Category Archives: Uncategorized

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

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FEATURE

16 Financial Things To Do Before You Die (Ep.22)

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

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 about to prepare for when you go.

Scott discusses:

  • How creating an itemized inventory can help with more than just estate planning
  • Why you shouldn’t keep only one copy of your estate plans
  • Why you need to review and update your retirement, estate and insurance documents regularly
  • The importance of simplifying your finances
  • And more

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FEATURE

Understanding Fees vs Commissions (Ep.21)

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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:

  • How salesy advisors give other advisors a bad reputation
  • Why it boils down to dealing with an advisor you trust
  • What the difference is between fees and commissions
  • The different types of fees
  • And more

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FEATURE

Effective Legacy Strategies (Ep.20)

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

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 beneficiaries in places, so more goes to them and less goes to the government. 

Scott discusses:

  • The importance of having proper beneficiaries
  • How to ensure more money goes where you want it to
  • What gift tax is
  • The reasons why life insurance can be used
  • And more!

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

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

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!

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

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

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

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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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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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

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