Selling Your Business in an Uncertain Tax Environment
Selling Your Business in an Uncertain Tax Environment: 5 Planning Moves to Consider Before You Sign an LOI By Scott Searles | June 12, 2026 For many business owners, [...]
Retirement Wasn’t Supposed to Look Like This: Planning for Retirement as a Single Woman
Retirement Wasn't Supposed to Look Like This: Planning for Retirement as a Single Woman By Scott Searles | June 5, 2026 For many women, retirement does not unfold exactly [...]
The Biggest Risk to Your Retirement Plan Isn’t the Market, It’s Decision Fatigue
The Biggest Risk to Your Retirement Plan Isn’t the Market, It's Decision Fatigue By Scott Searles | May 22nd, 2026 Too Many Choices, Not Enough Clarity We live in [...]
The 5-Year Window Before Retirement: Where Small Decisions Can Have a Big Impact
The 5-Year Window Before Retirement: Where Small Decisions Can Have a Big Impact By Scott Searles | May 15th, 2026 There’s a common assumption that retirement planning is about [...]
Retiring in an Uncertain Market: Why Income Strategy Matters More Than Market Timing
Retiring in an Uncertain Market: Why Income Strategy Matters More Than Market Timing By Scott Searles | May 8th, 2026 The Wrong Question Most Retirees Are Asking When markets [...]
2026 Retirement Plan Contribution Limits: What the New Numbers Mean for Your Strategy
2026 Retirement Plan Contribution Limits: What the New Numbers Mean for Your Strategy by Scott Searles | March 6th, 2026 Each year, the IRS adjusts retirement plan contribution limits [...]
Are You Retirement Ready? Take The Quiz!
The kids may be heading back to class, but it’s a perfect time for adults to crack open the books too, especially when it comes to retirement. In this episode, Scott puts listeners to the test with a series of essential retirement planning questions every retiree should know.
Don’t Fall For These Big Beautiful Bill Myths
Big tax law changes always bring big rumors. But before you assume Social Security is now tax-free or that you’re getting a $40K deduction just for breathing, let’s set the record straight on what this new bill didn’t actually do. In this episode, Scott busts the biggest myths surrounding the recent “Big Beautiful Bill,” breaking down the fine print behind headline-grabbing claims.
