Retirement Toolbox
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. We'll make sure you're poised for a successful financial future....more
Scott Searles
All Episodes (124)
From new to old
From new to old
-
1. Steering Clear of Retirement Stress
May 02,2024 23:17 -
3. How Is Technology Redefining Retirement Planning?
Apr 04,2024 27:07 -
4. Retirement Planning Is Different For Women: Here’s Why
Mar 21,2024 25:46 -
6. Will These Apocalyptic Predictions Ever Come True?
Feb 15,2024 29:43 -
7. With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Feb 01,2024 24:42 -
8. The Questions You Must Ask Your Financial Advisor
Jan 18,2024 25:54 -
9. Strategic Planning for Retiree Healthcare
Jan 04,2024 25:54 -
10. Easy Wins in Personal Finance
Dec 21,2023 29:10 -
11. How To Successfully Climb The Retirement Mountain
Dec 07,2023 23:17 -
12. Financial Resolutions
Nov 21,2023 15:07 -
13. Money Mistakes You’ll Regret and How to Avoid Them
Nov 09,2023 26:36 -
15. Getting To Know You: Food Edition
Oct 05,2023 22:46 -
16. Exposing Retirement Planning Complaints
Sep 21,2023 24:10 -
17. Building An Estate Plan With No Regrets
Sep 07,2023 26:14 -
18. Spotting Problematic Personalities of Rogue Advisors
Aug 17,2023 28:13 -
19. Mastering Retirement Cash Flow (Part 2): Understanding Income
Aug 03,2023 24:38 -
20. Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
Jul 20,2023 18:35 -
22. Retiring With Honors: Financial Planning Lessons From The Classroom
Jun 15,2023 26:39 -
25. A Comprehensive Dismantling Of 2023’s Top Social Security Myths
May 04,2023 24:43 -
26. Fore Your Retirement: What Golf Teaches Us About Financial Planning
Apr 20,2023 21:21 -
27. Retirement Expenses For Which You Forgot To Plan
Apr 06,2023 24:25 -
28. Top Ten Tax Questions For Retirees In 2023
Mar 16,2023 27:39 -
29. Four Ways The SECURE Act 2.0 Might Impact You
Mar 02,2023 26:49 -
30. Rookie Mistakes Even Experienced Investors Make
Feb 16,2023 22:00 -
31. 2023 Edition: 10 Point Checklist For Retirement Preparedness
Feb 02,2023 36:36 -
32. The Top 5 401(k) Mistakes You Need To Avoid
Jan 19,2023 20:09 -
34. Is There Greener Grass On The Other Side?
Dec 15,2022 29:39 -
35. Making Smart Decisions During Major Life Events
Dec 01,2022 32:00 -
36. Most Common Retirement Planning Questions About Taxes
Nov 17,2022 25:12 -
38. Getting It Right: Irreversible Financial Decisions
Oct 20,2022 22:46 -
39. How Money Ads Catch Your Attention
Oct 06,2022 28:18 -
40. Should You Follow These Popular Retirement Rules of Thumb?
Sep 15,2022 21:56 -
41. What Hurricanes Teach Us About Retirement Planning
Sep 01,2022 22:22 -
42. Can You Get An A+ On Our Retirement Planning Quiz?
Aug 18,2022 23:02 -
43. Tough Topic: Retirement & Divorce
Aug 04,2022 24:40 -
44. Why Retirement Planning Ain’t What It Used To Be
Jul 21,2022 26:37 -
45. Investor Beware: Spotting Red Flags When Picking An Advisor
Jul 07,2022 26:09 -
46. Secret To Retirement Success: Get Out Of Your Own Way
Jun 16,2022 21:24 -
47. What To Do As You Count Down The Days To Retirement
Jun 02,2022 28:39 -
48. Reasons You SHOULD Get Life Insurance
May 19,2022 25:41 -
49. The Most Important Birthdays In Retirement Planning
May 05,2022 17:51 -
51. How To Recognize Your Own Voice of Greed & Fight Against It
Apr 07,2022 23:45 -
52. Planning For Things We Can’t Predict
Mar 17,2022 21:53 -
54. How Children Become Part Of The Retirement Discussion
Feb 17,2022 27:13 -
56. 22 Money Resolutions for 2022, Part 2
Jan 20,2022 22:27 -
57. 22 Money Resolutions for 2022, Part 1
Jan 06,2022 21:46 -
58. Handling Unreasonable Requests
Dec 16,2021 26:59 -
59. Quit Cutting Corners In Your Financial Plan
Dec 02,2021 29:41 -
60. Risk Averse: Explaining The Buzzword
Nov 18,2021 25:30 -
61. Tax Consequences: Pros & Cons of Various Account Types
Nov 04,2021 31:09 -
62. The Financial Mistakes Couples Make
Oct 21,2021 20:51 -
63. Putting Off Important Decisions
Oct 07,2021 20:33 -
64. What Makes Your Financial Advisor Tick?
Sep 16,2021 25:17 -
65. Visiting The Money Doctor
Sep 02,2021 21:20 -
66. What Retirement Are You Living For?
Aug 19,2021 25:58 -
67. 5 Things You Must Know About Decumulation To Retire Successfully
Aug 05,2021 22:24 -
68. Learning Through Uncommon Sense
Jul 15,2021 22:41 -
69. Not Your Father’s Retirement
Jul 01,2021 24:23 -
70. Lessons From The Money Doctor
Jun 17,2021 31:26 -
71. Do Retirees Really Need Life Insurance?
Jun 03,2021 41:21 -
72. What Basketball Teaches Us About Retirement
May 20,2021 26:34 -
73. Are You Flirtin’ With Disaster?
May 06,2021 28:26 -
74. Revealing The Financial World’s Dirty Little Secrets
Apr 15,2021 30:41 -
75. This Is Why You Never Assume
Apr 01,2021 31:39 -
76. Retirement Planning For Business Owners
Mar 18,2021 36:38 -
77. Are Alternative Investments For You?
Mar 04,2021 39:49 -
78. Financial Literacy: What Are The Three Qualities Of Money?
Feb 18,2021 34:45 -
79. 5 Important Retirement Statistics Worth Understanding
Feb 04,2021 34:55 -
80. What’s Your Retirement Lifestyle?
Jan 21,2021 35:59 -
81. Things Nobody Says
Jan 07,2021 31:50 -
82. Ready To Retire? Take Our 5 Question Retirement Preparedness Quiz
Dec 17,2020 34:42 -
83. Reviewing The Top Places To Retire In 2020
Dec 03,2020 49:03 -
84. The 401(k) FAQs
Nov 19,2020 36:49 -
85. Following The Financial Commandments
Nov 05,2020 30:28 -
86. Using Hindsight To Develop A 20/20 Financial Vision
Oct 15,2020 29:02 -
87. Financial Stuff You Should Know
Oct 01,2020 27:30 -
88. Let’s Put Your IRA Under Some Scrutiny
Sep 17,2020 28:48 -
89. Here Are Some Easy Ways To Ruin Your Retirement
Sep 03,2020 34:43 -
90. History Lesson: What Do These US Financial Institutions Actually Do?
Aug 20,2020 32:27 -
91. Estate Planning & Elder Law With Joseph Motta
Aug 06,2020 29:27 -
92. Traditional vs. Roth IRAs
Jul 16,2020 27:44 -
93. Lessons From Keyboard Warriors
Jul 02,2020 40:09 -
94. Hidden Gems
Jun 18,2020 24:40 -
95. Financial Terms You Should Know During The Pandemic
Jun 04,2020 32:38 -
97. An Update On The Coronavirus' Financial Impact
May 07,2020 33:56 -
98. Solid Financial Truths
Apr 16,2020 28:10 -
99. Is Your Portfolio Infected With A Virus?
Mar 24,2020 23:59 -
100. Your Desire To Retire
Mar 19,2020 23:14 -
101. All You Need To Know About Roth Conversions
Mar 05,2020 21:27 -
102. Where To Find Bias In Financial Media
Feb 20,2020 29:13 -
103. Lies You Learn In Broker School
Feb 06,2020 25:53 -
104. Managing Debt & Retirement Planning
Jan 16,2020 23:08 -
105. Must-Have Traits Of A Financial Advisor
Jan 02,2020 23:44 -
106. Avoiding Critical Estate Planning Mistakes
Dec 19,2019 28:51 -
107. Top 5 Social Security Misunderstandings
Dec 05,2019 30:18 -
108. How To Live A Retirement Without Regret
Nov 21,2019 28:14 -
109. It’s Good To Have Awkward Conversations In Financial Planning
Nov 07,2019 23:48 -
110. What The Next Market Crash Will Look Like
Oct 17,2019 27:38 -
111. Even Responsible Savers Make These Mistakes
Oct 03,2019 26:15 -
112. Is Playing The Blame Game Holding You Back Financially?
Sep 19,2019 23:43 -
113. 3rd & 4th Quarter Planning To-Do List
Sep 05,2019 24:13 -
114. You Need To Avoid These Portfolio Disasters
Aug 15,2019 27:13 -
115. What Does Financial Security Mean To You?
Aug 01,2019 25:06 -
116. Learning Financial Lessons From Popular Proverbs
Jul 18,2019 22:13 -
119. Planning For Summer Vacation & Retirement Are A Lot Alike
Jun 06,2019 25:41 -
120. Conventional Wisdom Isn't Always So Wise
May 16,2019 26:20 -
121. Facing The 4 Realities Of Retirement Planning
May 02,2019 24:10 -
122. 5 Dangerous Mindsets That Could Sink Your Retirement Future
Apr 18,2019 24:12 -
123. Getting To Know Scott Searles
Apr 04,2019 18:29 -
124. Coming Soon - The Retirement Toolbox Podcast
Mar 27,2019 01:27
Retirement Toolbox
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. We'll make sure you're poised for a successful financial future.
Comments (0)
0/500
New Comments(0)
What do you think of this podcast?