Planning 4 Retirement

Tax-Deferred Accounts & Roth Conversions

2026-08-24

In this episode, Scott breaks down tax-deferred retirement accounts, Roth conversions, and strategies that may help you reduce your tax burden in retirement. Learn how taxes can impact your retirement income and why planning ahead could make a sign

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Filetype: AAC - Size: 22 MB - Duration: 11:53m (255 kbps 48000 Hz)

Scott's Origin Story

2026-08-18

Scott shares his origin story--and his passion for helping people pursue a secure and confident retirement.

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Filetype: AAC - Size: 28 MB - Duration: 14:48m (255 kbps 48000 Hz)

Money Management - Saving for Your Future Now

2026-05-04

Today’s podcast is all about money management—why saving for your future should start now, and how to enjoy your home without becoming house poor.

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Filetype: AAC - Size: 28 MB - Duration: 14:41m (255 kbps 48000 Hz)

Invest Smarter: Lower Risk, Higher Income—The Power of Income Notes

2026-04-27

In today’s episode, we break down how income notes can help you unlock higher yields, invest smarter, and reduce your exposure to stock market risk.

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Filetype: AAC - Size: 21 MB - Duration: 11:07m (255 kbps 48000 Hz)

Retire Rich: What’s Your Magic Number?

2026-04-20

In today’s episode, we break down your “magic number” for retirement—how much you really need, and if $1 million will get you there.

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Filetype: AAC - Size: 14 MB - Duration: 7:37m (255 kbps 48000 Hz)

Tax Refunds - Stop Giving the IRS an Interest-Free Loan

2026-04-13

Scott, Elyse, & Jarom explain why a tax refund could actually mean. Simple adjustments you can make to keep more of your money working for you throughout the year.

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Filetype: AAC - Size: 13 MB - Duration: 6:57m (255 kbps 48000 Hz)

PERMANENT Tax Brackets! Great News for Tax Payers!

2025-07-16

Scott & Elyse break down Trump's Big Beautiful Bill, and what it means for Medicare.

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Filetype: AAC - Size: 22 MB - Duration: 11:30m (255 kbps 48000 Hz)

401K Tax Savings - Grow Your Wealth Smartly!

2025-06-18

Scott, Elyse, & Jarom visit about tax free investment strategies. Unlocking hidden income potential & retire happy.

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Filetype: AAC - Size: 25 MB - Duration: 13:04m (255 kbps 48000 Hz)

Medicare's Hidden Costs - Don't Risk Your Retirement

2025-06-12

Scott, Elyse, & Jarom share ideas to get the most out of your Medicare plan. How a Long-Term Care plan may be helpful for you.

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Filetype: AAC - Size: 27 MB - Duration: 14:12m (255 kbps 48000 Hz)

Avoiding Penalties on your Retirement

2025-06-04

Scott, Elyse, & Jarom share tips on avoiding tax penalties on your retirement savings. Donate to charity, and save money!

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Filetype: AAC - Size: 19 MB - Duration: 10:14m (255 kbps 48000 Hz)