Financial Insanity w-Scott McLean

This is Financial Insanity w-Scott McLean. Today's show is client experience and mailbag questions. Scott is here to offer a six step educational process to help you get answers in your financial portfolio. We've all been caugfht off guard at some point. How can you prepare for retirement? When is it time to switch things up when retirement draws near and how can change help you in retirement?

This is Financial Insanity w-Scott McLean. Today's show is 5 financial missteps to avoid. There are five common mistakes. It starts with being forced into retirement and not having a plan. Help may be required. You don't want to run out of money before running out of life. Another common mistake are living beyond your means and not saving enough. Expenses are costly. What are the other mistakes? Stay tuned. Plus, with Americans turning 65, many will develop a disability that will require long term care. This is something you can't avoid. Scott offers ways to help you prepare for this.

This is Financial Insanity w-Scott McLean. Today's show is financial habits to break and mailbag questions. Only 33 percent of Americans have a written financial plan. How can we break a bad habit of living without a budget? It all starts with overspending. Knowing is a problem is a start. Then once you understand the issue, it's time to budget. Perhaps a financial advisor can help. Plus, Scott answers your questions and offers tips for seeking out 401k statements.

This is Financial insanity w-Scott McLean. Today's show is the top signs you need a new advisor. Today, you'll learn when to find a new advisor from the advisor not acting in your best interest and dismiss your input to the advisor being difficult to reach. Plus, Scott breaks down the four types of annuities and which annuities may fit you best.

This is Financial Insanity w-Scott McLean. Today's show is 7 retirement risks and mailbag questions. Don't count your chickens before they hatch. It's a popular phrase, but how does it apply to your retirement and your retirement future? Are you thinking about all the scenarios: like taking social security earlier, your retirement investments or a medical issue that arises? Plus, Scott answers your questions pertaining to your portfolio.

This is Financial Insanity w-Scott McLean. Today's show is 6 retirement income questions to know. What are the essential questions to ask as you're looking to think how much income you'll need in retirement. It all starts with spending habits and saving enough money. Plus as we're in the 4th quarter, some tips for year end planning. It's important to remember your employee benefits and should you increase investments to generate a nice income in 2024 and beyond.

This is Financial Insanity w-Scott McLean. Today's show is 7 retirement risks and mailbag questions. Don't count your chickens before they hatch. It's a popular phrase, but how does it apply to your retirement and your retirement future? Are you thinking about all the scenarios: like taking social security earlier, your retirement investments or a medical issue that arises? Plus, Scott answers your questions pertaining to your portfolio.

This is Financial Insanity w-Scott McLean. Today's show is four keys to a comfortable retirement. Find out why the pillars of retirement finances, health, family and purpose are important and how the idea of finances in retirement comes down to theme of freedom, specifically the freedom to choose. Scott will give you ways you can prepare for retirement and how to live comfortably so you don't need to keep working through these years.

This is Financial Insanity w-Scott McLean. Today's show is legal and taxes in retirement and guest Robert Brown. Why is it important to work with a financial advisor when getting ready for retirement? They can help you work through all the legal and taxes in retirement. Scott says why it's important to think of all possible taxes and legal issues that could affect your retirement and future. Guest Robert Brown discusses veteran's benefits and the importance of these benefits.

This is Financial Insanity w-Scott McLean. Today's show is should you work while in retirement. Retirement was once thought of as the finish line to life. But, it's only the beginning of the next phase of many stages. Understand the 3 stages: the go go years, slow go years and the no go years and how should you navigate through these stages? Plus, only 33 percent of Americans have a financial plan. How do we break a bad habit of living without a budget? Scott offers tips to your spending problem. It could all start with visiting with a financial advisor to help you get on track.