Scott Nelson

Planning 4 Retirement

Arts EN ↓ 38 episoder

Scott Nelson, a licensed Fiduciary, takes on all topics regarding retirement.

Husk at besøge podcastens hjemmeside og støtte skaberen: podcast.askscottnelson.com

Forfatter

Scott Nelson

Kategori

Arts

Podcastens hjemmeside

podcast.askscottnelson.com

Seneste episode

7. sep. 2026

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Episoder

Tax Buckets 22.05.2024

This podcast has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reli...

Age Milestones In Retirement 16.05.2024

This podcast has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reli...

Budgeting With The SLN Financial Team 18.04.2024

Scott Nelson, Elyse Azares and Julie Nelson are discussing the importance of budgeting and reducing debt to help your build your financial security.

Estate Planning With Zenock Bishop 01.04.2024

Elyse and Scott have Zencock Bishop, an estate law attorney, on the show to discuss benefits from a properly planned estate.

Long Term Care With Alecia Barnette 15.03.2024

Scott and Elyse are joined by Alecia Barnette from Financial Independence Group to discuss long term care and how to protect your retirement assets in the event of a family member needed specialized care.

Higher Taxes Are Coming With David McKnight 29.02.2024

Scott Nelson has David McKnight, A New York Times best selling author on the show to to discuss the up coming tax burdens that will need to be addressed.

Travel Advice With Laurie Mattinson 27.02.2024

Laurie Mattinson a seasoned travel agent from Skyhawk Travel joins the show to discuss travel in your retirement years. www.skyhawk.travel

Reverse Mortgages 12.01.2024

Scott Nelson and Elyse Azares have Allison Olsen from Loans Can Be Fun on the show to discuss using reverse mortgages as a tool in your retirement plan.

Social Security 04.01.2024

Scott Nelson and Elyse Azares discuss Social Security

Being Scam Savvy. 04.01.2024

Scott Nelson and Elyse Azares discuss being scam Savvy.

RMD's And QCD's 04.01.2024

Scott Nelson and Elyse Azares talk about Required Minimum Distributions and Qualified Charitable Distribution

Medicare 101 04.01.2024

Scott Nelson and Elyse Azares discuss the basics of Medicare.

What is a Financial Advisor? 22.12.2023

Scott Nelson and Elyse Azares discuss What is an Advisor? Do you need one? What makes a good advisor and more.

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