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!
Consider This Program with Joe Clark, CFP and Special Guest Joyce Marter, LCPC.
In this segment we will cover: Special guest Joyce Marter, LCPC is a renowned psychotherapist, entrepreneur, national speaker, author, and media contributor who takes great pride pleasure in empowering others to reach their full potential. From speaking engagements to...
Paying Off Debt vs Saving – Episode 1081
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!...
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...
Life changes and many think your investments should change also.
Consider This Program with Joe Clark, CFP, and Jamie Burton. In this segment we will cover: You started saving when you had little to keep, and nothing accumulated, and now you have something. What needs to change in your strategy and your thought process? Schedule...
Empty Nesters – The sky may not be the limit, but the choices are more expansive
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...
Raising grandchildren and leaving a legacy.
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...
The most important lesson we never taught our children
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!...
Stocks, bonds, real estate, cash, and commodities?
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....
Pay off debt vs. save more?
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...
Suitability vs. Fiduciary
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...
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.