Your Retirement Playbook
Latest Episodes
Cyber Security Part 1
What measures do you take to ensure you are safe when surfing the internet? Jeff Lanza, FBI special agent, and Financial Enhancement Group’s Partner and Chief Compliance Officer, Don Hodson, EA, will cover a variety of topics to help ensure that we...
Change in Inherited IRA Rules
Your legacy plan is one of the many things in life that you cannot simply check off your list and forget about. The tax code has changed and I promise you that it will continue to change. We have people that come in all the time with estate documents...
Conflicts of Interest
You need to be aware of conflicts of interest when it comes to hiring a new financial advisor. We all have conflicts of interest in one way or another, even myself at Financial Enhancement Group. Any time someone is going to benefit from the advice...
V Is For Victory - It Takes Combining Every Player In The Retirement Plan To Work In Sync
When it comes to your retirement plan, every decision impacts another. Learn why most decisions cannot be made independently. There’s a quote from Mark Twain which says, “When you find yourself agreeing with the masses, it’s time to pause and...
The Investment Playbook - Maintaining The Right Mix Of Assets In Your Portfolio
Asset allocation is the answer to the age-old advice: Don't put all of your eggs in one basket. Make sure you're on your game when it comes to planning ahead for retirement. In this episode learn why dividing your retirement savings into various...
The IRS Isn't Afraid To Throw A Flag And Charge You With A Penalty
The IRS can be a tough opponent when it comes to imposing penalties. Find out which ones impact your game the most. With the Cares Act, many Americans were given permission to use funds from their retirement savings that normally would incur a penalty...
Bulls vs. Bears - Keeping Your Emotions In Check
Volatility has always been a player in the big game. Learn how to defeat this unpredictable opponent. Before FEG: Acting emotionally during volatility can definitely wreck your retirement. We can help with that. Volatility has always been a big...
Should You Accept The 2020 Coronavirus Distribution Gift Or Send It Back
Congress is trying to figure out a way to keep us alive. It's not our job to figure out ways to manipulate the tax code during a pandemic. However, if you did take a Coronavirus related distribution, find a way to get that back in there. Essentially,...
Social Security Isn't Necessarily The Best Gift You Receive At Age 62
Should you take social security now? Well, what is your age today? Most people believe that they want to take social security at age 62. However, most people can't answer why they want to do it. Not many people really understand that genesis of it....
What Happens When Your Bond Reaches Its Maturity Date
One of the reasons that Wall Street loves bonds is that they mature. Then, you have to redo something with capital. About 68-70% of the market is actually driven by bonds. You would think that the stock market is larger; however, it’s not. Bonds...