Retirement Toolbox

Avoiding Critical Estate Planning Mistakes

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

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

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

It’s Good To Have Awkward Conversations In Financial Planning

Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. If you’re going to be working with a financial advisor, make sure they’re pushing you to address these kinds of topics.
Show Notes & Info:
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Skybox Website: https://www.skyboxasset.com
Call: 888-742-0111

What The Next Market Crash Will Look Like

Some people think we’re on the cusp of the next stock market crash. Others predict that we’re just due for a minor correction. And another camp thinks we’ll continue an upward trend. We don’t know who is right or when any of those options will occur. But let’s talk about what the next market crash might look like, even if we don’t know when it will come.
Show Notes & Info:
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Skybox Website: https://www.skyboxasset.com
Call: 888-742-0111

Even Responsible Savers Make These Mistakes

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

Is Playing The Blame Game Holding You Back Financially?

Have you ever had financial trouble? And we’re not just talking about the direst of situations like going bankrupt. Do you think a divorce is to blame for messing up your finances? Do you tend to think the system is rigged against the little guy? Did a former broker “do you wrong”? On today’s podcast, we’ll look at some of the common things that people might blame for their financial planning troubles. See if you identify with one of these. Are you pointing your finger in the right direction? We'll also answer a question from Tom about getting a good return on investments in retirement.
Tax Free Toolkit
https://www.skyboxasset.com/blog

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

You Need To Avoid These Portfolio Disasters

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...

What Does Financial Security Mean To You?

“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.