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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

13:26

Creating A Retirement Budget

Your Retirement Playbook ·

2021/11/25

Practice makes perfect! Given the opportunity, find out how to prepare for your retirement with a practice year. Your budget will address defining your standard of living in retirement, but what do you need to consider when creating one? 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 answer your

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13:32

Your Assets vs. Income

Your Retirement Playbook ·

2021/11/24

Examining statement balances can be exciting, scary, or disappointing, but in no case does it reflect your retirement income. The financial world has created an illusion that retirement is about the amount of your statement balance. In truth, retirement is about income. 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

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12:17

Standard Of Living vs. Current Income

Your Retirement Playbook ·

2021/11/23

A successful retirement isn’t about replacing your income; it is about maintaining your standard of living, but how much will you need? There is no magical percentage of your income needed for a happy retirement. What is required is replacing 100% of the money for your standard of living. 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

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58:32

Retirement - 7 Things You Need To Consider

Your Retirement Playbook ·

2021/11/22

A successful retirement has many moving parts, and in all things financial, we begin with the end in mind. The endgame for your life after work is turning assets into income to satisfy your personal standard of living, not to replace your current income. As fiduciaries, here are seven things we consider to be most important. Call 800-928-4001 or email us at TalkToFEG@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today. Find the checklist here:

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13:18

The 5 Critical Elements To Your Financial Wellbeing

Your Retirement Playbook ·

2021/11/19

The Five Critical Elements is the process that FEG uses to help our families stick to the basics and help make sure we are guiding them through their financial journey. 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 answer your questions on air! Give us a call at 800-928-4001 or send them to

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13:11

IRAs vs. Roth - Contribution

Your Retirement Playbook ·

2021/11/18

In a world with many investment options, should you contribute to an IRA or a Roth IRA? 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 answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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13:27

Should You Contribute To Your 401k?

Your Retirement Playbook ·

2021/11/17

Many employers offer 401(k) plans as a benefit for their employees. If your employer offers a 401(k) plan, should you contribute to it? 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 answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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12:14

Tax Breakdown - 1040, 401K, IRA and Roth Contributions

Your Retirement Playbook ·

2021/11/16

When talking about back to the basics, why are taxes important, and why are they the starting point for the episode? 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 answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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58:42

Back To Basics #2

Your Retirement Playbook ·

2021/11/15

Consider This Program with Joe Clark, CFP Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001 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 answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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13:33

The Case Against Annuities

Your Retirement Playbook ·

2021/11/12

If you have assets, someone has attempted to sell you an annuity. The sales pitch is hard to argue with, now if only the pitch matched the reality. Buying an annuity can feel good today and simultaneously put your financial journey at significant risk. We will discuss that on Consider This Program today. Find our checklist on our website “Things To Consider Before Purchasing An Annuity”. Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps

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13:52

Why Family Trustees May Not Be The Way To Go

Your Retirement Playbook ·

2021/11/11

A conflict of interest anytime a decision is made could benefit or harm the one making the decision. When you name a child or any beneficiary of your estate as the financial trustee, you are putting them in a difficult place – a definite conflict of interest. There is a better solution. Join Consider This Program for the inside scoop on our legacy strategy. Find more about trusts and trustees on our website, including this segment

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13:23

Your “Number” May Not Be What You Think

Your Retirement Playbook ·

2021/11/10

Extrapolating investment returns, tax rates, and inflation many years into the future can be downright daunting. How do you know how much income you will need and what amount of assets are required to reach that income level? Your number – the amount you need – may not be what you think it is. Join us on Consider This Program, and we will break down our logic to help remove some of the stress in your life. Find more on this topic in this article from Dean Huddleston

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12:33

How To Be Charitable NOW vs. After You Are Gone

Your Retirement Playbook ·

2021/11/09

Feeling compelled to be charitable is a wonderful calling. You want your charity to get the most out of your gift, and we want you to get the biggest bang for your contribution. That “bang” is delivered with strategic tax planning. When should you give and how? Find out on Consider This Program. Find more information here: yourlifeafterwork.com/making-the-most-of-your-charitable-donations Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps

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13:16

Coming Back From The Grave - What You Can Do Today To...

Your Retirement Playbook ·

2021/11/05

Leaving things dangling in the night can cause your family more turmoil than the family ghost. Some things will last longer than you do. They can hurt, help or haunt. What is your strategy? Find out what you need to clean up and cut out of your final documents and estate plan on Consider This Program. 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

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13:11

End Of Life Planning

Your Retirement Playbook ·

2021/11/04

As we age, how should our assets be titled? What do we need to know that we don't know? 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 answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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13:05

Death Tax

Your Retirement Playbook ·

2021/11/03

You make money, and you pay taxes. You invest money, and you pay taxes. If you do well financially, you die, and you pay taxes. Right or wrong, it is what it is. Are you worried about the future of the estate tax code? Here are some considerations and solutions. 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

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12:14

Are You Paying Taxes On Income You Will Never See?

Your Retirement Playbook ·

2021/11/02

The world is full of zombie shows. I don't get it, but I do understand phantom gains. Market volatility is frustrating. Unnecessary taxation is devastating. Here's how to remove the zombies from your portfolio. Find out on this segment of Consider This Program. 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

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16:14

Inheriting Your Spouse's IRA: The Widow's Guide to...

Your Retirement Playbook ·

2021/10/29

The secure act is changing, especially if you are a widow. Joe's friend, and the writer of "Inheriting Your Spouse's IRA: The Widow's Guide to Keeping More of Her Assets", Bill Harris, RMA and CFA will be joining us today. We talk about the size of IRA'S and 401(k) 's and things to consider when being a widow. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit

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13:27

Exit Plan - What To Do Before Selling A Business

Your Retirement Playbook ·

2021/10/28

Selling the "Baby" can be one of the hardest and yet most rewarding endeavors. Find out what you need to be considering, like capital gains taxation, emotional burdens, retirement plan consolidations, etc. 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 answer your questions on air! Give us a call at

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13:23

Why Doing Your Own Taxes Is Dangerous

Your Retirement Playbook ·

2021/10/27

Having a qualified team to help navigate the tax maze could be the difference between profit and losses. Understanding QBI and other tax benefits are necessary for you and your business. 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 answer your questions on air! Give us a call at 800-928-4001 or

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451 results

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