Retirement Toolbox

If you understand some of the dirty little secrets of the financial world, it’ll help you cut through the clutter and allow you to focus on what’s most important. So, let’s reveal some of those secrets on this episode. We'll also answer a question from a listener about what to do with leftover retirement funds once you've taken care of your basic needs. Show Notes & Info: Schedule A Call With Scot...

We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those… We'll also answer a listener question about inflation and provide you with both a good and bad movie/TV review. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website:  https://www.skyboxas...

Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues. 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

The “normal” investment world already seems crowded with endless possibilities of companies and ways to invest. Yet there’s a segment of the market classified as alternative investments that many people find intriguing. Could there ever be a place for alternative investments in your portfolio? What are some of the alternative investments you should know about? We’ll seek to answer those questions...

If you don’t know the answer to the question, then this episode is for you. In this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities. It’s really quite basic, but understanding these fundamentals can make an enormous difference in your financial life. Show Notes & Info: Sch...

Sometimes numbers, figures, and stats can go in one ear and out the other. But on this episode, we’ll break down 5 important statistics that are worth taking a moment to understand. They’ll underscore some very real problems people face when prepping for retirement. We’ll explore those problems and talk about possible solutions. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.co...

Have you thought about what life is going to be like for you in retirement? Is there a particular lifestyle you’re seeking? Not all retirement planning is about the finances. Let’s look at some of the lifestyles that are popular among retirees and discuss some of the financial things to consider if you’re going to try to live out one of these particular living situations. Show Notes & Info: Schedu...

You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why. 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

Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement. 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

We had too much fun on this episode... Is the place where you’d like to retire on the Top 15 list? On this episode, we’ll review the US News & World Report’s top 15 retirement locations and share stories of past clients who made the decision to move somewhere else for retirement and what went into those decisions from an emotional and financial standpoint. Show Notes & Info: Schedule A Call With S...

This episode is all about addressing the most frequently asked questions about 401(k)s. 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

On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan. 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

Just like any decision in life, making financial choices would be a lot easier with the benefit of hindsight. Let’s talk about some of the things we might hear from people who wish they’d done things differently after looking in the rear view mirror. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website: ...

There’s a popular podcast called Stuff You Should Know, where they break down things like how sneezing works. Typically, it doesn’t have anything to do with the financial world. On today’s show, we’ll embrace the concept of “Stuff you should know”, but all based in the financial realm. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages...

The IRA is an incredibly popular vehicle to save for retirement. But are you being too passive about how you’re saving and investing inside that account? Let’s put your IRA through some scrutiny to see if you’re truly taking advantage of all it has to offer and understand its pros and cons. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm....

Everyone has read blogs, watched shows, and listened to people talk about all the key ways to improve or succeed in retirement. But what about how you can mess it all up? Let’s tackle five easy ways to ruin your retirement (then just do the opposite of these things and you’ll be fine). Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages...

Let’s learn a little more about our nation’s history. Specifically, since this is a “financial” show, let’s take a look at some of our country’s largest and oldest financial intuitions and learn a little about how they were established, what role they play today, and give you some fun trivia about them along the way. Have you ever wondered how The Federal Reserve and Department Of The Treasury dif...

One thing is certain: at some point in time, all of us won’t be alive on this Earth. This means that we all need proper estate plans. Many people, however, fail to set their estate plans up correctly, keep them up to date, or even title their assets properly – and as many as 60% of Americans don’t have a plan at all. That is why today we are joined by Joseph L. Motta, an Estate Planning & Elder la...

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you. 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

The comments section in any article is usually an entertaining section to browse if you're looking for more perspectives, or if you just enjoy drama. But how much should you actually take away from the advice offered by these "keyboard warriors"? Scott will delve into the comments section of a recent financial article and offer his insight. Show Notes & Info: Schedule A Call With Scott:  http://ta...

If you’re like most people, you probably have some financial accounts that you haven’t paid much attention to recently. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use. Let’s talk about some of the accounts that people tend to ignore for too long. Show Notes & Info: Schedule A Call With Scott:  http://talktos...

The Coronavirus pandemic has likely led to you hearing a lot more financial buzzwords and it’s possible you aren’t familiar with some of the terms getting thrown around. Let’s take a look at some of the most popular ones and see what we can learn from them. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox Web...

The Coronavirus stimulus bill now makes it easier for Americans to withdraw money from their 401(k)s and other types of retirement accounts. Is this a wise choice to help ease the burden of the crisis? Plus, we debut the "Shelter In Place Movie Review" segment on the show. Show Notes & Info: Schedule A Call With Scott:  http://talktoscott.com/ Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft...

We'll update you on the Coronavirus' impact on the economy, the markets, retirement planning, and where we all go from here. 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

A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them. Show Notes & Info: Tax Free Toolkit:  https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website:  https://www.skyboxasset.com Call: 888-742-0...