25 episodes
The Scottie Show: Time to Get Your Ducks in a Row Scott Leonardi
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Today is the first day of the rest of your life and your future planning started yesterday! You need Simple, Easy Strategies to create maximum results. Remember EASY gets things DONE! This is The Scottie Show: Time to Get Your Ducks in a Row with Scott Leonardi, owner and president of Complete Solutions Inc. As a Certified Financial Fiduciary, with 25 years in the planning industry, Scott helps educate you so you can make the best decisions for your family and your finances, and helps you get your ducks in a row for your incredible future.
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16 Fun Things To Do Before You Die (Ep. 24)
What are some fun things you want to do before you die? Have you thought about it? In this episode, Scott Leonardi shares responses from his clients about 16 things they want to do before they die. Listen in to get some ideas of fun things you might want to add to your bucket list. … Continue reading 16 Fun Things To Do Before You Die (Ep. 24) →
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Uncertainty Vs Certainty (Ep.23)
There’s a great deal of uncertainty in everyone’s lifetime, especially during the planning of the rest of your great adventure. Scott reviews five areas that can potentially cause huge future problems. So how can we protect ourselves from some of the uncertainties? In this episode, Scott Leonardi, explores five basic uncertainties that you could work … Continue reading Uncertainty Vs Certainty (Ep.23) →
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16 Financial Things To Do Before You Die (Ep.22)
Do you know what your estate plan looks like? If you don’t you should start planning, and if you do, you should probably get that on paper for your beneficiaries. In this episode, Scott Leonardi emphasizes the importance of 16 things you should do before you die. Not the fun things, like going sky-diving or … Continue reading 16 Financial Things To Do Before You Die (Ep.22) →
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Understanding Fees vs Commissions (Ep.21)
How do you pay your financial advisor? When it comes to financial or retirement planning, many don’t think about how they’re paying their advisors. In this episode, Scott Leonardi talks about when advisors are compensated by commissions versus different types of fees, and why trust is so important when it comes to hiring an advisor … Continue reading Understanding Fees vs Commissions (Ep.21) →
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Effective Legacy Strategies (Ep.20)
You have probably heard the saying “When you die you can’t take the money with you” countless times. If you can’t take the money with you, who do you want to leave your money with? Deciding who and where to leave your money can be difficult. In this episode, Scott Leonardi discusses the different options … Continue reading Effective Legacy Strategies (Ep.20) →
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Do you Have a Will or a Won’t? With Attorney Karen Hamilton (Ep.19)
Do you have all four of your major estate planning documents in place and up to date? In this episode, Scott Leonardi has a conversation with attorney Karen Hamilton, to discuss the planning estate documents everyone needs and why they’re so important. The four documents she discusses are a basic will, a living will, your … Continue reading Do you Have a Will or a Won’t? With Attorney Karen Hamilton (Ep.19) →