Nobody Teaches You How to Turn Your 401(k) Into a Paycheck
Today, Scott explains why retirement income planning is completely different from simply building a large 401(k), and how to turn retirement savings into a reliable paycheck.
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3 Investment Worlds: Finding the Right Balance for You
In this episode, Scott explains the concept of the Three Investment Worlds: Protection & Savings, Growth & Potential, and the Hybrid space that bridges the two.
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Fishing vs. Playing Tackle Box: How to Stop Over-Planning and Start Enjoying Retirement
In this episode, Scott explores a common pitfall many retirees fall into: the “tackle box trap.”
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What Your Financial Advisor CAN Do For You
In this video, you’ll discover the five key things a financial advisor can do for you, from creating a personalized financial plan to helping you avoid emotional decision-making.
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Spending It All: Retirement Planning for the Ultimate Lifestyle Goal
Everyone views their retirement differently, and there’s a segment of the population that wants to live life to the fullest.
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Are you prepared for UNCERTAINTY?
Today we’re going to talk about the uncertainty in life and retirement and how a financial advisor helps provide the certainty you need with your money.
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Time to Take the Retirement Checklist Challenge
Today Scott will share his Checklist Challenge, a comprehensive guide to ensure you’re fully prepared for retire-ment. Find out which 34 essential items made the list.
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Will the Pandemic Rob Your Retirement? 4 Things to Check Now
The fear for many right now is that once the pandemic finally passes, the financial impact will knock them off track for the future. If you’re worried that the coronavirus could rob you of your retirement, there are four areas of your finances that you can check right now. Find out what they are and why they’re good indicators of where you’re headed.
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New Rollover Rules for 2020 RMDs
With so much news to process these last few months, financial updates might not be at the top of your list. But part of the recent relief efforts included new rollover rolls that impact people that need to take RMDs. Find out what it all means and whether this impacts you.
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Best Intentions But Bad Financial Advice
Maybe even more so now than ever, we are looking for more and more financial guidance. A lot of times we turn to lots of different sources to find that information. And while these sources might have the best intentions, that doesn’t mean that the advice is always going to fit you. Let’s look at some examples and explore the reasons why we have to be very careful from whom we’re taking this important guidance.
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Tax Planning Opportunities with Special Guest David McKnight
Since we aren’t able to bring David McKnight to Kansas City for an in-person appearance, we decided to do the next best thing and bring him on the podcast. Join us as the author and tax planning expert gives us his perspective of what we’re experiencing with a turbulent economy and what opportunities investors have to move closer to a zero percent tax bracket.
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