Golf is a lot like financial planning. Life is a series of decisions based on shots in the current conditions. Financial planning is a series of decisions based on shots and conditions. Golf is just l

Your Retirement Playbook with Joe Clark, CFP. Your Retirement Playbook is an educational program designed to help listeners better understand their money. Each week Joe will discuss real-life situatio

How did you meet your investments? From a tax perspective, in many cases, you must make a decision; do you want to pay taxes on the money today, or do you want to pay taxes in the future? Pay attentio

Should you cancel your life insurance policy? There are many things you consider when you look at Life Insurance. Should you keep paying that premium or cancel it? We will discuss the intricacies duri

Welcome to Your Retirement Playbook, and this is my Retirement Tax Book, if you will. That's right; you're getting ready to hear about Ed Slott's Elite IRA Advisor Group, things you need to consider a

How did that wind up in your portfolio? I've been married for 34 years, and when we meet new couples, they always ask one question, "How did you meet"?! In this segment, we will get into the nitty-gri

Your Retirement Playbook with Joe Clark, CFP. Your Retirement Playbook is an educational program designed to help listeners better understand their money. Each week Joe will discuss real-life situatio

Dopamine is an interesting thing according to a book I'm reading called “Habits of a Healthy Brain”, by Loretta Graziano Breuning. Four chemicals are produced inside of our brain that provide differen

The new retirement savings time bomb from Ed Slott Part 2! That's right I'm back as I promised I would give you more. We are going to talk about the things that retirement savers can do to diffuse thi

Avoiding bad decisions, that's the key to success! We have to break down our thinking and what our processes are to make a decision. It cannot be based on reaction as opposed to responding to somethin