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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 twice a month, on the 2nd and 4th week.

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

22 Resolutions for 2022, Part 1 Thumbnail

22 Resolutions for 2022, Part 1

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. We will go over the first 11 resolutions on today's show.

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Retirement Jigsaw Puzzle Thumbnail

Retirement Jigsaw Puzzle

To successfully complete a jigsaw puzzle, there are some strategies that you’ll want to keep in mind. And many of those same strategies apply to retirement planning.

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Financial Temptations Thumbnail

Financial Temptations

Having a good financial plan can help you resist some of the financial temptations that the average person will face. Let’s talk about some of these common temptations that we often see people fall victim to.

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Ever Wonder Who Really Pays Income Taxes? Thumbnail

Ever Wonder Who Really Pays Income Taxes?

With the national elections in November, the parties have VERY different opinions regarding who should be paying their fair share of income taxes. But do we really know who pays what? You certainly can’t rely on either political party to give you the straight information. We also dive into a discussion on how to reasonably incorporate emotions into your financial plan.

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Does Your Financial Advisor Have These "Must Have" Traits? Thumbnail

Does Your Financial Advisor Have These "Must Have" Traits?

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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Financial Fact Or Fiction? Thumbnail

Financial Fact Or Fiction?

Sometimes the easiest way to learn about something is to make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity.

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The Financial Dictionary's Buzzwords Thumbnail

The Financial Dictionary's Buzzwords

Let’s step into the classroom again to cover some financial buzzwords. Are these important to know? What are they? How do they impact you? We’ll answer those questions and more as we always look to educate you a little bit on the show.

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Biggest Client Concerns Thumbnail

Biggest Client Concerns

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

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

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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