Retirement Toolbox

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January 16, 2020  

Managing Debt & Retirement Planning

Do you believe you need to be completely debt free to retire successfully? Or are you okay carrying some balances beyond your working years? There are many opinions about the best way to handle debt and retirement planning, so we’ll tackle them all on today’s show.

Show Notes & Info:

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

Skybox Website: https://www.skyboxasset.com

Call: 888-742-0111

December 5, 2019  

Top 5 Social Security Misunderstandings

Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the top 5 misunderstandings about Social Security.

Show Notes & Info:

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

Skybox Website: https://www.skyboxasset.com

Call: 888-742-0111

November 21, 2019  

How To Live A Retirement Without Regret

Simple mistakes can sometimes lead to larger regrets in retirement. On today’s show, we’ll explore some of the things you can do to avoid living with regret in retirement.

Show Notes & Info:

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

Skybox Website: https://www.skyboxasset.com

Call: 888-742-0111

September 5, 2019  

3rd & 4th Quarter Planning To-Do List

As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on to make sure you’re still on the right financial track. Especially if you’re a retiree, or pre-retiree. Are you focusing on the right things? Listen to today’s podcast to find out. We'll also answer a question from Howard about dividend-paying stocks.

https://www.skyboxasset.com/blog

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