Listen to Episode 43: iTunes – Spotify – Soundcloud
Scott Stratton is the founder and President of Good Life Wealth Management LLC, a Registered Investment Advisor in Addison, Texas. Scott began his financial planning career in 2004 after having been a faculty member at Texas Christian University and the State University of New York. Since that time, he has helped dozens of families create financial plans, and has managed over $400 million in investments. Scott takes pride in being a fiduciary and holds the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Financial Analyst designation.
Topics discussed:
- Simultaneously performing music while being a financial planner
- The challenges of teaching music
- Keeping the good parts of performing and removing the rest
- The definition of a Thriving Musician
- When to speak to a financial planner
- What is a fiduciary?
- How to create financial goals
- The power of automatic saving
- Redefining retirement for musicians
- Differences in retirement accounts
- AFM Union Membership & Pension information
- The student loan epidemic
- Tax considerations
Resources & names mentioned:
Connect with Scott:
Thanks for listening and keep thriving!