Retirement Toolbox

Social Security at 89: The Evolution of America’s Pension Lifeline

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/

Lies You Might Be Telling Yourself About Money

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/

The Top 10 401(k) FAQs In 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/

Noah's Ark & Retirement Planning: Lessons in Preparing Ahead

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/

Beware of Retirement Half-Truths

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/

The Beauty of Simplicity When Planning For Retirement

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/

Combatting Popular Excuses For Poor Financial Decision-Making

Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water.
 
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Your Financial Wellness Check-Up

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode.
 
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Steering Clear of Retirement Stress

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.
 
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in this digital era, all from the perspective of a seasoned financial professional.
 
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/