Monthly Archives: March 2022

FEATURE

The 411 of Active vs. Passive Investing With Chris Strehle (Ep. 18)

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

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 to protect what you spent your entire life accumulating.

In this episode, Scott Leonardi talks with Chris Strehle, a 24 year veteran financial advisor and strategic partner at Complete Solutions, to discuss the difference between active and passive investing. 

Chris and Scott discuss:

  • The fact that unfortunately, most people do not know what option they are using nor why
  • What’s important about My Red Money!
  • Different types of client portfolios
  • Using both active and passive money management for various streams of income
  • The importance of determining your risk tolerance—and how to do it
  • And more

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FEATURE

The A, B, C and D’s of Medicare (Ep. 17)

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

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:

  • How Medicare is designed and what it covers
  • Differences between parts A, B, C and D including their costs
  • Plan options available to you
  • Penalties and how they can affect you
  • And more

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FEATURE

10 Bad Financial Habits to Break to Get Out of Debt, Part Two (Ep. 16)

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

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 you now and in the future.

Scott discusses:

  • Lifestyle inflation and how it could grow your debt 
  • The importance of budgeting as a way to avoid debt 
  • Why you should always be thinking about the future  
  • Saving, saving, saving!
  • And more

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