The Life Planning Show

The Life Planning Show

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The Life Planning Show episodes

  • Retirement Mistakes

    Whether you are a new retiree or a seasoned one, we often have the same concerns. The best way to avoid retirement mistakes often comes from having the best questions formulated. My advice often begins with the questions, what is the best that can happen, what is the worst that can happen and – the most critical - can you live with the worst? Learn more on this segment of Your Retirement Playbook. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com.

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to [email protected]

    14 min
  • What Hazards Get In the Way of Your Financial Success?

    What can possibly go wrong?! The things that happen on your financial journey are similar to the struggles you will face in golf. Let's talk about your financial hazards. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001.

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to [email protected]

    14 min
  • Should You Cancel Your Life Insurance?

    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 intricacies during this segment of Your Retirement Playbook. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001.

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to [email protected]

    14 min
  • Avoiding Bad Decisions

    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 cannot be based on reaction as opposed to responding to something that we've already thought out in advance. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001.

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to [email protected]

    14 min
  • What You need to know about Medicare and Your Retirement

    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 good solutions are few and far between. Find out what you need to know about long-term care on Consider This Program.

    Schedule your complimentary Next Steps meeting today!

    www.yourlifeafterwork.com

    800-928-4001

    Resources -

    "What keeps you up at night?" article by Dean Huddleson What keeps you up at night? - The Financial Enhancement Group (yourlifeafterwork.com)

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to [email protected]

    14 min
  • Is It Bad Luck To Purchase Life Insurance?

    When preparation meets planning, little luck is actually needed! Find out why planning the loss of a spouse is more than just a life insurance policy.

    Resources -

    "Understanding estate and insurance documents and what needs to happen if you live in two states." Consider This Program with Joe Clark, CFP Understanding estate and insurance documents and what needs to happen if you live in two states. - The Financial Enhancement Group (yourlifeafterwork.com) (all other Life Insurance content is ancient)

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to [email protected]

    14 min
  • Healthcare - The Mother of all Retirement Concerns

    An unexpected or early retirement can bring a major headache of finding affordable health insurance until you turn 65 and can qualify for Medicare. If you find yourself in this situation, there are ways to bridge the age gap long enough to reach the Medicare finish line. Find out your options on Consider This Program.

    Schedule your complimentary Next Steps meeting today!

    www.yourlifeafterwork.com

    800-928-4001

    Resources -

    "Don't Forget Medicare," episode of Elements In Focus Your Life After Work- Don't Forget Medicare - The Financial Enhancement Group

    "The Retirement Tip No One Is Talking About", article by Daren Hardesty The retirement tip that no one is talking about! - The Financial Enhancement Group (yourlifeafterwork.com)

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to [email protected]

    14 min
  • Worried About Your Parent's Health? How to Start the Tough Conversations.

    For many, parents are the guiding lights of the first portion of our lives. They make sure we eat healthily, set us up for doctor and dentist appointments, and otherwise work to help us make the best decision for a fulfilling life. As we age, though, so do they. And there comes a turning point when we witness our parents switch from superheroes to humans. Find out how to begin those difficult conversations with your parents on Consider This Program.

    Schedule your complimentary Next Steps meeting today!

    www.yourlifeafterwork.com

    800-928-4001

    Resources –

    Checklists - checklist landing page - The Financial Enhancement Group (yourlifeafterwork.com)

    "Talking with parents about money – how to have comfortable conversations.", article by Dean Huddleston Talking with parents about money - how to have comfortable conversations. - The Financial Enhancement Group (yourlifeafterwork.com)

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to [email protected]

    13 min
  • Rushing Into A Decision Can Cost You More Than You Realize!

    Only fools rush in! Don't rush into choosing your advisor just because you like them, and don't choose an investment when you can't differentiate between an income and an asset. On this episode of Consider This Program, we will break down the differences between income and assets in addition to suitability and fiduciary advisors.

    Resources -

    Checklist – Things to consider before hiring a financial advisor checklist landing page - The Financial Enhancement Group (yourlifeafterwork.com)

    "Your Assets vs. Income" Consider This Program with Joe Clark, CFP, and Jamie Burton. Your Assets vs. Income – Investment Playbook Show - The Financial Enhancement Group (yourlifeafterwork.com)

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to [email protected]

    14 min
  • Are Your Retirement Assumptions Misguided?

    When planning for retirement, there are certain triggers or transitions that can push you closer to making a decision to leave the workforce. It is important to have a strong financial plan to prepare for these changes. Call 800-928-4001 or email us at [email protected] to schedule your complimentary Next Steps meeting today.

    Seasons change, and so does tax planning. Seasons Change And So Does Tax Planning - The Financial Enhancement Group (yourlifeafterwork.com)

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to [email protected]

    14 min

About The Life Planning Show

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Learn how to make the most of your life planning strategies with The Life Planning Show.

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