Get ready to rock to the rhythms of retirement wisdom in this week’s episode! We’ve put together the ultimate retirement planning playlist, featuring timeless lyrics that reflect various stages of the planning journey.
Read MoreReady for an adventure? Think of retirement planning as climbing a mountain. It’s not just about the climb up; it’s about preparing wisely, tackling the ups and downs, and even planning your way back down.
Read MoreWe’re bringing you a special edition of the podcast today as we welcome Cortney Dale, CEO of Sunflower Insurance Solutions, to lead us through the latest updates on Medicare! She’ll discuss what’s crucial for you to know as we approach 2024 and answer common questions that will help you make informed decisions about your Medicare elections in the months and years ahead. Listen in as she breaks down its four parts (A,B,C,D) and how they work together, coverage, enrollment periods, and more!
Read MoreDo you ever wish you could foresee financial missteps before they happen? On today’s episode, we’re going to explore some real-life stories of regret and arm you with the do’s and don’ts to ensure that your money is working for you and not against you.
Read MoreIn this episode, we’re going to unearth and tackle some of these hidden but essential questions about retirement. We all want to get good answers to our financial questions, but sometimes we have to know the right questions to ask.
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There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes.
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Are you nearing “retirement age?” If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire.
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Today we have a special edition of the show where Scott recently hosted a webinar for his clients and had Mike Sorrentino on to discuss some financial topics that are top of mind for many people right now.
Read MoreConstructing a retirement plan might involve many different components and could utilize a variety of investment tools, but our process is focused around five key areas of your financial life.
Read MoreIn this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement.
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Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets are required for these battles.
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Have you ever wondered why you handle money the way you do? It turns out your financial behaviors can be traced back to your formative memories. In this episode, we explore how historic market crashes have left a lasting impact on our relationship with money. We’ll also contrast them with the way more recent crises have shaped our financial views and decisions in the short term.
Read MoreIn this episode, we’ll be debunking common myths about Social Security and answering the questions you’ve been curious about. No matter what questions you have about Social Security, we are here to help guide you through this important step in your financial future. Today’s show should give you a pretty good overview.
Read MoreYou can’t talk about retirement without talking about income. There are seven streams of income you need to know about. In today’s episode, we’ll break them down for you and help you understand the pros and cons of each one.
Read MoreThe Federal Deposit Insurance Corporation (FDIC) has been in the news recently as bank failures have made headlines. As an independent agency created by Congress, the FDIC provides deposit insurance coverage for institutions like banks, ensuring that depositors are protected in the event of a bank failure when the bank does not have sufficient assets to pay off depositors.
Read MoreHow do millionaires invest their money? If you’ve ever wondered how they do it, today’s show is for you. From asset allocation to market timing and security selection, we’ll explain how millionaires handle these topics.
Read MoreEntrusting your life savings to a financial advisor requires careful consideration and due diligence, especially when it comes to managing large IRAs. Before handing over your hard-earned nest egg, it’s crucial to ensure that your advisor possesses the necessary expertise and experience to handle the responsibility. To help you navigate this, we’ve compiled a list of ten crucial questions to ask your advisor about IRAs.
Read MoreAs you have likely heard, the Silicon Valley Bank collapsed on Friday, March 10th, 2023, after a bank run- marking the largest bank failure in the U.S. in over a decade. With a lot of fear surrounding this topic, we are here to focus on the facts and give you a better understanding of what we know today.
Read MoreToday’s show is going to feel like a healing therapy session. We’re talking about how things could always be better. From human progress and value to happiness, we’ll cover some fascinating topics today.
Read MoreOn today’s show, we’ll share Scott’s top do’s and don’ts of six secret sources of come. So much of your success will depend on your income plan and this episode will lay out some ways to get ahead.
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