ListenToScott

Advisors: What They CAN and CANNOT Do For You

Part of discovering a financial advisor’s true value and role in your life is coming to grips with the things they can and cannot actually do for you. Advisors aren’t superheroes, so there will be some things you can’t reasonably expect them to be able to do. Let’s chat about some of these expectations and see how it all might impact your own financial situation.

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5 Reasons Someone Should Never Hire A Financial Advisor

This might seem like a surprising headline on this show, but it’s true. For some, working with a financial advisor makes a lot of sense. But for many, it does not. Let’s cover the reasons and see where you might fit.

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In The News And Mailbag: Tax Reform, Housing Market, Bitcoin

Lots of topics on tap this week. We’ll take a look into the effects of the recent tax reform on your tax return this year, as well as future tax planning. We’ll get Scott’s thoughts on the current housing market, as well as bitcoin and other hyped stocks. And later, we’ll answer questions from the mailbag about rolling over a 401(k) and market crash anticipation.

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What’s Your Return On Retirement?

You only get one chance at retirement, so how can you make sure you’re set up for the best possible future, and also getting the most out of this new era in your life? Scott sets the financial talk aside today and takes a candid look into what the real return on your retirement should be.

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5 Common “Pain Points” In Your Financial Life

When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Let’s talk about how Scott has helped his clients through these common pain points.

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State Of The Markets

A lot of volatility took place at the end of 2018, so it’s important to get some perspective. Let’s take a look back at last year’s market, the current condition of the market, and what we can look forward to in the future, as Scott gives us this year’s State Of The Markets.

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Episode #14: Redefining Retirement

Retirement isn’t what it used to be, and it means something different to every person. For previous generations, it was all about taking things slow. But for more and more people today it’s about discovering new opportunities, passions, and purpose. So let’s take a look at how this generation’s retirees are redefining this brand new chapter in their lives.

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Episode #13: The 9 Irrational Investment Behavior Biases Hurting Your Financial Decision-Making

Most investors are just not very good at investing. But why is that? It turns out that there are quite a few psychological biases that cause people to make irrational decisions about their investments, even when they know better. Find out which of those biases you might be falling victim to and learn how to guard yourself against irrational investing behavior.

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Episode #12: When Stocks Drop – Understanding Market Corrections

Like the weather, the stock market experiences highs and lows – sunny days as well as gloomy ones – and the forecast can change at any given time. But even in weeks when storms seem to be unceasing, we can usually count on brighter days ahead. That’s why it’s important to keep market corrections in perspective.

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Episode #11: Client Personalities – Which One Are You?

The Do-It-Yourselfer. The Ostrich. The Gambler. The Model Citizen. Are you one of these types of clients? On this episode, we’ll take a look at all the different types of personalities that walk through Scott’s door and the unique challenges they face.

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Episode #10: What Actual Services Should Your Advisor Provide?

We want to make sure you actually know what you’re getting when you work with a true financial advisor and planner. So, on this episode, we’ll detail exactly what the different elements of Elevated Retirement Group’s services look like. We’ll cover retirement income and distribution planning, investment oversight service, tax reduction planning, healthcare, family wealth planning, and set expectations for ongoing services and communication.

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Episode #9: How To Hire The Right Financial Advice-Giver

When you’re hiring a financial professional, you need to be careful that you’re finding the right advice-giver. Not all advisors are made the same. On this episode, Scott will detail the difference between a fiduciary advisor and one who only adheres to the suitability standard. We’ll also cover the important questions to ask a prospective financial professional and tell you how to do a background check on your advisor.

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Episode #8: 2018 End Of Year Tax Planning Checklist

Scott gives us a blow-by-blow account of the things we should be looking into at the end of the year from a tax perspective. There were a lot of changes in the Tax Cuts and Jobs Act of 2017 and it might have a big impact on how you file in April.

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Episode #7: Holiday Ham & Running Out Of Money

For years, Scott cut off the ends of the holiday ham. When his wife asked him why he was performing the odd task he didn’t have a great explanation. It was just because that’s how grandma did it. So he set out to discover why she used to cut off the ends of the ham and, of course, it led him to a unique way to analyze some old retirement planning assumptions.

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Episode #6: Annuities – The Good, The Bad & The Fine Print

It’s almost like a bad word. Be careful if you utter the word “annuity” to some financial advisors. Some love them. Some loathe them. What should you think about them? Scott will break down for you the good, the bad & the fine print of the different types of annuities on this week’s show.

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Episode #5: Planning During The “Golden Decade”

Have you given much thought to your “Golden Decade”? It’s the period of time between approximately 60 and 70 years old when you can really take control of your retirement planning future. On this episode, Scott gives us some of the important things to think about during this time period and tells us why we should be talking about the “Golden Decade” a lot more.

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Episode #4: Don’t Listen To Misleading Marketing

You need to know something. There are some really crafty marketers in the financial business. And good marketing doesn’t always equal good planning. Scott will gives us some examples of these savvy marketing techniques that might have caught your eye recently and how you can avoid being distracted by these strategies and focus on getting a solid plan instead.

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Episode #3: CAN Risk

Risk tolerance can be divided into three main concepts: Capacity, Attitude, and Need. In this episode, Scott discusses his unique process of determining your level of investment risk, which was recently featured in an article in Kiplinger Magazine.

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Episode #2: Misleading Money Headlines That Drive Us Crazy

There is plenty of financial noise out there in the media world – articles that misrepresent facts to push a narrative, people who are bearish no matter how well the market is doing… the list goes on. Scott will go over some of the latest headlines in the financial news that drive him crazy because of how misleading they are.

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Episode #1: 5 Important Questions To Ask When Making Crucial Financial Decisions

On our inaugural episode of the podcast, let’s discuss some important questions you should be asking about your finances as you head into retirement. Scott can help you answer those questions.

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