Between wildfires, hurricanes, tornados and floods, there’s always a natural disaster making news headlines. And while life and limb aren’t at stake when it comes to your portfolio, experiencing a financial disaster can still have a catastrophic effect o...
“Financial Security” might mean different things to different people, but for nearly everyone, making sure that they achieve their own definition of security is the most important part of their retirement plan. So, how do you define financial security? O...
There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings. We have a great question from Roberta...
We all probably did something that got us in big trouble when we were kids. Just wait until you hear what kind of mischief Scott was up to when he was little. Plus, did you know you're probably being exposed to financial "fake news" on a daily basis? We'...
Goat Yoga... That's actually a thing these days. And it somehow comes up on today's podcast when we answer a question from Arnold about a "Stretch IRA". You won't want to miss that conversation. We'll also switch gears and talk about how for some people,...
If you’re heading out on a road trip this summer, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. Let’s look at some of the items that shou...
Let's discuss a few examples where following conventional wisdom might lead you astray. We'll also answer a question from Mary about the consequences of making a mistake while rolling over a 401k. And if Scott had to be an animal, what kind would he be? ...
The realities of retirement planning are different than they were even a decade ago. Let’s talk about some of the realities that affect how you need to plan. We'll also answer a question from Lou about assuming you'll be in a lower tax bracket in retirem...
In many phases of life our attitudes and mindsets can have big impacts on where we go and what we do. Retirement planning is no different. Let’s look at the five dangerous mindsets that can quickly sink your retirement if you’re not careful to guard agai...
We'll get know Scott a little better on this first show. We'll find out why he got into the financial industry, what stirs his passion for helping people plan for retirement, and how he and the team at Skybox Asset Management approach their relationship ...