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Scott Spann
Ph.D., CFP
expertise
Retirement Planning, Financial Planning, Tax Preparation
currently
Certified Financial Planner
education
Kansas State University, College for Financial Planning, The Citadel, College of Charleston
Highlights
- Has been working in financial planning since 2000
- Teaches college-level financial planning and personal finance courses
- Author of "Tax Resolution and Financial Freedom: Using the Financial Planning Process to Resolve IRS Tax Problems"
Experience
Scott has two decades of experience in financial planning. He specializes in retirement planning, financial wellness, and the psychology of money.
Scott is a lead planner at Facet Wealth, where his mission is to make financial education available to everyone and help people prepare for retirement. He led a CFP-Board-approved continuing education program at his previous firm, Financial Finesse.
Scott is also an Adjunct Professor at Maryville University where he teaches personal finance and advanced financial planning courses.
Latest From Scott Spann
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7 Ways to Maximize Your 401(k)
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How to Use the 401(k) and a Pension for Your Retirement?
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Will Your Retirement Plans Change With Recent Tax Laws?
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When Does It Make Sense to Contribute to a Roth 401(k)?
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How to Invest in Real Estate With a Self-Directed IRA
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Track Your Retirement Planning Progress With These Important Questions
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Retirement Saver's Credit for Tax Year 2021
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Looking to Buy a Home During Retirement? Consider a Reverse Mortgage
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457(b) Contribution Limits for 2019
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Is It OK to Use a Roth IRA for College Expenses?
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Spousal IRA Contribution and Deduction Limits
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What Is the Railroad Retirement System?
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Self-Directed Brokerage Account Options in Your Retirement Plan
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What Is a Qualified Retirement Plan?
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Should You Make After-Tax Contributions to Your Retirement Plan?
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How Does a Pre-Tax 401(k) Work?