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 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 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 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 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: 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: 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...
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!...
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: 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...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF In this segment we will cover: A small percentage of people die suddenly. Most of us fade away over time. Some of us fade faster and further than others. We will discuss how to recognize when your...
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...