Your Retirement Playbook

By Financial Enhancement Group

Real, useful information for everyday people that can be translated into daily life and thought.

Each week we cover a different aspect of financial planning, retirement options, and current economic... more

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FAQs about Your Retirement Playbook:

How many episodes does Your Retirement Playbook have?

The podcast currently has 451 episodes available.

Your Retirement Playbook episodes:

March 11, 2022Are You Willing To Gamble Half A Million Dollars?
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 things you need to think about before you pull the trigger. Resources

"How much do you lose if you take Social Security at the wrong time?" Consider This Program with Joe Clark, CFP, and Jamie Burton. How much do you lose if you take Social Security at the wrong time? - The Financial Enhancement Group (yourlifeafterwork.com)

"Back to Basics: Social Security" Consider This Program with Joe Clark, CFP. Back To Basics: Social Security - 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]
...more
14min
March 09, 2022Going With Your Gut Can Cost You Big Money
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 down and explain why.

Resources

"Emotional Investing," article from Aaron, Rheaume, CKA Emotional Investing - The Financial Enhancement Group (yourlifeafterwork.com)

"How emotional trading can wreck your retirement" Consider This Program with Joe Clark and Aaron Rheaume, CKA How Emotional Trading Can Wreck Your Retirement - 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]
...more
13min
March 07, 2022 Making The Right Call
When making decisions regarding your financial plan, do you have a rhyme and reason, or do you go more with your gut? Find out why having a process for making significant decisions can lead to more fruitful results.

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]
...more
30min
March 04, 2022Do You Have Any Defense In Place To Protect Against A Market Decline?
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 yourself? We will discuss diversification, volatility, drawdowns, and more on this episode!

Resources

"Drawdown Protection" Consider This Program with Joe Clark, CFP and Adam Harter, CFA Drawdown Protection - The Financial Enhancement Group (yourlifeafterwork.com)

"Preparing for Volatility" Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. Preparing For Volatility - Episode 1077 - The Financial Enhancement Group (yourlifeafterwork.com)

"Knowing the differences between Risk and Volatility" article by Joe Clark, CFP Knowing the Differences Between Risk and Volatility - The Financial Enhancement Group (yourlifeafterwork.com)

"How A Portfolio Manager Handles Volatile Markets" article from Andrew Thrasher, CMT How A Portfolio Manager Handles Volatile Markets - 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]
...more
14min
March 02, 2022Are You Prepared For The Tax Tsunami?
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. Join us on this segment of Consider This Program to learn more.

Resources

"There Are Two Tax Codes, One For the Informed And One For The Uninformed" Consider This Segment with Joe Clark, CFP, and Aaron Rheaume. There Are Two Tax Codes, One For the Informed And One For The Uninformed - The Financial Enhancement Group (yourlifeafterwork.com)

"Designing Your Distribution Plan" article by Joe Clark, CFP Designing Your Distribution Plan - 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]
...more
13min
February 28, 2022 Oh, The Ways You Will Pay!
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. Join us on this segment of Consider This Program to learn more.

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]
...more
30min
February 25, 2022Financial Planning With The End In Mind. Part 2
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 still living so you can witness the impact of your generosity.

Resources

"Gifting Effectively: Don't Forget Taxes and Investments!" Gifting Effectively: Don't Forget Taxes and Investments! - The Financial Enhancement Group (yourlifeafterwork.com)

"Leaving A Legacy Part 2", article by Joe Clark, CFP Leaving A Legacy, Part 2. - 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]
...more
14min
February 23, 2022Financial Planning With The End In Mind. Part 1
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 still living so you can witness the impact of your generosity on this segment of Consider This Program.

Resources

"Trusts, QCDs, & the Death Benefit" Consider This Program with Joe Clark, CFP 9.29.18 Trusts, QCDs, & the Death Benefit - 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]
...more
13min
February 21, 2022 Planning With The End In Mind
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 still living so you can witness the impact of your generosity on this segment of Consider This Program.

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]
...more
30min
February 18, 2022Are Your Investment Choices Late To The Game?
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 the lookout for.

Resources

"Are mutual funds making you poor?" Consider This Program with Joe Clark, CFP, and Jamie Burton. Are mutual funds making you poor? - 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]
...more
13min

FAQs about Your Retirement Playbook:

How many episodes does Your Retirement Playbook have?

The podcast currently has 451 episodes available.