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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

Reasons You SHOULD Get Life Insurance

5/19/2022
Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once the kids are out of the house, you don’t need insurance anymore. But there are some other reasons why life insurance can be a useful part of your...

Duration:00:25:41

The Most Important Birthdays In Retirement Planning

5/5/2022
There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age. Show Notes & Info: Schedule A Call With Scott: http://talktoscott.com/ Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Duration:00:17:51

Home Run Retirement Planning: How Baseball Principles Also Score Financial Runs

4/21/2022
After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field. Show Notes & Info: Schedule A Call With Scott: http://talktoscott.com/ Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Duration:00:27:51

How To Recognize Your Own Voice of Greed & Fight Against It

4/7/2022
When it comes to your money, you might have several different voices in your head — maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it. 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

Duration:00:23:44

Planning For Things We Can’t Predict

3/17/2022
There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would surely be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers. 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

Duration:00:21:53

What They’re Saying: What Is The Most Important Part Of Retirement Planning?

3/3/2022
We all should realize that planning for retirement is relatively complex. There are a lot of different moving parts and factors to consider. Adjusting any of these variables can impact the end result. But is there one part of the retirement planning process that’s most important? We’ve assembled several opinions on the topic from across the internet. Let’s see if the advice hits the mark or needs further exploration. Show Notes & Info: Schedule A Call With Scott:...

Duration:00:24:31

How Children Become Part Of The Retirement Discussion

2/17/2022
If you have kids, often they come up in the discussion when you’re talking about your retirement plans. Let’s talk about some of the ways those discussions play out, the role your advisor should play in navigating these conversations, and the overall impact on you and your family’s financial goals. 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

Duration:00:27:13

How “The Great Resignation” Could Impact You Or A Loved One’s Retirement

2/3/2022
Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway. Show Notes & Info: Schedule A Call With Scott: http://talktoscott.com/ Tax Free Toolkit:...

Duration:00:25:04

22 Money Resolutions for 2022, Part 2

1/20/2022
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

Duration:00:22:26

22 Money Resolutions for 2022, Part 1

1/6/2022
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

Duration:00:21:46

Handling Unreasonable Requests

12/16/2021
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

Duration:00:26:59

Quit Cutting Corners In Your Financial Plan

12/2/2021
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

Duration:00:28:17

Risk Averse: Explaining The Buzzword

11/18/2021
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

Duration:00:25:30

Tax Consequences: Pros & Cons of Various Account Types

11/4/2021
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

Duration:00:31:09

The Financial Mistakes Couples Make

10/21/2021
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

Duration:00:20:50

Putting Off Important Decisions

10/7/2021
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

Duration:00:20:33

What Makes Your Financial Advisor Tick?

9/16/2021
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

Duration:00:25:17

Visiting The Money Doctor

9/2/2021
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

Duration:00:21:20

What Retirement Are You Living For?

8/19/2021
Everyone has a different reason, goal or something they want to accomplish in retirement. Let’s explore some of the various motivations people have in retirement and how your financial advisor can help you accomplish what you set out to do. 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:00:25:58

5 Things You Must Know About Decumulation To Retire Successfully

8/5/2021
So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire...

Duration:00:22:24