Risk Tolerance: Preparing for Market Turbulence
Scott uses a weather lens to explain how preparation, not prediction, is what keeps retirement plans steady when volatility hits.
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The Boat-Dragging Problem: How Old Strategies Can Hurt Your Retirement
Most people don’t struggle in retirement because they made bad decisions, they struggle because they keep using the right tools for the wrong season
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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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Is 2025 a Bad Time to Retire? Here’s the Truth
You’ve had 2025 circled on your calendar for years, but now, with rising inflation, market volatility, and economic uncertainty, you’re asking the big question: Is 2025 still a good time to retire?
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5 Critical Questions To Ask Your Financial Advisor
Today we’re going to give you five critical questions you need to ask to ensure you’re getting the best advice possible.
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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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