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Podcasts

Do you have lingering questions about financial planning, taxes planning, estate planning, retirement planning, or Long-Term Care solutions?

Learning about a solution or gaining a resource for the questions you have regarding your financial situation can help you to feel more confident as you prepare for your retirement years.

Join Charles Scott as he guides you through these financial topics in a fun and educational way.

New podcast recordings are published twice a month, on the 2nd and 4th week.

Search below for an episode's topic that interests you, or scroll down for our most recent podcast.

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Please Read The Fine Print

It’s been said that “the sales brochure giveth and the fine print taketh away.” In this episode, we’ll talk about some of the things we hear from people when they don’t pay enough attention to the fine print.

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Going Against The Grain

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.

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The Potential Forgiveness Of Student Loans Being Proposed Thumbnail

The Potential Forgiveness Of Student Loans Being Proposed

Student loan forgiveness is a hot topic of discussion right now. Many people fear the cost of something like this and the lessons it will teach the younger generation, while others argue the cost of higher education is exorbitant and we need to extend help for those who have a lot of debt. There are both pros and cons to each side that we will be discussing on today's show.

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Who Even Needs A Financial Advisor? Thumbnail

Who Even Needs A Financial Advisor?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor.

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