Press
Scott has been quoted in many articles on financial planning.
February 2023
Delaying RMDs: Help or Hindrance?; Rethinking65
https://rethinking65.com/2023/02/08/delaying-rmds-help-or-hindrance/
Question Roth Conversions for Clients Charitably Inclined; Rethinking65
https://rethinking65.com/2023/02/14/question-roth-conversions-for-clients-charitably-inclined/
January 2023
60/40 Portfolio: Perfect Storm for Retirees, Part 1; Rethinking65
https://rethinking65.com/2023/01/16/60-40-portfolio-perfect-storm-for-retirees-part-1/
60/40 Portfolio: Perfect Storm for Retirees, Part 2; Rethinking65
https://rethinking65.com/2023/01/16/60-40-portfolio-perfect-storm-for-retirees-part-2/
60/40 Portfolio: Perfect Storm for Retirees, Part 3; Rethinking65
https://rethinking65.com/2023/01/16/60-40-portfolio-perfect-storm-for-retirees-part-3/
November 2022
Making Music Empowers Seniors; Rethinking65
https://rethinking65.com/2022/11/18/making-music-empowers-seniors/
October 2022
The Two-Bucket Approach For Retirement Income; Rethinking65
https://rethinking65.com/2022/10/28/the-two-bucket-approach-for-retirement-income/
April 2022
House Hacking Can Improve Retirement Readiness; Rethinking65
https://rethinking65.com/2022/04/25/house-hacking-can-improve-retirement-success/
February 2022
Monte Carlo Shows How Ravaging Inflation Could Be; Rethinking65
https://rethinking65.com/2022/02/10/monte-carlo-shows-how-ravaging-inflation-could-be/
You Can Appeal A Medicare Premium Surcharge; Kiplinger
https://www.kiplinger.com/retirement/medicare/602937/you-can-appeal-a-medicare-premium-surcharge
December 2021
2021 Top Articles on Rethinking65; Rethinking65
https://rethinking65.com/2021/12/30/2021-top-articles-on-rethinking65/
October 2021
Taxes on stock gains: how to avoid capital gains tax on stocks; Hack Your Wealth podcast Episode 81
https://hackyourwealth.com/capital-gains-tax-on-stocks
September 2021
Strategies for Lowering Retirement Account RMDs; Rethinking65
https://rethinking65.com/2021/09/29/strategies-for-lowering-retirement-account-rmds/
August 2021
Eight Ways to Reduce The Bite of Biden’s Proposed Tax Changes; Rethinking65
https://rethinking65.com/2021/08/04/eight-ways-to-reduce-the-bite-of-bidens-proposed-tax-changes/
June 2021
Help Clients Retire Early With the Affordable Care Act; Rethinking65
https://rethinking65.com/2021/06/02/help-clients-retire-early-with-the-affordable-care-act/
May 2021
Professional Musicians an Accidental Niche for This Trombonist CFP; Rethinking65
https://rethinking65.com/2021/05/21/professional-musicians-an-accidental-niche-for-this-trombonist-cfp/
10 Retirement Planning Mistakes People Make at 50; AARP
https://www.aarp.org/retirement/planning-for-retirement/info-2021/avoid-10-mistakes-at-50-years-old.html
February 2021
Should I Get a Loan to Pay Off Debt?; Discover
https://www.discover.com/personal-loans/resources/consolidate-debt/debt-payoff-plan/
October 2020
Lose Your Job? Here’s What to Do With Your Retirement Savings; GoBankingRates
https://www.gobankingrates.com/retirement/planning/how-save-retirement-unemployed/
May 2020
How will COVID-19 change Personal Finance; Policy Genius
https://www.policygenius.com/blog/covid19-personal-finance
April 2020
Why Setting a Plan and a Time Limit to Pay Off Debt Helps Save Money; Discover
https://www.discover.com/personal-loans/resources/consolidate-debt/debt-payoff-plan/
Music Studio Startup Podcast 36: Scott Stratton on the CARES Act for Music Teachers and Studio Owners
https://www.musicstudiostartup.com/episode036/
March 2020
The Quarantined Musician #2: Personal Finance for Musicians
https://naomiroseherzog.com/blog/the-quarantined-musician-episode-2-personal-finance-for-musicians
February 2020
Still overlooking millennials? Not OK Boomer; Investment News
https://www.investmentnews.com/still-overlooking-millennials-not-ok-boomer-188742
Novenber 2019
6 Funds to Maximize Your Income While You’re Retired; Investopedia
https://www.investopedia.com/articles/personal-finance/012116/6-funds-maximize-your-income-while-youre-retired.asp
September 2019
What an investor should know about a QLAC – 4 Experts Weigh In; goldIRAguide.org
https://goldiraguide.org/what-an-investor-should-know-about-a-qlac/
March 2019
Here are 8 costly retirement mistakes to avoid; CNBC.com
https://www.cnbc.com/2019/02/28/here-are-8-costly-retirement-mistakes-to-avoid.html
August 2018
Will You And Your Business Be Prepared Financially For a Downturn?; Texas Realtor Magazine
https://www.texasrealestate.com/members/communications/texas-realtor-magazine/issues/august-2018/will-you-and-your-business-be-prepared-financially-for-a-downturn/
June 2018
The 20% Pass Through Deduction for Musicians; CPA Practice Advisor
https://www.cpapracticeadvisor.com/tax-compliance/article/12411060/the-20-passthrough-deduction-for-musicians
May 2018
9 Ways to Manage Capital Gains; CPA Practice Advisor
http://www.cpapracticeadvisor.com/article/12411062/9-ways-to-manage-capital-gains
March 2018
Big Tax Changes for Musicians in 2018; The International Musician, March 2018
https://internationalmusician.org/tax-changes/
January 2018
The New Tax Act and Its Impact on Musicians; The Leading Tone, volume 33, issue 2
http://ropaweb.org/wp-content/uploads/2010/10/2018-LT-Winter.pdf
January 2018
A Simple Plan for Living Within Your Means; Discover.com
https://www.discover.com/personal-loans/resources/consolidate-debt/living-within-your-means
August 2017
Why Pros Use Rolling Periods; US News & World Report
https://money.usnews.com/investing/funds/articles/2017-08-07/why-pros-use-rolling-periods
July 2017
6 Tax Questions to Ask Before You Retire; US News & World Report
https://money.usnews.com/investing/articles/2017-07-10/6-tax-questions-to-ask-before-you-retire
June 2017
What Human Advisors Do That Robo Advisors Can’t; US News & World Report
http://money.usnews.com/investing/articles/2017-06-09/what-human-advisors-do-that-robo-advisors-cant
May 2017
How to Save For Retirement When You’re Unemployed; GOBankingRates.com
https://www.gobankingrates.com/retirement/how-save-retirement-unemployed/
How to Save For College and Retirement; Yahoo.com
https://www.yahoo.com/news/save-college-retirement-131626365.html
April 2017
Advisors Turn to Monthly Subscription Fee Model; Financial Advisor magazine
http://www.fa-mag.com/news/advisors-turn-to-monthly-subscription-fee-model-32372.html
Auto and Homeowners Insurance Tax Deductions and Write-Offs; highya.com
http://www.highya.com/articles-guides/auto-and-homeowners-insurance-tax-deductions-and-write-offs
December 2016
What to Know Before You Harvest Your 2016 Tax Losses; CNBC.com
http://www.cnbc.com/2016/12/08/what-to-know-before-you-harvest-your-2016-tax-losses.html
November 2016
4 Ways Couples Are Shortchanging Their Retirement Savings?; Wisebread
http://www.wisebread.com/4-ways-couples-are-shortchanging-their-retirement-savings
September 2016
Don’t Make Much Money? You Can Still Invest; Quicken Loans
http://www.quickenloans.com/blog/dont-make-much-money-can-still-invest
When Advisors Disagree With Experts, They Teach Clients to Refocus; Investor Business Daily, September 19, 2016
August 2016
How to Live Your Life While Paying Down Student Debt; CommonBlog
https://commonbond.co/blog/live-life-paying-student-debt/
Are Preferred Stocks Preferable?; US News & World Report
http://money.usnews.com/investing/articles/2016-08-23/are-preferred-stocks-preferable
What Investors Should Know About Callable Bonds; US News & World Report
http://money.usnews.com/investing/articles/2016-08-22/what-investors-should-know-about-callable-bonds
July 2016
MBA 411: How to Pay for Business School; CommonBond
https://commonbond.co/blog/understanding-how-to-pay-for-business-school/
June 2016
Best Savings Strategies For Employees With Bad Retirement Plans; Fiduciary News
http://www.fiduciarynews.com/2016/06/best-savings-strategies-for-employees-with-bad-retirement-plans/
May 2016
Individual Versus Employer Life Insurance: A Comparison; MassMutual.com
March 2016
Early Retirement is Just a Pipe Dream for Most; MSN Money
http://www.msn.com/en-gb/money/other/early-retirement-is-just-a-pipe-dream-for-most/ar-BBqnukr
February 2016
How a Health Savings Account Can Help You Now – and Later; Financial Planning Association of Minnesota.
http://www.fpamn.org/2016/02/how-hsa-can-help-you-now-and-later/
December 2015
101 ETF Investing Tips from the Experts; ETFReference.com
http://etfreference.com/guides/etf-investing-tips/
November 2015
What Should You Do With Your Year End Bonus?; MainStreet.com
https://www.mainstreet.com/article/what-should-you-do-with-your-year-end-bonus
Self-Employed Professionals Are Down $335,000 in Retirement Savings; MainStreet.com
https://www.mainstreet.com/article/self-employed-professionals-are-down-335000-in-retirement-savings
October 2015
10 Ways to Save Your Retirement If You Didn’t Save; Investopedia
http://www.investopedia.com/articles/personal-finance/100615/10-ways-save-your-retirement-if-you-didnt-save.asp
Turnaround Turbo Boost: How to Beef Up Retirement Savings in Just a Few Years; TheStreet.com
https://www.thestreet.com/story/13337394/1/turnaround-turbo-boost-how-to-beef-up-retirement-savings-in-just-a-few-years.html
September 2015
The Best Investing Advice For Beginners; The College Investor
http://thecollegeinvestor.com/16553/the-best-investing-advice-for-beginners/
7 Splurges That Will Spoil Your Retirement Plans; GOBankingRates
http://www.gobankingrates.com/retirement/7-splurges-spoil-retirement-plans/
July 2015
7 Strategies on How to Get Out of Debt Once and For All; BankRate.com
http://www.bankrate.com/finance/debt/ways-to-get-out-of-debt-1.aspx
May 2015
Need Help to Understand Investing? Try These Expert-Recommended Investment Books; National Financial Educators Council
http://www.financialeducatorscouncil.org/recommended-investment-books/
April 2015
5 Steps to Help College Graduates With Student Debt; ThinkAdvisor
http://www.thinkadvisor.com/2015/04/10/5-steps-to-help-college-graduates-with-student-deb
March 2015
Vice Index Helps You Predict Economic Conditions: Are You Watching the Wrong Numbers?; MainStreet.com
https://www.mainstreet.com/article/vice-index-helps-you-predict-economic-conditions-are-you-watching-the-wrong-numbers
February 2015
Jean Chatzky: 5 Tax Refund Ideas; BankRate.com
http://www.bankrate.com/financing/taxes/jean-chatzky-5-tax-refund-ideas/
December 2014
Are You Smarter Than a Fifth Grader? You Better Be if You Want to Participate in a 401(k); DepositAccounts.com
https://www.depositaccounts.com/blog/smarter-grader-better-participate-401k.html
Saving For Retirement: If You’re A Young Man, It’s Unlikely, Study Finds; Nerd Wallet
https://www.nerdwallet.com/blog/investing/who-is-not-saving-for-retirement/
October 2014
Buying Whole Life Insurance vs Term and Investing Difference; termlifeinsurance.com
https://www.termlifeinsurance.com/buying-whole-life-insurance-vs-term-and-investing-difference
Pros and Cons of Independent vs Captive Insurance Agents; termlifeinsurance.com
https://www.termlifeinsurance.com/pros-and-cons-of-independent-vs-captive-insurance-agents
September 2014
Experimenting With New Compensation Models; ThinkAdvisor
http://www.thinkadvisor.com/2014/09/29/experimenting-with-new-compensation-models
Why Any Plan Sponsor Fiduciary Needs to Give HSAs Another Look; Fiduciary News
http://fiduciarynews.com/2014/09/why-any-plan-sponsor-fiduciary-needs-to-give-hsas-another-look/
Going Paperless: Advice Industry Takes on Challenge; Investment News
http://www.investmentnews.com/article/20140910/FREE/140919993/going-paperless-advice-industry-takes-on-challenge
August 2014
The Single Parent’s Dilemma – Save for Retirement or Child’s Education?; DepositAccounts.com
https://www.depositaccounts.com/blog/single-parents-dilemma-save-retirement-childs-education.html
July 2014
Helping A Grandchild Pay For School; Erickson Living
https://www.ericksonliving.com/tribune/articles/2014/07/helping-grandchild-pay-school
How to Determine When Refinancing Student Loans Makes Sense; NASDAQ.com
http://www.nasdaq.com/article/how-to-determine-when-refinancing-student-loans-makes-sense-cm373076
4 Ways to Minimize Foreign Currency Risk; Bankrate.com
http://www.bankrate.com/finance/investing/ways-to-minimize-foreign-currency-risk.aspx
June 2014
The Experts On Investing; YoPro Wealth
http://yoprowealth.com/best-investment-advice-part-2/
