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

Retirement Toolbox

The Financial Mistakes Couples Make

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

Putting Off Important Decisions

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

What Makes Your Financial Advisor Tick?

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

Visiting The Money Doctor

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

What Retirement Are You Living For?

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 successfully. 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

5 Things You Must Know About Decumulation To Retire Successfully

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon. 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

Learning Through Uncommon Sense

If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now. 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

Not Your Father’s Retirement

If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life. 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

Lessons From The Money Doctor

Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses. 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

Do Retirees Really Need Life Insurance?

What can we learn about retirement planning by exploring some concepts in the game of basketball? 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

What Basketball Teaches Us About Retirement

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know 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 Call: 888-742-0111

Are You Flirtin’ With Disaster?

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 Website: https://www.skyboxasset.com Call: 888-742-0111

Revealing The Financial World’s Dirty Little Secrets

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

This Is Why You Never Assume

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

Retirement Planning For Business Owners

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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Retirement Toolbox

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