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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

12:19

In Service Non-Hardship Distributions

Your Retirement Playbook ·

2021/04/27

Many people do not know that they can request a direct tax-free rollover from their 401(k) to an IRA before they retire. Even more people don't know why it could be beneficial to move your 401(k) assets into an IRA. This rollover is called an In-Service Non-Hardship distribution, and it is something we think you should consider as you approach your retirement. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group

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13:07

Retirement Strategies

Your Retirement Playbook ·

2021/04/23

The most common retirement strategies are to take social security early and delay retirement account draws, is that the right way to go? Tune in to Consider This to learn 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

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13:14

What Happens If Your 529 Plan Doesn’t Go As Planned?

Your Retirement Playbook ·

2021/04/22

College isn’t for everyone, and neither is a 529 plan! We will break down what happens if college savings doesn’t go to 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 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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13:12

Your Successor Trustee Makes All The Difference In...

Your Retirement Playbook ·

2021/04/21

Who you choose for your successor trustee is a big decision, but how do you choose? Join us as we talk about what to consider! 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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12:01

How Can You Know If Your Accounts Are Truly Diversified?

Your Retirement Playbook ·

2021/04/20

You know the old saying, “Don’t put all your eggs in one basket”, but how can you ensure you are using not only the right number of baskets, but the right kind of eggs too? Tune in as we discuss the importance of true diversification! 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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13:27

Tax Brackets - Marginal vs. Effective

Your Retirement Playbook ·

2021/04/16

The IRS has an opinion, they want us all to take the standard deduction, but is that the best for your 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 or send them to TalkToFEG@yourlifeafterwork.com

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13:11

IRA’s - No Longer Stretched

Your Retirement Playbook ·

2021/04/15

Staying up to date on tax code changes is crucial! 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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13:28

Long Term Capital Gains - Cost Basis

Your Retirement Playbook ·

2021/04/14

How do qualified dividends and long-term capital gains matter in your income strategy? 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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12:18

Charitable Gifting

Your Retirement Playbook ·

2021/04/13

Using the right timing of your gift, the right type of asset and to the right entity can make a large impact on your tax return. 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

Wills & Trusts: Which One Offers More Control When...

Your Retirement Playbook ·

2021/04/09

We all want what is left after we are gone to get to our heirs in the best possible way - least taxes, time, challenges. There are many legal documents you can use, but they are not all the same. Trusts and Wills are different. Which one is right for you? If control of the assets after your demise are your biggest concern, which is best for you to use? Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group

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13:37

Tax Diversification vs. Tax Deferral

Your Retirement Playbook ·

2021/04/08

Kicking the can down the road" Imagine a cigarette salesperson saying, "Smoke these. They'll give you cancer in the future, and you won't need as much retirement savings." The same is valid for tax deferral. Use this today, it will feel good now and only jeopardize your retirement later on. Tax deferral, like chocolate cake, feels good in the moment, but it is broccoli that will get you through the journey. Connect with Financial Enhancement Group: Visit our Facebook page

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13:36

Unknown Fees: The Truth Behind Wall Street’s Hidden...

Your Retirement Playbook ·

2021/04/07

The Topic is the Fiduciary Focus with this show highlighting fees and expenses. - A fee is a known number while an expense is an operating cost that varies from year to year. Conveniently, Wall Street leaves out expenses allowing investors to often have greater unknown expenses rather than known fees. Your soldiers need to be fighting for your financial future, not for Wall Street’s pocketbook. Connect with Financial Enhancement Group: Visit our Facebook page

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12:38

Stocks & Bonds: Which Of The Two Have More Power In...

Your Retirement Playbook ·

2021/04/06

Stocks represent equity or ownership of a company. Bonds are debt instruments used to raise working capital for companies, governments, and municipalities. Traditionally, bonds are viewed as less volatile than stocks, but that is not always the case. There are long-term considerations you need to have in your portfolio regarding bonds or fixed income, but they aren't always the correct short-term answer. Connect with Financial Enhancement Group: Visit our Facebook page

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13:22

Giving UP The DIY Approach To Investing

Your Retirement Playbook ·

2021/04/02

There are things we do because we want to, have to do and think we are supposed to do. There are some things about your retirement you should be doing but possibly missing. Join Consider This Program to discover the missing pieces. 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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13:39

Preparing For An Unknown Future

Your Retirement Playbook ·

2021/04/01

Preparing for an unknown future - economically, financially and your personal health are all part of the prescription for a great retirement and lasting legacy. Wonder what might derail your future hopes, dreams and desires? Join Consider This Program for answers. 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

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14:13

Finding Your Place In Retirement

Your Retirement Playbook ·

2021/03/31

Transitioning into retirement is just as much emotional and physical as it is financial! On this episode of Consider This Program we will discuss potential strategies for a happy 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 or

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12:07

Charitable Gifting Strategies During Retirement

Your Retirement Playbook ·

2021/03/30

Did you know cash may not be the best gift for your favorite charities? Join Consider this to find strategies that help your charity and your tax return! 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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13:15

Student Housing Costs How Much?

Your Retirement Playbook ·

2021/03/26

There are many options for your kids and grandkids when it comes to student housing. Coming up we will discuss things to consider when determining the most optimal housing solutions and college planning 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 at www.yourlifeafterwork.com We would love to answer your questions on

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13:05

Could Refinancing Be The Right Fit For You In...

Your Retirement Playbook ·

2021/03/25

Different tools do different jobs. Find out on Consider This Program why a refinancing of your mortgage might make sense for your 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 or send them to TalkToFEG@yourlifeafterwork.com

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13:06

What To Consider When Relocating

Your Retirement Playbook ·

2021/03/24

Your heart can travel, and your homes can change over time. There are things to consider when relocating, whether part-time or full-time. What are the reasons to relocate, when should you, and how to do it are things we will discuss 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 at www.yourlifeafterwork.com We would

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451 results

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