Your Retirement Playbook
Latest Episodes
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 fr
Do 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 di
Are 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 Con
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 Cons
Financial 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
Financial 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
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
Are 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
Is Incremental Incapacitation Going To Affect You? (with special guest Tom Hurley, J.D.)
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 Trust Services team! Resourc
A Date Late And A Dollar Short
Are you married to old investments that no longer make sense for your situation? What about your legacy documents? How many life events have happened since you have updated your wishes? Find out why n