The Scottie Show: Time to Get Your Ducks in a Row

There’s a great deal of uncertainty in everyone’s lifetime, especially during the planning of the rest of your great adventure. Scott reviews five areas that can potentially cause huge future problems. 

So how can we protect ourselves from some of the uncertainties?

In this episode, Scott Leonardi, explores five basic uncertainties that you could work on to create a little more certainty in your great adventure also known as retire...

Do you know what your estate plan looks like? If you don’t you should start planning, and if you do, you should probably get that on paper for your beneficiaries.

In this episode, Scott Leonardi emphasizes the importance of 16 things you should do before you die. Not the fun things, like going sky-diving or trying a cup of Kopi Luwak from your bucket list. But he explains some of the most important things you should start thinking ...

How do you pay your financial advisor? 

When it comes to financial or retirement planning, many don’t think about how they’re paying their advisors.

In this episode, Scott Leonardi talks about when advisors are compensated by commissions versus different types of fees, and why trust is so important when it comes to hiring an advisor who you’re willing to pay.

Scott discusses:

You have probably heard the saying “When you die you can’t take the money with you” countless times. If you can’t take the money with you, who do you want to leave your money with?

Deciding who and where to leave your money can be difficult. 

In this episode, Scott Leonardi discusses the different options that people have in regards to who and where to leave their money. He also discusses the importance of having proper beneficiari...

Do you have all four of your major estate planning documents in place and up to date?

In this episode, Scott Leonardi has a conversation with attorney Karen Hamilton, to discuss the planning estate documents everyone needs and why they’re so important. The four documents she discusses are a basic will, a living will, your healthcare power of attorney, and the durable power of attorney—do you have yours in place?

Karen and Scott dis...

The investment strategies you used to get to retirement, may or may NOT be the strategies you should use in retirement. 

Some people use water cooler or coffee station advice during their working years.  This means they just ask their co-workers what options they choose for their 401K and then they just copy that plan.  Your retirement accounts are vital to your future.  Get the education and advice you deserve that will help you t...

Have you planned your healthcare coverage for after you’re retired?

Whether you have yet to retire or are retired already, it’s important to know your options so you can choose a Medicare Plan that fits your needs and makes the most sense for you.

In this episode, Scott Leonardi reveals what you need to know about Medicare and choosing your healthcare plan for retirement.

Scott discusses:

Have you ever started accumulating debt and decided to just ignore it? Perhaps it is too painful to talk about, or you just don’t even want to take the time to figure out how to get yourself out of debt?

In part two of this two part series, Scott Leonardi revisits 10 financial habits you need to break to get out of debt. Scott shares the second half of the list, and gives you a look into how the habits could be negatively impacting...

We all have our own financial habits. Maybe you put a charge on your credit card to earn extra rewards, or find yourself buying a coffee every morning rather than making one at home out of convenience. 

No matter what your habits are, they could be leading you down a path towards debt and you need to learn how to curb those habits before it’s too late. 

In this episode, Scott Leonardi speaks about some of the most common financial ...