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