Category Archives: Retire

The Complete Solutions Retirement Toolkit (Ep. 14)

January 26, 2022Education, Finance, Financial Services, Investments, Retire, RetirementBenefits, Business Benefits, Complete Solutions Inc., Employee Benefits, Financial Planning, Protection, Retirement Planning, Scott Leonardi, Social Security, Tax Free Retirement, The Scottie Showtimetogetyourducksinarow

Your retirement is like your next big adventure and it is important that you are fully prepared to dive right in.

In this episode, Scott Leonardi educates you about his retirement toolkit and how it is a great resource to ensure that you are planning for retirement properly. Scott introduces you to what is involved in his toolkit and how you can get your hands on it.

Scott discusses:

Why he created the retirement toolkit
How holistic planning fits into the design of the retirement toolkit
What you are getting with the retirement toolkit
How retirement isn’t related to age, rather related to money and being prepared
And more

Resources:

Get your FREE retirement book

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13. Are you Smarter than a 5th Grader? – Talk to your Kids About $$

November 10, 2021Education, Finance, Financial Services, Investments, Retire, Retirement, UncategorizedBenefits, Business Benefits, Complete Solutions Inc., Employee Benefits, Financial Planning, Protection, Retirement Planning, Scott Leonardi, Social Security, Tax Free Retirement, The Scottie Showtimetogetyourducksinarow

Are you smarter than a fifth grader?

Let’s find out!

In this episode, Scott Leonardi invites his daughter Milania onto the show to talk about money and answer some trivia … but guess what? You get to participate too! Test your knowledge against a real fifth grader and see how you do. Scott also speaks to his daughter about money so you can see how you could start having the money talk with your children and grandchildren too.

Scott and Milania discuss:

What is money, and what does it do?
The importance of saving money
Who is responsible to make money
Random trivia along the way (this is where you get to play)
And more

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12. Identity Theft 101 — Won’t Happen to Me!

October 27, 2021Education, Finance, Financial Services, Investments, Retire, Retirement, UncategorizedBenefits, Business Benefits, Complete Solutions Inc., Employee Benefits, Financial Planning, Identity Theft, Protection, Retirement Planning, Scott Leonardi, Social Security, Tax Free Retirement, The Scottie Showtimetogetyourducksinarow

Identity theft — as technology enhances, it is becoming a bigger and bigger problem, and you need to know how to protect yourself before it is too late.

In this episode, Scott Leonardi educates you on the problem of identity theft and how it is not something you can simply avoid by shredding some papers. Scott aims to provide you with some information so you can begin protecting yourself and your online identity today!

Scott discusses:

The various types of identity theft and how you can avoid falling victim to them
Some staggering statistics about identity theft over the last few years
Identity theft as an issue for children
What you should be doing now to protect yourself
And more

Connect With Scott Leonardi:

(937)898-2273

Complete Solutions Inc.

LinkedIn: Scott Leonardi

LinkedIn: Complete Solutions Inc.

Facebook: Complete Solutions Inc.

Twitter: Scott Leonardi

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11. How to Talk about Finances with your Parents

October 13, 2021Education, Finance, Financial Services, Investments, Retire, Retirement, UncategorizedBenefits, Business Benefits, Complete Solutions Inc., Employee Benefits, Financial Planning, Money Talk, Protection, Retirement Planning, Scott Leonardi, Social Security, Tax Free Retirement, The Scottie Showtimetogetyourducksinarow

The money talk is often seen as taboo, especially when you are attempting to have it with your parents.

In this episode, Scott Leonardi aims to dismantle the idea of money being taboo, and gives you ways that you can meaningfully approach your parents about their finances. Scott understands that no two families are alike, and provides you with a number of conversation starters to open those lines of communication.

Scott discusses:

The importance of having financial discussions with your parents and family members
Using non-financial conversation starters to lead to financial discussions
Why he loves getting the entire family involved in financial conversations
And more

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10. Does Scott Own It?

September 22, 2021Education, Finance, Financial Services, Investments, Retire, Retirement, UncategorizedBenefits, Business Benefits, Complete Solutions Inc., Employee Benefits, Financial Planning, Protection, Retirement Planning, Scott Leonardi, Social Security, Tax Free Retirement, The Scottie Showtimetogetyourducksinarow

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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9. Beware of the Rubbish! – Medicare Annual Enrollment

September 8, 2021Education, Finance, Financial Services, Investments, Retire, Retirement, UncategorizedBenefits, Business Benefits, Complete Solutions Inc., Employee Benefits, Financial Planning, Protection, Retirement Planning, Scott Leonardi, Social Security, Tax Free Retirement, The Scottie Showtimetogetyourducksinarow

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

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8. Maximizing Your Social Security Benefits

August 18, 2021Education, Finance, Financial Services, Investments, Retire, Retirement, UncategorizedBenefits, Business Benefits, Complete Solutions Inc., Employee Benefits, Financial Planning, Protection, Retirement Planning, Scott Leonardi, Social Security, Tax Free Retirement, The Scottie Showtimetogetyourducksinarow

There is constant talk that “Social Security is changing”, but what does that really mean? How can you ensure that you are getting the most from your Social Security benefits?

In this episode, Scott Leonardi dives into what you should be doing now to maximize your Social Security benefit. Scott helps educate you about what happens to your Social Security when you start taking it at varying ages, and how to determine what the best plan is for you.

Scott discusses:

Why you can’t rely solely on Social Security in retirement
Taxes involved with Social Security
The importance of planning for survivor income
The intricacies of claiming Social Security on your spouse, and what happens when you are divorced
And more

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7. Don’t Be An Ostrich!… Taxes 101

August 4, 2021Education, Finance, Financial Services, Investments, Retire, Retirement, UncategorizedBenefits, Business Benefits, Complete Solutions Inc., Employee Benefits, Financial Planning, Protection, Retirement Planning, Scott Leonardi, Social Security, Tax Free Retirement, The Scottie Showtimetogetyourducksinarow

There are no loopholes when it comes to taxes. However, there are rules and regulations that you could be taking advantage of that could reduce the amount of taxes you pay.

In this episode, Scott Leonardi dives into the topic of taxes to help you become more educated about the options you have available to you. Scott discusses opportunities that exist when it comes to taxes so you don’t have to spend a nickel more than you need to.

Scott discusses:

The smart money list in relation to taxes
The Tax Cuts and Jobs Act, and what could happen in 2025 if it expires
How you can turn taxable money into tax-free money
Strategies you can use to mitigate taxes on money for your beneficiaries
And more

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6. The ABC’s Of Annuities

July 21, 2021Education, Finance, Financial Services, Investments, Retire, Retirement, UncategorizedBenefits, Business Benefits, Complete Solutions Inc., Employee Benefits, Financial Planning, Protection, Retirement Planning, Scott Leonardi, Social Security, Tax Free Retirement, The Scottie Showtimetogetyourducksinarow

The common misconceptions of annuities is that they are expensive, boring, and just something financial advisors try to sell. But is that truly the case?

In this episode, Scott Leonardi discusses the history of annuities and debunks the common misconceptions about how they work. Scott reveals the different types of annuities and how each could potentially benefit you if utilized correctly within your retirement plan.

Scott discusses:

The history of annuities
The different types of annuities
The importance of understanding the fees in products
How annuities are guaranteed
And more

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5. Don’t Go Broke In a Nursing Home

July 7, 2021Education, Finance, Financial Services, Investments, Retire, Retirement, UncategorizedBenefits, Business Benefits, Complete Solutions Inc., Employee Benefits, Financial Planning, Protection, Retirement Planning, Scott Leonardi, Social Security, Tax Free Retirement, The Scottie Showtimetogetyourducksinarow

Let’s be honest, nursing homes can be expensive, especially when you have not taken the time to put plans into place for long-term care.

In this episode, Scott Leonardi discusses long-term care and the things that you should be considering and preparing for now, so when you need it, you are able to pay for it.

Scott discusses:

Why you can’t always rely on Medicare and Medicaid
The dangers of relying on your spouse or children for care as you age
Why you need to start putting strategic plans into place for long-term care early
The types of care and how plans play into them
And more

The Scottie Show:

Time to Get Your Ducks in a Row

Category Archives: Retire