Your Retirement Playbook with Joe Clark, CFP. In this segment, we will cover: Is higher inflation a cause for concern? Unfortunately, inflation impacts your retirement dreams. Inflation is like high blood pressure; whether you know you have it or not, it can still...
Your Retirement Playbook with Joe Clark, CFP. In this segment, we will cover: Creating your Letter of Intention - Legacy Planning and Estate Planning It is difficult to speak when you are no longer here. A letter of intention gives your family the easiest opportunity...
Your Retirement Playbook with Joe Clark, CFP. In this segment, we will cover Life Insurance Basics: What you need to know. Is your life insurance policy current? They call it permanent insurance because you are supposed to die with it; however, the average person ends...
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: How do I value my intellectual property? What exactly is an intangible asset, and how have things changed over time? Your Retirement Playbook” is an educational program designed to help...
Your Retirement Playbook with Joe Clark, CFP. In this segment, we will cover: There are several ways to get to Florida, but you can’t switch along the way! The goal is to get where you want to go, but there WILL be interruptions along the way, and we need to plan for...
Your Retirement Playbook with Joe Clark, CFP. In this segment, we will cover: Moving money from a 401K into an IRA makes sense, but sometimes you have to reverse your decision. Your Retirement Playbook” is an educational program designed to help listeners better...
Your Retirement Playbook with Joe Clark, CFP. In this segment, we will cover: 72(t) allows you to get money out of an IRA before you turn 59.5, but it comes with serious stipulations and consequences; proceed with caution!! Your Retirement Playbook” is an educational...
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: In this segment of Your Retirement Playbook, we will discuss how to use and gift your money in the best way. We want to help you be a better giver, not a bigger giver. Your Retirement...
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...
Your Retirement Playbook with Joe Clark, CFP. In this segment, we will cover: You have done a great job saving for your life after work, but what happens when it is time to take money out of your accounts? Your Retirement Playbook” is an educational program designed...
Your Retirement Playbook with Joe Clark, CFP. In this segment, we will cover: We have Your Retirement Playbook program to help people reduce financial regrets, and in this episode, we will talk about four things you need on your radar right now. Your Retirement...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: On this segment of Your Retirement Playbook, we will explore a cautionary inheritance tale so that you don't make the same mistake! Your Retirement Playbook” is an educational program...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: When you have an extra dollar, where should you put it? Do you have a checklist or process on how to make that decision? Join us as we break it down! Your Retirement Playbook” is an...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: The art of childhood is knowing what to tell your parents and when! Join us on "Your Retirement Playbook" as we discuss what to think about when you are getting an inheritance and why you...
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 do you know where "A" dollars and "B" should be invested? When faced with a buffet of options, which one should you choose first? In this segment of Your Retirement Playbook, we will...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: Golf is a lot like financial planning. Life is a series of decisions based on shots in the current conditions. Financial planning is a series of decisions based on shots and conditions. Golf...
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: 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...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: How did that wind up in your portfolio? I've been married for 34 years, and when we meet new couples, they always ask one question, "How did you meet"?! In this segment, we will get into the...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: Should you cancel your life insurance policy? There are many things you consider when you look at Life Insurance. Should you keep paying that premium or cancel it? We will discuss the...
In this segment we will cover: You know there are a lot of different ways to skin a cat, or so they tell me- I've never tried but when it comes to retirement, or what we call Your Life After Work, there are many different ways to get it done. There are some basic...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: Avoiding bad decisions, that's the key to success! We have to break down our thinking and what our processes are to make a decision. It can not be based on reaction as opposed to responding...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: Get out of the penalty box! You know I hate rules (or are the guidelines or the suggestions?). When I look at most people's financial plans, other people's decisions were actually made,...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: Get out of the penalty box! You know I hate rules (or are the guidelines or the suggestions?). When I look at most people's financial plans, other people's decisions were actually made,...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: What in the world is a tax bomb?! Ed Slott's retirement Tax Bomb. I've been a part of Ed Slott's organization for the last 18 years (hard for me to believe), where we study taxes. This...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: You know there's an old expression in the business world that you can either work in the business (that's looking at the day-to-day things) or work on the business, and that is where you will...
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...