Retirement Toolbox

Scott Searles
  • 3.3 (6)
  • INVESTING
Retirement Toolbox

Welcome to Retirement Toolbox, the podcast designed to help you build a strong financial foundation and navigate retirement with clarity and confidence. Hosted by Scott Searles, financial advisor and founder of Skybox Financial Group, this show offers straightforward, practical insights to help you protect what you’ve earned, grow your wealth for the future, and reduce your lifetime tax burden. Whether you’re approaching retirement or already enjoying it, tune in for education on income planning, tax-smart strategies, investment decisions, and more. Subscribe now and never miss an episode! For more information, visit https://www.skyboxfinancialgroup.com or call 888-742-0111.

  1. APR 17

    Key 2025 Tax Breaks & Adjustment Opportunities

    Tax season is here, but filing your 2024 return is just one piece of the puzzle. Now is also the perfect time to take advantage of new tax rules for 2025—before the year gets away from you. With higher standard deductions, increased retirement contribution limits, and updated HSA rules, there are plenty of opportunities to lower your tax bill and boost your savings. In this episode, we’ll break down the key changes and how you can start planning now to make the most of them.   Show Notes & Info: Schedule A Call With Scott: talkwithscott.net Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

    22 min

  2. APR 3

    April Fool’s: Beliefs That Fool Retirement Savers The Most

    April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re uncovering the beliefs that fool retirees and pre-retirees into making bad financial moves.   Show Notes & Info: Schedule A Call With Scott: talkwithscott.net Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

    22 min

  3. MAR 20

    Presidential Wisdom For Your Retirement Plan

    Presidents aren’t just leaders of a nation. They’re decision-makers who navigate uncertainty, make tough calls, and plan for the future. Today, we’re looking at how the leadership lessons of some of America’s greatest presidents can help you build a smarter, more secure retirement plan.   Show Notes & Info: Schedule A Call With Scott: talkwithscott.net Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

    22 min

  4. MAR 6

    What Do Proposed Tariffs Mean For Your Portfolio?

    The day President Trump took office, he announced plans to implement a 25 percent tariff on goods from Mexico and Canada. Additional tariff conversations have exploded since that day. How might this impact your personal finances and the economy? Today, we’ll explain a bit of the backstory of tariffs and discuss these new tariffs.   Show Notes & Info: Schedule A Call With Scott: talkwithscott.net Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

    26 min

  5. FEB 20

    The Snowbird Retirement: Is a Seasonal Move Right for You?

    Brrr, it’s cold out there! Winter has a lot of people thinking about warmer weather. For some, that just means an annual vacation down south. But for certain retirees, they choose to live elsewhere through the brunt of winter, becoming “snowbirds.” Is snowbird life for you? Let’s talk about what motivates people to take up temporary residence elsewhere, where they go, and if it’s worthwhile.   Show Notes & Info: Schedule A Call With Scott: talkwithscott.net Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

    24 min

  6. FEB 6

    5 Financial Mistakes to Avoid in Your 60s

    Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. This episode offers five common financial blunders to avoid during this pivotal decade.   Show Notes & Info: Schedule A Call With Scott: talkwithscott.net Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

    28 min

  7. JAN 23

    10 Ways To Level Up Financial Success In 2025

    Have you already given up on some of your resolutions for the new year? Well, replace them with a few of the actionable ideas we cover on this episode to help you save smarter, invest better and plan for the future you deserve.   Show Notes & Info: Schedule A Call With Scott: talkwithscott.net Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

    27 min

  8. JAN 9

    Most Americans Are Forced to Retire Early - Are You Ready?

    Did you know most Americans retire earlier than planned, often due to unexpected health issues, job changes, or financial surprises? These challenges can force people out of work early, leaving them unprepared for decades of retirement. In this episode, we’ll explore recent research highlighting the importance of planning for early retirement, even if it’s not in your current plans.   Show Notes & Info: Schedule A Call With Scott: talkwithscott.net Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

    26 min
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Ratings & Reviews

3.3
out of 5
6 Ratings

About

Welcome to Retirement Toolbox, the podcast designed to help you build a strong financial foundation and navigate retirement with clarity and confidence. Hosted by Scott Searles, financial advisor and founder of Skybox Financial Group, this show offers straightforward, practical insights to help you protect what you’ve earned, grow your wealth for the future, and reduce your lifetime tax burden. Whether you’re approaching retirement or already enjoying it, tune in for education on income planning, tax-smart strategies, investment decisions, and more. Subscribe now and never miss an episode! For more information, visit https://www.skyboxfinancialgroup.com or call 888-742-0111.

Information

  • Creator
    Scott Searles
  • Years Active
    2019 - 2025
  • Episodes
    147
  • Rating
    Clean
  • Copyright
    © Copyright Scott Searles2021
  • Show Website
    Retirement Toolbox

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