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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.

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Biggest Client Concerns Thumbnail

Biggest Client Concerns
Retirement

We run through the laundry list of top concerns that many retirees and pre-retirees have. Charles discusses how he addresses them and what is the underlying theme that is causing those concerns.

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Innovation Causing Disruption Thumbnail

Innovation Causing Disruption
Retirement

What’s the most interesting thing in the investment world? We talk about the concept of innovation causing disruption in various industries, what that means and why it might be something worth paying attention to.

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Retirement Statistics Worth Understanding Thumbnail

Retirement Statistics Worth Understanding
Retirement

Sometimes numbers, figures and stats can go in one ear and out the other. But on this episode, we’ll break down some important statistics that are worth taking a moment to understand. They’ll underscore some very real problems people face when prepping for retirement. We’ll explore those problems and talk about possible solutions.

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Where All My Financial Knowledge Comes From Thumbnail

Where All My Financial Knowledge Comes From
Retirement

Have you ever stopped to think about your journey of learning all that you have about money and finances? Did your parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google?

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What Retirees Should Know About Wills & Trusts Thumbnail

What Retirees Should Know About Wills & Trusts
Retirement

People often overlook the estate planning side of preparing for retirement. There are a lot of misunderstandings about trusts and wills and the roles they play in the equation. On this episode, we’ll explore some of the critical questions you should ask about these strategies as you prepare for retirement.

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Eye Opening Stats Showing How Americans Save Thumbnail

Eye Opening Stats Showing How Americans Save
Retirement

Vanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019 although some figures are current through the Spring of 2020). Let’s look at some of the top takeaways from the study and how you might compare to the “normal” savings behaviors of Americans.

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This One’s On The House Thumbnail

This One’s On The House
Retirement

We get a lot of questions about how the house (or houses) fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.

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Longevity Risk Thumbnail

Longevity Risk
Retirement

Living a long time isn’t supposed to be a bad thing and it almost seems counterintuitive to categorize it as a risk. But it is. Let’s take a look at how longevity plays a role in a financial plan and have an honest conversation about how deal with the “problem” of living too long.

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Financial Issues Particularly Challenging For Women Thumbnail

Financial Issues Particularly Challenging For Women
Retirement

Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women. We also discuss some rules of thumb and get Charles' take on them.

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Are You Making These Classic Pre-Retiree Mistakes? Thumbnail

Are You Making These Classic Pre-Retiree Mistakes?
Retirement

There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.

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