Dec 26, 2024
Are you starting to feel like you might be ready to retire but can’t quite pinpoint why? If so, today’s episode is perfect for you! We’ll explore five clear signs that it may be time to move on to the next chapter of your life.
Join Scott as he breaks down these key indicators, including one crucial sign that...
Dec 12, 2024
Big changes are on the horizon for 2025, and this episode is all about keeping you in the loop. From updates to 401(k)s, Social Security, and Medicare to new tax brackets and changes for inherited IRAs and HSAs, we’re covering it all. Whether you’re retired, approaching retirement, or just beginning to map out your...
Nov 29, 2024
Scott recently met with a prospective client who asked, “Why isn’t the transition into retirement easy?” While there’s no “easy button” for retirement, it doesn’t have to feel overwhelming or confusing either. In today’s episode, Scott explores why retirement, or the transition into it, might feel...
Nov 14, 2024
A random, retired YouTuber did a simple video exploring the top 5 regrets from other retirees he interviewed (all in their 70s). It blew up to almost half a million views (and counting). In today’s episode, we’re diving into three of the most impactful regrets from this list and offering proactive steps you can take...
Oct 31, 2024
How do you know when it’s time to make updates to your retirement plan? With a personal story as the backdrop, Scott explores two major categories of life changes that can (and should) influence your financial strategy.
The first category revolves around changes in financial needs. Whether it's an unexpected job...