Retirement Toolbox
Episodes
Thursday Aug 06, 2020
Estate Planning & Elder Law With Joseph Motta
Thursday Aug 06, 2020
Thursday Aug 06, 2020
One thing is certain: at some point in time, all of us won’t be alive on this Earth. This means that we all need proper estate plans. Many people, however, fail to set their estate plans up correctly, keep them up to date, or even title their assets properly – and as many as 60% of Americans don’t have a plan at all. That is why today we are joined by Joseph L. Motta, an Estate Planning & Elder law attorney, to shed some light on the subject.
Contact Info For Joseph L. Motta
www.jospehlmotta.com
440-930-2826
joseph@josephlmotta.com
Scott's Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Skybox Website: https://www.skyboxasset.com
Call: 888-742-0111
Thursday Jul 16, 2020
Traditional vs. Roth IRAs
Thursday Jul 16, 2020
Thursday Jul 16, 2020
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.
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
Call: 888-742-0111
Thursday Jul 02, 2020
Lessons From Keyboard Warriors
Thursday Jul 02, 2020
Thursday Jul 02, 2020
The comments section in any article is usually an entertaining section to browse if you're looking for more perspectives, or if you just enjoy drama. But how much should you actually take away from the advice offered by these "keyboard warriors"? Scott will delve into the comments section of a recent financial article and offer his insight.
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
Call: 888-742-0111
Thursday Jun 18, 2020
Hidden Gems
Thursday Jun 18, 2020
Thursday Jun 18, 2020
If you’re like most people, you probably have some financial accounts that you haven’t paid much attention to recently. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use. Let’s talk about some of the accounts that people tend to ignore for too long.
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
Call: 888-742-0111
Thursday Jun 04, 2020
Financial Terms You Should Know During The Pandemic
Thursday Jun 04, 2020
Thursday Jun 04, 2020
The Coronavirus pandemic has likely led to you hearing a lot more financial buzzwords and it’s possible you aren’t familiar with some of the terms getting thrown around. Let’s take a look at some of the most popular ones and see what we can learn from them.
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
Call: 888-742-0111
Thursday May 21, 2020
Should You Tap Into Your Retirement Accounts To Make It Through The Crisis?
Thursday May 21, 2020
Thursday May 21, 2020
The Coronavirus stimulus bill now makes it easier for Americans to withdraw money from their 401(k)s and other types of retirement accounts. Is this a wise choice to help ease the burden of the crisis? Plus, we debut the "Shelter In Place Movie Review" segment on the show.
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
Call: 888-742-0111
Thursday May 07, 2020
An Update On The Coronavirus' Financial Impact
Thursday May 07, 2020
Thursday May 07, 2020
We'll update you on the Coronavirus' impact on the economy, the markets, retirement planning, and where we all go from here.
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
Call: 888-742-0111
Thursday Apr 16, 2020
Solid Financial Truths
Thursday Apr 16, 2020
Thursday Apr 16, 2020
A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them.
Show Notes & Info:
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Skybox Website: https://www.skyboxasset.com
Call: 888-742-0111
Tuesday Mar 24, 2020
Is Your Portfolio Infected With A Virus?
Tuesday Mar 24, 2020
Tuesday Mar 24, 2020
We'll take a look at the Coronavirus' impact on the financial markets, the economy and our personal retirement plans. Scott will help us try to put it all in perspective and figure out where we go from here.
Show Notes & Info:
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Skybox Website: https://www.skyboxasset.com
Call: 888-742-0111
Thursday Mar 19, 2020
Your Desire To Retire
Thursday Mar 19, 2020
Thursday Mar 19, 2020
Different people have different levels of desire when it comes to finding their retirement date. Let’s explore these different levels of desire, as indicated by the statements people might make, and discuss how we’d help someone at these different levels.
Show Notes & Info:
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Skybox Website: https://www.skyboxasset.com
Call: 888-742-0111