financial advising Archives - Your Retirement Elevated Podcast

5 Tax Saving Strategies

October 17, 2019 ListenToScott Comments Off

How do the ultra-wealthy get away with paying fewer taxes than everyone else? Many people believe it’s because they use complicated, or questionable tax practices. But that’s not necessarily the case. In fact, many of the strategies the ultra-wealthy use to save a small fortune in taxes are also available to you. You just don’t know they exist, or you’re simply not taking advantage of them. On today’s show, we’ll cover 5 strategies that could potentially help you save a small fortune in taxes.

Are You Prepared For Rising Taxes?

October 3, 2019 ListenToScott Comments Off

Taxes are very likely to increase in the future and failing to plan accordingly may have painful financial consequences. That said, not everybody should alter their plans, but some should. Like most financial matters, this is a very nuanced subject. There are very few absolutes or hard-and-fast rules here. Listen to today’s show to find out if you should make some changes in your plan to take advantage of likely higher taxes in the future.

How The SECURE Act Might Impact Your Financial Plan

July 3, 2019 ListenToScott Comments Off

Congress is in the middle of passing the SECURE Act (passed in the House, waiting on the Senate). The bill brings a lot of positive changes for those of us planning for retirement, but it also threatens the elimination of an important and well-used planning strategy, the Stretch IRA. Scott will break down this bill for us and talk about how it might impact our financial plans going forward.

5 Reasons Someone Should Never Hire A Financial Advisor

June 6, 2019 ListenToScott Comments Off

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.

What’s Your Return On Retirement?

April 18, 2019 ListenToScott Comments Off

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.

5 Common “Pain Points” In Your Financial Life

April 4, 2019 ListenToScott Comments Off

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.

Episode #14: Redefining Retirement

March 7, 2019 ListenToScott Comments Off

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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