Retirement Toolbox

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusio...

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field. Show Notes & Info: Schedule A Call With Scott:  http://talkto...

When it comes to your money, you might have several different voices in your head — maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infus...

There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would surely be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1g...

We all should realize that planning for retirement is relatively complex. There are a lot of different moving parts and factors to consider. Adjusting any of these variables can impact the end result. But is there one part of the retirement planning process that’s most important? We’ve assembled several opinions on the topic from across the internet. Let’s see if the advice hits the mark or needs...

If you have kids, often they come up in the discussion when you’re talking about your retirement plans. Let’s talk about some of the ways those discussions play out, the role your advisor should play in navigating these conversations, and the overall impact on you and your family’s financial goals. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5...

Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway. Show Notes & Info: Schedul...

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. We'll cover 12-22 on this episode. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website:  https://www.skybox...

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. We'll cover 1-11 on this episode. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website:  https://www.skyboxa...

Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusi...

Let’s look at the ways that some people try to cut corners in their retirement planning… Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website:  https://www.skyboxasset.com Call: 888-742-0111

Have you heard someone say they’re risk averse? Do you know what it really means in the context of the financial world? We’ll explore this important buzzword on today’s show and explain why it’s so important to have a good grip on just how risk averse you are. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox...

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website:  https://www.skyboxasset.com Call: 888-742-0111

Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website:  https://www.skyboxasset.com Call: 888-742-0111

Let’s talk about some of the financial matters that people tend to push off to a later date. Is it good or bad to put these things off? Or does it depend on the situation? Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website:  https://www.skyboxasset.com Call: 888-742-0111

It’s time to peel back the curtain a little bit to learn about your financial advisor, Scott Searles. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website:  https://www.skyboxasset.com Call: 888-742-0111

So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website:  https://www.skyboxasset.com Call: 888-742-0111

Everyone has a different reason, goal or something they want to accomplish in retirement. Let’s explore some of the various motivations people have in retirement and how your financial advisor can help you accomplish what you set out to do. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website:  https://ww...

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on th...

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website:  https://www.skyboxasset.com C...

If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website:  https://www.skyboxasset.com Call: 888-742-0111

If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website:  https://www.skyboxasset.com Call: 888-742-0111

Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit...

What can we learn about retirement planning by exploring some concepts in the game of basketball? Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website:  https://www.skyboxasset.com Call: 888-742-0111

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website:  https://www.skyboxasset.com Call: 888-742-0111