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PODCAST

Your Retirement Playbook

Joe Clark, CFP with Financial Enhancement Group

Real, useful information for everyday people that can be translated into daily life and thought. Each week we cover a different aspect of financial planning, retirement options, and current economic conditions in common sense language that everyone can understand. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the "Average Joe" to take home and put to use.

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All Episodes

13:27

Making The Most Of Your Gifting

Your Retirement Playbook ·

2021/12/30

You don’t have to make a lot of money or have a lot of assets to be a Better Giver. We are called to do the best with the talents and resources we have. We will break down being charitable from three perspectives: giving cash, giving assets, and giving time. Here’s to being a Better Giver. Check out this article for more information yourlifeafterwork.com/charitable-giving-during-retirement Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps

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13:28

The Crucial Ingredients Of Successful Giving: Timing,...

Your Retirement Playbook ·

2021/12/29

Charitable giving comes from the heart and soul of the giver. The impact of the gift comes from the timing and the application of the recipient. We believe in being Better Givers, meaning that you get all the credit for the gift from a tax perspective. Maximized charitable gifting is a combination of investment planning, tax planning, and timing. We will work to make you a better Giver on Consider This Program today. Check out this article for more information

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12:28

How We Have Helped People Be Better Givers

Your Retirement Playbook ·

2021/12/28

Charitable giving comes from the heart and soul of the giver. The impact of the gift comes from the timing and the application of the recipient. We believe in being Better Givers, meaning that you get all the credit for the gift from a tax perspective. Maximized charitable gifting is a combination of investment planning, tax planning, and timing. We will work to make you a better Giver on Consider This Program today. Learn more on this topic in this article

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58:35

The Better Giver Christmas Special

Your Retirement Playbook ·

2021/12/27

The Better Giver is designed to build a knowledge base and share efficient gifting strategies that offer enhanced tax benefits. We are not here to help you be a bigger giver, we are here to make you a BETTER giver! Brought to you by Financial Enhancement Group live with Consider This Program with Joe Clark, CFP and Adam Harter, CFA. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group

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13:29

Don’t Just Plan For The Metaphorical “Hit By A Bus” -...

Your Retirement Playbook ·

2021/12/24

It isn't easy talking about death. But it is even harder talking about fading away. Having proper estate documents and planning is key to leaving a legacy, but it is more important when your money has to take care of you when you are one sandwich short of a picnic. Incremental Incapacitation - Joe's article "Leaving A Legacy, Part Four, The Problems with Incapacitation" - The Financial Enhancement Group (yourlifeafterwork.com) Connect with Financial Enhancement Group: Visit our Facebook page

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13:20

Should You Age At Home?

Your Retirement Playbook ·

2021/12/23

Your options change as you age, but the good news is you don't have to do it alone! From retirement communities to cohabiting to long-term care facilities, there are options! Join us to find out how they work and how to plan for them ahead of time. -Article Retirement Choices - The Financial Enhancement Group (yourlifeafterwork.com) Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group

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13:16

Can You Afford To Live Until You Are 100?

Your Retirement Playbook ·

2021/12/22

The age-old question, what happens if I live too long? It can be a risk factor, but good news. We can plan for this ahead of time. Find out how the retirement V for victory and other great planning strategies help get you to a century…and beyond. -V for Victory – Retirement "V" For Victory! - The Financial Enhancement Group (yourlifeafterwork.com) -Winning Retirement (article) What Does a Winning Retirement Look Like? - The Financial Enhancement Group (yourlifeafterwork.com) -Distribution is about

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12:30

It Is Never Too Early For Legacy Planning, But It Can...

Your Retirement Playbook ·

2021/12/21

Leaving a legacy is important to many families. However, taking the time and energy to make sure you and your family are taken care of isn't easy to set aside. Unfortunately, you can wait too long, and this can have devastating results. Grant's article Incapacitation is part of our reality, and you can plan for it. - The Financial Enhancement Group (yourlifeafterwork.com) Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our

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58:33

Elderhood Planning

Your Retirement Playbook ·

2021/12/20

You have worked hard not only to build wealth but also to build memories. The families we work with want to make sure their assets are properly respected while they are being used for their own needs as well as their financial heirs. Financial Enhancement Group works diligently to make sure assets are properly titled, properly owned, and prepared for simplicity of transfer when the time is right. Visit our website or give us a call to learn more! Connect with Financial Enhancement Group: Visit our

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13:54

Is Your Financial Advisor Keeping Up With The Times?

Your Retirement Playbook ·

2021/12/17

With an ever-changing economic and legislative environment, it is crucial to regularly update and evaluate your financial plan. Join us as we discuss what can happen if you decide to stick with your original plan. Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today. What To Do When Your Best Laid Plans Go Astray – Changes In Your Financial Phase. yourlifeafterwork.com/what-to-do-when-your-best-laid-plans-go-astra

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13:15

Is There A Penalty For Being Prudent?

Your Retirement Playbook ·

2021/12/16

Being prudent can be very beneficial for your financial future, but what happens when you take it too far? Join us as we discuss a few real-life scenarios where being prudent had negative consequences. Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group

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13:36

How Will A Market Decline Affect You?

Your Retirement Playbook ·

2021/12/15

Things feel great when we see the balances going up on our statements, but what happens when volatility makes an appearance? Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today. Knowing the Differences Between Risk and Volatility yourlifeafterwork.com/knowing-the-differences-between-risk-and-volatility-3 Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our

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12:23

Are You Preparing For The Wrong Average?

Your Retirement Playbook ·

2021/12/14

Volatility in the market is not a new concept, but that doesn't make it any less scary. Do you have a plan in place to protect yourself from your own emotions? Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today. Adapting Your Investment Decisions yourlifeafterwork.com/adapting-your-investment-decisions Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our

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58:37

Tips To Make Your Money Last A Lifetime

Your Retirement Playbook ·

2021/12/13

One of our families said it perfectly when they said, "I don't want to be a bag lady at 80. My money has to outlive me." What do we need to focus on to make sure our money will last us a lifetime? Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today. Preparing for retirement. Preparing For Retirement - The Financial Enhancement Group (yourlifeafterwork.com) Connect with Financial Enhancement Group: Visit our Facebook page

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13:08

What Is The Mega Roth And How Can I Use It?

Your Retirement Playbook ·

2021/12/10

News from Washington alludes to the average American losing access to this strategy. However, it isn't gone yet. Make sure you understand your workplace retirement plan document and learn how to grab more Roth money before time potentially runs out. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com We would love to

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13:45

How Standard Are Tax Audits And What Can I Do To...

Your Retirement Playbook ·

2021/12/09

Although we fear the dreaded tax audit, the IRS will not likely show up on our doorstep. However, if they did, would you have done the right things to protect your family and your 1040? Having a dedicated tax team and tax plan will pay dividends in the future. -Tax Packet promo – Call Brittany for your complimentary copy. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group

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13:32

Tax Brackets - Back To The Basics Of Bracket Bumping

Your Retirement Playbook ·

2021/12/08

Do you know how to calculate your marginal tax rate? What is a marginal tax rate, and when does it matter? Understanding how to maximize your marginal tax stair step is imperative to your financial future. -Marginal vs. Effective - Tax Brackets - Marginal vs. Effective - The Financial Enhancement Group (yourlifeafterwork.com) Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group

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12:34

Things You Can Do Now To Prepare For The End Of The...

Your Retirement Playbook ·

2021/12/07

There is a difference between tax planning and tax reporting. Tax planning ends when the clock strikes midnight on 12/31/2021. Make sure you have acted on your conversion strategy and utilized all the tax benefits available to you. -Tax Packet promo – Call Brittany for your complimentary copy. -Year-End Article 2020 - Tax Year Ending - The Financial Enhancement Group (yourlifeafterwork.com) -Habits article Create New Habits Instead of Making Resolutions This New Year's - The Financial Enhancement

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12:25

Unknown Fees In Your Investments

Your Retirement Playbook ·

2021/11/30

Stealth fees are just as dangerous as known fees. Perhaps more so! Are your investments riddled with hidden fees? What can you do about it? Any barrier to your return is a hindrance to your retirement. Find out the difference between the reasonable expenses and the bad ones on Consider This Program. yourlifeafterwork.com/fees-and-expenses-lurking-in-your-financial-plan Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook

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13:15

Reading Your Tax Return Could Change Your Financial...

Your Retirement Playbook ·

2021/11/26

There are few things more financially impactful than understanding how to read your annual tax return. Understanding this year’s return can potentially change your financial future. Knowing how to read your return can help you understand the IRS’s impact on your financial journey and can help create various strategies to mitigate unnecessary taxation. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group

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451 results

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