Host Joe Allaria and special guest Scott Carson, Senior Wealth Advisor for CarsonAllaria Wealth Management, discuss the benefits of reframing your mind around retirement, building your lifestyle allocation, and designing your retirement life to maximize your satisfaction and fulfillment.
For more information and references on material discussed, see the links below:
1. Designing Your Life Resources
2. "Where's the best place for me to retire" tool (provided by Marketwatch.com)
To submit a listener question, visit https://www.retirementpowerhourpodcast.com/contact/ and enter the details of your question.
Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.
Invest Wiser & Retire Better!
Senior Wealth Advisor
As a Wealth Advisor for CarsonAllaria Wealth Management, Scott draws from his experience of over 30 years in the industry to provide strategic direction for our firm, while also working directly with clients to create and maintain their financial plans. He specializes in retirement planning and estate planning for high net worth individuals. He also excels in business planning, helping professionals with the sale of their business and passing assets on to future generations.
Scott has earned multiple designations, including an AIF® (Accredited Investment Fiduciary) certification, which is a top designation for advisors that oversee corporate retirement plans, and a CEPA (Certified Exit Planning Advisor) certification, which enables Scott to advise business owners on creating a plan on how to structure the sale of their business and obtain maximum value as a result.
Scott has been the driving force behind our core philosophy of coordination in financial planning. Over the years, he has formed relationships with clients’ CPAs, attorneys and bankers, as part of his team approach to financial planning.
“In order for anyone to have a sound financial plan, I believe it’s imperative to make sure that each area of that plan is working together effectively and efficiently. I have always tried to be proactive in reaching out to other members of our clients’ team of professionals to make sure that what we are doing works with what they are doing.”
Scott began his financial planning career with IDS (An American Express Company) in 1989 after working as a commercial banker for five years with MidAmerica Banks and Citigroup. He was a partner with the Pines Financial Group prior to founding Meridian Financial Group in 1999, where he continued to build his client base for over 15 years.
Scott and his wife, Kendra, reside in Edwardsville and have two grown children, Bryce and Alison. Bryce is married with two daughters and Alison is married and resides in Prarie Village, Kansas. Kendra is a tax preparer and has worked in her family’s accounting business for over 35 years. Scott & Kendra enjoy spending time with family & friends, road biking, traveling and getaways at their Southern Illinois farm.