5 Types of Independence Every Retiree Needs
As we celebrate the Fourth of July, this episode explores what independence truly looks like in retirement, beyond fireworks and freedom. Scott dives into five core areas of independence that every re...
26 Juni 202521min
Smarter Estate Planning: Why You Need a Plan Now
Estate planning is something we all know we should do, but it’s often pushed to the bottom of the list. In this episode, Scott shares a heartbreaking real-life story: a close friend’s brother died sud...
19 Juni 202520min
Retirement Breaking News: The 4% Rule Gets a Makeover?
The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, ...
12 Juni 202519min
The Lazy Way to Retire? Let’s Talk Target-Date Funds
Target-date funds just passed $4 trillion in assets. They’re now the default investment in many 401(k)s, and millions of Americans are using them without really understanding how they work. So, are th...
5 Juni 202517min
5 Ways Wishful Thinking Can Damage Your Retirement
A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, Scott’s walking through five common examples of wishful th...
29 Maj 202520min
Why Type A Investors Should Probably Do Less
Today, we’re talking about Type A personalities. If you’re driven, competitive, and goal-oriented, then you’re part of the club that often struggles during difficult markets. When things get tough, yo...
22 Maj 202515min
Am I Saving Too Much For Retirement?
We’ve all heard that Americans don’t save enough for retirement, but what if the opposite is true for you? Can you save too much? In this episode, Scott tackles a surprising but important question rai...
8 Maj 202518min
Are We Headed Towards a Recession? How to Prepare Yourself
Recession fears are back in the headlines, but should they be back in your financial plan, too? We’re in the middle of earnings season and data is coming in, so Scott will tackle the question: Are we ...
1 Maj 202514min
