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Our 2 CentsEpisode 107: What They're Saying: Grading the GurusWelcome back for another new episode of Our 2 Cents! We're talking about winning big in the lottery, another round of rate hikes by the Fed, and then we're having a lot of fun providing our perspectives on the advice of some well-known industry experts. Tune in now, and let us know what grade you'd give to some of these gurus.The Mega Millions Jackpot Surges:What should you do if you were to win?Should you take the lump sum or opt for the payments over several years?The Fed is...2022-07-2930 min
Your Retirement PlaybookHow to Begin Your Retirement Practice YearYou understand that you need to replace a certain standard of living in retirement, but what does that look like? How do you know how much you really need? Find out what you need to consider on Consider This Program. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001 Resources – “Practice Makes Perfect”, article by Grant Soliven, AIF "Practice Makes Perfect" - The Financial Enhancement Group (yourlifeafterwork.com) “Your Assets vs. Income”, Consider This Program episode Your Assets vs. Income – Investment Playbook Show - The F...2022-04-1312 min
Your Retirement PlaybookHow to Begin Your Retirement Practice YearYou understand that you need to replace a certain standard of living in retirement, but what does that look like? How do you know how much you really need? Find out what you need to consider on Consider This Program. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001 Resources – “Practice Makes Perfect”, article by Grant Soliven, AIF "Practice Makes Perfect" - The Financial Enhancement Group (yourlifeafterwork.com) “Your Assets vs. Income”, Consider This Program episode Your Assets vs. Income – Investment Playbook Show - The F...2022-04-1312 min
Your Life After Work ShowHow to Begin Your Retirement Practice YearYou understand that you need to replace a certain standard of living in retirement, but what does that look like? How do you know how much you really need? Find out what you need to consider on Consider This Program. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001 Resources – “Practice Makes Perfect”, article by Grant Soliven, AIF "Practice Makes Perfect" - The Financial Enhancement Group (yourlifeafterwork.com) “Your Assets vs. Income”, Consider This Program episode Your Assets vs. Income – Investment Playbook Show - The F...2022-04-1312 minYour Retirement PlaybookAre You Keeping Up With The Tax Code?The tax code is ever-changing, which means your strategies should be ever-changing as well. Do not get stuck with your heels dug in the ground. Resources - "Roth Conversions & Back Door Roth's" Elements In Focus with Grant Soliven, AIF and Aaron Rheaume, CKA. Roth Conversions & Back Door Roth's - The Financial Enhancement Group (yourlifeafterwork.com) "The Secure Act, Here's What It Means For You," article by Joe Clark, CFP The Secure Act, Here's What It Means For You - The Financial Enhancement Group (yourlifeafterwork.com) Connect with Financial Enhancement G...2022-04-0113 minYour Retirement PlaybookAre You Keeping Up With The Tax Code?The tax code is ever-changing, which means your strategies should be ever-changing as well. Do not get stuck with your heels dug in the ground. Resources - "Roth Conversions & Back Door Roth's" Elements In Focus with Grant Soliven, AIF and Aaron Rheaume, CKA. Roth Conversions & Back Door Roth's - The Financial Enhancement Group (yourlifeafterwork.com) "The Secure Act, Here's What It Means For You," article by Joe Clark, CFP The Secure Act, Here's What It Means For You - The Financial Enhancement Group (yourlifeafterwork.com) Connect with Financial Enhancement G...2022-04-0113 min
The Tax Planning ShowAre You Keeping Up With The Tax Code?The tax code is ever-changing, which means your strategies should be ever-changing as well. Do not get stuck with your heels dug in the ground. Resources - "Roth Conversions & Back Door Roth's" Elements In Focus with Grant Soliven, AIF and Aaron Rheaume, CKA. Roth Conversions & Back Door Roth's - The Financial Enhancement Group (yourlifeafterwork.com) "The Secure Act, Here's What It Means For You," article by Joe Clark, CFP The Secure Act, Here's What It Means For You - The Financial Enhancement Group (yourlifeafterwork.com) Connect with Financial Enhancement G...2022-04-0113 minThe Tax Planning ShowDon’t Miss A Small Contribution To Make A Huge Difference!The year may have ended, but that does not mean you have to leave unused contributions from last year's tax season on the table! Find out the best way to maximize Roth contributions for your and your family's future. Resources - "Tax Breakdown – 1040, 401K, IRA and Roth Contributions" Consider This Program with Joe Clark, CFP and Grant Soliven, AIF Tax Breakdown - 1040, 401K, IRA and Roth Contributions - The Financial Enhancement Group (yourlifeafterwork.com) "What You Should Know About The Roth Option When Saving For Retirement" article by Joe Clark, CFP Wh...2022-03-3012 minYour Retirement PlaybookDon’t Miss A Small Contribution To Make A Huge Difference!The year may have ended, but that does not mean you have to leave unused contributions from last year's tax season on the table! Find out the best way to maximize Roth contributions for your and your family's future. Resources - "Tax Breakdown – 1040, 401K, IRA and Roth Contributions" Consider This Program with Joe Clark, CFP and Grant Soliven, AIF Tax Breakdown - 1040, 401K, IRA and Roth Contributions - The Financial Enhancement Group (yourlifeafterwork.com) "What You Should Know About The Roth Option When Saving For Retirement" article by Joe Clark, CFP Wh...2022-03-3012 minYour Retirement PlaybookDon’t Miss A Small Contribution To Make A Huge Difference!The year may have ended, but that does not mean you have to leave unused contributions from last year's tax season on the table! Find out the best way to maximize Roth contributions for your and your family's future. Resources - "Tax Breakdown – 1040, 401K, IRA and Roth Contributions" Consider This Program with Joe Clark, CFP and Grant Soliven, AIF Tax Breakdown - 1040, 401K, IRA and Roth Contributions - The Financial Enhancement Group (yourlifeafterwork.com) "What You Should Know About The Roth Option When Saving For Retirement" article by Joe Clark, CFP Wh...2022-03-3012 min
The Investment Playbook ShowCapital Gains - The Untold StoryEveryone looks at income as dividends, however, the world changes and so does our approach to taking income from your portfolio. Join us on Consider This Program to figure out how capital gains will become more significant to your income needs than ever before. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001 Resources - "Phantom Capital Gains", Joe Clark, CFP Phantom Capital Gains - The Financial Enhancement Group (yourlifeafterwork.com) "Not Every Basket Is Created Equal", article by Grant Soliven, AIF Not...2022-03-1812 minYour Retirement PlaybookCapital Gains - The Untold StoryEveryone looks at income as dividends, however, the world changes and so does our approach to taking income from your portfolio. Join us on Consider This Program to figure out how capital gains will become more significant to your income needs than ever before. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001 Resources - "Phantom Capital Gains", Joe Clark, CFP Phantom Capital Gains - The Financial Enhancement Group (yourlifeafterwork.com) "Not Every Basket Is Created Equal", article by Grant Soliven, AIF Not...2022-03-1812 minYour Retirement PlaybookCapital Gains - The Untold StoryEveryone looks at income as dividends, however, the world changes and so does our approach to taking income from your portfolio. Join us on Consider This Program to figure out how capital gains will become more significant to your income needs than ever before. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001 Resources - "Phantom Capital Gains", Joe Clark, CFP Phantom Capital Gains - The Financial Enhancement Group (yourlifeafterwork.com) "Not Every Basket Is Created Equal", article by Grant Soliven, AIF Not...2022-03-1812 minThe Investment Playbook ShowDo You Have Any Defense In Place To Protect Against A Market Decline?Many people go into investing with an idea of how much they are going to make, but what happens when there is a drawdown in the market and you don't have a plan to protect yourself? We will discuss diversification, volatility, drawdowns, and more on this episode! Resources "Drawdown Protection" Consider This Program with Joe Clark, CFP and Adam Harter, CFA Drawdown Protection - The Financial Enhancement Group (yourlifeafterwork.com) "Preparing for Volatility" Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. Preparing For Volatility - Episode 1077 - The Financial Enhancement Group (yourlifeafterwork...2022-03-0413 minYour Retirement PlaybookDo You Have Any Defense In Place To Protect Against A Market Decline?Many people go into investing with an idea of how much they are going to make, but what happens when there is a drawdown in the market and you don't have a plan to protect yourself? We will discuss diversification, volatility, drawdowns, and more on this episode! Resources "Drawdown Protection" Consider This Program with Joe Clark, CFP and Adam Harter, CFA Drawdown Protection - The Financial Enhancement Group (yourlifeafterwork.com) "Preparing for Volatility" Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. Preparing For Volatility - Episode 1077 - The Financial Enhancement Group (yourlifeafterwork...2022-03-0413 minYour Retirement PlaybookDo You Have Any Defense In Place To Protect Against A Market Decline?Many people go into investing with an idea of how much they are going to make, but what happens when there is a drawdown in the market and you don't have a plan to protect yourself? We will discuss diversification, volatility, drawdowns, and more on this episode! Resources "Drawdown Protection" Consider This Program with Joe Clark, CFP and Adam Harter, CFA Drawdown Protection - The Financial Enhancement Group (yourlifeafterwork.com) "Preparing for Volatility" Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. Preparing For Volatility - Episode 1077 - The Financial Enhancement Group (yourlifeafterwork...2022-03-0413 min
The Legacy Planning ShowIs Incremental Incapacitation Going To Affect You? (with special guest Tom Hurley, J.D.)Find out how to love and protect your future self and the ones you love with some brand-new strategies from the Financial Enhancement Group and Financial Enhancement Group Trust Services team! Resources "Incapacitation is part of our reality, and you can plan for it." article by Grant Soliven, AIF Incapacitation is part of our reality, and you can plan for it. - The Financial Enhancement Group (yourlifeafterwork.com) "Don't Just Plan For The Metaphorical Hit By A Bus – Fading Away" Consider This Program with Joe Clark, CFP, and Daren Hardesty. Don't Just Plan For The Metaphorical Hi...2022-02-1613 minYour Retirement PlaybookIs Incremental Incapacitation Going To Affect You? (with special guest Tom Hurley, J.D.)Find out how to love and protect your future self and the ones you love with some brand-new strategies from the Financial Enhancement Group and Financial Enhancement Group Trust Services team! Resources "Incapacitation is part of our reality, and you can plan for it." article by Grant Soliven, AIF Incapacitation is part of our reality, and you can plan for it. - The Financial Enhancement Group (yourlifeafterwork.com) "Don't Just Plan For The Metaphorical Hit By A Bus – Fading Away" Consider This Program with Joe Clark, CFP, and Daren Hardesty. Don't Just Plan For The Metaphorical Hi...2022-02-1613 minYour Retirement PlaybookIs Incremental Incapacitation Going To Affect You? (with special guest Tom Hurley, J.D.)Find out how to love and protect your future self and the ones you love with some brand-new strategies from the Financial Enhancement Group and Financial Enhancement Group Trust Services team! Resources "Incapacitation is part of our reality, and you can plan for it." article by Grant Soliven, AIF Incapacitation is part of our reality, and you can plan for it. - The Financial Enhancement Group (yourlifeafterwork.com) "Don't Just Plan For The Metaphorical Hit By A Bus – Fading Away" Consider This Program with Joe Clark, CFP, and Daren Hardesty. Don't Just Plan For The Metaphorical Hi...2022-02-1613 minYour Life After Work ShowOur 5 Critical Elements For Financial PlanningJames Clear always says, "Success is never dependent on one thing, but failure can be!" Please tune in to learn about the 5 Critical Elements that we have found lead to financial stability on Consider This Program. "The 5 Critical Elements To Your Financial Wellbeing" Consider This Program with Joe Clark, CFP, and Grant Soliven, AIF The 5 Critical Elements To Your Financial Wellbeing - The Financial Enhancement Group (yourlifeafterwork.com) The 5 Critical Element overview from Financial Enhancement Group 5 Critical Elements - The Financial Enhancement Group (yourlifeafterwork.com) Connect with Financial Enhancement Group: Visit our Facebook p...2022-02-0912 minYour Retirement PlaybookOur 5 Critical Elements For Financial PlanningJames Clear always says, "Success is never dependent on one thing, but failure can be!" Please tune in to learn about the 5 Critical Elements that we have found lead to financial stability on Consider This Program. "The 5 Critical Elements To Your Financial Wellbeing" Consider This Program with Joe Clark, CFP, and Grant Soliven, AIF The 5 Critical Elements To Your Financial Wellbeing - The Financial Enhancement Group (yourlifeafterwork.com) The 5 Critical Element overview from Financial Enhancement Group 5 Critical Elements - The Financial Enhancement Group (yourlifeafterwork.com) Connect with Financial Enhancement Group: Visit our F...2022-02-0912 minYour Retirement PlaybookOur 5 Critical Elements For Financial PlanningJames Clear always says, "Success is never dependent on one thing, but failure can be!" Please tune in to learn about the 5 Critical Elements that we have found lead to financial stability on Consider This Program. "The 5 Critical Elements To Your Financial Wellbeing" Consider This Program with Joe Clark, CFP, and Grant Soliven, AIF The 5 Critical Elements To Your Financial Wellbeing - The Financial Enhancement Group (yourlifeafterwork.com) The 5 Critical Element overview from Financial Enhancement Group 5 Critical Elements - The Financial Enhancement Group (yourlifeafterwork.com) Connect with Financial Enhancement Group: Visit our F...2022-02-0912 minYour Retirement PlaybookLife Insurance LessonsLife Insurance, the good, the bad, the ugly - and Grant! Grant is our guest speaker from the Financial Enhancement Group to chat with us about Life Insurance. We also cover the top 10 ways Required Minimum Distribution is misunderstood. If you don't know what an RMD is, please tune in now, you don't want to miss this segment. Do you know the difference between a trust protector verses a trustee? We cover all of this and more in this episode of Consider This Program with Big Joe Clark, Ken Dilger, Angi Kinser and spe...2019-10-3159 minYour Retirement PlaybookLife Insurance LessonsLife Insurance, the good, the bad, the ugly - and Grant! Grant is our guest speaker from the Financial Enhancement Group to chat with us about Life Insurance. We also cover the top 10 ways Required Minimum Distribution is misunderstood. If you don't know what an RMD is, please tune in now, you don't want to miss this segment. Do you know the difference between a trust protector verses a trustee? We cover all of this and more in this episode of Consider This Program with Big Joe Clark, Ken Dilger, Angi Kinser and spe...2019-10-3159 min