Retirement Toolbox

Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. Today, we’re digging into the 'How Do You Knows' of retirement planning.

Show Notes & Info:

Schedule A Call With Scott: talkwithscott.net

Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Today, we're diving into the history of the Social Security Act, signed in 1935, which has become a crucial part of American retirement planning. We'll explore how this program started, how it's helped millions of retirees, and what challenges it faces as it turns 89. What can we expect for the future of Social Security? Let’s find out.

Show Notes & Info:

Schedule A Call With Scott: talkwithscott.net

Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Are you telling yourself financial lies? Discover the top lies people often tell themselves about money and retirement. Some of these could be severely holding you back, so stay tuned!

Show Notes & Info:

Schedule A Call With Scott: talkwithscott.net

Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

We get a lot of questions about 401(k)s, and we know they can be tricky to navigate. That's why we're tackling your top questions in one comprehensive episode.

Show Notes & Info:

Schedule A Call With Scott: talkwithscott.net

Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Ever heard the saying, ‘Always plan ahead. It wasn’t raining when Noah built the ark’? Well, today we're diving into that very concept. How did Noah's forward-thinking approach help him survive the flood, and what can it teach us about preparing for retirement? Tune in as we unpack the ancient wisdom of Noah’s Ark and its modern-day implications for ensuring your retirement is secure, no matter what storms might be on the horizon.

Show Notes & Info:

Schedule A Call With Scott: talkwithscott.net

Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. On this episode, we’ll discuss a few examples.

Show Notes & Info:

Schedule A Call With Scott: talkwithscott.net

Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning.

Show Notes & Info:

Schedule A Call With Scott: talkwithscott.net

Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water.

Show Notes & Info:

Schedule A Call With Scott: talkwithscott.net

Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode.

Show Notes & Info:

Schedule A Call With Scott: talkwithscott.net

Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.

Show Notes & Info:

Schedule A Call With Scott: talkwithscott.net

Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/