Here’s what we cover in this episode:

❄️ Winter Positioning: Preparing taxes, RMDs, and income coordination

🌷 Spring Strategy Review: Deep investment analysis and plan recalibration

☀️ Summer Protection Focus: Insurance, cybersecurity, and tax return review

🍁 Fall Precision Execution: Year-end tax moves and income adjustments

☕ Coffee Conversations: Educational events keeping clients informed

Your Guide:

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What actually happens after your annual review meeting? Is your plan just sitting on a shelf, or is something happening behind the scenes? In this episode, Scott pulls back the curtain and walks through the firm’s annual service calendar, the intentional, season-by-season process that keeps retirement plans aligned, optimized, and protected all year long. If you’ve ever wondered what your advisory team is doing between meetings, this episode is your behind-the-scenes tour.

Dive Into This Episode:

0:00 – Annual Service Calendar Overview

1:58 – Winter: Positioning for the Year Ahead

4:05 – Spring: Strategy and Investment Review

6:05 – Summer: Protection and Progress

8:12 – Fall: Precision and Execution

9:42 – Coffee and Conversation Series