Your Retirement Playbook
Reducing Financial Regrets
“Your Retirement Playbook” is a weekly educational radio program and podcast designed to help listeners have a better understanding of their money. Each week Joe will discuss real-life situations in dealing with the Five Critical Elements (Your Life After Work, Tax Planning, Investment Playbook, Life Happens – The Good, The Bad and The Ugly, and Legacy Planning) The show airs on multiple stations across the country and is available wherever you listen to Podcasts!
Is higher inflation a cause for concern?
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...
Creating your Letter of Intention – Legacy Planning and Estate Planning
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...
Life Insurance Basics: What you need to know.
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...
Do your Retirement accounts need to be rebalanced?
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...
Intellectual Property and Valuation – 2042
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...
Changes Along Your Financial Journey – 2041
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...
Reverse rollover pitfalls and possibilities – 2043
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...
72(t) just say NO tax planning show – 2044
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...
Avoiding Investment Mistakes 2036
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...
Can I give money without being taxed 2038
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...
How to create a tax plan for your retirement 2037
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...
Retirement strategies during a volatile market 2039
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...
Wednesday
Anderson’s WHBU 101.1 FM
Anderson’s WHBU 1240 AM
6:00-7:00 a.m.
Thursday
Frankfort’s WILO 1570 AM
4:00-4:30 p.m.
Saturday
Indy’s WIBC 93.1 FM
6:00-7:00 a.m.
Frankfort’s WILO 1570 AM
8:00-8:30 a.m.
Sunday
Lafayette’s Shine 99
10:00-10:30 a.m.