Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: Hey, where's Waldo?! what happened to Consider This Program? In the last seven months, I have taken time off from creating educational content, just resting and thinking about the messages...
Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: With rising long-term care costs in the US, it is no wonder that this is a regular topic of discussion. And when it comes to the financial dimension of long-term care, truly...
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: A well-diversified portfolio is vital to any investor’s success. As an individual investor, you need to make sure your asset allocation best conforms to your personal...
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...
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! Find out why planning the loss of a spouse is more than just a life insurance policy. Talking Points: 1....
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 Grant Soliven, AIF. In this segment we will cover: An unexpected or early retirement can bring a major headache of finding affordable health insurance until you turn 65 and can qualify for Medicare. If you find yourself in...
Consider This Program with Jamie Burton and Daren Hardesty. In this segment we will cover: Are annuities good, bad, or ugly? It depends on your needs and the type of annuity. Find out all you need to know about annuities on Consider This Program. Schedule your...
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...
Consider This Program with Aaron Rheaume, CKA, and Grant Soliven, AIF. In this segment we will cover: Coming to the end of your working career can be both exciting and terrifying. How are you going to replace your standard of living without a paycheck? Have you really...
Consider This Program with Aaron Rheaume, CKA, and Grant Soliven, AIF. In this segment we will cover: Coming to the end of your working career can be both exciting and terrifying. How are you going to replace your standard of living without a paycheck? What are the 7...
Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: Investment Playbook Show Living off dividends in retirement is a dream shared by many investors, but in today’s environment marked by rising life expectancies, extremely low...
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...
Consider This Program with Grant Soliven, AIF, and Aaron Rheaume, CKA. In this segment we will cover: Tax Planning Show An in-service, non-hardship distribution is a 401k option that not many are aware of. What other options are wrapped inside of your 401k? Are you...
Consider This Program with Aaron Rheaume, CKA and Grant Soliven, AIF In this segment we will cover: An in-service, non-hardship distribution is a 401k option that not many are aware of. What other options are wrapped inside of your 401k? Are you missing opportunities?...
Consider This Program with Grant Soliven, AIF, and Andrew Thrasher, CMT. In this segment we will cover: Investors, the Federal Reserve, and businesses continuously monitor and worry about the level of inflation. Rising inflation can be harmful: input prices are...
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 a gut call on investments may not be the wisest strategy. Having a process in place leads to more fruitful outcomes. Join us on Consider This Program as we break it...
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 Daren Hardesty and Grant Soliven, AIF. In this segment we will cover: Many people go into investing with an idea of how much they are going to make, but what happens when there is a drawdown in the market and you don't have a plan to protect...
Consider This Program with Grant Soliven, AIF, and Daren Hardesty. In this segment we will cover: Imagine having all tax-deferred money and no plan to unwind it before you need it or are forced to take it, OR WORSE, the tax code changes, and it is not in your favor....
Consider This Program with Aaron Rheaume, CKA, and Jamie Burton. 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...
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...
Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: Are you late to the game? Many people continue to use mutual funds even though ETFs are far more efficient. On Consider This Program, we will explain what you need to be on...
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: James Clear always says, "Success is never dependent on one thing, but failure can be!" Tune in to learn about the 5 Critical Elements that we have found lead to financial...
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...
Consider This Program with Joe Clark, CFP, and Grant Soliven. In this segment we will cover: Deciding when to take Social Security can be one of the most costly decisions you make in retirement. Find out how Social Security timing can be an asset when figuring out...
Consider This Program with Joe Clark, CFP, and Grant Soliven. In this segment we will cover: Knowing the difference between marginal and effective tax rates is important, especially going into retirement. Where do you need to focus your attention? Call 800-928-4001 or...
Consider This Program with Joe Clark, CFP, and Grant Soliven. In this segment we will cover: Going into retirement, you have to have a clear picture of your standard of living. Join us as we discuss the best way to find out your true budget. Call 800-928-4001 or email...
Consider This Program with Joe Clark, CFP, and Grant Soliven. In this segment we will cover: When planning for retirement, there are certain triggers or transitions that can push you closer to making a decision to leave the workforce. It is important to have a strong...
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 Daren Hardesty. In this segment we will cover: Is there a simple way to turn disasters into inconveniences with your personal finance? There are several options, and it could be different depending on your financial phase...
Consider This Program with Joe Clark, CFP and Daren Hardesty. In this segment we will cover: Leaving a legacy is important to many families. However, taking the time and energy to make sure you and your family are taken care of isn't easy to set aside. Unfortunately,...
Consider This Program with Joe Clark, CFP and Daren Hardesty. In this segment we will cover: The age-old question, what happens if I live too long? It can be a risk factor, but good news. We can plan for this ahead of time. Find out how the retirement V for victory...
Consider This Program with Joe Clark, CFP, and Daren Hardesty. In this segment we will cover: Your options change as you age, but the good news is you don't have to do it alone! From retirement communities to co-habiting to long-term care facilities, there are...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: Being prudent can be very beneficial for your financial future, but what happens when you take it too far? Join us as we discuss a few real-life scenarios where being...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: Volatility in the market is not a new concept, but that doesn't make it any less scary. Do you have a plan in place to protect yourself from your own emotions? Call...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: Things feel great when we see the balances going up on our statements, but what happens when volatility makes an appearance? Call 800-928-4001 or email us at...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: With an ever-changing economic and legislative environment, it is crucial to regularly update and evaluate your financial plan. Join us as we discuss what can happen if...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: News from Washington alludes to the average American losing access to this strategy. However, it isn't gone yet. Make sure you understand your workplace retirement plan...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: Do you know how to calculate your marginal tax rate? What is a marginal tax rate, and when does it matter? Understanding how to maximize your marginal tax stair step is...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: There is a difference between tax planning and tax reporting. Tax planning ends when the clock strikes midnight on 12/31/2021. Make sure you have acted on your conversion...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: Although we fear the dreaded tax audit, the IRS will not likely show up on our doorstep. However, if they did, would you have done the right things to protect your family...
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...