Planning 4 Retirement

Planning 4 Retirement

Scott Nelson, a licensed Fiduciary, takes on all topics regarding retirement.

Episodes

May 23, 2024 35 mins
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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Elyse and Scott discuss the different ways income is considered taxable with a simple to understand analogy using buckets.
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May 16, 2024 13 mins
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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April 18, 2024 20 mins
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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April 1, 2024 28 mins
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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March 15, 2024 26 mins
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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February 29, 2024 19 mins
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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February 27, 2024 18 mins
Laurie Mattinson a seasoned travel agent from Skyhawk Travel joins the show to discuss travel in your retirement years. www.skyhawk.travel
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January 11, 2024 36 mins
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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January 4, 2024 30 mins
Scott Nelson and Elyse Azares discuss Social Security
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January 4, 2024 7 mins
Scott Nelson and Elyse Azares discuss being scam Savvy.
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January 4, 2024 6 mins
Scott Nelson and Elyse Azares talk about Required Minimum Distributions and Qualified Charitable Distribution
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January 4, 2024 19 mins
Scott Nelson and Elyse Azares discuss the basics of Medicare.
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December 22, 2023 18 mins
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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