
97 episodes

Retirement Toolbox Scott Searles
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- Business
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3.3 • 6 Ratings
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Financial and retirement planning guidance from Scott Searles of Skybox Asset Management, serving the greater Cleveland area and Bradenton, Florida. If you want a clear view of your financial situation then this is the podcast for you.
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Top Ten Tax Questions For Retirees In 2023
Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themselves to ensure they're making the most of their retirement savings and minimizing their tax burden.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ -
Four Ways The SECURE Act 2.0 Might Impact You
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ -
Rookie Mistakes Even Experienced Investors Make
Even if you’ve been saving your money and investing for a long time it’s easy to make rookie mistakes. On this episode, we’ll cover some of the top rookie mistakes we see people make, illustrate how to avoid them or how to fix them if you’re already made some mistakes in your financial life.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ -
2023 Edition: 10 Point Checklist For Retirement Preparedness
Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ -
The Top 5 401(k) Mistakes You Need To Avoid
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ -
The Financial Therapist: When It’s OK If A Visit To Your Advisor Feels Like Counseling
Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.
https://www.youtube.com/watch?v=sTFVMMCwsss
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Customer Reviews
Episode 69
Scott stated that Survivor benefits are 1/2 of deceased Social Security. Wrong! He was doing this for 30 years and he doesn’t know the basics.