Retirement Survival Guide

When:  Jul 17, 2018 from 2:00 PM to 3:00 PM (ET)
The next Tax & Estate Knowledge Circle call will be held on, Tuesday, July 17th at 2 PM ET.  This months speaker with be Tax & Estate Planning Knowledge Circle host Scott Bishop, from STA Wealth.

Retirement is a major life transition filled with new questions that need to be answered – starting with whether you are even ready to retire, both emotionally and financially.

In this presentation Scott will discuss the “Retirement Survival Guide,” created by STA Wealth, and how he presents this information to his clients as well as the discussion they have of the factors they need to consider before each choice they make.

The “Retirement Survival Guide” highlights the critical issues your clients have been wondering about and even worrying about and gives them the information they need to create solutions that are best for their own situation. 

Scott will also be discussing his trademarked, R.I.T.E. solution (Retirement Income Taxed Efficiently®”) which can help clients maximize their retirement income while minimizing their tax bill.

Scott Bishop has been working in the financial services industry since 1995.  In 2014, Scott joined STA Wealth Management, LLC (STA), as the Director of Financial Planning. Prior to joining STA, Scott was a founding partner at Sound Financial Solutions, L.P. and worked with Research Financial Strategies.  Throughout his career, Scott has focused on working with his clients to customize the financial planning process to identify specific estate, business succession, investment and retirement strategies for individual clients and their businesses. In providing these services, our STA team utilizes a very comprehensive and customized approach that helps to assure that our client's planning and investment opportunities are identified and correctly addressed now and into the future.

Scott graduated from the University of Texas at Austin with a Bachelor of Business Administration in Accounting and received his Master of Business Administration from the University of St. Thomas. Prior to his co-founding of Sound Financial Solutions, L.P., Scott worked as an auditor for Arthur Andersen & Co. L.L.P; as a senior accountant for Energy Development Corporation and PetroCorp Incorporated; as a registered principal for Government Securities Corporation and Coastal Securities L.L.P; and as a financial advisor for Sagemark Consulting (the successor firm to CIGNA Financial Advisors). 

Currently, Scott is a Certified Financial PlannerTM practitioner (CFP®) and a Certified Public Accountant (CPA).  Over the years, Scott has conducted Continuing Education courses for Certified Public Accountants.  In addition, Scott has both authored and has been interviewed for numerous articles in financial related publications and websites such as the Wall Street Journal, MarketWatch, CNBC, New York Times, Washington Post, Time, Investor’s Business Daily, Barron’s, USA Today, Money Magazine,, Investment News, Kiplinger,, The AICPA Tax Section,, the Houston Business Journal and the CPA Forum.  Scott is also a member of the Houston Business and Estate Planning Council and is a member of Ed Slott’s Elite IRA Advisor GroupSM.

Scott has been active as a member of the American Institute of Certified Public Accountants (AICPA) and holds the Personal Financial Specialist (PFS) accreditation.  Also, he has been on the Board of Directors of the Houston CPA Society and has been Chairman of the Personal Financial Planning Committee and is a member of the Finance/Investment Committee. He was also recognized for excellence by being named the Young CPA of the Year for 2002-2003 by the Houston CPA Society. This award was given based on an open nomination of the membership and submitted to the Houston CPA Society board (with consideration to community service, activity within the Houston CPA Society and being in good standing with the Texas Society of CPAs).  Texas Monthly Magazine has also recognized Scott as a Five Star Wealth Manager from 2009 to 2012*.

If you would like to view the "Retirement Survival Guide" before next week's call you can do so at


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