Planning 4 Retirement

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)