Retirement Toolbox

Retirement Toolbox header image 1
February 20, 2020  

Where To Find Bias In Financial Media

It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media.

Show Notes & Info:

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

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

Call: 888-742-0111

February 6, 2020  

Lies You Learn In Broker School

A lot of financial professionals say things that just aren’t true. And it’s not that they’re intentionally trying to mislead, it’s just that they’ve been trained to use certain talking points, which they might even believe to be true themselves. Let’s talk about the statements you should be cautious of if you hear them from a financial advisor.

Show Notes & Info:

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

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

Call: 888-742-0111

January 2, 2020  

Must-Have Traits Of A Financial Advisor

Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not.

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

April 4, 2019  

Getting To Know Scott Searles

We'll get know Scott a little better on this first show. We'll find out why he got into the financial industry, what stirs his passion for helping people plan for retirement, and how he and the team at Skybox Asset Management approach their relationship with clients.

https://www.skyboxasset.com/blog

March 27, 2019  

Coming Soon - The Retirement Toolbox Podcast

Coming in April 2019, a new podcast to help you prepare for a successful financial future. Be sure to tune into and subscribe to the Retirement Toolbox podcast with Scott Searles of Skybox Asset Management. We'll make sure you have all the necessary tools to solve retirement's toughest challenges.

Podbean App

Play this podcast on Podbean App