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No career path is a straight line to success. Scott talks with RIABiz about how his career path included everything from the Yellow Pages and pay phones to being robbed at gunpoint—more than once!
The cost of a wedding—a one-day event—can rival that of new car, a house down payment, or so many other large-ticket items that can last years or even a lifetime. Scott talks to Reuters about the decision he and his wife made to forego an expensive wedding, and, instead, opt for a financially-sound courthouse wedding that provided fond memories to last a lifetime.
With a practice focused on corporate executives with deferred compensation plans and stock options, Scott talks to Investment News about his choice to specialize in this complex and exciting area of financial advising.
Don't sacrifice one goal to pay for another! Scott talks with Kara McGuire of the Star Tribune about putting firewalls around financial goals to stay on track.
As a boomer, what's the best IRA option for your business? Scott discusses the advantages and disadvantages of SEP plans and SIMPLE plans with Think Advisor.
Scott Oeth talks about his journey to becoming a financial advisor, from his early days in banking, to opening his own RIA business, and all the bear markets in between. Scott also talks about how his approach to his outdoor adventure business, Bull Moose Patrol, parallels his approach to his financial advising firm. Lastly, Scott offers tips for new advisors and financial professionals who want to transition to the RIA model.