Your Retirement Playbook

Your Retirement Playbook


Latest Episodes

How To Be Charitable NOW vs. After You Are Gone
November 09, 2021

Feeling compelled to be charitable is a wonderful calling. You want your charity to get the most out of your gift, and we want you to get the biggest bang for your contribution. That “bang” is deliver

Coming Back From The Grave - What You Can Do Today To Haunt Your Family Later
November 05, 2021

Leaving things dangling in the night can cause your family more turmoil than the family ghost. Some things will last longer than you do. They can hurt, help or haunt. What is your strategy? Find out w

End Of Life Planning
November 04, 2021

As we age, how should our assets be titled? What do we need to know that we don't know?   Connect with Financial Enhancement Group: Visit our Facebook page at  Join our Facebook Group at  Visit our we

Death Tax
November 03, 2021

You make money, and you pay taxes. You invest money, and you pay taxes. If you do well financially, you die, and you pay taxes. Right or wrong, it is what it is. Are you worried about the future of th

Are You Paying Taxes On Income You Will Never See?
November 02, 2021

The world is full of zombie shows. I don't get it, but I do understand phantom gains. Market volatility is frustrating. Unnecessary taxation is devastating. Here's how to remove the zombies from your

Inheriting Your Spouse's IRA: The Widow's Guide to Keeping More of Her Assets
October 29, 2021

The secure act is changing, especially if you are a widow. Joe's friend, and the writer of "Inheriting Your Spouse's IRA: The Widow's Guide to Keeping More of Her Assets", Bill Harris, RMA and CFA wil

Exit Plan - What To Do Before Selling A Business
October 28, 2021

Selling the "Baby" can be one of the hardest and yet most rewarding endeavors. Find out what you need to be considering, like capital gains taxation, emotional burdens, retirement plan consolidations,

Why Doing Your Own Taxes Is Dangerous
October 27, 2021

Having a qualified team to help navigate the tax maze could be the difference between profit and losses. Understanding QBI and other tax benefits are necessary for you and your business.   Connect wit

401(k)s vs. IRA’s - Which Plan Is Right For You
October 26, 2021

Choosing the right retirement vehicle takes more consideration than one might think. Understanding which plans to put in place for your employees can make all the difference for you and your team.   C

Wills, Trusts And Successor Trustees
October 22, 2021

Who have you named to be in charge of your trust and will? Do they know their responsibilities? Do they have your battle plan to transfer your legacy ready to go?   Connect with Financial Enhancement