Retirement Toolbox
Financial and retirement planning guidance from Scott Searles of Skybox Asset Management, serving the greater Cleveland area and Bradenton, Florida. If you want a clear view of your financial situation then this is the podcast for you. We'll make sure you're poised for a successful financial future.
Episodes
Thursday Mar 20, 2025
Presidential Wisdom For Your Retirement Plan
Thursday Mar 20, 2025
Thursday Mar 20, 2025
Presidents aren’t just leaders of a nation. They’re decision-makers who navigate uncertainty, make tough calls, and plan for the future. Today, we’re looking at how the leadership lessons of some of America’s greatest presidents can help you build a smarter, more secure retirement plan.
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday Mar 06, 2025
What Do Proposed Tariffs Mean For Your Portfolio?
Thursday Mar 06, 2025
Thursday Mar 06, 2025
The day President Trump took office, he announced plans to implement a 25 percent tariff on goods from Mexico and Canada. Additional tariff conversations have exploded since that day. How might this impact your personal finances and the economy? Today, we’ll explain a bit of the backstory of tariffs and discuss these new tariffs.
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday Feb 20, 2025
The Snowbird Retirement: Is a Seasonal Move Right for You?
Thursday Feb 20, 2025
Thursday Feb 20, 2025
Brrr, it’s cold out there! Winter has a lot of people thinking about warmer weather. For some, that just means an annual vacation down south. But for certain retirees, they choose to live elsewhere through the brunt of winter, becoming “snowbirds.” Is snowbird life for you? Let’s talk about what motivates people to take up temporary residence elsewhere, where they go, and if it’s worthwhile.
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday Feb 06, 2025
5 Financial Mistakes to Avoid in Your 60s
Thursday Feb 06, 2025
Thursday Feb 06, 2025
Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. This episode offers five common financial blunders to avoid during this pivotal decade.
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday Jan 23, 2025
10 Ways To Level Up Financial Success In 2025
Thursday Jan 23, 2025
Thursday Jan 23, 2025
Have you already given up on some of your resolutions for the new year? Well, replace them with a few of the actionable ideas we cover on this episode to help you save smarter, invest better and plan for the future you deserve.
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday Jan 09, 2025
Most Americans Are Forced to Retire Early - Are You Ready?
Thursday Jan 09, 2025
Thursday Jan 09, 2025
Did you know most Americans retire earlier than planned, often due to unexpected health issues, job changes, or financial surprises? These challenges can force people out of work early, leaving them unprepared for decades of retirement. In this episode, we’ll explore recent research highlighting the importance of planning for early retirement, even if it’s not in your current plans.
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday Dec 19, 2024
Don’t Gamble With Your Nest Egg: Lessons From Your Favorite Game Shows
Thursday Dec 19, 2024
Thursday Dec 19, 2024
Everyone loves a good game show. Whether it’s spinning the big wheel or hitting the buzzer with all the right answers. But what happens when people turn their retirement planning into a game? Spoiler alert: it’s not always a win! In this episode, we tackle the risky moves people make when they treat their finances like a game of chance.
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday Dec 05, 2024
What Financial Advisors Wish Every Investor Knew
Thursday Dec 05, 2024
Thursday Dec 05, 2024
Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood.
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday Nov 21, 2024
Social Security Shake-Up: How Raising the Retirement Age Could Impact You
Thursday Nov 21, 2024
Thursday Nov 21, 2024
Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. On this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security.
Read the full report: https://www.cbo.gov/system/files/2024-09/60516-Full-Retirement-Age.pdf
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday Nov 07, 2024
Happening Now: How Current Economic Shifts Could Affect Your Retirement
Thursday Nov 07, 2024
Thursday Nov 07, 2024
The financial landscape is changing rapidly, and if you’re focused on retirement, these shifts can’t be ignored. In today’s episode, we break down the trends that will define the rest of 2024 and what they mean for your retirement plan.
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/