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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

12:29

Suitability vs. Fiduciary?

Your Retirement Playbook ·

2021/09/21

Who is your fiduciary? What is the job description? Join us on Consider This Program as we discuss the differences that matter to you. Fiduciary risks are becoming a buzzword with such prominent use. Proposed legislation mandating fiduciary standards may have failed, but they at least prompted many to adopt and promote the term. It's important to learn this function because otherwise, it would be like a coach sending his football team on the field without nominating a quarterback. Connect with

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13:22

How Your RMD Year Affects Your Taxes

Your Retirement Playbook ·

2021/09/17

Many celebrated when the age was moved from 70 1⁄2 to 72; we did too. And not for reasons you might think. We cheered because of taxes. And no, not because you would pay more, but because we gained a few more years of good tax planning. And don’t forget qualified charitable distributions. They still have a part to play, even if your RMD was delayed. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group

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13:21

Social Security Timing

Your Retirement Playbook ·

2021/09/16

Take early! This could be a massive mistake for many US citizens. Not only do you suffer permanent income loss, but you could be setting up the IRS to take your lunch money as well. 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

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13:13

The Two Tax Dates To Remember

Your Retirement Playbook ·

2021/09/15

Many Americans wait until the last possible minute on April 15th to submit their taxes. Not only can that kind of delay put you in an uncomfortable position with the IRS. You may have missed the most important date of all, December 31st. Find out why the end of December might be far more important to your overall plan. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

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12:19

When Can You Take Retirement Distributions Without A...

Your Retirement Playbook ·

2021/09/14

There is often confusion surrounding when one can take penalty-free distributions from retirement dollars. You might be able to access money sooner than you think. 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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13:10

Successor Trustees - The Obligations And The Liability

Your Retirement Playbook ·

2021/09/10

With absolute power comes absolute liability. Learn what it takes to be a successor trustee on Consider This Program. Many family members find out, often too late, that they are trustees of an estate. And with this great power comes incredible responsibility and potential liability. And for many of us, this is not a job we were trained to do. We will highlight the trustee's obligations and why you might want to bring a professional on board. Connect with Financial Enhancement Group: Visit our

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13:32

Safety Net - How Drawdown Protection Works

Your Retirement Playbook ·

2021/09/09

What can you do to protect against market drawdown? Find out as we explore options on Consider this program. The distribution phase of finance comes with unique challenges. Insurance companies want you to believe that annuities are the only answer to hedge market risk. This is incorrect, as investment tools have evolved and grown over time. Not to mention retirement is not simply a factor of managing market risk. Connect with Financial Enhancement Group: Visit our Facebook page

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12:49

Having A Plan B - Preparing For The Unexpected. Know...

Your Retirement Playbook ·

2021/09/08

Planning for the unexpected is not as easy as it sounds. Find out how we help our families navigate the unknown on Consider This Program. Building multiple layers of tax diversification and buckets of money takes discipline and planning. Not to mention our world is constantly changing. Putting a backup plan on the shelf only works if you dust it off and review your needs every other year. Connect with Financial Enhancement Group: Visit our Facebook page

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11:59

Safety In Numbers - How Diversification Works

Your Retirement Playbook ·

2021/09/07

We have all been told that you should not keep all your eggs in one basket. Find out why in this episode of Consider This Program. No one has a crystal ball when it comes to picking that perfect stock. To protect yourself from having all the risk of one investment, we can purchase a basket of securities. Coupled with an investment process, having diversification lowers cost and minimizes your potential for volatility. Connect with Financial Enhancement Group: Visit our Facebook page

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13:14

How Long Do I Need To Keep Documents, And Why? Who...

Your Retirement Playbook ·

2021/09/03

Estate planning documents aren't like tax returns; you don't need a history unless you need a history! Knowing why your documents say what they do can help a court or a family member when clarification is needed. Check out Consider This Program as we discuss eliminating old records. 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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13:16

RMD’s: They Are Called Required For A Reason

Your Retirement Playbook ·

2021/09/02

They are labeled as RMD's, but what they stand for is REQUIRED and come along with a 50% penalty if you get it wrong. This segment will go over what you need to consider before it is too late. 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

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13:18

How Much Do You Lose If You Take Social Security At...

Your Retirement Playbook ·

2021/09/01

The most significant financial decision most families will ever make is when to take Social Security. Listen in, so you don't make a tragic error. 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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12:20

Inheritance And The Tax Rules You Need To Make Sure...

Your Retirement Playbook ·

2021/08/31

We all talk about financial readiness, but are your beneficiaries prepared for what comes next? What do your heirs need to know about your assets and their future? Join us on Consider This Program to find 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 answer your questions on air! Give us a call

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13:10

Is There A Magic Retirement Number?

Your Retirement Playbook ·

2021/08/27

Your life after work is more than just saying goodbye to a paycheck from an employer. It is part art and part science. For example, how and when do you take social security? What numbers matter most when deciding if you have enough to retire? Is retirement only based on the amount of fixed income you are bringing in, or do you need to build a budget? Find out all the answers to these questions on Consider This Program. Connect with Financial Enhancement Group: Visit our Facebook page

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12:57

Must Ask Questions Before Hiring A New Financial Advisor

Your Retirement Playbook ·

2021/08/26

We will have a refresh on the difference between a fiduciary advisor and a suitability advisor. From there, we will teach you how to take the next steps in bringing on a better financial partner and what you need to do when saying goodbye. 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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13:10

Talking With Parents About Money - How To Have A...

Your Retirement Playbook ·

2021/08/25

Taking away the keys is one thing, but the checkbook is a whole other conversation. Planning ahead for this tough talk can make it easier for you and your parents when the time comes. 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

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12:01

Trusts And Trustees Are More Important Than You May...

Your Retirement Playbook ·

2021/08/24

What is a trust, and do you need one? Those are two frequent questions we get asked when working with families. Trusts are powerful estate documents that help care for you when you are still around but do not have all your mental faculties. And they assist in passing on your wishes after you are gone. We will dive deeper into needing a trust on Consider This Program. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook

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13:09

Top Seven Money Tips For Your Kids

Your Retirement Playbook ·

2021/08/20

Managing money is not for everyone. What are the seven things your kids need to know regarding money that keep them from becoming financially independent? Consider these seven things to do for their financial future. 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

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13:43

Suddenly Single PT 2: What Happens When You Have To...

Your Retirement Playbook ·

2021/08/19

Like it or not, men die first the majority of the time. There are families where one spouse does the short term and the other the long term planning, but it is rare. What happens when life takes a turn, and you get a new role running the family finances? 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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13:47

Suddenly Single PT 1: What Happens When You Have To...

Your Retirement Playbook ·

2021/08/18

Like it or not, men die first the majority of the time. There are families where one spouse does the short term and the other the long term planning, but it is rare. What happens when life takes a turn, and you get a new role running the family finances? 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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451 results

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