Your Account Balance Is Not the Number That Matters Most
For decades, retirement planning has focused on one question: How much have you saved? But once retirement begins, a different question takes center stage.
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The Gray Areas That Actually Matter in Retirement
Financial media loves simple answers: always do this or never do that. But real financial planning doesn’t work that way.
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The IRS Just Announced 2026 Tax Changes
It’s official, the IRS has released the full set of 2026 tax numbers, and the changes may impact more than just your next return. Scott walks through what’s actually changed and how it may impact you and your future. The real opportunity isn’t just knowing the numbers, it’s knowing how to use them. Listen in to see how these updates can create meaningful planning advantages heading into 2026 and beyond.
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Are You Winning or Losing in the Big Beautiful Bill?
The new tax bill just passed, but will it actually help you? Let’s look at who stands to benefit, who might lose out, and the strategic moves to consider now while the rules are fresh.
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Debunking Myths Surrounding the Big Beautiful Bill
In this episode, Scott breaks down six of the biggest misconceptions swirling around the recently passed “Big Beautiful Bill.”
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5 Tax Strategies to Save You Money in Retirement
Retirement planning is more than just saving money; it’s about making your savings last as long as you do.
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