Planning Archives - Skybox Financial Group

Top Ten Tax Questions For Retirees In 2023

Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themselves to ensure they're making the most of their retirement savings and minimizing their tax burden.

By Walter Storholt|2023-02-23T16:55:06-05:00March 16th, 2023|Podcasts|Comments Off

The Top 5 401(k) Mistakes You Need To Avoid

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s.

By Walter Storholt|2023-01-17T16:23:18-05:00January 19th, 2023|Podcasts|Comments Off

Planning For Things We Can’t Predict

There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would surely be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers.

By Scott Searles|2022-03-01T18:15:16-05:00March 17th, 2022|Podcasts|Comments Off

What They’re Saying: What Is The Most Important Part Of Retirement Planning?

We all should realize that planning for retirement is relatively complex. There are a lot of different moving parts and factors to consider. Adjusting any of these variables can impact the end result. But is there one part of the retirement planning process that’s most important? We’ve assembled several opinions on the topic from across the internet. Let’s see if the advice hits the mark or needs further exploration.

By Scott Searles|2022-03-01T18:11:53-05:00March 3rd, 2022|Podcasts|Comments Off

The Financial Mistakes Couples Make

Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up.

By Scott Searles|2021-12-03T17:54:34-05:00October 21st, 2021|Podcasts|Comments Off

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 Scott Searles|2021-12-03T17:54:35-05:00June 3rd, 2021|Podcasts|Comments Off