Billede af showet The Scottie Show: Time to Get Your Ducks in a Row

The Scottie Show: Time to Get Your Ducks in a Row

Podcast af Scott Leonardi

engelsk

Business

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Læs mere The Scottie Show: Time to Get Your Ducks in a Row

Today is the first day of the rest of your life and your future planning started yesterday! You need Simple, Easy Strategies to create maximum results. Remember EASY gets things DONE! This is The Scottie Show: Time to Get Your Ducks in a Row with Scott Leonardi, owner and president of Complete Solutions Inc. As a Certified Financial Fiduciary, with 25 years in the planning industry, Scott helps educate you so you can make the best decisions for your family and your finances, and helps you get your ducks in a row for your incredible future.

Alle episoder

24 episoder

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

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

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 Resources: * Complete Solutions Resources [https://www.completesolutions.insure/helpful-documents/] * 16 Financial Things To Do Before You Die [https://timetogetyourducksinarow.blubrry.net/2022/07/20/16-financial-things-to-do-before-you-die-ep-22/]  Book Time With Scott Leonardi: * Schedule a Call [https://go.oncehub.com/ScottLeonardi] Connect With Scott Leonardi: * (937)898-2273 * Complete Solutions Inc. [https://www.completesolutions.insure/] * LinkedIn: Scott Leonardi [https://www.linkedin.com/in/scott-leonardi-owner-ceo-9b2b2736/] * LinkedIn: Complete Solutions Inc. [https://www.linkedin.com/company/complete-solutions-inc/about/] * Facebook: Complete Solutions Inc. [https://www.facebook.com/completesolutionsinc/] * Twitter: Scott Leonardi [https://twitter.com/TheScottieShow/media]

24. aug. 2022 - 27 min
episode Uncertainty Vs Certainty (Ep.23) cover

Uncertainty Vs Certainty (Ep.23)

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: * Schedule a Call [https://go.oncehub.com/ScottLeonardi] Connect With Scott Leonardi: * (937)898-2273 * Complete Solutions Inc. [https://www.completesolutions.insure/] * LinkedIn: Scott Leonardi [https://www.linkedin.com/in/scott-leonardi-owner-ceo-9b2b2736/] * LinkedIn: Complete Solutions Inc. [https://www.linkedin.com/company/complete-solutions-inc/about/] * Facebook: Complete Solutions Inc. [https://www.facebook.com/completesolutionsinc/] * Twitter: Scott Leonardi [https://twitter.com/TheScottieShow/media]

10. aug. 2022 - 26 min
episode 16 Financial Things To Do Before You Die (Ep.22) cover

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

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 Resources: * Complete Solutions Resources [https://www.completesolutions.insure/helpful-documents/] * Ep 21. Understanding Fees vs Commissions [https://timetogetyourducksinarow.blubrry.net/2022/07/06/understanding-fees-vs-commissions-ep-21/] * Ep 19. Do you Have a Will or a Won’t? With Attorney Karen Hamilton [https://timetogetyourducksinarow.blubrry.net/2022/04/13/do-you-have-a-will-or-a-wont-with-attorney-karen-hamilton-ep-19/] Book Time With Scott Leonardi: * Schedule a Call [https://go.oncehub.com/ScottLeonardi] Connect With Scott Leonardi: * (937)898-2273 * Complete Solutions Inc. [https://www.completesolutions.insure/] * LinkedIn: Scott Leonardi [https://www.linkedin.com/in/scott-leonardi-owner-ceo-9b2b2736/] * LinkedIn: Complete Solutions Inc. [https://www.linkedin.com/company/complete-solutions-inc/about/] * Facebook: Complete Solutions Inc. [https://www.facebook.com/completesolutionsinc/] * Twitter: Scott Leonardi [https://twitter.com/TheScottieShow/media]

20. juli 2022 - 24 min
episode Understanding Fees vs Commissions (Ep.21) cover

Understanding Fees vs Commissions (Ep.21)

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 Resources: * The 411 of Active vs. Passive Investing With Chris Strehle (Ep. 18) [https://timetogetyourducksinarow.blubrry.net/2022/03/30/411-of-active-vs-passive-investing-strehle-ep-18/] Book Time With Scott Leonardi: * Schedule a Call [https://go.oncehub.com/ScottLeonardi] Connect With Scott Leonardi: * (937)898-2273 * Complete Solutions Inc. [https://www.completesolutions.insure/] * LinkedIn: Scott Leonardi [https://www.linkedin.com/in/scott-leonardi-owner-ceo-9b2b2736/] * LinkedIn: Complete Solutions Inc. [https://www.linkedin.com/company/complete-solutions-inc/about/] * Facebook: Complete Solutions Inc. [https://www.facebook.com/completesolutionsinc/] * Twitter: Scott Leonardi [https://twitter.com/TheScottieShow/media]

6. juli 2022 - 23 min
episode Effective Legacy Strategies (Ep.20) cover

Effective Legacy Strategies (Ep.20)

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! Book Time With Scott Leonardi: Schedule a Call [https://go.oncehub.com/ScottLeonardi] Connect With Scott Leonardi: * (937)898-2273 * Complete Solutions Inc. [https://www.completesolutions.insure/] * LinkedIn: Scott Leonardi [https://www.linkedin.com/in/scott-leonardi-owner-ceo-9b2b2736/] * LinkedIn: Complete Solutions Inc. [https://www.linkedin.com/company/complete-solutions-inc/about/] * Facebook: Complete Solutions Inc. [https://www.facebook.com/completesolutionsinc/] * Twitter: Scott Leonardi [https://twitter.com/TheScottieShow/media]

4. maj 2022 - 30 min
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En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
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