Retirement Toolbox

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: https://www.skyboxasset.com

Call: 888-742-0111

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.infusionsoft.net/

Skybox Website: https://www.skyboxasset.com

Call: 888-742-0111

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.pages.infusionsoft.net/

Skybox Website: https://www.skyboxasset.com

Call: 888-742-0111

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.infusionsoft.net/

Skybox Website: https://www.skyboxasset.com

Call: 888-742-0111

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 differ? How the NYSE compares with the NASDAQ, Dow Jones, etc...? What the Mint prints other than coins? Then this is the show for you as we'll explore those ideas and more.

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

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 law attorney, to shed some light on the subject.

Contact Info For Joseph L. Motta

www.jospehlmotta.com

440-930-2826

[email protected]

Scott's 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 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://talktoscott.com/

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

Skybox Website: https://www.skyboxasset.com

Call: 888-742-0111