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: 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: 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 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 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 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 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 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: 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 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: 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 Grant Soliven, AIF. In this segment we will cover: In a world with many investment options, should you contribute to an IRA or a Roth IRA? Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: When talking about back to the basics, why are taxes important, and why are they the starting point for the episode? Schedule your complimentary Next Steps meeting today!...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: Many employers offer 401(k) plans as a benefit for their employees. If your employer offers a 401(k) plan, should you contribute to it? Schedule your complimentary Next...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: Losing a spouse is traumatic emotionally, but it can also be a financial disaster. What things do you need to consider in the next 30 days, six months and next year....
Consider This Program with Joe Clark, CFP, and Grant Soliven. In this segment we will cover: Who have you named to be in charge of your trust and will? Do they know their responsibilities? Do they have your battle plan to transfer your legacy ready to go? Schedule...
Consider This Program with Joe Clark, CFP and Grant Soliven. In this segment we will cover: There are disruptions in the market. Volatility is the market going up and down, but what if it is trending down for an extended time? Schedule your complimentary Next Steps...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: These are the five main food groups of investing. Just like with food, we need some of each for a balanced diet. Also, like food, we'll lean them in different portions....
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: When times are good, and returns seem easy, this question is often answered mathematically. Over time though, the difficulty in measuring emotional consequences determines...
Consider This Program with Joe Clark, CFP, and Grant Soliven, AIF. In this segment we will cover: Fiduciary risks are becoming a buzzword with such prominent use. Proposed legislation mandating fiduciary standards may have failed, but they at least prompted many to...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: Think of tax planning as Annie Duke calls a freeroll. A freeroll is a great decision-making tool because the downside cost is very minimal compared to the potential...
Consider This Program with Joe Clark, CFP, and Grant Soliven, AIF. In this segment we will cover: Social Security timing: Take early? This could be a massive mistake for many US citizens. Not only do you suffer permanent income loss, but you could be setting up the...
Consider This Program with Joe Clark, CFP, and Grant Soliven, AIF. In this segment we will cover: There is often confusion surrounding when one can take penalty-free distributions from retirement dollars. You might be able to access money sooner than you think....
Consider This Program with Joe Clark, CFP, and Grant Soliven, AIF. In this segment we will cover: Many Americans wait until the last possible minute on April 15th to submit their taxes. Not only can that kind of delay put you in an uncomfortable position with the IRS....
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: Everything matures over time. That includes your body, mind, and portfolio. Here are things to consider as your bond portfolio matures. Schedule your complimentary Next...
Consider This Program with Joe Clark, CFP and co-host Grant Soliven. In this segment we will cover: Rollovers from a job loss, different options for different situations. - What do you do with your retirement account after you separate from the workforce? It depends...
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...