The Financial Insanity's Podcast

Estate Planning Documents

When it comes to Estate Planning, are you asking the right questions to ensure your legal affairs are in order?   In this episode, Scott reviews critical documents to pay attention to and what questions you need to ask to avoid miscommunications and complications, such as unforeseen taxes or probate.  You can leave a legacy, or you can leave a mess. Which one do you want to leave behind?

Market Forecast 2022

In this week’s episode of Financial Insanity, Scott McLean and George Kastanis discuss their perspectives on how the current administration could impact the financial markets, tax-saving strategies, how inflation rates could rise, income strategies and more.  Listen today for this timely market forecast and how it could impact your portfolio.

Required Minimum Distributions - Part 2

In this episode of Financial Insanity, Scott McLean continues to discuss critical strategies to make the shift from the accumulation stage to the distribution stage of retirement.  He covers useful and appropriate tools that address the biggest question retirees ask… how do I know if my assets are allocated properly to retire comfortably?

Required Minimum Distributions - Part 1

In this episode of Financial Insanity, Scott McLean discusses critical strategies to make the shift from the accumulation stage to the distribution stage of retirement.  He covers how to calculate your required minimum distribution, gauge taxes, save on taxes, rules for beneficiary accounts, and how to know whether your assets are set up correctly to make sure you have the peace of mind that you won’t run out of money and have the income you’ll need for an enjoyable retirement.

Tax Strategies in Retirement - Part 2

Were you aware that Americans are worse at “The Price is Right” than ever?  These days people are underestimating the price of things by approximately 20%.  What accounts for this?  The three major factors impacting this are:  inflation, the rise of e-Commerce, and more products than ever before.  In this episode of Financial Insanity, Scott McLean continues his discussion of taxes in retirement and how it could impact your income. 

Tax Strategies in Retirement

Paying less taxes is a concern among everyone, but particularly with retirees -  it’s their biggest concern.  Are you looking holistically at your investments, taxes and income?  Join Scott in this episode of Financial Insanity as he discusses the most common mistakes retirees make regarding tax strategies and investments.

Income During Uncertain Times - Part 2

Scott continues his discussion on  “Inattentional blindness - becoming aware of an object generally assumes focus and attention.” Are you focusing on growth or income?  When it comes to retirement, does your mindset need to change?  In this episode of Financial Insanity, you’ll learn tips and strategies to protect your assets and produce income. 

Income During Uncertain Times

In this episode of Financial Insanity, Scott discusses “Inattentional” blindness when it comes to retirement planning and finances. Do you really ever look at where your income comes during retirement? Is your advisor guiding you through how your income could be affected during uncertain times?

Prepping for Retirement

Preparing for retirement is not a journey you should take alone.    In this episode of Financial Insanity, Scott McLean discusses the bumps, the bruises and 3 most common mistakes most people, particularly women,  make when planning for retirement. Listen today to ensure you avoid these pitfalls. 

Three Blind Mice - Part 2

Who are the financial surgeons in your life that can help you reduce taxes, avoid chaos in the family and cause undue stress?  Are they communicating with each other?  In this episode of Financial Insanity, Scott continues his discussion of the importance of the 3 A’s - the accountant, the attorney and the advisor and why it’s critical to ensure these professionals are looking at your situation holistically.