Tag Archives: Tax Free Retirement

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

Connect With Scott Leonardi:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

Connect With Scott Leonardi:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

Connect With Scott Leonardi:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

Connect With Scott Leonardi:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

Connect With Scott Leonardi:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

Connect With Scott Leonardi:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

Resources:

Scott’s Book: Don’t Go Broke in a Nursing Home

Connect With Scott Leonardi:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

4. Talk Life Insurance or Get a Root Canal?…Give me a mask and turn on the gas!

June 23, 2021Education, Finance, Financial Services, Investments, Retire, Retirement, UncategorizedBenefits, Business Benefits, Complete Solutions Inc., Employee Benefits, Financial Planning, Life Insurance, Life Insurance Plans, Protection, Retirement Planning, Scott Leonardi, Social Security, Tax Free Retirement, The Scottie Showtimetogetyourducksinarow

For many people, life insurance is a topic of conversation that they try to avoid. They would rather do just about anything than sit down and talk about the various plans that are out there and set one up.

In this episode, Scott Leonardi dives into the riveting conversation of life insurance and why you want to consider setting up a plan to protect you and your family. Scott shares some personal experiences to help you better understand what setting up the right plan for you can do!

Scott discusses:

The four types of life insurance policies
The importance of understanding how the policies are funded
Life insurance plans when it comes to your children
A concept to help you understand your life insurance statement
And more

Resources:

Book Request Form: Tax-Free Retirement

Connect With Scott Leonardi:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Episode 3 – Taking a Holistic Approach to Financial Planning

June 9, 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

Every aspect of your financial planning needs to fit together, which is why we see value in providing a holistic approach to working with clients.

In this episode, Scott Leonardi helps you understand the truly unique approach Complete Solutions Inc. takes to helping you with your financial planning by walking you through the three step process of holistic financial planning.

You will learn:

How Complete Solutions Inc.’s planning process is unique from many other advisors
The importance of uncovering the true goals of a client
The process of designing a plan that is unique to each client
Why communication is so important in the deploy phase of planning
And more!

Tune in now to discover why taking a holistic approach has helped Complete Solutions Inc. better understand the needs of their clients, and how it could help you too!

Resources: Scott Leonardi | Complete Solutions Inc.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Episode 2 – What’s It Like to Work With Complete Solutions Inc.?

May 26, 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

It can often feel that when you reach out to work with an advisor, they are going to try to sell you something. That is absolutely not the case when you pick up the phone and call Complete Solutions Inc.!

In this episode, Scott Leonardi gives you a look at what the process to working with Complete Solutions Inc looks like. Scott walks you through the process from the first meeting to finding and creating a plan that is going to address your financial concerns.

You will learn:

What to expect from your first call with Scott and the Complete Solutions team
The process of setting up meetings that fits with your needs as a client
How communication works between the client and Scott’s team
The importance of education at Complete Solutions Inc.
And more!

Tune in now to discover the unique process Scott and his team take to ensure that you are able to address all of your financial needs.

Resources: Scott Leonardi | Complete Solutions Inc.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

The Scottie Show:

Time to Get Your Ducks in a Row

Tag Archives: Tax Free Retirement