Podcasts

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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