69 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
    • 4.3 • 3 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.

    22 Money Resolutions for 2022, Part 2

    22 Money Resolutions for 2022, Part 2

    You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. We'll cover 12-22 on this episode.


    Show Notes & Info:


    Schedule A Call With Scott: http://talktoscott.com/


    Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/


    Skybox Website: https://www.skyboxasset.com


    Call: 888-742-0111

    • 22 min
    22 Money Resolutions for 2022, Part 1

    22 Money Resolutions for 2022, Part 1

    You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. We'll cover 1-11 on this episode.


    Show Notes & Info:


    Schedule A Call With Scott: http://talktoscott.com/


    Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/


    Skybox Website: https://www.skyboxasset.com


    Call: 888-742-0111

    • 21 min
    Handling Unreasonable Requests

    Handling Unreasonable Requests

    Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead.


    Show Notes & Info:


    Schedule A Call With Scott: http://talktoscott.com/


    Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/


    Skybox Website: https://www.skyboxasset.com


    Call: 888-742-0111

    • 26 min
    Quit Cutting Corners In Your Financial Plan

    Quit Cutting Corners In Your Financial Plan

    Let’s look at the ways that some people try to cut corners in their retirement planning…


    Show Notes & Info:


    Schedule A Call With Scott: http://talktoscott.com/


    Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/


    Skybox Website: https://www.skyboxasset.com


    Call: 888-742-0111

    • 29 min
    Risk Averse: Explaining The Buzzword

    Risk Averse: Explaining The Buzzword

    Have you heard someone say they’re risk averse? Do you know what it really means in the context of the financial world? We’ll explore this important buzzword on today’s show and explain why it’s so important to have a good grip on just how risk averse you are.


    Show Notes & Info:


    Schedule A Call With Scott: http://talktoscott.com/


    Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/


    Skybox Website: https://www.skyboxasset.com


    Call: 888-742-0111

    • 25 min
    Tax Consequences: Pros & Cons of Various Account Types

    Tax Consequences: Pros & Cons of Various Account Types

    Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning.


    Show Notes & Info:


    Schedule A Call With Scott: http://talktoscott.com/


    Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/


    Skybox Website: https://www.skyboxasset.com


    Call: 888-742-0111

    • 31 min

Customer Reviews

4.3 out of 5
3 Ratings

3 Ratings

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