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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

11:54

Selling A Long Time Home - Appreciated Assets

Your Retirement Playbook ·

2021/03/23

At some point, your home will likely be sold by either yourself, surviving spouse or your heirs. The taxation is different depending on who receives the assets and how long you lived there. 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

Efficiently dividing assets in a divorce can make a...

Your Retirement Playbook ·

2021/03/19

QDRO is an acronym for Qualified Domestic Relations Order. In the case of a divorce where assets are held subject to the Employee Retirement Income Security ACT (ERISA) rules those assets are viewed as joint marital assets. Once the divorce is complete the non-account holding spouse's (alternate payee) right to receive all or a portion of the assets held in the account is established. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

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13:47

Sandwich Generation

Your Retirement Playbook ·

2021/03/18

The Kiddie Tax came onto the scene in 1986. This tax prevents parents from transferring large gifts of investments and avoid the taxes associated with the income they produce. Connect with Financial Enhancement Group: 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

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12:59

What Is The Difference Between A Trust And A Trust...

Your Retirement Playbook ·

2021/03/17

According to the dictionary, a Trust is a legal relationship whereby an individual or couple (settlors) places their assets into the Trust. The trust now holds this property as its nominal owner for the good of one or more beneficiaries. The owners of the trust appoint “Trustees” who upon the owner's death will take over the administration of the trust duties. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group

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12:03

How To Talk To Your Parents About Money

Your Retirement Playbook ·

2021/03/16

They call it the Sandwich Generation, but it's not really a generation as much as it is a time frame. Those years when we parents are busy taking care of our children with their needs and at the same time needing to devote more than just social time with our aging parents. 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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13:00

What Is A Gold IRA & Do You Need It In Your Portfolio?

Your Retirement Playbook ·

2021/03/12

A gold IRA is one way to save for retirement. As its name suggests, instead of stocks or bonds, it holds gold in the form of bars, coins, and bullion. It can also contain other precious metals like platinum and silver. Typically, people who have a gold IRA are looking to diversify their assets and hedge against inflation. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group

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13:03

What To Consider When Hiring A New Financial Advisor

Your Retirement Playbook ·

2021/03/11

Do I need to hire a Financial Advisor is a question many folks ask themselves. The critical questions to ask yourself would be, Why do I need to hire a financial advisor? What benefits could a financial advisor provide my family and me? What type of guidance are we seeking if we were to hire a financial advisor? These questions can help guide the direction of what precisely you are looking to accomplish by seeking professional help. Connect with Financial Enhancement Group: Visit our Facebook page

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13:05

Why A Retirement Budget Is Key

Your Retirement Playbook ·

2021/03/10

If you are similar to most people, the term budget is a nasty six-letter word that no one likes. What do you mean I have to track where I am spending? Balance a checkbook; what does that mean? Better yet, what is a checkbook? I, too, feel this way, but I do know what a checkbook is! For most people, budgeting is not fun, and it doesn't come easy when you have more month left than money in the bank account. However, if you were fortunate enough over your career to save some money and are considering

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12:03

How Emotional Trading Can Wreck Your Retirement

Your Retirement Playbook ·

2021/03/09

Emotions play a role in many facets of life, and many of us experience several of them daily. You may experience pure joy and happiness when a child is born and anger when that child does something to upset you later on in life. Everyday emotions play into our decision-making. Some people avoid swimming in the ocean because a shark could bite them. They let the fear of being bitten by a shark steal the enjoyment of swimming in the sea. Some of the same emotions that drive our daily decision-making

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12:55

Drawdown Protection

Your Retirement Playbook ·

2021/03/05

Drawdown refers to the decline in value from a prior high. Headlines are everywhere (and in many cases should be) with so many different investment classes seemingly on their way to the moon. For many permabears out there (investment strategists who sell doom and gloom), this also is a phrase they have recycled many times over the past decade. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group

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13:33

Savings Then Distribution

Your Retirement Playbook ·

2021/03/04

Investment skill and market results are the two dominant go-to factors for a successful journey from saving to and through retirement. But the luck of timing (the era in which you begin saving and then the era in which you begin dissaving) can be an even more important factor than those two. 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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13:00

Interest Rates

Your Retirement Playbook ·

2021/03/03

Interest rates collapsed during the pandemic. But they have been on the rise, moving up quickly after the Biden election in November. (Side point: the real action has been in real interest rates) 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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12:05

Housing Market

Your Retirement Playbook ·

2021/03/02

Housing prices have moved up strongly over the past year and a half or so to fully recover (and then some) the lost ground from the 2008 housing crisis. The pandemic has created abrupt changes to the housing market dynamics – likely in ways we have only begun to understand. But rising interest rates and a haunting memory from that not-so-distant crash lurk in the shadows. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our

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12:58

How to Maximize Giving During the Pandemic

Your Retirement Playbook ·

2021/02/26

You may find yourself in uncharted waters. There are things you need to consider about your tax bracket this year vs. next and whether or not you can use the standard or itemized tax deduction on your tax form 1040. We will discuss a few key considerations on Consider This Program. Join us! 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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13:10

What to do with your Retirement Account after you...

Your Retirement Playbook ·

2021/02/25

What do you do with your retirement account after you seperate from the workforce? It depends when and why you are leaving, how old you are and what income you will need and when. We will discuss this 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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13:08

Retirement Practice Year

Your Retirement Playbook ·

2021/02/24

Life comes quickly and change happens. Sometimes by our own doing and sometimes for factors out of our control. (Health, economic slowdown, etc) This conversation discusses things you should consider when you decide to prepare to retire. What does a retirement practice year look like? Find out 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

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12:02

Considerations and Strategies for Long Term...

Your Retirement Playbook ·

2021/02/23

Staying connected with your family in person and on paper. You have come a long way to develop relationships with friends and family. The Covid crisis has been best survived by those keeping in touch. The same is true when you leave a long term employment position. Here are some considerations and strategies. 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

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12:55

Tax Deferral vs. Tax Recognition

Your Retirement Playbook ·

2021/02/19

Can you count on your taxes being lower after retirement? When estate taxes are expected to be high, creating an irrevocable trust can help with the tax bill. Learn about other situations when you might choose this type of trust. unpredictable economic and political environment, does deferring taxes In today's make as much sense as it once did? Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group

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12:52

Inflation vs. Deflation

Your Retirement Playbook ·

2021/02/18

Balancing between these two economic conditions can impact cost of living and investment choices in a big way. From interest rates, to real estate prices to the purchasing power of your fixed income... Inflation and Deflation play a role. Keeping up with the economy is the job of a good financial advisor. 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

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13:02

Defined Distribution

Your Retirement Playbook ·

2021/02/17

Do you know the difference between defined distribution and defined contribution? There will come a day that the IRS is at your door to collect. Distribution of your retirement assets can be by your design on theirs. Without proper planning, you may not be as ready for retirement as 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

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451 results

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