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Episodes
From current market conditions to handling an estate, Scott McLean handles a variety of retirement topics on his podcast, Financial Insanity. Disclosures: http://www.mcleantaxadvisory.com/disclosures
Episodes
Saturday Dec 26, 2020
Saturday Dec 26, 2020
Do I need a Will? Do I need a trust? What is Per Stirpes? This week Scott continues his discussion of sixteen questions you should be asking yourself when it comes to Estate Planning.
Saturday Dec 19, 2020
Saturday Dec 19, 2020
In 2020, less than 1/3 of people say they have an estate planning document. INSANE! Learn how to plan assets to go to one's loved one seamlessly, with the lowest possible taxes and the least amount of stress in this week's show of Financial Insanity with Scott McLean
Saturday Dec 12, 2020
Saturday Dec 12, 2020
What's the percentage that you'll make it to the end of your retirement without running out of money? Check out Scott's pre-flight checklist when it comes to retiring and what to ask about investments and financial advisors.
Saturday Dec 05, 2020
Saturday Dec 05, 2020
This week on Financial Insanity, Scott McLean discusses conversations that retirees should have with their financial advisor and questions they should be asking them to create a proper flight plan for retirement.
Saturday Nov 21, 2020
Saturday Nov 21, 2020
Scott discusses Inattentional blindness when it comes to retirement planning and finances. Do you really ever look at where your income comes during retirement and how it could be affected during uncertain times?
Saturday Nov 14, 2020
Saturday Nov 14, 2020
In this episode, Scott continues his explanation of annuities are and how they can be used in a retirement portfolio. He discusses the most the pros and cons of each type of annuity and the misinformation that can be associated with this particular product.
Saturday Nov 07, 2020
Saturday Nov 07, 2020
In this episode, Scott explains annuities are and how they can be used in a retirement portfolio. He discusses the most the pros and cons of each type of annuity and the misinformation that can be associated with this particular product.
Saturday Oct 31, 2020
Saturday Oct 31, 2020
In this episode Scott meets with Exit Coach Radio to discuss is recently published book, Three Blind Mice: How the Financial Planning Process Leads Your Money to a Mousetrap. In this episode they discuss the disconnect between the financial advisor, lawyer and tax accountant.
Saturday Oct 24, 2020
Saturday Oct 24, 2020
In this podcast, we recap a radio interview with Informed Choice Radio Podcast they discuss Scott McLean's new book Three Blind Mice: How the Financial Planning Process Leads Your Money to a Mousetrap.