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.
Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. On this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security.
Read the full report: https://www.cbo.gov/system/files/2024-09/60516-Full-Retirement-Age.pdf
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
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Episode Show Notes & Resources
Risk Averse: Explaining The Buzzword
Have you heard someone say they’re risk averse? Do you know what it really means in the context of the financial world? We’ll explore this important buzzword on today’s show and explain why it’s so important to have a good grip on just how risk averse you are.
Tax Consequences: Pros & Cons of Various Account Types
Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning.
The Financial Mistakes Couples Make
Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up.
Putting Off Important Decisions
Let’s talk about some of the financial matters that people tend to push off to a later date. Is it good or bad to put these things off? Or does it depend on the situation?
What Makes Your Financial Advisor Tick?
It’s time to peel back the curtain a little bit to learn about your financial advisor, Scott Searles.
Visiting The Money Doctor
So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need.
What Retirement Are You Living For?
Everyone has a different reason, goal or something they want to accomplish in retirement. Let’s explore some of the various motivations people have in retirement and how your financial advisor can help you accomplish what you set out to do.
5 Things You Must Know About Decumulation To Retire Successfully
So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.
Learning Through Uncommon Sense
At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.
