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!
“The 5 Year Roth Rule” Consider This Program with Joe Clark, CFP and Co-host Angi Kinser
In this segment we will cover: If you have earned income and it’s not too high, you can put in $6,000 or $7,000 as a contribution, depending on your age. You will pay taxes on this money. However, you will not pay taxes on the growth of this money. You will always...
Becoming Empty Nesters: Consider This Program with Joe Clark, CFP and Co-host Angi Kinser
In this segment, we will cover: Empty nesting is not all that it is cracked up to be. When the kids are finally gone, and you have some extra money, what should you do? The last thing you want to have happen is that your standard of living dramatically rises. You’ve...
What To Do After The Loss Of A Spouse: Consider This Program
In this segment we will cover: After the loss of a spouse, don’t do anything for the next ninety days to six months because you will likely act emotionally. However, that’s limited advice. There are two different people that can inherit a Roth IRA: a spouse or a...
Beginning A New Life After Work 01-05-2021
Consider This Program with Joe Clark, CFP and Co-host Angi Kinser In this segment we will cover: What is a safe amount of money we can withdraw from our portfolio? If you are in your early sixties, you are looking at 3.2% that you can pull out with reasonable...
“Best Of 2020” Consider This Program 12-29-20
Host Joe Clark, CFP and Co-host Angi Kinser, Grant Soliven, Adam Harter In this week’s episode, we will cover: The ways to teach your children healthy money habits How to know if we are really in a recession or not Understanding how to harvest losses How annuities...
Consider This Program 12-22-20 “A Plan With A Purpose”
Host Joe Clark, CFP and Co-host Daren Hardesty In this week’s episode, we will cover: The three phases of finance for a 401(k) What to consider when creating a trust Do you really need a business plan? What to know before selling your business Why you should consider...
Consider This Program 12-15-2020
In this week’s episode, we will cover: The death of deferment End of year tax planning The questions you should ask yourself for tax planning What to consider at the end of your career Tips for giving a eulogy on Zoom Financial Tidbits “I use the Roth as a retirement...
“Financial Superheroes” Consider This Program 12-8-2020
Host Joe Clark, CFP and Co-host Angi Kinser In this week’s episode, we will cover: What to know about the Mega Roth strategy Why gold is so controversial The six amazing wonders of the retirement world The keys to a successful retirement
“Timing Is Everything!” Consider This Program 12-2-20
In this week's episode, our theme is, "Timing Is Everything!" we will cover: - Timing Social Security may be the most critical decision you make in retirement. - Determining the age-old question...How do I know if I have enough money to retire? - Attempting to time...
Why a prenuptial agreement won’t protect your 401(k) and more! Consider This Program 11-24-20
In this week’s episode, we will cover: · Advice for setting up a business from a tax perspective · Why a prenuptial agreement won’t protect your 401(k) · What happens when you marry someone with debt · The differences between passive and...
Death and Taxes, the two certainties in life! – Consider This Program 11-17-2020
November 17th, 2020 Consider This Program with Joe Clark, CFP and Co-host Angi Kinser! In this week's episode, we will cover: -The crucial Death Tax Exemption and why it's easy to miss. -Is the death of your company also the death of your retirement savings? -Death,...
Consider This Program 11-10-20
Consider This Program (Live Stream) The theme for this episode is "Financial Mysteries and Myths"! In this episode we will cover: -The Magical Roth IRA -How Does Wall Street really get paid? -Insurance may have you throwing money out the window. -One wrong choice...
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.