Monthly Archives: August 2022

FEATURE

16 Fun Things To Do Before You Die (Ep. 24)

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

What are some fun things you want to do before you die? Have you thought about it?

In this episode, Scott Leonardi shares responses from his clients about 16 things they want to do before they die. Listen in to get some ideas of fun things you might want to add to your bucket list.

Scott discusses:

  • Renting a RV and going on the road
  • Taking some type of lesson
  • Riding in a hot air balloon
  • A way to experience skydiving without jumping out of a plane
  • And more

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FEATURE

Uncertainty Vs Certainty (Ep.23)

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

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 retirement. 

Scott discusses:

  • The types of inflation and how it is beating us up
  • The danger zone when it comes to your sequence of returns
  • The concept of ‘bubble wealth’
  • Why your withdrawal rate is crucial
  • And more

Book Time With Scott Leonardi:

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