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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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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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Ready Or Not Retirement Thumbnail

Ready Or Not Retirement
Retirement Income Planning

Are you nearing “retirement age?” If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire.

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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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Retirement Savings Basics: What’s The Purpose Of All My Accounts? Thumbnail

Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Retirement

Are you aware that not all retirement accounts are created equal? It's crucial to understand the purpose and advantages of each type of account to make the best choice for your future. In this episode, we'll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and several other examples. We’ll help you weigh the pros and cons of each and give you insights into the purposes they serve so that you can make an informed decision. Join us and discover why understanding the purpose of these accounts is essential for securing a comfortable retirement.

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Retirement Expenses For Which You Forgot To Plan Thumbnail

Retirement Expenses For Which You Forgot To Plan
Retirement

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. We'll discuss practical tips and strategies to help you plan for these expenses and ensure a secure and comfortable retirement.

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Going Against The Grain Thumbnail

Going Against The Grain
Retirement Financial Planning Long-Term Care

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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Tough Topic: Retirement & Divorce Thumbnail

Tough Topic: Retirement & Divorce
Retirement

Going through a divorce at any age is difficult, but doing it near or in retirement adds all sorts of additional complications. In this episode, we’ll talk about some of the financial mistakes we see people make in the midst of a divorce.

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