Retirement Toolbox

Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Let’s discuss some common scenarios and whether they’re legitimate reasons for leaving your advisor.

Show Notes & Info:

Schedule A Call With Scott: http://talktoscott.com/

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

Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life.

Show Notes & Info:

Schedule A Call With Scott: http://talktoscott.com/

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

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.

Show Notes & Info:

Schedule A Call With Scott: http://talktoscott.com/

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

At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning.

Show Notes & Info:

Schedule A Call With Scott: http://talktoscott.com/

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

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. On this episode, we’ll explain why these decisions are so important and can’t be undone.

Show Notes & Info:

Schedule A Call With Scott: http://talktoscott.com/

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

We’re bombarded with ads each day in all forms of media. But have you ever taken a closer look at these messages? If we unpack some of these headlines and ads a little bit more, we’re able to clearly understand what emotions they’re trying to elicit. More importantly, we can figure out what companies are trying to sell us. For this episode, we just perused the internet for a couple of hours and kept track of various financial planning, investing and retirement ads we came across. Let’s pick apart these messages that popped up and see if it helps us become savvier savers.

Show Notes & Info:

Schedule A Call With Scott: http://talktoscott.com/

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

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray.

Show Notes & Info:

Schedule A Call With Scott: http://talktoscott.com/

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

Weather enthusiasts and retirement planning worlds collide… Each Fall we spend a lot of time watching and listening to the news and the Weather Channel getting reports of developing hurricanes and are treated to lots of updated graphics to bring us a refresher on how hurricanes work. So, let’s take the opportunity to see what we can learn about retirement planning from a discussion about hurricanes.

Show Notes & Info:

Schedule A Call With Scott: http://talktoscott.com/

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

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see 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/

Going through a divorce at any age is difficult, but doing it near or in retirement adds all sorts of additional complications. On this episode, we’ll talk about some of the financial mistakes we see people make in the midst of a divorce.

Show Notes & Info:

Schedule A Call With Scott: http://talktoscott.com/

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