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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.
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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

You Need To Avoid These Portfolio Disasters

8/15/2019
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Between wildfires, hurricanes, tornados and floods, there’s always a natural disaster making news headlines. And while life and limb aren’t at stake when it comes to your portfolio, experiencing a financial disaster can still have a catastrophic effect on your life in retirement. Let’s discuss some portfolio disasters that we’ve seen and how to avoid them...

Duration:00:27:13

What Does Financial Security Mean To You?

8/1/2019
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“Financial Security” might mean different things to different people, but for nearly everyone, making sure that they achieve their own definition of security is the most important part of their retirement plan. So, how do you define financial security? On today’s show, we’ll cover some of the popular responses we hear from clients during the planning process.

Duration:00:25:06

Learning Financial Lessons From Popular Proverbs

7/18/2019
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There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings. We have a great question from Roberta putting her entire 401(k) into company stock. And where would Scott go if we kicked him out of North America? We'll find out the answers to that question and more on today's show.

Duration:00:22:13

How "Fake News" Impacts Your Finances & That Time Scott Got In Big Trouble

7/3/2019
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We all probably did something that got us in big trouble when we were kids. Just wait until you hear what kind of mischief Scott was up to when he was little. Plus, did you know you're probably being exposed to financial "fake news" on a daily basis? We'll look at some common headlines that qualify as "fake news" and teach you how to spot other problematic headlines. And Jim has a question on the mailbag about delaying Social Security some more, even though he's already 67.

Duration:00:27:15

Goat Yoga, Stretch IRAs & How To Get "Unstuck" From Difficult Financial Decisions

6/20/2019
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Goat Yoga... That's actually a thing these days. And it somehow comes up on today's podcast when we answer a question from Arnold about a "Stretch IRA". You won't want to miss that conversation. We'll also switch gears and talk about how for some people, the biggest problem with their financial planning isn’t that they make the wrong decisions. It’s that they often fail to make decisions at all. But sometimes you just have to fish or cut bait. We'll discuss some of the things that can cause...

Duration:00:27:26

Planning For Summer Vacation & Retirement Are A Lot Alike

6/6/2019
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If you’re heading out on a road trip this summer, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. Let’s look at some of the items that should appear on both your road trip checklist and your retirement planning checklist. We'll also answer a question from Jeff about retiring early at the age of 55. Is it a good idea? Plus, if Scott could trade places with anyone for a day, who...

Duration:00:25:40

Conventional Wisdom Isn't Always So Wise

5/16/2019
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Let's discuss a few examples where following conventional wisdom might lead you astray. We'll also answer a question from Mary about the consequences of making a mistake while rolling over a 401k. And if Scott had to be an animal, what kind would he be? https://www.skyboxasset.com/blog

Duration:00:26:19

Facing The 4 Realities Of Retirement Planning

5/2/2019
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The realities of retirement planning are different than they were even a decade ago. Let’s talk about some of the realities that affect how you need to plan. We'll also answer a question from Lou about assuming you'll be in a lower tax bracket in retirement. And was Scott once known to wear parachute pants? We'll find out on this episode. https://www.skyboxasset.com/blog

Duration:00:24:09

5 Dangerous Mindsets That Could Sink Your Retirement Future

4/18/2019
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In many phases of life our attitudes and mindsets can have big impacts on where we go and what we do. Retirement planning is no different. Let’s look at the five dangerous mindsets that can quickly sink your retirement if you’re not careful to guard against these, sometimes, natural instincts. https://www.skyboxasset.com/blog

Duration:00:24:12

Getting To Know Scott Searles

4/4/2019
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We'll get know Scott a little better on this first show. We'll find out why he got into the financial industry, what stirs his passion for helping people plan for retirement, and how he and the team at Skybox Asset Management approach their relationship with clients. https://www.skyboxasset.com/blog

Duration:00:18:29

Coming Soon - The Retirement Toolbox Podcast

3/27/2019
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Coming in April 2019, a new podcast to help you prepare for a successful financial future. Be sure to tune into and subscribe to the Retirement Toolbox podcast with Scott Searles of Skybox Asset Management. We'll make sure you have all the necessary tools to solve retirement's toughest challenges.

Duration:00:01:27