The Retirement Toolbox Podcast
This podcast offers financial and retirement planning guidance from Scott Searles of Skybox Financial Group. If you want a clear view of your financial situation then this is the podcast for you. We’ll make sure you’re poised for a successful financial future. Check out the episodes below and don’t forget to subscribe on your favorite podcast app.
Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. This episode offers five common financial blunders to avoid during this pivotal decade.
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
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Episode Show Notes & Resources
All You Need To Know About Roth Conversions
The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept on this episode. Plus, we'll answer some Social Security questions from one of our listeners. Show Notes & ...
Where To Find Bias In Financial Media
It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financia...
Lies You Learn In Broker School
A lot of financial professionals say things that just aren’t true. And it’s not that they’re intentionally trying to mislead, it’s just that they’ve been trained to use certain talking points, which they might even believe to be true themselves. Let’s ta...
Managing Debt & Retirement Planning
Do you believe you need to be completely debt free to retire successfully? Or are you okay carrying some balances beyond your working years? There are many opinions about the best way to handle debt and retirement planning, so we’ll tackle them all on to...
Must-Have Traits Of A Financial Advisor
Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace thes...
Avoiding Critical Estate Planning Mistakes
There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of these common estate planning mistakes… Show Notes & Info: Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ S...
Top 5 Social Security Misunderstandings
Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the top 5 misunderstandings about Social Security. Show Notes & Info: Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ Skyb...
How To Live A Retirement Without Regret
Simple mistakes can sometimes lead to larger regrets in retirement. On today’s show, we’ll explore some of the things you can do to avoid living with regret in retirement. Show Notes & Info: Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ Skyb...
It’s Good To Have Awkward Conversations In Financial Planning
Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. If you’re going to be working with a financial advisor, make sure they’re pushing...
