Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: In the world of retirement accounts, Roth IRAs are the favored child. What’s not to love about totally tax-free growth on your retirement savings? Find out all you need to...
Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: If you are blessed enough to still have a pension, you will come to know that you have options on how you can take the pension. Find out the pros and cons of the options...
For many, parents are the guiding lights of the first portion of our lives. Parents make sure we eat healthily, set us up for doctor appointments, and otherwise work to help us make the best decisions for a fulfilling life. As we age, though, so do they. And with...
Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: When preparation meets planning, little luck is actually needed! On this episode of Consider This Program, we will talk about our Investment Playbook and several other...
Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: For many, parents are the guiding lights of the first portion of our lives, They make sure we eat healthily, set us up for doctor and dentist appointments, and otherwise...
Consider This Program with Jamie Burton and Daren Hardesty. In this segment we will cover: One of the most talked-about issues in the bond market is whether the U.S. Federal Reserve’s decision to raise short-term interest rates will trigger a dreaded bear market. The...
The financial world is evolving incredibly fast. A wild and emotional 2021 introduced meme-investing, new crypto assets, social media influencers, and a rabbit hole of many more innovations riddled with excitement, uncertainty, and fear. Unfortunately, the fear of...
Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: You understand that you need to replace a certain standard of living in retirement, but what does that look like? How do you know how much you really need? Find out what you...
You work hard to ensure you’re covering all your financial bases. Homeowners insurance – check. Car insurance – check. Health insurance – check. And now someone is telling you your umbrella has to be insured? Despite the odd name, umbrella insurance covers more than...
Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: Everyone looks at income as dividends, however, the world changes and so does our approach to taking income from your portfolio. Join us on Consider This Program to figure...
Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: Making the wrong call with your social security can cost you half a million dollars. Are you ready to take that gamble? On Consider This Program, we will discuss several...
Consider This Program with Jamie Burton and Aaron Rheaume, CKA. In this segment we will cover: Many people think of gifting their assets once they have passed away, but what about when you still live? Find out the most efficient way to gift from your assets while you...
James Clear, the author of “Atomic Habits,” always says, “Success is never dependent on one thing, but failure can be.” That has never been truer than with financial planning. When we talk about planning for retirement, the conversation usually goes in the same...
Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: Find out how to love and protect your future self and the ones you love with some brand-new strategies from the Financial Enhancement Group and Financial Enhancement Group...
Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: On this segment of Consider This Program, learn why the number one wealth eroding factor is not investment losses but Uncle Sam! Talking Points: 1. Tax Planning 2....
Consider This Program with Joe Clark, CFP, and Jamie Burton. In this segment we will cover: Description: When you elect to take Social Security can be one of the most significant financial decisions you will ever make. Most people fail to understand how the program...
Consider This Program with Joe Clark, CFP, and Jamie Burton. In this segment we will cover: Description: Do you know the rules inside your company plan? Can you do an in-service non-hardship distribution? Do you have a Roth option? Do you have the age 55 rule? Do you...
Consider This Program with Joe Clark, CFP, and Jamie Burton. In this segment we will cover: Description: You probably love your kids all the same, but even my brother and I, who appear very much alike, are very different individuals. Not all beneficiaries are the...
Consider This Program with Joe Clark, CFP, and Jamie Burton. In this segment we will cover: Description: When you look at your investment and retirement accounts, why do you own what you own? How did you meet? How do you pivot, and how do you measure success? We will...
The new year is a time for setting intentions and hitting the ground running. Many people turn to losing weight, exercising more, or being more mindful when thinking of resolutions. But what about your finances? The beginning of the year is a great time to sit down...
Consider This Program with Joe Clark, CFP, and Jamie Burton. In this segment we will cover: Every choice that you make has consequences, financial or otherwise. For example, if you choose apple pie over a brownie for dessert, you get the apple pie, but you give up the...
Consider This Program with Joe Clark, CFP, and Jamie Burton. In this segment we will cover: Annuities are usually marketed as safe investments, with guaranteed income when you're ready. Most buyers never see the truth. It's buried in huge, complex, jargon-filled...
Consider This Program with Joe Clark, CFP, and Jamie Burton. In this segment we will cover: The underlying principle of mutual funds is brilliant, but there are multiple reasons we don't allocate any money to them. Schedule your complimentary Next Steps meeting today!...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Description: Financial Health and Financial Literacy are two different things. How can you determine if you are financially healthy? Call 800-928-4001 or email us at...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Description: 10% of us die….the other 90% fade away. It is likely your estate planning documents have the same challenges that mine did. What should you consider, and what are...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Description: Assets – stocks, bonds, and cash – behave differently and have different jobs. The same is true of tax treatment. There is tax-deferred, taxable, Ira, Roth, 401k,...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: The saying goes, “An ounce of prevention is worth a pound of cure.” It’s true! Investing in your health is wise from a perspective of living longer and good for your billfold....
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: There is no magical percentage of your income needed for a happy retirement. What is required is replacing 100% of the money for your standard of living. Call 800-928-4001 or...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Practice makes perfect! Your budget will address defining your standard of living in retirement, but what do you need to consider when creating one? Call 800-928-4001 or email...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Knowing how to read your return can help you understand the IRS’s impact on your financial journey and can help create various strategies to mitigate unnecessary taxation. Call...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: There is no magical percentage of your income needed for a happy retirement. What is required is replacing 100% of the money for your standard of living. Call 800-928-4001 or...
When saving for retirement, many factors determine the most efficient and effective way to save. Should I be saving my money pre-tax or after-tax? Should I also have a bucket of taxable money? What may feel good today is not always what is best for our future. A...
Consider This Program with Joe Clark, CFP, and Jamie Burton. In this segment we will cover: You started saving when you had little to keep, and nothing accumulated, and now you have something. What needs to change in your strategy and your thought process? Schedule...
Consider This Program with Joe Clark, CFP, Jamie Burton. In this segment we will cover: Your kid’s lives change when they leave the nest – so does yours. What are choices you should consider discussing with your spouse, family, and friends? Schedule your complimentary...
Consider This Program with Joe Clark, CFP, Jamie Burton. In this segment we will cover: The sandwich generation is a reality for many. You may be caring for your aging parents, your adult-age children, or your grandchildren simultaneously. Navigating this time in your...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: We care for our children. We care about our children. What do you wish you had taught them that you missed? Schedule your complimentary Next Steps meeting today!...
Conventional wisdom in the investment world dictates that when you reach retirement age, your investments should become more conservative Someone in retirement can no longer handle the swings of the market. In theory, that sounds like a reasonable idea. Fiduciaries,...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: We all talk about financial readiness, but are your beneficiaries prepared for what comes next? What do your heirs need to know about your assets and their future? Join us on...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: They are labeled as RMD's, but what they stand for is REQUIRED and come along with a 50% penalty if you get it wrong. This segment will go over what you need to consider before...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: The most significant financial decision most families will ever make is when to take Social Security. Listen in, so you don't make a tragic error. Schedule your complimentary...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Estate planning documents aren't like tax returns; you don't need a history unless you need a history! Knowing why your documents say what they do can help a court or a family...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Managing money is not for everyone. What are the seven things your kids need to know regarding money that keep them from becoming financially independent? Consider these seven...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Tax planning and tax preparation are two different things. Women typically live longer than their spouses, so they must be prepared to file as a widow or men as a widower. What...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Like it or not, men die first the majority of the time. There are families where one spouse does the short term and the other the long term planning, but it is rare. What...
The transition period after a divorce or the death of a spouse is a time when weighty financial decisions about the rest of your life, and possibly your children's lives, will have to be considered and then carried out. Making important life decisions during emotional...
The Pew Research Center reports almost half of all adults in their 40’s or 50’s were either raising a child or supporting a grown child while also helping a parent 65 or older. If you are “sandwiched” between two generations who need your assistance, saving for...
Your kids are grown and have left the nest, but that does not guarantee they have left the family budget. Financial and emotional changes lie ahead. Where do you start? Consider these thoughts regarding your money and your communication with your children. If you are...
Consider This Program with Joe Clark, CFP and Ben Smith. In this segment we will cover: Educating your children on personal finance does not always happen at school. Setting them up for a better financial future starts with understanding the basics. For example, why...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Having discussions with your aging parents can seem taboo. However, with an ever-changing estate and tax code, it is more important than ever to communicate. We will discuss...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: When the kids are all finally out on their own, it is important to re-evaluate your financial situation. Do you save more or pay down debt? Is it time to downsize, and what is...
You’ve heard it all before: Women earn less money, take more time out of the workforce, and tend to outlive their male counterparts. Women and men also tend to have psychological differences as well, which can show up in their financial lives. Men tend to be financial...
Women face many unique challenges when it comes to money and investing. Whether it’s the pay gap that women face or taking time off to raise kids, women have very different financial obstacles to overcome than men typically. If you aren’t where you should be...
By: Jamie Burton Holiday spirit is in the air as we approach the Thanksgiving and Christmas season. This is easily one of my favorite times of the year; everyone can reflect on what they are thankful for and spend time with family and friends. Despite these...