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. Li

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

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 empha

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 ad

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 wh

Do you have all four of your major estate planning documents in place and up to date? In this episode, Scott Leonardi has a conversation with attorney Karen Hamilton, to discuss the planning estate do

The investment strategies you used to get to retirement, may or may NOT be the strategies you should use in retirement.  Some people use water cooler or coffee station advice during their working year

Have you planned your healthcare coverage for after you’re retired? Whether you have yet to retire or are retired already, it’s important to know your options so you can choose a Medicare Plan that fi

Have you ever started accumulating debt and decided to just ignore it? Perhaps it is too painful to talk about, or you just don’t even want to take the time to figure out how to get yourself out of de

We all have our own financial habits. Maybe you put a charge on your credit card to earn extra rewards, or find yourself buying a coffee every morning rather than making one at home out of convenience