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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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Sales Pitches Versus True Planning Thumbnail

Sales Pitches Versus True Planning
Retirement

It’s important to be able to recognize the difference between an advisor who actually has a planning process and one who just gives sales pitches all day. Let’s go over how you can identify the difference.

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Fuzzy Math Thumbnail

Fuzzy Math
Retirement Taxes

A lot of investors (and quite frankly a lot of advisors) fall victim to fuzzy math when it comes to their retirement planning. Let’s explore some of the areas where someone might be employing fuzzy math.

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Dealing With Divorce Thumbnail

Dealing With Divorce
Retirement Legacy Planning

Some folks feel shell-shocked after seeing their assets get cut in half from a divorce. Charles will share with us some ways that he helps clients navigate through tough life events like divorce. And we'll answer a listener question about fee-only advisors. Are they really the "best" kind of financial advisor to work with?

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Unique Planning Challenges Thumbnail

Unique Planning Challenges
Retirement

Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions you might come up with…

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Making Bad Financial Assumptions Thumbnail

Making Bad Financial Assumptions
Retirement

Be careful of making assumptions about certain areas of retirement planning before you really know the facts. Some of these assumptions could be correct, but they could just as likely be wrong… We'll also ask Charles to tell us about a time someone didn't follow his advice and they came back later and admitted that they should have.

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Risky, But Popular, Investments Thumbnail

Risky, But Popular, Investments
Retirement

It’s probably common sense when you think about human nature, but some of the riskiest investments are also the most popular. At least the risky ones generate a lot of interest, even if most folks don’t end up actually making an investment. Let’s look at some of these popular and risky investments because, after all, your financial choices matter.

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Counter-Intuitive Pieces Of Financial Guidance
Retirement

Some advice just makes good sense. But sometimes the guidance we get doesn’t align with our expectations. That’s not necessarily a bad thing. Let’s talk about some of the counterintuitive financial advice you may, or may not, receive. We'll answer some questions from the "mailbag" and bust up some "rules of thumb" along the way. Plus, we'll see what's buggin' Charles this week.

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The Silent Killer (of Retirement): Inflation Thumbnail

The Silent Killer (of Retirement): Inflation
Retirement

Let’s explore some ways we can guard against that creep of inflation. Plus, we'll introduce a segment of the show we like to call "Storytime". This week, we'll ask Charles to tell us a story about someone who was getting ripped off by another financial advisor. We'll see how Charles helped solve the problem.

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