Retirement Toolbox

Top Ten Tax Questions For Retirees In 2023

Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themselves to ensure they're making the most of their retirement savings and minimizing their tax burden.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Four Ways The SECURE Act 2.0 Might Impact You

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Rookie Mistakes Even Experienced Investors Make

Even if you’ve been saving your money and investing for a long time it’s easy to make rookie mistakes. On this episode, we’ll cover some of the top rookie mistakes we see people make, illustrate how to avoid them or how to fix them if you’re already made some mistakes in your financial life.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

2023 Edition: 10 Point Checklist For Retirement Preparedness

Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

The Top 5 401(k) Mistakes You Need To Avoid

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

The Financial Therapist: When It’s OK If A Visit To Your Advisor Feels Like Counseling

Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.
https://www.youtube.com/watch?v=sTFVMMCwsss
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Is There Greener Grass On The Other Side?

Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Let’s discuss some common scenarios and whether they’re legitimate reasons for leaving your advisor.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Making Smart Decisions During Major Life Events

Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Most Common Retirement Planning Questions About Taxes

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

The Money Gridiron: What Football Teaches Us About Retirement Planning

At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/