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!
How Did You Meet Your Investments? 2008
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...
Should You Cancel Your Life Insurance Policy? 2012
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...
Basic Instructions and Concepts to Follow in Your Retirement Playbook 2004
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...
Avoiding Bad Decisions is the Key To Success 2004
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...
What is Your Financial Dopamine 2005
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,...
Get out of the Investment Penalty Box 2002
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,...
What in the World is a Tax Bomb?! 2003
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...
What is Your Next Step? 2001
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...
Where’s Waldo? – Our new show title Your Retirement Playbook – 2000
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...
What are the 5-year rules for Roth and how to use them in retirement 1415
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...
What are the 5-year rules for Roth and how to use them in retirement 1415
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...
Portfolio reconstruction #1410
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...



