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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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How to Determine Your Ideal Retirement Savings at 30 and Beyond -
Spousal IRA Contribution and Deduction Limits -
Is It OK to Use a Roth IRA for College Expenses? -
Factors to Consider When Determining if a Roth Conversion Makes Sense -
Understanding Your Options as a Beneficiary of an Inherited IRA -
Are You a Hands-On or Hands-Off Investor? -
7 Ways to Maximize Your 401(k) -
Yes, You Need to Understand Your Retirement Plan's Vesting Schedule -
The Easy Way to Calculate Your Modified Adjusted Gross Income -
Baby Boomers Can Still Achieve Financial Independence During Retirement -
SEP-IRA Contribution Limits -
Are You Making These Mistakes in Your 401k Plan? -
How Does a Pre-Tax 401(k) Work? -
Investing for Retirement Through Robo-Advisors -
How to Use the 401(k) and a Pension for Your Retirement? -
What to Consider in Designating Beneficiaries for Retirement Accounts
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