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Do you have lingering questions about financial planning, tax planning, estate planning, retirement planning or Long-Term Care solutions? Then you're in the right place!


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Join Charles Scott as he guides you through these topic in a fun and educational way. Checkout the video version on YouTube, subscribe to your favorite podcasting apps, or look below for recent episodes and watch them right here on the website!


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The Retirement Jigsaw Puzzle Thumbnail

The Retirement Jigsaw Puzzle
Retirement Financial Planning

Think of your financial future like a jigsaw puzzle. Each piece- whether it's taxes, insurance, retirement accounts, or estate planning- represents a critical part of your financial life. Without the box cover it’s hard to know how each piece fits. In the same way, understanding how all the pieces of your financial puzzle interact is key to achieving your long-term goals. That’s why having someone to help you put it all together who understands the big picture can be incredibly beneficial.

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Listener Questions: What Is American Funds & How Aggressive Should My Savings Plan Be To Retire By 60? Thumbnail

Listener Questions: What Is American Funds & How Aggressive Should My Savings Plan Be To Retire By 60?
Retirement Income Planning Financial Planning

We’ve got another listener question episode for you today! Tune in as Charles answers a few questions from podcast listeners like you. In this week’s edition, a listener named Wendy asks if it's okay to have all her 401k money invested in American Funds or if she should diversify into other investments. Charles also tackles a question about how aggressive one’s retirement savings goals should be to retire by 60.

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Listener Questions: Should You Take Social Security Earlier, Rollover Options, & Can One Firm Manage EVERYTHING?! Thumbnail

Listener Questions: Should You Take Social Security Earlier, Rollover Options, & Can One Firm Manage EVERYTHING?!
Retirement Income Planning Financial Planning

Charles frequently receives financial planning questions via email. This week, he addresses Mary's concern about her portfolio, which dropped significantly earlier this year, recovered somewhat, but is still down from its peak. Relying entirely on this money for income, Mary is considering starting Social Security earlier than planned.

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What's Buggin' Charles? Thumbnail

What's Buggin' Charles?
Financial Planning Long-Term Care

There's a lot going on in the financial industry. In today's episode, Charles is going to address some of the things that are driving him crazy in the community, from the plethora of confusing financial designations to the lack of attention given to long-term care planning. At the end of the episode, Charles answers a listener question about combining finances and discusses the importance of financial communication in a relationship.

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The Future of Retirement In America: Is The Glass Half Full or Half Empty? Thumbnail

The Future of Retirement In America: Is The Glass Half Full or Half Empty?
Retirement Taxes Financial Planning Long-Term Care

Are we on the brink of a retirement renaissance or stormy seas ahead? On this episode, we jump into the pressing issues of Social Security, healthcare, taxes, stock market trends, and long-term care. Whether you're an eternal optimist or cautious pessimist, this episode will equip you with perspectives to plan your retirement years with confidence as we ask the longstanding question, “Is the glass half full or half empty?"

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Unsure, Confident, or Certain: Retirement Planning Next Steps Thumbnail

Unsure, Confident, or Certain: Retirement Planning Next Steps
Retirement Income Planning Financial Planning

It’s not just the financially uncertain who need to think carefully about their retirement plan. Even those who feel confident in their retirement savings might still have important questions to answer and decisions to make. In this episode, we'll explore the three retirement planning mindsets: those who have no idea if they can retire, those who think they have enough money to retire, and those who know for sure they have enough money to retire. We'll discuss the key considerations and next steps for each of these mindsets to help you prepare for a fulfilling retirement.

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The 5 Biggest Money Mistakes In Retirement Planning Thumbnail

The 5 Biggest Money Mistakes In Retirement Planning
Retirement Income Planning Financial Planning

In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. So, join us as we delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement.

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Please Read The Fine Print Thumbnail

Please Read The Fine Print
Financial Planning

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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