The Scottie Show: Time to Get Your Ducks in a Row
Business & Economics Podcasts
Today is the first day of the rest of your life and your future planning started yesterday! You need Simple, Easy Strategies to create maximum results. Remember EASY gets things DONE! This is The Scottie Show: Time to Get Your Ducks in a Row with Scott Leonardi, owner and president of Complete Solutions Inc. As a Certified Financial Fiduciary, with 25 years in the planning industry, Scott helps educate you so you can make the best decisions for your family and your finances, and helps you get your ducks in a row for your incredible future.
Location:
United States
Description:
Today is the first day of the rest of your life and your future planning started yesterday! You need Simple, Easy Strategies to create maximum results. Remember EASY gets things DONE! This is The Scottie Show: Time to Get Your Ducks in a Row with Scott Leonardi, owner and president of Complete Solutions Inc. As a Certified Financial Fiduciary, with 25 years in the planning industry, Scott helps educate you so you can make the best decisions for your family and your finances, and helps you get your ducks in a row for your incredible future.
Twitter:
@TheScottieShow
Language:
English
Episodes
16 Fun Things To Do Before You Die (Ep. 24)
8/24/2022
What are some fun things you want to do before you die? Have you thought about it? In this episode, Scott Leonardi shares responses from his clients about 16 things they want to do before they die. Listen in to get some ideas of fun things you might want to add to your bucket list. … Continue reading 16 Fun Things To Do Before You Die (Ep. 24) →
Duration:00:27:19
Uncertainty Vs Certainty (Ep.23)
8/10/2022
There’s a great deal of uncertainty in everyone’s lifetime, especially during the planning of the rest of your great adventure. Scott reviews five areas that can potentially cause huge future problems. So how can we protect ourselves from some of the uncertainties? In this episode, Scott Leonardi, explores five basic uncertainties that you could work … Continue reading Uncertainty Vs Certainty (Ep.23) →
Duration:00:26:49
16 Financial Things To Do Before You Die (Ep.22)
7/20/2022
Do you know what your estate plan looks like? If you don’t you should start planning, and if you do, you should probably get that on paper for your beneficiaries. In this episode, Scott Leonardi emphasizes the importance of 16 things you should do before you die. Not the fun things, like going sky-diving or … Continue reading 16 Financial Things To Do Before You Die (Ep.22) →
Duration:00:24:20
Understanding Fees vs Commissions (Ep.21)
7/6/2022
How do you pay your financial advisor? When it comes to financial or retirement planning, many don’t think about how they’re paying their advisors. In this episode, Scott Leonardi talks about when advisors are compensated by commissions versus different types of fees, and why trust is so important when it comes to hiring an advisor … Continue reading Understanding Fees vs Commissions (Ep.21) →
Duration:00:23:16
Effective Legacy Strategies (Ep.20)
5/4/2022
You have probably heard the saying “When you die you can’t take the money with you” countless times. If you can’t take the money with you, who do you want to leave your money with? Deciding who and where to leave your money can be difficult. In this episode, Scott Leonardi discusses the different options … Continue reading Effective Legacy Strategies (Ep.20) →
Duration:00:30:33
Do you Have a Will or a Won’t? With Attorney Karen Hamilton (Ep.19)
4/13/2022
Do you have all four of your major estate planning documents in place and up to date? In this episode, Scott Leonardi has a conversation with attorney Karen Hamilton, to discuss the planning estate documents everyone needs and why they’re so important. The four documents she discusses are a basic will, a living will, your … Continue reading Do you Have a Will or a Won’t? With Attorney Karen Hamilton (Ep.19) →
Duration:00:26:02
The 411 of Active vs. Passive Investing With Chris Strehle (Ep. 18)
3/30/2022
The investment strategies you used to get to retirement, may or may NOT be the strategies you should use in retirement. Some people use water cooler or coffee station advice during their working years. This means they just ask their co-workers what options they choose for their 401K and then they just copy that plan. … Continue reading The 411 of Active vs. Passive Investing With Chris Strehle (Ep. 18) →
Duration:00:29:38
The A, B, C and D’s of Medicare (Ep. 17)
3/16/2022
Have you planned your healthcare coverage for after you’re retired? Whether you have yet to retire or are retired already, it’s important to know your options so you can choose a Medicare Plan that fits your needs and makes the most sense for you. In this episode, Scott Leonardi reveals what you need to know … Continue reading The A, B, C and D’s of Medicare (Ep. 17) →
Duration:00:30:14
10 Bad Financial Habits to Break to Get Out of Debt, Part Two (Ep. 16)
3/2/2022
Have you ever started accumulating debt and decided to just ignore it? Perhaps it is too painful to talk about, or you just don’t even want to take the time to figure out how to get yourself out of debt? In part two of this two part series, Scott Leonardi revisits 10 financial habits you … Continue reading 10 Bad Financial Habits to Break to Get Out of Debt, Part Two (Ep. 16) →
Duration:00:26:31
10 Bad Financial Habits to Break to Get Out of Debt, Part One (Ep. 15)
2/16/2022
We all have our own financial habits. Maybe you put a charge on your credit card to earn extra rewards, or find yourself buying a coffee every morning rather than making one at home out of convenience. No matter what your habits are, they could be leading you down a path towards debt and you … Continue reading 10 Bad Financial Habits to Break to Get Out of Debt, Part One (Ep. 15) →
Duration:00:28:45
The Complete Solutions Retirement Toolkit (Ep. 14)
1/26/2022
Your retirement is like your next big adventure and it is important that you are fully prepared to dive right in. In this episode, Scott Leonardi educates you about his retirement toolkit and how it is a great resource to ensure that you are planning for retirement properly. Scott introduces you to what is involved … Continue reading The Complete Solutions Retirement Toolkit (Ep. 14) →
Duration:00:25:12
13. Are you Smarter than a 5th Grader? – Talk to your Kids About $$
11/10/2021
Are you smarter than a fifth grader? Let’s find out! In this episode, Scott Leonardi invites his daughter Milania onto the show to talk about money and answer some trivia … but guess what? You get to participate too! Test your knowledge against a real fifth grader and see how you do. Scott also speaks … Continue reading 13. Are you Smarter than a 5th Grader? – Talk to your Kids About $$ →
Duration:00:36:12
12. Identity Theft 101 — Won’t Happen to Me!
10/27/2021
Identity theft — as technology enhances, it is becoming a bigger and bigger problem, and you need to know how to protect yourself before it is too late. In this episode, Scott Leonardi educates you on the problem of identity theft and how it is not something you can simply avoid by shredding some papers. … Continue reading 12. Identity Theft 101 — Won’t Happen to Me! →
Duration:00:36:57
11. How to Talk about Finances with your Parents
10/13/2021
The money talk is often seen as taboo, especially when you are attempting to have it with your parents. In this episode, Scott Leonardi aims to dismantle the idea of money being taboo, and gives you ways that you can meaningfully approach your parents about their finances. Scott understands that no two families are alike, … Continue reading 11. How to Talk about Finances with your Parents →
Duration:00:40:30
10. Does Scott Own It?
9/22/2021
We often talk about various products that you should be considering when it comes to your finances, but does Scott actually use the products he is telling you about? In this episode, Scott Leonardi speaks to the importance of planning and how his Duck Book assists you in the Big 3 of financial planning. As … Continue reading 10. Does Scott Own It? →
Duration:00:25:16
9. Beware of the Rubbish! – Medicare Annual Enrollment
9/8/2021
When the Medicare Annual Enrollment period comes around, there are a lot of companies racing to make the sale, but do you know how to sort through the rubbish and find a plan that works best for you? In this episode, Scott Leonardi discusses the importance of reviewing your Medicare plan annually so you can … Continue reading 9. Beware of the Rubbish! – Medicare Annual Enrollment →
Duration:00:20:59
8. Maximizing Your Social Security Benefits
8/18/2021
There is constant talk that “Social Security is changing”, but what does that really mean? How can you ensure that you are getting the most from your Social Security benefits? In this episode, Scott Leonardi dives into what you should be doing now to maximize your Social Security benefit. Scott helps educate you about what … Continue reading 8. Maximizing Your Social Security Benefits →
Duration:00:30:27
7. Don’t Be An Ostrich!… Taxes 101
8/4/2021
There are no loopholes when it comes to taxes. However, there are rules and regulations that you could be taking advantage of that could reduce the amount of taxes you pay. In this episode, Scott Leonardi dives into the topic of taxes to help you become more educated about the options you have available to … Continue reading 7. Don’t Be An Ostrich!… Taxes 101 →
Duration:00:29:35
6. The ABC’s Of Annuities
7/21/2021
The common misconceptions of annuities is that they are expensive, boring, and just something financial advisors try to sell. But is that truly the case? In this episode, Scott Leonardi discusses the history of annuities and debunks the common misconceptions about how they work. Scott reveals the different types of annuities and how each could … Continue reading 6. The ABC’s Of Annuities →
Duration:00:33:33
5. Don’t Go Broke In a Nursing Home
7/7/2021
Let’s be honest, nursing homes can be expensive, especially when you have not taken the time to put plans into place for long-term care. In this episode, Scott Leonardi discusses long-term care and the things that you should be considering and preparing for now, so when you need it, you are able to pay for … Continue reading 5. Don’t Go Broke In a Nursing Home →
Duration:00:27:14