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 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/
Thursday Oct 17, 2024
Why It’s Crucial To Know How Financial Advisors Get Paid
Thursday Oct 17, 2024
Thursday Oct 17, 2024
Ever wonder how your financial advisor really gets paid—and what that means for you? Whether it’s a fee, a commission, or a salary, the way your advisor earns money could be influencing the advice they give you. In today’s episode, we’re talking about the different pay structures of financial advisors, revealing the benefits, the potential biases, and what you need to know to make sure your money is truly working for you. If you’re working with an advisor or thinking about hiring one, this is an episode you can’t afford to miss.
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday Oct 03, 2024
Unlock Your Potential During National Financial Planning Month
Thursday Oct 03, 2024
Thursday Oct 03, 2024
With National Financial Planning Month upon us, we’re sitting down with a seasoned financial planner, Scott Searles, to uncover the strategies and steps that go into building a personalized financial plan. From that first phone call to implementing a strategy that aligns with your goals, this discussion will offer valuable insights for anyone looking to understand what it looks like to go through the planning process with a real financial advisor.
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday Sep 19, 2024
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning
Thursday Sep 19, 2024
Thursday Sep 19, 2024
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/
Thursday Sep 05, 2024
Social Security at 89: The Evolution of America’s Pension Lifeline
Thursday Sep 05, 2024
Thursday Sep 05, 2024
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/
Thursday Aug 15, 2024
Lies You Might Be Telling Yourself About Money
Thursday Aug 15, 2024
Thursday Aug 15, 2024
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/
Thursday Aug 01, 2024
The Top 10 401(k) FAQs In 2024
Thursday Aug 01, 2024
Thursday Aug 01, 2024
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/
Thursday Jul 18, 2024
Noah's Ark & Retirement Planning: Lessons in Preparing Ahead
Thursday Jul 18, 2024
Thursday Jul 18, 2024
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/
Tuesday Jul 02, 2024
Beware of Retirement Half-Truths
Tuesday Jul 02, 2024
Tuesday Jul 02, 2024
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/
Thursday Jun 20, 2024
The Beauty of Simplicity When Planning For Retirement
Thursday Jun 20, 2024
Thursday Jun 20, 2024
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/