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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 Retirement Plan Assets Are Split in a Divorce -
How to Use the 401(k) and a Pension for Your Retirement? -
How to Maintain Affordable Health Insurance When You Retire Early -
How to Avoid the Big Mistakes That Hurt Financial Plans -
How Much Do You Need to Save to Retire by 40? -
When Does It Make Sense to Contribute to a Roth 401(k)? -
How to Determine Your Ideal Retirement Savings at age 30 and Beyond -
Will Your Retirement Plans Change With Recent Tax Laws? -
What Is the Railroad Retirement System? -
Should You Invest in a Bitcoin IRA? -
6 Easy Tricks to Help You Save for Retirement -
Can You Still Receive Social Security if You Live Abroad? -
Should You Make After-Tax Contributions to Your Retirement Plan? -
SEP-IRA Contribution Limits and Deadlines -
9 Ways Recent Grads Can Achieve True Financial Freedom -
The Easy Way to Calculate Your Modified Adjusted Gross Income
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