"I know that there is nothing better for men than to rejoice and do good while they live" - Ecclesiastes 3:12

Josh Scandlen

CERTIFIED FINANCIAL PLANNER Practitioner and holds a Master’s of Science degree in
Personal Financial Planning.

You weren’t put on this world to sit in an hour of traffic in order to slave away at a cubicle for 8 hours only to sit in another hour of traffic to get home to your family!

You’ve got bigger things to accomplish!

To use your talents in a way that gets you fired up, motivated and ready to take on the world. 

Oh, I can hear you now.  “Easy for you to say, Josh.  But I’ve got a mortgage.  I’ve got this to pay for. I’ve got that…” 

Interesting.  But how do you know it still can’t be done? Because some online tool? Because some ‘advisor’, who gets paid by managing YOUR money, says you need 8 times salary to retire? Because health care costs could bankrupt you?

Where is the evidence that these things are true??? 

Maybe, just maybe, it’s time for a different viewpoint, from someone who doesn’t get paid to sell you stuff.  Maybe, just maybe, TODAY is the day to plan on living the life you were meant to. 

Blessings to you!

Josh Scandlen

Latest News & Updates

  • Update Your Beneficiary Designations – NOW!

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    Beneficiary Designations may be the most important aspect to ANY inheritance plan. Who gets your money when you die? I talk about this a lot in fact. Here,
  • Beware the Danger of Jointly-Owned Annuities

    Jointly owned annuities have serious negative implications ALL investors need to be aware of.  I've been in the investment advisory business for over 20 years and I was ignorant of this issue until I read Michael Kitces article here:    An excerpt:
    In a scenario, with joint ownership of an
  • You Don’t Need 7 Figures To Retire Comfortably!

    What is the number 1 concern for people thinking about retirement?
    Running Out Of Money
    Turns out they are mostly worried about running out of money. Can't blame them actually. Who wants to go back to the workforce after 5 years of retirement?  Shoot, would you even be able to go back to where
  • Josh Podcast episode 1 – The Introduction!

    Well, figured I'd start a podcast to go along with my other content.

    You can find episode one here.

    Problem with a podcast is that it seems to be a hassle to start. Yet, I listen to podcasts a lot more than I watch video or even read. YIKES! So, I figured I better get with the program. And
  • Why Annuities Should NEVER Held Be In A Non-IRA Account (2018)

    Annuities: Love 'em or hate 'em, I am not going to debate that here. But one thing I am going to rail against is having them in Non-IRA accounts.

    "Oh no! What's this guy saying???" I can hear my fellow financial planners utter in pure disbelief.

    No Double Tax-Deferral - So

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