Your Retirement Playbook

Your Retirement Playbook


Latest Episodes

Stocks & Bonds: Which Of The Two Have More Power In Your Financial Future?
April 06, 2021

Stocks represent equity or ownership of a company. Bonds are debt instruments used to raise working capital for companies, governments, and municipalities. Traditionally, bonds are viewed as less volatile than stocks, but that is not always the case....

Giving UP The DIY Approach To Investing
April 02, 2021

There are things we do because we want to, have to do and think we are supposed to do. There are some things about your retirement you should be doing but possibly missing. Join Consider This Program to discover the missing pieces.   Connect with...

Preparing For An Unknown Future
April 01, 2021

Preparing for an unknown future - economically, financially and your personal health are all part of the prescription for a great retirement and lasting legacy. Wonder what might derail your future hopes, dreams and desires? Join Consider This Program...

Finding Your Place In Retirement
March 31, 2021

Transitioning into retirement is just as much emotional and physical as it is financial! On this episode of Consider This Program we will discuss potential strategies for a happy retirement.   Connect with Financial Enhancement Group: Visit our...

Charitable Gifting Strategies During Retirement
March 30, 2021

Did you know cash may not be the best gift for your favorite charities? Join Consider this to find strategies that help your charity and your tax return!   Connect with Financial Enhancement Group: Visit our Facebook page at  Join our...

Student Housing Costs How Much?
March 26, 2021

There are many options for your kids and grandkids when it comes to student housing. Coming up we will discuss things to consider when determining the most optimal housing solutions and college planning on Consider This Program.   Connect with...

Could Refinancing Be The Right Fit For You In Retirement?
March 25, 2021

Different tools do different jobs. Find out on Consider This Program why a refinancing of your mortgage might make sense for your retirement.   Connect with Financial Enhancement Group: Visit our Facebook page at  Join our Facebook Group...

What To Consider When Relocating
March 24, 2021

Your heart can travel, and your homes can change over time. There are things to consider when relocating, whether part-time or full-time. What are the reasons to relocate, when should you, and how to do it are things we will discuss on Consider This...

Selling A Long Time Home - Appreciated Assets
March 23, 2021

At some point, your home will likely be sold by either yourself, surviving spouse or your heirs. The taxation is different depending on who receives the assets and how long you lived there.   Connect with Financial Enhancement Group: Visit our...

Efficiently dividing assets in a divorce can make a bad situation a little more bearable.
March 19, 2021

QDRO is an acronym for Qualified Domestic Relations Order. In the case of a divorce where assets are held subject to the Employee Retirement Income Security ACT (ERISA) rules those assets are viewed as joint marital assets. Once the divorce is...