Retirement Toolbox
Financial and retirement planning guidance from Scott Searles of Skybox Asset Management, serving the greater Cleveland area and Bradenton, Florida. If you want a clear view of your financial situation then this is the podcast for you. We'll make sure you're poised for a successful financial future.
Episodes
Thursday Feb 18, 2021
Financial Literacy: What Are The Three Qualities Of Money?
Thursday Feb 18, 2021
Thursday Feb 18, 2021
If you don’t know the answer to the question, then this episode is for you. In this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities. It’s really quite basic, but understanding these fundamentals can make an enormous difference in your financial life.
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 Feb 04, 2021
5 Important Retirement Statistics Worth Understanding
Thursday Feb 04, 2021
Thursday Feb 04, 2021
Sometimes numbers, figures, and stats can go in one ear and out the other. But on this episode, we’ll break down 5 important statistics that are worth taking a moment to understand. They’ll underscore some very real problems people face when prepping for retirement. We’ll explore those problems and talk about possible solutions.
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 Jan 21, 2021
What’s Your Retirement Lifestyle?
Thursday Jan 21, 2021
Thursday Jan 21, 2021
Have you thought about what life is going to be like for you in retirement? Is there a particular lifestyle you’re seeking? Not all retirement planning is about the finances. Let’s look at some of the lifestyles that are popular among retirees and discuss some of the financial things to consider if you’re going to try to live out one of these particular living situations.
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 Jan 07, 2021
Things Nobody Says
Thursday Jan 07, 2021
Thursday Jan 07, 2021
You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why.
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 Dec 17, 2020
Ready To Retire? Take Our 5 Question Retirement Preparedness Quiz
Thursday Dec 17, 2020
Thursday Dec 17, 2020
Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement.
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 Dec 03, 2020
Reviewing The Top Places To Retire In 2020
Thursday Dec 03, 2020
Thursday Dec 03, 2020
We had too much fun on this episode... Is the place where you’d like to retire on the Top 15 list? On this episode, we’ll review the US News & World Report’s top 15 retirement locations and share stories of past clients who made the decision to move somewhere else for retirement and what went into those decisions from an emotional and financial standpoint.
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 Nov 19, 2020
The 401(k) FAQs
Thursday Nov 19, 2020
Thursday Nov 19, 2020
This episode is all about addressing the most frequently asked questions about 401(k)s.
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 Nov 05, 2020
Following The Financial Commandments
Thursday Nov 05, 2020
Thursday Nov 05, 2020
On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.
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 Oct 15, 2020
Using Hindsight To Develop A 20/20 Financial Vision
Thursday Oct 15, 2020
Thursday Oct 15, 2020
Just like any decision in life, making financial choices would be a lot easier with the benefit of hindsight. Let’s talk about some of the things we might hear from people who wish they’d done things differently after looking in the rear view mirror.
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 Oct 01, 2020
Financial Stuff You Should Know
Thursday Oct 01, 2020
Thursday Oct 01, 2020
There’s a popular podcast called Stuff You Should Know, where they break down things like how sneezing works. Typically, it doesn’t have anything to do with the financial world. On today’s show, we’ll embrace the concept of “Stuff you should know”, but all based in the financial realm.
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