Success in retirement requires maintaining the standard of living you are accustomed to living as long as you are alive. Granted, that standard will change as you age, but the trick is maintaining the opportunity for making financial decisions at retirement age with...
You can do three things with the money you make: spend it, save or invest it, or give it away. People who are wise with money tend to do all three and stick to a ratio that makes sense for their situation. The percentages you commit to each category can vary...
Life is filled with many tough choices and important decisions. Where do I attend college? Who am I going to marry? What am I going to do for my career? What's for dinner tonight? All these questions have consequences once the decision is made. One of the most...
Imagine for a moment that your working career is coming to an end, and retirement is on the horizon. What does that look like for you? Are you going to travel to exotic destinations, live in a golf course community, spend more time with the grandkids, volunteer in...
When would you want to know if you were heading on a road trip and something ahead created a challenge? Your answer likely depends upon the severity of the issue and the potential alternatives. What about significant issues at the moment that will be resolved by the...
The US legislature is required to raise revenue for bridges, armies, and social safety nets. The budget changes and the need for more income seem obvious. The tax code creates a rule book attempting to uncover the necessary revenue to run our country. Bear in mind...
Your Retirement Playbook with Joe Clark, CFP. Do your Retirement accounts need to be rebalanced? Rebalancing retirement accounts means selling from what did well and purchasing what did poorly the quarter before. We will discuss if you should and how to go about it in...
Your Retirement Playbook with Joe Clark, CFP. In this segment, we will cover: We think things are crucial to consider in your financial journey. You get one shot at retirement, and we are here to help you reduce financial regrets. Your Retirement Playbook” is an...
Your Retirement Playbook with Joe Clark, CFP. In this segment, we will cover: What does it look like when you begin to transfer from your working life to your life after work? You need to plan for how your taxes change and how you can be proactive. Your Retirement...
Separating from the workforce and living off your accumulated savings requires an organized and dedicated strategy. The new life of distributing your assets generates natural emotional responses. You have diligently saved and accumulated savings for the last 30-40...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: What can possibly go wrong?! The things that happen on your financial journey are similar to the struggles you will face in golf. Let's talk about your financial hazards. Your Retirement...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: What economic condition are we in today? Sure, the economic condition matters to help you decide what you need to do next in your financial planning, but what do I need to take into...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: How will drawdown impact your chances for success in retirement? You need to hear this episode of Your Retirement Playbook! Your Retirement Playbook” is an educational program designed to...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: Success is never dependent upon one thing, but failure can be. What does a failed retirement journey look like? Learn more on this episode of Your Retirement Playbook. Your Retirement...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: Whether you are a new retiree or a seasoned one, we often have the same concerns. The best way to avoid retirement mistakes often comes from having the best questions formulated. My advice...
Who doesn’t want to retire? More people than you may think, including myself. The rationale for continuing to work comes from the obvious “I love what I do” to “What would I do?” Our experience would suggest there is also a large contingency that is simply unwilling...
Imagine for a moment that your working career is coming to an end and retirement is on the horizon. What does that look like for you? Are you going to travel to exotic destinations, live in a golf course community, spend more time with the grandkids, volunteer in...
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 Joe Clark, CFP and Dean Huddleston. In this segment we will cover: Your life after work is more than just saying goodbye to a paycheck from an employer. It is part art and part science. For example, how and when do you take social security?...
Imagine for a moment that your working career is coming to an end and retirement is on the horizon. What does that look like for you? Are you going to travel to exotic destinations, live in a golf course community, spend more time with the grandkids, volunteer in...
Growing up, we all can remember either a parent or coach repeating the famous words, "Practice makes perfect." Or, "Better to be prepared." And although these words were easy to mock in our youth, they have aged well. They have aged so well we now pass the same...
Consider This Program with Joe Clark, CFP and co-host Grant Soliven. In this segment, we will cover: 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...