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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

13:17

Your Largest Expense May Not Be What You Think It Is.

Your Retirement Playbook ·

2021/06/03

Determining the correct year to begin Social Security is essential for sound income planning and perhaps even more so for efficient tax planning. You have many things to consider, and they all need to work in conjunction. Social Security is not a silo decision if you have saved other assets. 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

When You Go To Retire, Where And How Is The Income...

Your Retirement Playbook ·

2021/06/02

Where’s the beef? When you retire, where and how is the income distributed? What is the strategy? What are the tax consequences? What will you do with your new found time and is your spouse on board - they already have their “program” and you may be considered an interruption accidentally. 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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12:20

How Can A Retirement Practice Year Prepare You For...

Your Retirement Playbook ·

2021/06/01

Join us as we do a case study on a 57-year-old engineer and a 59-year-old wife of 39 years of marriage. Your practice retirement year is designed to help families understand their true cost of separating from the workforce. We help them establish their retirement budget with a focus on defining fixed 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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13:12

General Finance - Budgets, credit score, compound...

Your Retirement Playbook ·

2021/05/28

Learn how discipline, maintenance, and the process is the key to being financially independent. 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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13:10

Retirement V For Victory

Your Retirement Playbook ·

2021/05/27

Find out why taking social security at 70 may make the most financial sense. Social Security and taxes play a bigger role in your retirement 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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13:21

IRA's - Roth Conversion

Your Retirement Playbook ·

2021/05/26

The current tax code is one sale, and the discount might be ending soon. Find out if it makes sense to pay lower taxes today for a more tax-efficient 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 a call at 800-928-4001 or send them to

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12:11

Social Security

Your Retirement Playbook ·

2021/05/25

Deciding when to take your benefit may be a million-dollar decision. Do you have the information to make the best decision? 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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13:58

What Is A Special Needs Trust And Do You Need One?

Your Retirement Playbook ·

2021/05/21

You most likely want to treat all your kids equally. That is normal, whether it be on Christmas gifts or what's in your Will or Trust for them after you are gone. When you have a Special Needs Beneficiary, what you leave must be treated and accounted for differently than your other heirs. Lack of planning could mean government benefits can be lost, resources are wasted, and your generosity lost. There are many things to consider with Special Needs Beneficiaries. Connect with Financial Enhancement

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13:32

Who Takes Care Of You When You Can’t Take Care Of...

Your Retirement Playbook ·

2021/05/20

100% of us will pass away, but only 10% of us die suddenly. Most of us will Fade Away overtime. Most legacy documents deal with what happens when you are gone. We are very concerned about your life while you are still here, but we need to address the complex decisions you can make today to prepare for the future. Consider This will explore some issues you need to consider as you progress in age. How to protect your spouse, how to protect your heirs, how to protect yourself and your nest egg you

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13:14

Your Heirs Need To Know About This Tax Code Change

Your Retirement Playbook ·

2021/05/19

No one presumed in 1980, the year of the first 401(k), that anyone would have $500k, $1m, or more in an account. Over time things changed, as did things you should consider. The Secure Act eliminated the Stretch, and the value of your accounts upon your demise can either positively or negatively impact your heirs. There are solutions to make sure your heirs are benefited, not hindered upon your passing. Connect with Financial Enhancement Group: Visit our Facebook page

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12:01

Making The Most Of Your Charitable Donations

Your Retirement Playbook ·

2021/05/18

Being charitably inclined is a testament to you and your family. Our hope with the Better Giver is not to make you a bigger giver per se', but rather a better giver. Helping you get the most efficient transfer of your gift to the charity of your choice in the most tax-efficient manner possible. The amount received by the charity doesn't change based on the source of the gift. The source you use can make all the difference in the world. Connect with Financial Enhancement Group: Visit our Facebook

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13:30

Do you know one the stiffest penalties in the tax...

Your Retirement Playbook ·

2021/05/14

Age 72 is the new age requirement for beginning Required Minimum Distributions (RMD’s). The penalty for not taking the correct withdrawal is 50% so you have to get this right! The word “Required” should clue you into the fact that the IRS is serious about these withdrawals. 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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13:03

Should you start using your IRA money before your...

Your Retirement Playbook ·

2021/05/13

59.5 is the age where the 10% federal withdrawal penalty goes away. This is true of IRA’s and most company plans. How you coordinate your distribution strategy is both a question of income and of age. 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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13:14

If you are leaving the workforce, there may be...

Your Retirement Playbook ·

2021/05/12

Age 55 is when your 401k may provide for a retirement distribution without imposing a 10% federal penalty for early withdrawal. There are income restrictions, but there is flexibility here for individuals retiring at younger ages. 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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12:11

Is an UTMA a good tool for transferring assets to...

Your Retirement Playbook ·

2021/05/11

Uniform Transfers To Minors (UTMA) provides a mechanism for investing assets for minor children. The age of majority varies from state to state. Indiana’s age of majority is 21 and at that point the child has total access to the investments without any restriction or oversight from the original donor. 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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13:28

Tax Reporting vs. Tax Planning: Which One Wins The Race?

Your Retirement Playbook ·

2021/05/07

Tax reporting is what we are all doing right now. Tax planning is what you did before the end of the year. Reporting tells the IRS the tax story of last year. Tax planning prepares the story for you to find maximum tax efficiency. 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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13:30

Do You Understand How Inflation Can Wreck Your...

Your Retirement Playbook ·

2021/05/04

Inflation is usually slow to show up, like gaining a pound or two a year. Typically, it doesn't make a great deal of difference until it does. The destruction of your purchasing power - a dollar buying less today than it did in the past - is one of the four issues for a Fiduciary. Understanding inflation, the value of the dollar, and your future needs and expectations will help you build the right retirement strategy. Connect with Financial Enhancement Group: Visit our Facebook page

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13:10

Adapting Your Investment Decisions

Your Retirement Playbook ·

2021/04/30

As you get older you realize that things change - your investments are no different. What made perfect sense to you 20-30 years ago may not make sense today. The good news is there is always a way to make the most of those accounts that you no longer need. 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

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12:55

In Search Of Income

Your Retirement Playbook ·

2021/04/29

Fixed income is an important attribute to any investor’s portfolio. One can receive income from interest and dividends from a stock; a coupon from a bond; or the interest earned on a CD - but which vehicle makes the most sense for your situation? To know the answer to that question you need to know where you are wanting to go. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group

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13:32

Why You Should Reduce The Number Of Your Accounts

Your Retirement Playbook ·

2021/04/28

Very often we hear people say they don't want to keep all their financial eggs in one basket. The feeling of having accounts with multiple advisors and banks brings a sense of safety to families that they will not lose all their money. Call it financial institution diversification. This may have made sense in another time, but we know that lowering the number of your accounts reduces stress and provides advisors a better chance to manage investments and control taxation. Connect with Financial

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451 results

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