Your Retirement Playbook

Your Retirement Playbook


Latest Episodes

Best Of Your Retirement Playbook Episode
September 12, 2022

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

Trustee and Executor Job Descriptions
September 09, 2022

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 doesnt need to be comple

The Best Time to Give a Financial Gift - Gifting During Life vs. Death - Choosing When to Give an Asset
September 08, 2022

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 gi

College Education and Alternatives
September 07, 2022

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 planni

Not Your Father’s Mortgage - How Mortgages Have Changed Since Your Parents Bought Their House
September 06, 2022

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 e

Beginning, Middle and End of Your Financial Journey
September 05, 2022

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

Best Of Your Retirement Playbook Episode
August 29, 2022

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 V

Do You Know Which Phase of Finance You Are In?
August 26, 2022

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

The Difference Between Trustee, Successor Trustee, and More
August 25, 2022

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 posit

Eliminating Quarterly Tax Payments
August 24, 2022

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 sch