Retirement Toolbox

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November 17, 2022  

Most Common Retirement Planning Questions About Taxes

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/

November 3, 2022  

The Money Gridiron: What Football Teaches Us About Retirement Planning

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/

October 20, 2022  

Getting It Right: Irreversible Financial Decisions

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/

October 6, 2022  

How Money Ads Catch Your Attention

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/

September 15, 2022  

Should You Follow These Popular Retirement Rules of Thumb?

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/

September 1, 2022  

What Hurricanes Teach Us About Retirement Planning

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/

August 18, 2022  

Can You Get An A+ On Our Retirement Planning Quiz?

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/

August 4, 2022  

Tough Topic: Retirement & Divorce

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/

July 21, 2022  

Why Retirement Planning Ain’t What It Used To Be

In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough to help us achieve our own financial success.

Link:
https://www.youtube.com/watch?v=YvT_gqs5ETk

Show Notes & Info:

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

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

July 7, 2022  

Investor Beware: Spotting Red Flags When Picking An Advisor

Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.

Show Notes & Info:

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

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

June 16, 2022  

Secret To Retirement Success: Get Out Of Your Own Way

There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning.

Show Notes & Info:

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

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

June 2, 2022  

What To Do As You Count Down The Days To Retirement

We've assembled a list of 7 priorities to keep in mind as you count down the days to retirement. We'll discuss things like getting and staying healthy, taking advantage of opportunities to save more, post-retirement careers, and much more.

Show Notes & Info:

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

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

May 19, 2022  

Reasons You SHOULD Get Life Insurance

Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once the kids are out of the house, you don’t need insurance anymore. But there are some other reasons why life insurance can be a useful part of your retirement plan.

Show Notes & Info:

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

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

May 5, 2022  

The Most Important Birthdays In Retirement Planning

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age.

Show Notes & Info:

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

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

April 21, 2022  

Home Run Retirement Planning: How Baseball Principles Also Score Financial Runs

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field.

Show Notes & Info:

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

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

April 7, 2022  

How To Recognize Your Own Voice of Greed & Fight Against It

When it comes to your money, you might have several different voices in your head — maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it.

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

March 17, 2022  

Planning For Things We Can’t Predict

There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would surely be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers.

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

March 3, 2022  

What They’re Saying: What Is The Most Important Part Of Retirement Planning?

We all should realize that planning for retirement is relatively complex. There are a lot of different moving parts and factors to consider. Adjusting any of these variables can impact the end result. But is there one part of the retirement planning process that’s most important? We’ve assembled several opinions on the topic from across the internet. Let’s see if the advice hits the mark or needs further exploration.

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

February 17, 2022  

How Children Become Part Of The Retirement Discussion

If you have kids, often they come up in the discussion when you’re talking about your retirement plans. Let’s talk about some of the ways those discussions play out, the role your advisor should play in navigating these conversations, and the overall impact on you and your family’s financial goals.

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

February 3, 2022  

How “The Great Resignation” Could Impact You Or A Loved One’s Retirement

Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway.

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

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