Your Retirement Playbook
Latest Episodes
The Most Important Lesson We Never Taught Our Children
We don’t get do-overs in life. What should you teach your children about money regardless of their age? We care for our children. We care about our children. What do you wish you had taught them that
IRA’s Have Changed. Have Your Beneficiaries Or Your Situation Changed?
Insurance companies will tell you most beneficiaries are deceased or incapacitated. Don't wreck your financial legacy. There is a better way. Connect with Financial Enhancement Group: Visit our Face
You Put Too Much In A 529; Now What?
Contributing to a 529 is a great financial plan, but what do you do when you have more money in than tuition to pay? Join us on Consider This Program as we break down the problem and how to help. Co
Pt. 2 What happens when you are no longer the right person to make the most critical decisions?
Have you ever met anyone lost who didn't know they were lost? What happens when it is you? We will use an actual life case study to help you understand the risks you face and how to get ahead of them.
Pt. 1 What happens when you are no longer the right person to make the most critical decisions?
Somebody slipped - weren't quite who they were the day before. Mental, physical, financial, and emotional. What are the first signs to look out for? Connect with Financial Enhancement Group: Visit o
Tax Planning vs. Tax Reporting?
Timing is everything but so is action. Learn how to engage in tax planning before it's too late. Think of tax planning as Annie Duke calls a freeroll. A freeroll is a great decision-making tool becaus
Pay Off Debt vs. Save More?
Opportunity cost vs. guarantees. Tune in for what you need to know about investing and debt. When times are good, and returns seem easy, this question is often answered mathematically. Over time thoug
Stocks, Bonds, Real Estate, Cash and Commodities?
People love choices, but they hate decisions. Which investment is right for you? Join Consider This Program for thoughts and strategies. These are the five main food groups of investing. Just like wit
Suitability vs. Fiduciary?
Who is your fiduciary? What is the job description? Join us on Consider This Program as we discuss the differences that matter to you. Fiduciary risks are becoming a buzzword with such prominent use.
How Your RMD Year Affects Your Taxes
Many celebrated when the age was moved from 70 1⁄2 to 72; we did too. And not for reasons you might think. We cheered because of taxes. And no, not because you would pay more, but because we gained a