Monthly Archives: September 2021

FEATURE

10. Does Scott Own It?

Education, Finance, Financial Services, Investments, Retire, Retirement, Uncategorized, , , , , , , , , ,

We often talk about various products that you should be considering when it comes to your finances, but does Scott actually use the products he is telling you about?

In this episode, Scott Leonardi speaks to the importance of planning and how his Duck Book assists you in the Big 3 of financial planning. As Scott introduces you to the Big 3, he reveals which products he uses and how he uses them to protect himself and his family.

Scott discusses:

  • The importance of healthcare planning and products you can use before Medicare age
  • Income and tax planning and what Scott does to limit the amount he pays in taxes
  • Asset protection and legacy planning
  • How he uses life insurance to cover his family
  • And more

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FEATURE

9. Beware of the Rubbish! – Medicare Annual Enrollment

Education, Finance, Financial Services, Investments, Retire, Retirement, Uncategorized, , , , , , , , , ,

When the Medicare Annual Enrollment period comes around, there are a lot of companies racing to make the sale, but do you know how to sort through the rubbish and find a plan that works best for you?

In this episode, Scott Leonardi discusses the importance of reviewing your Medicare plan annually so you can ensure it is still meeting your needs. Scott helps you understand the things that you should take into consideration when reviewing your plan.

Scott discusses:

  • Why companies create so much hype around the annual enrollment period
  • Why you should be reviewing you plan even if you don’t need to change it
  • How you could be helping other people review their plans
  • And more

Connect With Scott Leonardi:

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