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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.

business investing

All Episodes

12:13

About The 5-Year Roth IRA Rule

Your Retirement Playbook ·

2021/01/12

If you have earned income and it’s not too high, you can put in $7,000 as a contribution. You will pay taxes on this money. However, you will not pay taxes on the growth of this money. You will always have access to your contribution once you’ve made the first deposit. Also, you should never pull the money out unless it’s an emergency. Once you open the Roth IRA, a clock starts to tick. The 5-year clock gives you access to contributions without any penalty, and you will have access to the amount of

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08:47

Understanding How To Harvest Losses

Your Retirement Playbook ·

2021/01/08

You can capture a loss by selling your shares in one company and buying shares in another similar company. It keeps us from being trapped. Keep in mind though, when we talk about a capital loss, it never deals with an IRA or a 401(k). There are rules to harvesting losses. You can use all of your losses, up to all of your gains, plus an additional $3,000. The losses never run out. From a tax stand point, if you file a joint 1040 it represents a spouse and spouse relationship. So if one spouse dies,

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28:31

Successful Habits To Teach Your Children

Your Retirement Playbook ·

2021/01/07

As a parent, you teach by example. You should lead by example and encourage your children to pick up habits. In a perfect world, your children should start saving their money between the age of three and five. A great idea is to use three mason jars to hold money for your kids: one jar for spending, one jar for saving, and one jar for giving. Children understand these three concepts. However, there’s a fourth jar that most parents often miss: Taxes. For now, start with three and then add the tax jar

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09:55

A Lesson About Recessions

Your Retirement Playbook ·

2021/01/06

The word recession gets thrown around in the news all the time, but how do we know if we are really in a recession or not? The National Bureau of Economic Research (NBER) is who can determine whether we are in a recession. The formal label “Recession” becomes official well after the fact. Normally a recession is not declared until twelve months after it occurs. A recession typically happens every four or five years. So, what should you do as an investor to prepare for a recession? As an investor

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09:40

How Annuities Actually Work

Your Retirement Playbook ·

2021/01/05

If you must use an annuity, Joe recommends to use a “no-load” annuity because it is a type of retirement investment that charges lower fees. Plus, these annuities are sold by people who are not commission-based brokers as is usually the case. Instead, these annuities are sold directly by financial institutions. If someone needs an immediate income guaranteed over a certain period of time, then an annuity can be of great assistance. In most cases however, there are better options. Connect with

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59:11

BEST OF! Coronavirus Housing Boom, Charitable...

Your Retirement Playbook ·

2020/12/31

Today on Consider This BEST OF... We discuss the Coronavirus housing boom, social security windfall issues, charitable considerations, and Roth 401k to IRA conversions.

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59:04

A PLAN with a Purpose

Your Retirement Playbook ·

2020/12/24

Join Big Joe and guest co-host Daren Hardest as we discuss complications of 401K withdrawals, putting together a business plan, Trusts & should they be part of an Estate plan as well as Plan B when unexpected things happen.

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58:50

Death of Deferment, End of Year Planning, and More!

Your Retirement Playbook ·

2020/12/17

Today on Consider This Program we discuss the death of deferment, end of year planning, and how to give a speech over Zoom. Special guest Joel Weldon.

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58:53

Superheroes of Finance

Your Retirement Playbook ·

2020/12/10

Today on Consider This Program we discuss the Mega Roth, Investing in Gold, 6 amazing wonders of the retirement world, and Financial Superpowers!

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58:46

Timing Social Security, Having Enough to Retire, and...

Your Retirement Playbook ·

2020/12/03

Today on Consider This Program we discuss timing social security, how do I know if I have enough money to retire, and charitable gifting strategies.

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59:11

Best Of Consider This! Saving in your 30's, Passive...

Your Retirement Playbook ·

2020/11/26

Today on Consider This BEST OF we rediscover how to set up a business from a tax perspective, saving in your 30s, passive investing, and my life and wishes...

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58:59

Death And Taxes

Your Retirement Playbook ·

2020/11/19

Today on Consider This Program we discuss the death tax exemption, mergers and acquisitions, RMDs, and why you can't hide your retirement from the IRS.

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58:50

Roth IRAs, Life Insurance, Wall Street, and More!

Your Retirement Playbook ·

2020/11/12

Today on Consider This Program we discuss the "Magical" Roth IRA! Also, is life insurance a waste of money? And what are some secrets that Wall Street doesn't want you to know?

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58:54

Leaving Assets Behind, Indiana College Choice Plan,...

Your Retirement Playbook ·

2020/11/05

Today on Consider This Program we discuss tips for surviving your spouses retirement, leaving assets behind and how to manage them, and info on the Indiana College Choice Plan...

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58:38

Best Of... Timeshares, Reading The Ticker, Estate...

Your Retirement Playbook ·

2020/10/29

Today on Consider This BEST OF... We rediscover topics such as decreased mental capacity of the elderly, timeshares, reading the ticker, and estate planning.

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58:39

Special Needs Trusts, Health VS Wealth, and More!

Your Retirement Playbook ·

2020/10/22

Today on Consider This Program we discuss Special Needs Trusts, Health VS Wealth, and what to consider before you take Social Security.

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58:52

Cyber Security and PPP Loans

Your Retirement Playbook ·

2020/10/15

Today on Consider This Program we discuss Cyber Security with FBI Special Agent Jeff Lanza! We also cover PPP Loans and how to save for retirement.

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58:56

Influencers, the Economy Verses the Stock Market, and...

Your Retirement Playbook ·

2020/10/08

Today on Consider This Program we talk about Influencers and all their millions of followers, how the economy and stock market are two very different things, and what to do about your taxes if your spouse dies suddenly.

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58:52

Pets And Your Will, Passive Investing, Charitable...

Your Retirement Playbook ·

2020/09/24

Today on Consider This Program we talk about PETS and what you can leave behind for them in your will! We also discuss passive investing, charitable considerations, and what is a conflict of interest?

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58:58

Estate Planning, Expatriation, and More!

Your Retirement Playbook ·

2020/09/17

Today on Consider This Program we discuss estate planning, saving money in your 30's, expatriation, and a housing boom during a pandemic.

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451 results

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