Planning 4 Retirement

Are Your Retirement Goals on Track?

2026-09-07

Scott and Elyse discuss practical ways to track your money, manage your finances, and stay on course for a successful retirement. From understanding where your money is going to making sure your savings align with your goals, they share simple strategies

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Filetype: AAC - Size: 20 MB - Duration: 10:30m (255 kbps 48000 Hz)

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)

Invest in Yourself! Long-Term Care & Staying Healthy

2025-05-28

Scott, Elyse, & Jarom visit about health & wealth. Staying active, and what long-term care could mean for you.

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Filetype: AAC - Size: 18 MB - Duration: 9:24m (255 kbps 48000 Hz)

Helping Clients Find Hope & Security

2025-05-21

Scott & Elyse share why they do what they do. Meet our new team member Jarom!

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Filetype: AAC - Size: 35 MB - Duration: 18:18m (255 kbps 48000 Hz)

Achieve Peace of Mind in Retirement

2025-04-24

Scott & Elyse talk about retirement planning risks, such as longevity and taxes.

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Filetype: AAC - Size: 17 MB - Duration: 9:07m (255 kbps 48000 Hz)

Market Recovery - Why Long-Term Perspective Wins

2025-04-16

Scott & Elyse visit about what to avoid when looking at managing market volatility, and investing for the long haul.

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Filetype: AAC - Size: 27 MB - Duration: 14:31m (255 kbps 48000 Hz)

Strategies for Smart Investments

2025-04-09

Scott & Elyse talk about lazy money, and investment options.

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Filetype: AAC - Size: 15 MB - Duration: 7:54m (255 kbps 48000 Hz)

Facing a $36 Trillion Deficit, Let's Pause & Reflect

2025-03-26

Scott & Elyse talk about national spending, and some benefits for the economy.

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Filetype: AAC - Size: 38 MB - Duration: 19:59m (255 kbps 48000 Hz)

Is gold and silver a good investment? The truth revealed!

2025-03-19

Scott and Elyse talk about buying gold and silver. How it may or may not benefit you and your financial goals.

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Filetype: AAC - Size: 21 MB - Duration: 11:27m (255 kbps 48000 Hz)

Why Everyone Loves Pensions, But Fears Annuities

2025-03-12

Scott & Elyse break down annuities, their misconceptions, & how to utilize them.

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Filetype: AAC - Size: 37 MB - Duration: 19:27m (255 kbps 48000 Hz)

Financial Inertia

2025-03-05

Scott and Elyse talk about Financial Inertia. Delaying important financial decisions from your 401K contributions to unused subscription services.

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Filetype: AAC - Size: 33 MB - Duration: 17:13m (255 kbps 48000 Hz)

Maximizing your 401K

2025-02-26

Scott and Elyse share simple but powerful steps to significantly boost your retirement savings.

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Filetype: AAC - Size: 25 MB - Duration: 13:27m (255 kbps 48000 Hz)

Mastering SMART Goals & Achieve Success

2025-02-19

Scott & Elyse share tips on reaching your financial goals!

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Filetype: AAC - Size: 26 MB - Duration: 13:52m (255 kbps 48000 Hz)

Beware of Scams-Protect yourself

2025-02-12

Scott & Elise share tips for how to spot, & avoid scams. What to do if you've been targeted.

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Filetype: AAC - Size: 23 MB - Duration: 12:22m (255 kbps 48000 Hz)

Embrace Change-Navigating Post-Election Uncertainty

2025-02-05

Scott and Elise talk about what the election could mean to your finances, and what to focus on next.

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Filetype: AAC - Size: 24 MB - Duration: 12:36m (255 kbps 48000 Hz)

The Four Chair Legs Of Heath With Pamela Mills, RDN, LD, CDCES

2024-05-23

Scott and Elyse are joined by Pamela Mills a Registered Dietitian Nutritionist, Licensed Dietitian and Certified Diabetes Care and Education Specialist on the show to discuss the importance of health so you can enjoy your retirement years.

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Filetype: MP3 - Size: 17 MB - Duration: 35:27m (657 kbps 44100 Hz)

Tax Buckets

2024-05-22

Elyse and Scott discuss the different ways income is considered taxable with a simple to understand analogy using buckets.

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Filetype: MP3 - Size: 7 MB - Duration: 16:21m (649 kbps 44100 Hz)

Age Milestones In Retirement

2024-05-16

Elyse and Scott discuss the important age milestones that you do not want to miss in the planning stages of your retirement.

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Filetype: MP3 - Size: 6 MB - Duration: 13:29m (674 kbps 44100 Hz)

Budgeting With The SLN Financial Team

2024-04-18

Scott Nelson, Elyse Azares and Julie Nelson are discussing the importance of budgeting and reducing debt to help your build your financial security.

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Filetype: MP3 - Size: 15 MB - Duration: 20:32m (102 kbps 44100 Hz)

Estate Planning With Zenock Bishop

2024-04-01

Elyse and Scott have Zencock Bishop, an estate law attorney, on the show to discuss benefits from a properly planned estate.

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Filetype: MP3 - Size: 24 MB - Duration: 28:57m (111 kbps 44100 Hz)

Long Term Care With Alecia Barnette

2024-03-15

Scott and Elyse are joined by Alecia Barnette from Financial Independence Group to discuss long term care and how to protect your retirement assets in the event of a family member needed specialized care.

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Filetype: MP3 - Size: 17 MB - Duration: 26:58m (864 kbps 44100 Hz)

Higher Taxes Are Coming With David McKnight

2024-02-29

Scott Nelson has David McKnight, A New York Times best selling author on the show to to discuss the up coming tax burdens that will need to be addressed.

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Filetype: MP3 - Size: 12 MB - Duration: 19:53m (835 kbps 44100 Hz)

Travel Advice With Laurie Mattinson

2024-02-27

Laurie Mattison a seasoned travel agent from Skyhawk Travel joins the show to discuss travel in your retirement years. www.skyhawk.travel

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Filetype: MP3 - Size: 14 MB - Duration: 18:50m (100 kbps 44100 Hz)

Reverse Mortgages

2024-01-11

Scott Nelson and Elyse Azares have Allison Olsen from Loans Can Be Fun on the show to discuss using reverse mortgages as a tool in your retirement plan.

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Filetype: MP3 - Size: 28 MB - Duration: 36:10m (106 kbps 44100 Hz)

Social Security

2024-01-04

Scott Nelson and Elyse Azares discuss Social Security

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Filetype: MP3 - Size: 16 MB - Duration: 30:15m (720 kbps 44100 Hz)

Being Scam Savvy.

2024-01-04

Scott Nelson and Elyse Azares discuss being scam Savvy.

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Filetype: MP3 - Size: 6 MB - Duration: 7:33m (107 kbps 44100 Hz)

RMD's And QCD's

2024-01-04

Scott Nelson and Elyse Azares talk about Required Minimum Distributions and Qualified Charitable Distribution

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Filetype: MP3 - Size: 4 MB - Duration: 6:12m (106 kbps 44100 Hz)

Medicare 101

2024-01-04

Scott Nelson and Elyse Azares discuss the basics of Medicare.

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Filetype: MP3 - Size: 15 MB - Duration: 19:16m (106 kbps 44100 Hz)

What is a Financial Advisor?

2023-12-22

Scott Nelson and Elyse Azares discuss What is an Advisor? Do you need one? What makes a good advisor and more.

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Filetype: MP3 - Size: 14 MB - Duration: 18:26m (105 kbps 44100 Hz)