How Do You Know Where a Dollar is Going to be Best Served?

Best Of Your Retirement Playbook Episode: Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: Visit our Facebook page at Join our Facebook Group at Visit our website at We... by Your Retirement Playbook

58 min listen

Trustee and Executor Job Descriptions: Losing a loved one is never easy. Taking care of the final documents, bank accounts and settling the estate could not come at a more emotionally challenging time. The process doesn’t need to be complex, but in most cases, it is. Here are some... by Your Retirement Playbook

13 min listen

The Best Time to Give a Financial Gift - Gifting During Life vs. Death - Choosing When to Give an Asset: Generosity is a beautiful thing. Should you give to your children and charities before you are gone to make the most impact? When is the best time to leave a legacy? What is the best time to make a gift? Should you give your inheritance before you... by Your Retirement Playbook

13 min listen

College Education and Alternatives: College planning is a dominant part of many families’ aspirations. What is the best way to fulfill your hopes, dreams, and self-imposed obligations? We will discuss the pros and cons of college planning in this segment. Call now to schedule your... by Your Retirement Playbook

13 min listen

Not Your Father’s Mortgage - How Mortgages Have Changed Since Your Parents Bought Their House: Sometimes the hardest thing to learn is things we already thought we knew! Mortgages have changed dramatically in the last 30 years. Find out what your kids face as they look at mortgages in the new environment. Join us to learn more on this segment... by Your Retirement Playbook

13 min listen

Beginning, Middle and End of Your Financial Journey: In this episode of Your Retirement Playbook, we will discuss the Beginning, Middle, and End of Your Financial Journey. Topics we will cover will include: How mortgages have changed, college education and alternatives, the best time to gift, and estate... by Your Retirement Playbook

58 min listen

Best Of Your Retirement Playbook Episode: Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your... by Your Retirement Playbook

57 min listen

Do You Know Which Phase of Finance You Are In?: Accumulation, Contribution, and Distribution – do you know which Phase of Finance you are in? There are significant differences in how to approach your tax planning and investments depending on where you are in your financial journey! In this... by Your Retirement Playbook

13 min listen

The Difference Between Trustee, Successor Trustee, and More: Challenges that arise inside of the financial world can be complex. For example, what is the difference between a trustee and a successor trustee or executor? What are the job duties for all the positions inside your Legacy Plan? On Your Retirement... by Your Retirement Playbook

13 min listen

Eliminating Quarterly Tax Payments: Are you tired of quarterly payments? Your IRA may be the solution! Join us on Your Retirement Program as we talk about simplifying your tax plan and eliminating quarterly tax payments. Call now to schedule your complimentary Next Steps meeting at... by Your Retirement Playbook

13 min listen

The Appearance of Simplicity In Investment Decisions: Choosing your investments can sometimes look more simple than it actually is! In this episode of Your Retirement Program, we will talk about the appearance of the simplicity of investment decisions, silo decision-making, and orphaned assets. Call now... by Your Retirement Playbook

13 min listen

Avoiding Confusion In Your Financial Decisions: Thank you for tuning into Your Retirement Playbook! On this show, we will talk about simplifying your investment decisions, eliminating quarterly tax payments, the difference between trustees and executors, and phases of finance! Call now to schedule... by Your Retirement Playbook

58 min listen

Tax Diversification For Your Legacy Plan: All beneficiaries are not equal, and it is the same for assets! Tax diversification in your legacy plan is a great thing! You worked hard for the retirement you want, and you want to enjoy it, but once you have passed on, who gets it, and how should... by Your Retirement Playbook

13 min listen

Can Volatility Destroy My Retirement?: Is volatility keeping you up at night? Does volatility really matter? Volatility is uncomfortable and painful in certain parts of investing in the market. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at ... by Your Retirement Playbook

13 min listen

Can Inflation Destroy My Retirement Plans?: How long do you plan on being around – will you outlive your life expectancy? Can inflation destroy your retirement plans? Your financial journey may last a long time, and are you prepared? Call now to schedule your complimentary Next Steps meeting... by Your Retirement Playbook

13 min listen

What To Consider Before Retirement: In this episode of Your Retirement Playbook, we will discuss a case study! Our first segment will lay out the whole case and focus on what to consider before retirement; we hope you enjoy it! Call now to schedule your complimentary Next Steps meeting... by Your Retirement Playbook

13 min listen

A Case Study Exploring Preparing For Retirement, Inflation, Volatility, and Tax Diversification: Thank you for tuning into Your Retirement Playbook! This show will discuss preparing for retirement, inflation, volatility, and tax diversification. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at ... by Your Retirement Playbook

58 min listen

Is Higher Inflation a Cause For Concern?: Unfortunately, inflation impacts your retirement dreams. Inflation is like high blood pressure; whether you know you have it or not, it can still kill you. Let’s talk about how to deal with that in Your Retirement Playbook. Give us a call at... by Your Retirement Playbook

13 min listen

Life Insurance Basics: What You Need To Know: Is your life insurance policy current? They call it permanent insurance because you are supposed to die with it; however, the average person ends up getting rid of it and buying another. Why is that? On this segment of Your Retirement Playbook, we... by Your Retirement Playbook

13 min listen

Do Your Retirement Accounts Need To Be Rebalanced?: Rebalancing retirement accounts means selling from what did well and purchasing what did poorly the quarter before. We will discuss if you should and how to go about it in this segment of Your Retirement Playbook. Call us at 800-928-4001 to schedule... by Your Retirement Playbook

13 min listen

Creating Your Letter Of Intention - Legacy Planning and Estate Planning: It is difficult to speak when you are no longer here. A letter of intention gives your family the easiest opportunity to fulfill your wishes after you are gone. Join us on Your Retirement Playbook to learn more. Call us at 800-928-4001 to schedule... by Your Retirement Playbook

13 min listen

Navigating Financial Detours: Navigating through your financial journey, you will encounter many detours. On this episode of Your Retirement Playbook, we will discuss how to make it easier for your family to carry out your wishes with a Letter of Intention, Auto rebalancing of... by Your Retirement Playbook

58 min listen

72(t) Just Say NO Tax Planning Show: 72(t) allows you to get money out of an IRA before you turn 59.5, but it comes with serious stipulations and consequences, proceed with caution!! Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at . ... by Your Retirement Playbook

13 min listen

Reverse Rollover Pitfalls and Possibilities: Moving money out of a 401K into an IRA makes sense, but sometimes you have to reverse your decision. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: ... by Your Retirement Playbook

13 min listen

Intellectual Property and Valuation: How do I value my intellectual property? What exactly is an intangible asset and how things changed over time. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at . Connect with Financial Enhancement... by Your Retirement Playbook

13 min listen

Changes Along Your Financial Journey: There are several ways to get to Florida, but you can’t switch along the way! The goal is to get where you want to go, but there WILL be interruptions along the way and we need to plan for that. Call now to schedule your complimentary Next Steps... by Your Retirement Playbook

13 min listen

A Typical Financial Journey: For over more than 20 years we have helped families prepare for retirement. Our trademarked approach called the Family Focus® Process revolves around 5 Critical Elements that we believe are the cornerstones to a successful retirement. Our process is... by Your Retirement Playbook

58 min listen

Retirement Strategies During A Volatile Market: You have done a great job of saving for your life after work, but what happens when it is time to take money out of your accounts? Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at . Connect with... by Your Retirement Playbook

13 min listen

Can I Give Money Without Being Taxed?: In this segment of Your Retirement Playbook we are going to discuss how to use and gift your money in the best way. We want to help you be a better giver, not a bigger giver. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001... by Your Retirement Playbook

13 min listen

How To Create A Tax Plan For Your Retirement: What does it look like when you begin to transfer from your working life to your life after work? One thing you need to plan for is how your taxes change and how you can be proactive. Call now to schedule your complimentary Next Steps Meeting at... by Your Retirement Playbook

13 min listen

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How Do You Know Where a Dollar is Going to be Best Served?

How Do You Know Where a Dollar is Going to be Best Served?

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