About Scott Searles

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So far Scott Searles has created 91 blog entries.

Putting Off Important Decisions

Let’s talk about some of the financial matters that people tend to push off to a later date. Is it good or bad to put these things off? Or does it depend on the situation?

By |2021-12-03T17:54:34-05:00October 7th, 2021|Podcasts|Comments Off on Putting Off Important Decisions

Visiting The Money Doctor

So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need.

By |2021-12-03T17:54:35-05:00September 2nd, 2021|Podcasts|Comments Off on Visiting The Money Doctor

What Retirement Are You Living For?

Everyone has a different reason, goal or something they want to accomplish in retirement. Let’s explore some of the various motivations people have in retirement and how your financial advisor can help you accomplish what you set out to do.

By |2021-12-03T17:54:35-05:00August 19th, 2021|Podcasts|Comments Off on What Retirement Are You Living For?

5 Things You Must Know About Decumulation To Retire Successfully

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.

By |2021-12-03T17:54:35-05:00August 5th, 2021|Podcasts|Comments Off on 5 Things You Must Know About Decumulation To Retire Successfully

Learning Through Uncommon Sense

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.

By |2021-12-03T17:54:35-05:00July 15th, 2021|Podcasts|Comments Off on Learning Through Uncommon Sense

Not Your Father’s Retirement

If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.

By |2021-12-03T17:54:35-05:00July 1st, 2021|Podcasts|Comments Off on Not Your Father’s Retirement

Do Retirees Really Need Life Insurance?

Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses.

By |2021-12-03T17:54:35-05:00June 3rd, 2021|Podcasts|Comments Off on Do Retirees Really Need Life Insurance?
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