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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 on the third Thursday of each month.

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

Strategic Planning for Retiree Healthcare Thumbnail

Strategic Planning for Retiree Healthcare

In today's episode, we're focusing on a critical aspect of retirement planning: healthcare costs. How well-prepared are you to handle medical expenses after you retire? We'll discuss everything from Medicare complexities to strategies for managing unexpected health-related expenses. Tune in as we break down the essentials of healthcare financial planning for retirees.

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What's Buggin' Charles? Thumbnail

What's Buggin' Charles?

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?

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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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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