Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: Debt is bondage, and leverage is an asset. What is the difference between the two? Join us on Consider This Program to learn more!...
Segments with Dean Huddleston
Preparing For Retirement
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: It’s the 4th quarter in your life of work. In grade school, we were able to prepare for the big event. There is no greater event for most people than retirement or separating...
Should I consider a lump sum pension?
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: The risk to any employer that provides a pension is the same risk you had with a 401k or a 403b. Should you consider, given the opportunity, to take a lump sum pension? Here...
When you have money to invest, where should you invest it? – Episode 1080
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: People think about money in terms of investment return. Retirement is about income, not assets. Make sure that you are building tax diversification along the way. What is tax...
Must ask questions before hiring a new financial advisor.
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: We will have a refresh on the difference between a fiduciary advisor and a suitability advisor. From there, we will teach you how to take the next steps in bringing on a...
What is a trust and do you need one?
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: What is a trust, and do you need one? Those are two frequent questions we get asked when working with families. Trusts are powerful estate documents that help care for you...
Is there a magic retirement number?
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?...
Talking with parents about money – how to have comfortable conversations.
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: Taking away the keys is one thing, but the checkbook is a whole other conversation. Planning ahead for this tough talk can make it easier for you and your parents when the...
How To Talk To Your Parents About Money
Consider This Program with Joe Clark, CFP and Dean Hudleston. In this segment we will cover: 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...
What Is The Difference Between A Trust And A Trust Protector
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: You've decided to place your assets in a trust for the well-being of your spouse and yourself and you want to ensure the beneficiaries are taking care of as well. What could...