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
3 days ago
3 days ago
Silicon Valley, Credit Suisse, and First Republic are just a few banks that have experienced either incredible turmoil or complete collapse in the past few months. How should the average American respond with their money? Do you pull it all out in cash and store it under your bed? Should you throw all your money into depressed bank stocks in hopes of riding a wave back up in case a recovery occurs? In today’s episode, we’ll shed light on those questions and more by analyzing what some experts across the world are saying about the crisis.
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday May 18, 2023
Crash Course: The Psychology of Investing in the Wake of Historic Market Crashes
Thursday May 18, 2023
Thursday May 18, 2023
Have you ever wondered why you handle money the way you do? It turns out your financial behaviors can be traced back to your formative memories. In this episode, we explore how historic market crashes have left a lasting impact on our relationship with money. We’ll also contrast them with the way more recent crises have shaped our financial views and decisions in the short term.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday May 04, 2023
A Comprehensive Dismantling Of 2023’s Top Social Security Myths
Thursday May 04, 2023
Thursday May 04, 2023
Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday Apr 20, 2023
Fore Your Retirement: What Golf Teaches Us About Financial Planning
Thursday Apr 20, 2023
Thursday Apr 20, 2023
Are you a golfer? Even if you're not, the game of golf can teach us valuable lessons about retirement planning. For example, hitting a hole-in-one might be thrilling, but it won't necessarily guarantee your overall success. And just like you need different clubs in your golf bag to play a round, you need a well-balanced approach to your investments in retirement.
But perhaps the most important lesson from golf is the value of having a caddy. In retirement planning, a financial advisor can help you navigate the hazards and make the most of your financial "clubs." Tune in to this episode to learn more about how the game of golf can help you plan for a successful retirement.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday Apr 06, 2023
Retirement Expenses For Which You Forgot To Plan
Thursday Apr 06, 2023
Thursday Apr 06, 2023
Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again… It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. We'll discuss practical tips and strategies to help you plan for these expenses and ensure a secure and comfortable retirement.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday Mar 16, 2023
Top Ten Tax Questions For Retirees In 2023
Thursday Mar 16, 2023
Thursday Mar 16, 2023
Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themselves to ensure they're making the most of their retirement savings and minimizing their tax burden.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday Mar 02, 2023
Four Ways The SECURE Act 2.0 Might Impact You
Thursday Mar 02, 2023
Thursday Mar 02, 2023
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday Feb 16, 2023
Rookie Mistakes Even Experienced Investors Make
Thursday Feb 16, 2023
Thursday Feb 16, 2023
Even if you’ve been saving your money and investing for a long time it’s easy to make rookie mistakes. On this episode, we’ll cover some of the top rookie mistakes we see people make, illustrate how to avoid them or how to fix them if you’re already made some mistakes in your financial life.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday Feb 02, 2023
2023 Edition: 10 Point Checklist For Retirement Preparedness
Thursday Feb 02, 2023
Thursday Feb 02, 2023
Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Thursday Jan 19, 2023
The Top 5 401(k) Mistakes You Need To Avoid
Thursday Jan 19, 2023
Thursday Jan 19, 2023
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/