Retirement Toolbox

22 Money Resolutions for 2022, Part 2

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. We'll cover 12-22 on this episode.
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

22 Money Resolutions for 2022, Part 1

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. We'll cover 1-11 on this episode.
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

Handling Unreasonable Requests

Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead.
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

Quit Cutting Corners In Your Financial Plan

Let’s look at the ways that some people try to cut corners in their retirement planning…
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

Risk Averse: Explaining The Buzzword

Have you heard someone say they’re risk averse? Do you know what it really means in the context of the financial world? We’ll explore this important buzzword on today’s show and explain why it’s so important to have a good grip on just how risk averse you are.
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

Tax Consequences: Pros & Cons of Various Account Types

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning.
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

The Financial Mistakes Couples Make

Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up.
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

Putting Off Important Decisions

Let’s talk about some of the financial matters that people tend to push off to a later date. Is it good or bad to put these things off? Or does it depend on the situation?
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

What Makes Your Financial Advisor Tick?

It’s time to peel back the curtain a little bit to learn about your financial advisor, Scott Searles.
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

Visiting The Money Doctor

So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need.
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