It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start.
 
Show Notes & Info:
Schedule A Call With Scott:<a href='https://go.oncehub.com/ScottSearles'> talkwithscott.net</a>
Tax-Free Toolkit: <a href='https://5p7b1gdm.pages.infusionsoft.net/'>https://5p7b1gdm.pages.infusionsoft.net/</a>

It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start. Show Notes & Info: Schedule A Call With Scott: talkwithscott.net Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start.
&nbsp;
Show Notes &amp; Info:
Schedule A Call With Scott:<a href="https://go.oncehub.com/ScottSearles" rel="noopener noreferrer"> talkwithscott.net</a>
Tax-Free Toolkit: <a href="https://5p7b1gdm.pages.infusionsoft.net/" rel="noopener noreferrer">https://5p7b1gdm.pages.infusionsoft.net/</a>

Easy Wins in Personal Finance

Welcome to Retirement Toolbox, the podcast designed to help you build a strong financial foundation and navigate retirement with clarity and confidence. Hosted by Scott Searles, financial advisor and founder of Skybox Financial Group, this show offers straightforward, practical insights to help you protect what you’ve earned, grow your wealth for the future, and reduce your lifetime tax burden. Whether you’re approaching retirement or already enjoying it, tune in for education on income planning, tax-smart strategies, investment decisions, and more. Subscribe now and never miss an episode! For more information, visit https://www.skyboxfinancialgroup.com or call 888-742-0111.

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Easy Wins in Personal Finance

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