44 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

    • Investing
    • 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.

    Things Nobody Says

    Things Nobody Says

    You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why.
    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
    Ready To Retire? Take Our 5 Question Retirement Preparedness Quiz

    Ready To Retire? Take Our 5 Question Retirement Preparedness Quiz

    Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement.
    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

    • 34 min
    Reviewing The Top Places To Retire In 2020

    Reviewing The Top Places To Retire In 2020

    We had too much fun on this episode... Is the place where you’d like to retire on the Top 15 list? On this episode, we’ll review the US News & World Report’s top 15 retirement locations and share stories of past clients who made the decision to move somewhere else for retirement and what went into those decisions from an emotional and financial standpoint.
    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

    • 49 min
    The 401(k) FAQs

    The 401(k) FAQs

    This episode is all about addressing the most frequently asked questions about 401(k)s.
    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

    • 36 min
    Following The Financial Commandments

    Following The Financial Commandments

    On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.
    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

    • 30 min
    Using Hindsight To Develop A 20/20 Financial Vision

    Using Hindsight To Develop A 20/20 Financial Vision

    Just like any decision in life, making financial choices would be a lot easier with the benefit of hindsight. Let’s talk about some of the things we might hear from people who wish they’d done things differently after looking in the rear view mirror.
    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

Customer Reviews

4.3 out of 5
3 Ratings

3 Ratings

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