁠ ⁠⁠https://www.linkedin.com/in/coachjoelburgess/⁠⁠ ⁠⁠https://www.youtube.com/@coach.joel.burgess⁠⁠ Key takeaways: Building a coaching business is fundamentally simple. Struggles often stem from forgetting the core purpose of coaching. Selfless service leads to fulfillment and …
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In this episode of Her Business Elevated, I’m sharing powerful SEO tips that can transform your business by improving your website’s visibility and driving traffic. Whether you’re just starting out or looking to fine-tune your strategy, I’ll walk you through actionable steps like keyword research, optimizing your content, creating user-friendly URL…
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Chasing that magic number in retirement can be pretty anxiety-inducing. Many in the financial industry get fixated on saving and saving to reach this gigantic number, but there’s so much more detail that goes into figuring out what you will need to support your lifestyle. Today we’re going to tell you what goes into finding that financial independe…
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As the cold winds of winter sweep across the Midwest, many retirees find themselves yearning for a change of scenery—a warmer, sunnier place to call home during the colder months. Enter the snowbird lifestyle, a popular choice for those looking to escape the harsh winter climate and embrace a more temperate environment. In this show, we explore the…
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In this episode of Her Business Elevated, I’m diving into self-care and productivity for solopreneurs, sharing personal stories from my early days juggling homeschooling, business, and family life. I’ll walk you through practical strategies like prioritizing needle-moving tasks, creating a content calendar, using tools like Trello and Google Calend…
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In this episode of Her Business Elevated, I’m sharing why staying true to your unique voice is the key to standing out as a content creator. I’ll dive into why copying others isn’t sustainable, how to connect authentically with your audience, and the freedom that comes from embracing your individuality. Plus, I’ll share practical tips on building t…
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Maybe the biggest news of the new year is that Democrats and Republicans actually agree on something. The stats show that around 80% of people on both sides believe that the nation is facing a retirement crisis. So what are the biggest problem areas and how do we correct them? This video will dive into results from a recent survey that reveal a vas…
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Everyone wants to know how to maximize their Social Security benefits. It’s a question that comes up nearly every time we meet with someone. While the simple answer is to wait as long as possible to get the largest monthly benefit, the strategy that you should choose needs to take your entire financial picture into account. In this episode, we’re g…
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In this episode, we're diving into the common fear that holds so many content creators back: the fear of putting yourself out there. Whether it’s fear of judgment, comparison, or perfectionism, it’s time to push past the anxiety and start creating. I’ll share practical tips on how to embrace imperfection, focus on providing value, and gain the conf…
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In today’s episode, Scott breaks down a recent Social Security solvency proposal that suggests a 40% reduction in benefits for high-income earners. Proposed by the American Enterprise Institute, this plan targets wealthier individuals to bear the brunt of reductions, allowing lower-income retirees to face less drastic cuts. Scott weighs in on wheth…
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Feeling isolated as a solopreneur? You’re not alone! In this episode, we explore the challenges of loneliness in solo business ventures and share actionable strategies to build meaningful connections. Learn how to expand your network, collaborate with like-minded professionals, and create a support system that helps you thrive personally and profes…
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Connect with Joel here: ⁠⁠https://www.instagram.com/coach.joel.burgess/⁠⁠ ⁠⁠https://www.linkedin.com/in/coachjoelburgess/⁠⁠ ⁠⁠https://www.youtube.com/@coach.joel.burgess⁠⁠ Key takeaways: Authenticity is key to successful coaching. Connection with clients starts with self-connection. The three levels of connection are heart, head, and hands. Empathy…
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Retirement planning is more than just saving money; it's about making your savings last as long as you do. Today Scott is going to share five crucial tax strategies that can significantly impact your financial future. Here’s what we cover in this episode: 0:00 – Intro 1:19 – Why tax planning is critical to today’s retirement plan. 3:13 – Roth conve…
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In this episode of Her Business Elevated, I’m sharing my top three tips to help you stay consistent with your content creation, even when life gets busy. From dropping perfectionism to batching and scheduling like a pro, and repurposing your existing content, these strategies will keep your brand growing without the overwhelm. Plus, I’m excited to …
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In this show, we explore why people in this financial bracket often rethink their strategy and discuss key topics like tax planning, withdrawal strategies, and income guardrails. With more at stake and no room for mistakes, the importance of having a skilled team to guide you through retirement is greater than ever. Here’s what we cover in this epi…
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How confident are you in your financial strategy? Are you feeling strong enough to rate it an 8, 9, or 10? This week, we're going to dive into what it takes to gain that confidence by sharing the five areas to help you improve your financial success. Here’s what we discuss in this episode: 0:00 – Intro 2:20 – You know where your money is going to c…
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In this episode of Her Business Elevated, we dive deep into the power of Evergreen Content and how it can transform your content strategy.You’ll learn: What Evergreen Content is and why it’s the foundation of long-term content marketing success. The importance of Evergreen Content for driving consistent traffic, improving SEO, and building a strong…
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Connect with Joel here: ⁠⁠https://www.instagram.com/coach.joel.burgess/⁠⁠ ⁠⁠https://www.linkedin.com/in/coachjoelburgess/⁠⁠ ⁠⁠https://www.youtube.com/@coach.joel.burgess⁠⁠ Key takeaways: If you're struggling with messaging, this video is for you. Understanding what your audience truly wants is crucial. Many coaches project their own needs onto thei…
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Connect with Joel here: ⁠⁠https://www.instagram.com/coach.joel.burgess/⁠⁠ ⁠⁠https://www.linkedin.com/in/coachjoelburgess/⁠⁠ ⁠⁠https://www.youtube.com/@coach.joel.burgess⁠⁠ Key takeaways: Many coaches struggle with marketing and feel misaligned. Authentic marketing is about sharing who you are. Connection is more important than numbers in coaching. …
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This episodes quote: "Success is not final, failure is not fatal: It is the courage to continue that counts." – Winston Churchill” I love this time of year where we get to reflect, refocus, and re strategize for the new year! This episode we talk about three main focus points: Main Focus 1: Reflect to Refocus Main Focus 2: Build Momentum to Finish …
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In this empowering episode of The Elevated Advisor, we dive into how financial advisors can break through limitations and unlock their true potential. Join us as we explore the common obstacles that hold advisors back—whether it’s fear of change, resource constraints, or self-doubt—and discover actionable strategies to overcome them. Our guest will…
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Connect with Joel here: ⁠⁠https://www.instagram.com/coach.joel.burgess/⁠⁠ ⁠⁠https://www.linkedin.com/in/coachjoelburgess/⁠⁠ ⁠⁠https://www.youtube.com/@coach.joel.burgess⁠⁠ Key takeaways: I've been tuning into that feeling for the last few weeks. Knowing myself, knowing my strength has really allowed me to make this decision. I want to provide coach…
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As the year draws to a close, it's the perfect time to reflect on your financial health and make strategic decisions for the future. In this week’s episode, Scott takes us through four major year-end financial planning mistakes and how to avoid them. Here’s what we cover in this episode: 0:00 – Intro 1:44 – Ignoring the issues that debt creates. 5:…
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People nearing retirement often fall under one of the three Cs. Those are concerned, seeking clarity, or confident. In this episode, Sean breaks down these three mindsets, exploring the unique questions and needs that come with each. Let’s see which best describes you! Here’s what we discuss in this episode: 0:00 – Intro 2:08 – Concerned 3:15 – The…
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In this episode of the Her Business Elevated Podcast, I’m sharing a special audio from my recent YouTube video, How I Balance Family Life & Solopreneurship. I dive into practical tips for prioritizing, setting boundaries, and embracing self-care, plus mindset shifts to help you thrive as a mompreneur. Don’t miss my exciting updates for 2025, includ…
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Connect with Joel here: ⁠⁠https://www.instagram.com/coach.joel.burgess/⁠⁠ ⁠⁠https://www.linkedin.com/in/coachjoelburgess/⁠⁠ ⁠⁠https://www.youtube.com/@coach.joel.burgess⁠⁠ Key takeaways: Becoming a fully booked coach is simpler than you think. Heart-led coaching focuses on genuine care for clients. The biggest mistake coaches make is seeking extern…
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In this episode of The Elevated Advisor, we explore the immense benefits of creating a cohesive financial firm that offers a full suite of services under one roof. Join us as we discuss the advantages of providing comprehensive solutions—including investments, insurance, taxes, and estate planning—to better serve clients and streamline operations. …
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If ​you ​have ​watched ​any ​of ​our ​podcasts ​and ​videos, ​or ​if ​you've ​ever ​engaged ​as ​a ​client ​with ​Scott ​Dougan ​and ​the ​Elevated ​Retirement ​Group ​team, ​you've ​probably ​come ​across ​a ​lot ​of ​flow ​charts. ​We're ​going ​to ​poke ​a ​little ​bit ​of ​fun ​at ​Scott ​today ​as ​he ​has ​prepared ​us ​a ​beautiful ​flow ​ch…
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Connect with Joel here: ⁠⁠https://www.instagram.com/coach.joel.burgess/⁠⁠ ⁠⁠https://www.linkedin.com/in/coachjoelburgess/⁠⁠ ⁠⁠https://www.youtube.com/@coach.joel.burgess⁠⁠ Key takeaways: Investing in courses can be a limiting habit. Recognizing the difference between ego-led and genuine needs is crucial. Taking a pause can lead to better decision-m…
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In this episode of Her Business Elevated, we’re exploring the power of passion in content creation—why it matters, how to discover yours, and how to align it with your purpose to build a brand that resonates. I’ll also share my personal journey of creating over 10 brands in 20 years and the lessons I’ve learned along the way. Whether you’re a seaso…
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Connect with Joel here: ⁠⁠https://www.instagram.com/coach.joel.burgess/⁠⁠ ⁠⁠https://www.linkedin.com/in/coachjoelburgess/⁠⁠ ⁠⁠https://www.youtube.com/@coach.joel.burgess⁠⁠ Key takeaways: I have an insane amount of energy right now. Remove all friction from my life. Time is our greatest resource. This is how the wealthy think. Create my dream life a…
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Did you know there are three specific birthdays that can have a huge impact on your tax situation? It’s true, and today we’re going to tell you why 50, 65, and 73 are key ages for retirement planning. Here’s what we cover in this episode: 0:00 – Intro 1:44 – Age 50 4:38 – Changes in catch-up rules 8:30 – Age 65 11:33 – Age 73 Want to connect with u…
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There’s been a growing buzz around Roth conversions, but what do they actually entail? This popular strategy makes a lot of sense within a financial plan, but like all tools, it’s not for everyone. In this episode, we dig into this complex subject with real-world examples that illustrate the potential benefits and pitfalls of this strategy. Here’s …
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Connect with Joel here: ⁠⁠https://www.instagram.com/coach.joel.burgess/⁠⁠ ⁠⁠https://www.linkedin.com/in/coachjoelburgess/⁠⁠ ⁠⁠https://www.youtube.com/@coach.joel.burgess⁠⁠ Key takeaways: The belief in your uniqueness can hinder your success. Fear is a common experience shared by everyone. Taking action in the face of fear leads to success. Compassi…
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The 2025 contribution limits are now available and the tweaks might be significant for anyone approaching retirement. These changes are really going to affect that person with tax-deferred accounts like a 401, IRA, 403b and others. Join us to find out how the 2024 limits compare to what’s coming in 2025 and how it might change your saving strategie…
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Visit Helen's profile here: ⁠https://www.instagram.com/helenmaryparker.co/⁠ ⁠https://www.instagram.com/experiencecarnivalrio/⁠ ⁠https://www.linkedin.com/in/helen-parker-coaching/ Connect with Joel here: ⁠⁠https://www.instagram.com/coach.joel.burgess/⁠⁠ ⁠⁠https://www.linkedin.com/in/coachjoelburgess/⁠⁠ ⁠⁠https://www.youtube.com/@coach.joel.burgess⁠⁠…
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In today’s episode, we’re joined by Lauren Nelson, a traditional naturopath and blood work specialist with a passion for empowering women to take control of their health! After facing her own health challenges and unhelpful medical advice, Lauren founded Medella Healing, where she’s helped hundreds of clients turn their “normal” lab results into ac…
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Connect with Joel here: ⁠⁠https://www.instagram.com/coach.joel.burgess/⁠⁠ ⁠⁠https://www.linkedin.com/in/coachjoelburgess/⁠⁠ ⁠⁠https://www.youtube.com/@coach.joel.burgess⁠⁠ Key takeaways: I made $50,000 this month! The less I work, the easier growth is. You do not need a massive audience. Under promise and over deliver. I care, but I don't mind. Sur…
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When you talk about retirement timing and how to remain retired, people often overlook at least one of seven key areas. The majority of them have nothing to do with money but they’re just as important as your savings account. We sent out this article in a newsletter to clients recently and got a good response, so today we want to elaborate on these…
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Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. On this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security. Here’s what we discuss in this episode: 0:00 – Intro 3:10 – The pro…
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Connect with Joel here: ⁠⁠https://www.instagram.com/coach.joel.burgess/⁠⁠ ⁠⁠https://www.linkedin.com/in/coachjoelburgess/⁠⁠ ⁠⁠https://www.youtube.com/@coach.joel.burgess⁠⁠ Key takeaways: Focus on problems, not projects, for business growth. Building a website can slow down your progress. Success is largely about psychology and energy. Daily cultiva…
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In today’s episode, I'm diving into all the tips and tricks you need to create amazing content without needing a big budget or a full team. Yep, I’m sharing my favorite DIY strategies to help you craft eye-catching blog posts, social media graphics, and other content that truly connect with your audience. We’re talking about setting up a super simp…
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Connect with Joel here: ⁠⁠https://www.instagram.com/coach.joel.burgess/⁠⁠ ⁠⁠https://www.linkedin.com/in/coachjoelburgess/⁠⁠ ⁠⁠https://www.youtube.com/@coach.joel.burgess⁠⁠ Key takeaways: Focus on building authority, not just engagement. Content should facilitate conversations, not just likes. Specificity in messaging is crucial for connection. High…
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The ​primary ​value ​of ​a ​financial ​advisor ​isn't ​just ​picking ​the ​right ​portfolio, making ​sure ​you're ​minimizing ​taxes ​or ​establishing ​a ​paycheck ​that ​you're ​not ​going ​to ​outlive ​in ​retirement. ​​It's ​about ​preparing ​clients ​for ​the ​truth. Can you handle the truth? Today we’re going to talk about the uncertainty in l…
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The perception of what it takes to be wealthy sometimes matches reality, but often it doesn’t. Americans have opinions on what qualifies as being rich, and a recent survey tells us that we don’t always agree on what it takes to live comfortably. Today we’re going to explore this disparity and discuss why comprehensive planning provides the clarity …
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