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!
Making the most of your 401(k) – 1401
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?...
Inflation and the Stock Market – 1408
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...
Capital Gains – The Untold Story 1409
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...
Going with your gut can cost you big money. 1146
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...
Are you willing to gamble half a million dollars? 1147
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...
Do you have any defense in place to protect against a market decline? 1141
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...
Are you prepared for the tax tsunami? 1140
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....
Financial planning with the end in mind. Part 1. 1152
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...
Financial Planning with the end in mind. Part 2. 1153
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...
Are your investment choices late to the game? 1151
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...
Is Incremental Incapacitation Going to Affect You? with special guest Tom Hurley, J.D. 1150
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...
Our 5 Critical Elements For Financial Planning – 1144
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...
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.