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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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Coronavirus Update Thumbnail

Coronavirus Update
Retirement Taxes

The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Charles will talk about his thoughts on this situation and we will briefly mention a couple elements of the new CARES Act.

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Financial Truths Thumbnail

Financial Truths
Retirement

There are many "it depends" situations in financial and retirement planning. On today's show we look at some truths we can state with confidence.

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Your Financial Advisor Must Have These Traits Thumbnail

Your Financial Advisor Must Have These Traits
Retirement

Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not.

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Even Responsible Savers Make Mistakes Thumbnail

Even Responsible Savers Make Mistakes
Retirement Taxes

Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make…

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Why Are You Making Excuses For Sticking With The Wrong Advisor? Thumbnail

Why Are You Making Excuses For Sticking With The Wrong Advisor?
Retirement

Very often, we find that people wil stick with a broker or financial advisor who's doing a less than stellar job, and there's usually a handful of reasons why. Charles will poke some holes in those excuses, and give you a healthier picture of what your financial advisor should be doing for you if he or she is truly a good fit. We'll also take a look at some recent news items related to the student loan debt crisis.

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Exposing 401(k) Weaknesses
Retirement Taxes

Your 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b, or TSP, or 457 plan).

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Are Tax Advantages Overrated? Thumbnail

Are Tax Advantages Overrated?
Retirement Taxes

Of course, saving money on taxes is important. But when tax advantages are being pitched as the primary benefit of an investment, should we be concerned? Charles will help us tackle the pros and cons on this week's episode. We'll also answer a question from Roberta about investing a large amount of her 401k in company stock.

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“Fake News” Impacting Your Finances Thumbnail

“Fake News” Impacting Your Finances
Retirement

The term “fake news” has become synonymous with the political climate of the past few years. But the phenomenon has spread to other parts of our culture as well. What about fake news in the financial space? We’ll look at some recent news headlines to see if they qualify to be labeled as “fake news”.

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5 Simple Retirement Questions (That Are Hard To Answer) Thumbnail

5 Simple Retirement Questions (That Are Hard To Answer)
Retirement

Some of retirement planning’s most important questions seem so simple at first. They can be asked in just 4-5 words and give the impression the answers are a simple “yes” or “no”. But it’s tricky because many of these questions can become overwhelming to answer. Let’s cover some of the important retirement questions that are harder to answer than you might think.

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50 Shades Of Gray Area Thumbnail

50 Shades Of Gray Area
Retirement

Not everything in financial planning is black and white. In fact, most things aren’t black and white — there’s usually a lot of gray area. Let’s identify some of the issues that usually require a nuanced discussion…

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