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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

13:15

Tips For Transitioning To Your Life After Work

Your Retirement Playbook ·

2021/07/08

Exiting the workforce is more than just getting that gold watch for years of service and retiring to Florida. It is an emotional decision as well as a financial decision. We will walk you through how both affect your mindset and wallet. 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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13:23

Freedom From Financial Worry - Hiring A Fiduciary

Your Retirement Playbook ·

2021/07/07

What are the most important factors you need to consider when hiring an advisor? One is knowing the difference between a fiduciary advisor and a suitability advisor. Two is what questions to ask when interviewing an advisor or team. 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

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12:13

The Big Question: When Will I Have Enough Money To...

Your Retirement Playbook ·

2021/07/06

Retiring is more than a formula focusing on your 401(k)-account balance divided by your projected social security payment. It is crucial to understand how the different phases of finance affect your retirement assets. The most important number to know is your standard of living, which is a combination of your fixed expenses and social expenses. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group

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13:22

5 Critical Elements

Your Retirement Playbook ·

2021/07/02

Learn how the critical elements of planning need to be used together, and not done in silos. 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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13:22

Allocation - Diversification

Your Retirement Playbook ·

2021/07/01

We have all heard the stories of one stock making someone rich. That is the unicorn of investing. For everyone else, here is what you need to know to grow wealth over time. 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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13:04

Importance Of A Trust And Trustees

Your Retirement Playbook ·

2021/06/30

Estate documents are important. But knowing who your trustee is, and communicating with them about their duty, might matter more. 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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11:57

Team Structure At FEG

Your Retirement Playbook ·

2021/06/29

We have a deep bench of talented individuals. Here is your team, and how they help you and your loved ones. 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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13:22

There Are Two Tax Codes, One For The Informed And One...

Your Retirement Playbook ·

2021/06/25

Reading your 1040 is simple; however, understanding how it impacts your future is not. We will provide clarity on the differences between marginal tax brackets and your effective tax rate. 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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12:49

Changes In Tax Rules

Your Retirement Playbook ·

2021/06/24

Leaving a legacy with your IRA’s and 401(k)’s has changed. The SECURE act shifted the landscape, and your heirs need to be aware of the tax tsunami that could be coming. 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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13:13

Learn How Gains Shape The Wealth Landscape

Your Retirement Playbook ·

2021/06/23

Capital gains are back in the limelight as tax code changes loom. We will walk you through how we coach families to use gains for their benefit when gifting and creating income for retirement. 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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12:28

Learn How Tax Planning And Tax Reporting Are Different

Your Retirement Playbook ·

2021/06/22

Tax Planning is different from Tax reporting. One takes place after the clock has run out. The other can at times be the difference between financial freedom or financial disaster. Planning takes time and disciplined focus on your goals and situation. 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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13:17

Taxes play a bigger part for your beneficiaries than...

Your Retirement Playbook ·

2021/06/18

You love your beneficiaries equally; however, it might not be in their best interest to receive money equally. It is prudent to update beneficiary designations regularly. And do not forget to talk about money 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

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13:12

Turning Your Savings Into Income

Your Retirement Playbook ·

2021/06/17

When you retire, where and how is the income distributed? What is the strategy? What are the tax consequences? Why is taking money so different from saving money in your retirement accounts? 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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13:14

Planning for your children’s future is more than just...

Your Retirement Playbook ·

2021/06/16

There are more college savings vehicles available today than ever before in history. With some many options, how do you choose where to grow your college funds? Before you put your dollars to work, you must consider taxes, vehicle types, and the restrictions inside each savings plan. 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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12:16

Downsizing can be more costly than you realize

Your Retirement Playbook ·

2021/06/15

Downsizing, at first glance, can seem like the right choice for anyone recently living as an empty nester. However, there are key considerations to make before taking that step into a “smaller” space. A big hurdle for many is downsizing can cost you more money today and tomorrow. 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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13:01

What To Do When Your Best Laid Plans Go Astray –...

Your Retirement Playbook ·

2021/06/11

There are three distinct phases of finance that we all go through. It is not age dependent. Each phase has unique objectives that must be stressed. Always begin with the end in mind. Why are you saving? How will you get the money out? How much do you need? Based on your previous experience, current situation, and future hopes and dreams, what would be wise for you to do at this time. Many times people's lives are disrupted. We had the best of intentions, but things changed. Job, relationships,

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13:16

Navigating Combining Assets From A Second Marriage

Your Retirement Playbook ·

2021/06/10

Combining your assets needs to be discussed before marriage. We see people who keep everything separate (usually they have kids from a previous relationship) and those that combine everything. Regardless of the assets, you will have a single tax return that you should not separate. What one person does will impact the other from a tax standpoint. (We have families that do separate taxes and then combine for the IRS, this shows the individual liability) Retirement assets at work will go to the

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13:20

What to do first when you lose a spouse.

Your Retirement Playbook ·

2021/06/09

Life comes quickly, and the IRS has no sympathy. Unless you have a minor child, this will be the last year to file a joint tax return regardless of what time of year that you lost your spouse. Margin compression (expansion of your marginal tax rate), standard deduction amounts, RMD's, and Social Security are all issues of things to consider on top of the emotional strain Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our

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12:19

Planning For A Job Loss, Before It Happens

Your Retirement Playbook ·

2021/06/08

Rarely is a job loss expected, and rarely is anyone prepared for it. Lay-offs or downsizing can sometimes be predicted. It can be the sale of a business, a new manager, a change in the economy, or it can come out of the blue. Your job is to be prepared for the inevitable (access to cash) and be as valuable as you can to the organization before the downsizing. You will need to address future income streams, unemployment, interviewing, and what to do with your previous retirement savings. How do you

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13:18

RMD’s: Should You Let The IRS Force Your Hand Or...

Your Retirement Playbook ·

2021/06/04

Your first Required Minimum Distribution (RMD) now begins the year you turn 72. The amount you take out is based on your marital status, age, and the amount of your tax deferred investments on December 31st, the previous year. Should you let the IRS force your hand or start withdrawing early? Find out on Consider This Program. 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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