Retirement Toolbox

Retirement Toolbox header image 1
May 16, 2019  

Conventional Wisdom Isn’t Always So Wise

Let's discuss a few examples where following conventional wisdom might lead you astray. We'll also answer a question from Mary about the consequences of making a mistake while rolling over a 401k. And if Scott had to be an animal, what kind would he be?

May 2, 2019  

Facing The 4 Realities Of Retirement Planning

The realities of retirement planning are different than they were even a decade ago. Let’s talk about some of the realities that affect how you need to plan. We'll also answer a question from Lou about assuming you'll be in a lower tax bracket in retirement. And was Scott once known to wear parachute pants? We'll find out on this episode.

Podbean App

Play this podcast on Podbean App