123 episodes

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.

Retirement Toolbox Scott Searles

    • Business
    • 3.3 • 6 Ratings

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.

    Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

    Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

    As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in this digital era, all from the perspective of a seasoned financial professional.
     
    Show Notes & Info:
    Schedule A Call With Scott: talkwithscott.net
    Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

    • 33 min
    How Is Technology Redefining Retirement Planning?

    How Is Technology Redefining Retirement Planning?

    Unpack the toolbox of technology that's promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities.
     
    Show Notes & Info:
    Schedule A Call With Scott: talkwithscott.net
    Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

    • 27 min
    Retirement Planning Is Different For Women: Here’s Why

    Retirement Planning Is Different For Women: Here’s Why

    With International Women’s Day in March, it’s the perfect time to reflect on the progress women have achieved in the financial realm over the past century. Despite this, the path to retirement is not without its unique challenges for women, and it’s important to recognize the financial hurdles that they continue to face. In this episode, we’ll share some eye-opening statistics and actionable advice to empower women in their financial journey. From the persistent gender pay gap to the impact of caregiving responsibilities and higher debt burdens, this is why retirement planning is different for women.
     
    Show Notes & Info:
    Schedule A Call With Scott: talkwithscott.net
    Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

    • 25 min
    Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket

    Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket

    March Madness is upon us, and as you fill out your bracket and watch the NCAA Tournament this year, there are a few retirement planning lessons that you can learn along the way…
     
    Show Notes & Info:
    Schedule A Call With Scott: talkwithscott.net
    Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

    • 23 min
    Will These Apocalyptic Predictions Ever Come True?

    Will These Apocalyptic Predictions Ever Come True?

    We’ve all heard the apocalyptic predictions about social security, the national debt and other major issues that are supposed to sink the economy. Do any of these predictions have merit in the years ahead? On this episode, we’ll try to separate sensationalism from reality.
     
    Show Notes & Info:
    Schedule A Call With Scott: talkwithscott.net
    Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

    • 29 min
    With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?

    With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?

    Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments. We'll discuss the new dynamics of managing your funds in a world where traditional saving methods are seeing better returns. Are these options now a viable part of a savvy investment strategy, or are there still better ways to make your money work harder for you?
     
    Show Notes & Info:
    Schedule A Call With Scott: talkwithscott.net
    Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

    • 24 min

Customer Reviews

3.3 out of 5
6 Ratings

6 Ratings

Hummingbird sings ,

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.

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