Are you thinking about taking Social Security at age 62? That’s what many Americans consider when they approach So-cial Security age, but just because you can take it early doesn’t always mean that you should.
Scott outlines three key areas to simplify before you retire: your bank accounts, your investment and retirement accounts, and your overall strategy.
Today’s show is going to walk you through how we help determine if the vacation home is going to work with a hypothetical case study.
In this video, we’re going to walk you through the three most common (and costly) mistakes people make during this pivotal stage and tell you how to avoid them.
Learn about the three key factors that determine how much you can spend: the phases of retirement, market fluctuations, and taxes.
Scott shares key strategies to help you avoid costly mistakes and keep more of your hard-earned money.
Everyone wants to know what it takes to be retirement ready, but are you doing everything you can now to put yourself in position?
Scott recently met with a prospective client who asked, “Why isn’t the transition into retirement easy?” While there’s no “easy button” for retirement, it doesn’t have to feel overwhelming or confusing either. In today’s episode, Scott explores why retirement, or the transition into it, might feel difficult, and why many people find the process more challenging than expected.
While the tax piece of Roth conversions is extremely important, we’ve found is that there are three factors people need to consider before making any final decisions.
A random, retired YouTuber did a simple video exploring the top 5 regrets from other retirees he interviewed (all in their 70s). It blew up to almost half a million views (and counting). In today’s episode, we’re diving into three of the most impactful regrets from this list and offering proactive steps you can take to avoid making the same mistakes in your own retirement.