Understanding Fees vs Commissions (Ep.21)

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]

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]

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]

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]

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]