Retirement Toolbox

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

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

The IRA is an incredibly popular vehicle to save for retirement. But are you being too passive about how you’re saving and investing inside that account? Let’s put your IRA through some scrutiny to see if you’re truly taking advantage of all it has to offer and understand its pros and cons. 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

Everyone has read blogs, watched shows, and listened to people talk about all the key ways to improve or succeed in retirement. But what about how you can mess it all up? Let’s tackle five easy ways to ruin your retirement (then just do the opposite of these things and you’ll be fine). 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

Let’s learn a little more about our nation’s history. Specifically, since this is a “financial” show, let’s take a look at some of our country’s largest and oldest financial intuitions and learn a little about how they were established, what role they play today, and give you some fun trivia about them along the way. Have you ever wondered how The Federal Reserve and Department Of The Treasury differ? How the NYSE compares with the NASDAQ, Dow Jones, etc...? What the Mint prints other than...

One thing is certain: at some point in time, all of us won’t be alive on this Earth. This means that we all need proper estate plans. Many people, however, fail to set their estate plans up correctly, keep them up to date, or even title their assets properly – and as many as 60% of Americans don’t have a plan at all. That is why today we are joined by Joseph L. Motta, an Estate Planning & Elder law attorney, to shed some light on the subject. Contact Info For Joseph L....

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you. 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 comments section in any article is usually an entertaining section to browse if you're looking for more perspectives, or if you just enjoy drama. But how much should you actually take away from the advice offered by these "keyboard warriors"? Scott will delve into the comments section of a recent financial article and offer his insight. Show Notes & Info: Schedule A Call With Scott: http://talktoscott.com/ Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website:...

If you’re like most people, you probably have some financial accounts that you haven’t paid much attention to recently. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use. Let’s talk about some of the accounts that people tend to ignore for too long. Show Notes & Info: Schedule A Call With Scott: http://talktoscott.com/ Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website:...

The Coronavirus pandemic has likely led to you hearing a lot more financial buzzwords and it’s possible you aren’t familiar with some of the terms getting thrown around. Let’s take a look at some of the most popular ones and see what we can learn from them. 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 Coronavirus stimulus bill now makes it easier for Americans to withdraw money from their 401(k)s and other types of retirement accounts. Is this a wise choice to help ease the burden of the crisis? Plus, we debut the "Shelter In Place Movie Review" segment on the show. 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

We'll update you on the Coronavirus' impact on the economy, the markets, retirement planning, and where we all go from here. 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

A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them. Show Notes & Info: Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website: https://www.skyboxasset.com Call: 888-742-0111

We'll take a look at the Coronavirus' impact on the financial markets, the economy and our personal retirement plans. Scott will help us try to put it all in perspective and figure out where we go from here. Show Notes & Info: Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website: https://www.skyboxasset.com Call: 888-742-0111

Different people have different levels of desire when it comes to finding their retirement date. Let’s explore these different levels of desire, as indicated by the statements people might make, and discuss how we’d help someone at these different levels. Show Notes & Info: Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website: https://www.skyboxasset.com Call: 888-742-0111

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept on this episode. Plus, we'll answer some Social Security questions from one of our listeners. Show Notes & Info: Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website: https://www.skyboxasset.com Call: 888-742-0111

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

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

Do you believe you need to be completely debt free to retire successfully? Or are you okay carrying some balances beyond your working years? There are many opinions about the best way to handle debt and retirement planning, so we’ll tackle them all on today’s show. Show Notes & Info: Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ Skybox Website: https://www.skyboxasset.com Call: 888-742-0111

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:...