Retirement Toolbox
Episodes
Thursday Mar 05, 2020
All You Need To Know About Roth Conversions
Thursday Mar 05, 2020
Thursday Mar 05, 2020
The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept on this episode. Plus, we'll answer some Social Security questions from one of our listeners.
Show Notes & Info:
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Skybox Website: https://www.skyboxasset.com
Call: 888-742-0111
Thursday Dec 19, 2019
Avoiding Critical Estate Planning Mistakes
Thursday Dec 19, 2019
Thursday Dec 19, 2019
There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of these common estate planning mistakes…
Show Notes & Info:
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Skybox Website: https://www.skyboxasset.com
Call: 888-742-0111
Thursday Oct 03, 2019
Even Responsible Savers Make These Mistakes
Thursday Oct 03, 2019
Thursday Oct 03, 2019
Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make.
Tax Free Toolkit
https://www.skyboxasset.com/blog
Thursday Aug 15, 2019
You Need To Avoid These Portfolio Disasters
Thursday Aug 15, 2019
Thursday Aug 15, 2019
Between wildfires, hurricanes, tornados and floods, there’s always a natural disaster making news headlines. And while life and limb aren’t at stake when it comes to your portfolio, experiencing a financial disaster can still have a catastrophic effect on your life in retirement. Let’s discuss some portfolio disasters that we’ve seen and how to avoid them...
Thursday Aug 01, 2019
What Does Financial Security Mean To You?
Thursday Aug 01, 2019
Thursday Aug 01, 2019
“Financial Security” might mean different things to different people, but for nearly everyone, making sure that they achieve their own definition of security is the most important part of their retirement plan. So, how do you define financial security? On today’s show, we’ll cover some of the popular responses we hear from clients during the planning process.
Thursday Jul 18, 2019
Learning Financial Lessons From Popular Proverbs
Thursday Jul 18, 2019
Thursday Jul 18, 2019
There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings. We have a great question from Roberta putting her entire 401(k) into company stock. And where would Scott go if we kicked him out of North America? We'll find out the answers to that question and more on today's show.
Wednesday Jul 03, 2019
How "Fake News" Impacts Your Finances & That Time Scott Got In Big Trouble
Wednesday Jul 03, 2019
Wednesday Jul 03, 2019
We all probably did something that got us in big trouble when we were kids. Just wait until you hear what kind of mischief Scott was up to when he was little. Plus, did you know you're probably being exposed to financial "fake news" on a daily basis? We'll look at some common headlines that qualify as "fake news" and teach you how to spot other problematic headlines. And Jim has a question on the mailbag about delaying Social Security some more, even though he's already 67.
Thursday Jun 20, 2019
Goat Yoga, Stretch IRAs & How To Get "Unstuck" From Difficult Financial Decisions
Thursday Jun 20, 2019
Thursday Jun 20, 2019
Goat Yoga... That's actually a thing these days. And it somehow comes up on today's podcast when we answer a question from Arnold about a "Stretch IRA". You won't want to miss that conversation. We'll also switch gears and talk about how for some people, the biggest problem with their financial planning isn’t that they make the wrong decisions. It’s that they often fail to make decisions at all. But sometimes you just have to fish or cut bait. We'll discuss some of the things that can cause the decision-making process to stall and how you can get unstuck. And what's a movie you can watch over and over and never get tired of? We'll ask Scott for his opinion on that, plus much more ahead on today's show.
Thursday Jun 06, 2019
Planning For Summer Vacation & Retirement Are A Lot Alike
Thursday Jun 06, 2019
Thursday Jun 06, 2019
If you’re heading out on a road trip this summer, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. Let’s look at some of the items that should appear on both your road trip checklist and your retirement planning checklist. We'll also answer a question from Jeff about retiring early at the age of 55. Is it a good idea? Plus, if Scott could trade places with anyone for a day, who would it be? Listen to this episode to find out.
https://www.skyboxasset.com/blog
Thursday May 16, 2019
Conventional Wisdom Isn't Always So Wise
Thursday May 16, 2019
Thursday May 16, 2019
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?
https://www.skyboxasset.com/blog