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Retirement Toolbox

Business & Economics Podcasts

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.

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.

Location:

United States

Description:

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.

Language:

English

Contact:

9193781410


Episodes

Revealing The Financial World’s Dirty Little Secrets

4/15/2021
If you understand some of the dirty little secrets of the financial world, it’ll help you cut through the clutter and allow you to focus on what’s most important. So, let’s reveal some of those secrets on this episode. We'll also answer a question from a listener about what to do with leftover retirement funds once you've taken care of your basic needs. Show Notes & Info: Schedule A Call With Scott: http://talktoscott.com/ Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ Skybox...

Duration:00:30:41

This Is Why You Never Assume

4/1/2021
We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those… We'll also answer a listener question about inflation and provide you with both a good and bad movie/TV review. 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

Duration:00:31:39

Retirement Planning For Business Owners

3/18/2021
Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues. 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

Duration:00:36:37

Are Alternative Investments For You?

3/4/2021
The “normal” investment world already seems crowded with endless possibilities of companies and ways to invest. Yet there’s a segment of the market classified as alternative investments that many people find intriguing. Could there ever be a place for alternative investments in your portfolio? What are some of the alternative investments you should know about? We’ll seek to answer those questions and more on this episode. Show Notes & Info: Schedule A Call With Scott:...

Duration:00:39:49

Financial Literacy: What Are The Three Qualities Of Money?

2/18/2021
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:...

Duration:00:34:45

5 Important Retirement Statistics Worth Understanding

2/4/2021
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:...

Duration:00:34:55

What’s Your Retirement Lifestyle?

1/21/2021
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:...

Duration:00:35:58

Things Nobody Says

1/7/2021
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

Duration:00:31:50

Ready To Retire? Take Our 5 Question Retirement Preparedness Quiz

12/17/2020
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

Duration:00:34:41

Reviewing The Top Places To Retire In 2020

12/3/2020
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:...

Duration:00:49:03

The 401(k) FAQs

11/19/2020
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

Duration:00:36:49

Following The Financial Commandments

11/5/2020
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

Duration:00:30:28

Using Hindsight To Develop A 20/20 Financial Vision

10/15/2020
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

Duration:00:29:02

Financial Stuff You Should Know

10/1/2020
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

Duration:00:27:30

Let’s Put Your IRA Under Some Scrutiny

9/17/2020
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

Duration:00:28:48

Here Are Some Easy Ways To Ruin Your Retirement

9/3/2020
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

Duration:00:34:43

History Lesson: What Do These US Financial Institutions Actually Do?

8/20/2020
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...

Duration:00:32:27

Estate Planning & Elder Law With Joseph Motta

8/6/2020
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....

Duration:00:29:26

Traditional vs. Roth IRAs

7/16/2020
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

Duration:00:27:44

Lessons From Keyboard Warriors

7/2/2020
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:...

Duration:00:40:09