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Planning 4 Retirement

Scott Nelson, a licensed Fiduciary, takes on all topics regarding retirement.

Podcast · By Scott Nelson · English · Official site

Indexed episodes, last 90 days
3
Latest publication
Sep 7, 2026
Audience
Checking…
Earliest in this view
Aug 18, 2026

Latest episodes

  1. Episode · Sep 7, 2026

    Are Your Retirement Goals on Track? (opens the original)

    Episode notes

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    This video has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective j

  2. Episode · Aug 24, 2026

    Tax-Deferred Accounts & Roth Conversions (opens the original)

    Episode notes

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    This video has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective j

  3. Episode · Aug 18, 2026

    Scott's Origin Story (opens the original)

    Episode notes

    Read excerpt

    This video has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective j

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