The Life Planning Show: Recent Episodes
Joe Clark
Learn how to make the most of your life planning strategies with The Life Planning Show.
Real, useful information for everyday people that can be translated into daily life and thought.
We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.
College planning is a dominant part of many families’ aspirations. What is the best way to fulfill your hopes, dreams, and self-imposed obligations? We will discuss the pros and cons of college planning in this segment. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.
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Sometimes the hardest thing to learn is things we already thought we knew! Mortgages have changed dramatically in the last 30 years. Find out what your kids face as they look at mortgages in the new environment. Join us to learn more on this segment of Your Retirement Playbook. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.
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Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com
Accumulation, Contribution, and Distribution – do you know which Phase of Finance you are in? There are significant differences in how to approach your tax planning and investments depending on where you are in your financial journey! In this episode of Your Retirement Program, we will discuss the differences and what you need to consider now. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.
**Connect with Financial Enhancement Group:**
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Is volatility keeping you up at night? Does volatility really matter? Volatility is uncomfortable and painful in certain parts of investing in the market. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com.
Connect with Financial Enhancement Group:
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Unfortunately, inflation impacts your retirement dreams. Inflation is like high blood pressure; whether you know you have it or not, it can still kill you. Let’s talk about how to deal with that in Your Retirement Playbook. Give us a call at 800-928-4001 to schedule Your Next Steps meeting, or visit www.yourlifeafterwork.com to learn more.
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Is your life insurance policy current? They call it permanent insurance because you are supposed to die with it; however, the average person ends up getting rid of it and buying another. Why is that? On this segment of Your Retirement Playbook, we will discuss it! Call us at 800-928-4001 to schedule Your Next Steps meeting, or visit www.yourlifeafterwork.com to learn more.
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There are several ways to get to Florida, but you can’t switch along the way! The goal is to get where you want to go, but there WILL be interruptions along the way and we need to plan for that. Call 800-928-4001 to schedule your complimentary Next Steps meeting or visit www.yourlifeafterwork.com to learn more.
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In this segment of Your Retirement Playbook, we will dive deeper into intentional IRA withdrawals.
Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.
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On this segment of Your Retirement Playbook, we will explore a cautionary inheritance tale so that you don't make the same mistake!
Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.
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The art of childhood is knowing what to tell your parents and when! Join us on "Your Retirement Playbook" as we discuss what to think about when you are getting an inheritance and why you need to talk to your parents in advance.
Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.
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Whether you are a new retiree or a seasoned one, we often have the same concerns. The best way to avoid retirement mistakes often comes from having the best questions formulated. My advice often begins with the questions, what is the best that can happen, what is the worst that can happen and – the most critical - can you live with the worst? Learn more on this segment of Your Retirement Playbook. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com.
**Connect with Financial Enhancement Group:**
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What can possibly go wrong?! The things that happen on your financial journey are similar to the struggles you will face in golf. Let's talk about your financial hazards. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001.
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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 during this segment of Your Retirement Playbook. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001.
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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 something that we've already thought out in advance. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001.
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With rising long-term care costs in the US, it is no wonder that this is a regular topic of discussion. And when it comes to the financial dimension of long-term care, truly good solutions are few and far between. Find out what you need to know about long-term care on Consider This Program.
Schedule your complimentary Next Steps meeting today!
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Resources -
“What keeps you up at night?” article by Dean Huddleson
What keeps you up at night? - The Financial Enhancement Group (yourlifeafterwork.com)
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When preparation meets planning, little luck is actually needed! Find out why planning the loss of a spouse is more than just a life insurance policy.
Resources -
"Understanding estate and insurance documents and what needs to happen if you live in two states." Consider This Program with Joe Clark, CFP
Understanding estate and insurance documents and what needs to happen if you live in two states. - The Financial Enhancement Group (yourlifeafterwork.com)
(all other Life Insurance content is ancient)
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An unexpected or early retirement can bring a major headache of finding affordable health insurance until you turn 65 and can qualify for Medicare. If you find yourself in this situation, there are ways to bridge the age gap long enough to reach the Medicare finish line. Find out your options on Consider This Program.
Schedule your complimentary Next Steps meeting today!
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800-928-4001
Resources -
“Don’t Forget Medicare,” episode of Elements In Focus
Your Life After Work- Don't Forget Medicare - The Financial Enhancement Group
“The Retirement Tip No One Is Talking About”, article by Daren Hardesty
The retirement tip that no one is talking about! - The Financial Enhancement Group (yourlifeafterwork.com)
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For many, parents are the guiding lights of the first portion of our lives. They make sure we eat healthily, set us up for doctor and dentist appointments, and otherwise work to help us make the best decision for a fulfilling life. As we age, though, so do they. And there comes a turning point when we witness our parents switch from superheroes to humans. Find out how to begin those difficult conversations with your parents on Consider This Program.
Schedule your complimentary Next Steps meeting today!
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Resources –
Checklists - checklist landing page - The Financial Enhancement Group (yourlifeafterwork.com)
“Talking with parents about money – how to have comfortable conversations.”, article by Dean Huddleston
Talking with parents about money - how to have comfortable conversations. - The Financial Enhancement Group (yourlifeafterwork.com)
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Only fools rush in! Don't rush into choosing your advisor just because you like them, and don't choose an investment when you can't differentiate between an income and an asset. On this episode of Consider This Program, we will break down the differences between income and assets in addition to suitability and fiduciary advisors.
Resources -
Checklist – Things to consider before hiring a financial advisor checklist landing page - The Financial Enhancement Group (yourlifeafterwork.com)
"Your Assets vs. Income" Consider This Program with Joe Clark, CFP, and Jamie Burton. Your Assets vs. Income – Investment Playbook Show - The Financial Enhancement Group (yourlifeafterwork.com)
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When planning for retirement, there are certain triggers or transitions that can push you closer to making a decision to leave the workforce. It is important to have a strong financial plan to prepare for these changes. Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.
Seasons change, and so does tax planning. Seasons Change And So Does Tax Planning - The Financial Enhancement Group (yourlifeafterwork.com)
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Deciding when to take Social Security can be one of the most costly decisions you make in retirement. Find out how Social Security timing can be an asset when figuring out your retirement income. Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.
How much do you lose if you take Social Security at the wrong time? How much do you lose if you take Social Security at the wrong time? - The Financial Enhancement Group (yourlifeafterwork.com)
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Assets – stocks, bonds and cash behave differently and have different jobs. The same is true of tax treatment. There is tax-deferred, taxable, Ira, Roth, 401k, 403b and more, and they all have their place. HSA accounts are at the top of the list for a place to store resources, find out on Consider This Program.
Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.
How Healthy is Your 401k? Look Beyond the Balance. Article by Joe Clark, CFP. How Healthy is Your 401k? Look Beyond the Balance - The Financial Enhancement Group (yourlifeafterwork.com)
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Is there a simple way to turn disasters into inconveniences with your personal finance? There are several options, and it could be different depending on your financial phase of finance. Join us to learn more!
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Your options change as you age, but the good news is you don't have to do it alone! From retirement communities to cohabiting to long-term care facilities, there are options! Join us to find out how they work and how to plan for them ahead of time.
-Article Retirement Choices - The Financial Enhancement Group (yourlifeafterwork.com)
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With an ever-changing economic and legislative environment, it is crucial to regularly update and evaluate your financial plan. Join us as we discuss what can happen if you decide to stick with your original plan. Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.
What To Do When Your Best Laid Plans Go Astray – Changes In Your Financial Phase. yourlifeafterwork.com/what-to-do-when-your-best-laid-plans-go-astra y-changes-in-your-financial-phase
Planning for the unexpected - Planning for the Unexpected - The Financial Enhancement Group (yourlifeafterwork.com)
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Being prudent can be very beneficial for your financial future, but what happens when you take it too far? Join us as we discuss a few real-life scenarios where being prudent had negative consequences. Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.
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A successful retirement isn’t about replacing your income; it is about maintaining your standard of living, but how much will you need?
There is no magical percentage of your income needed for a happy retirement. What is required is replacing 100% of the money for your standard of living.
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Selling the "Baby" can be one of the hardest and yet most rewarding endeavors. Find out what you need to be considering, like capital gains taxation, emotional burdens, retirement plan consolidations, etc.
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Losing a spouse is traumatic emotionally, but it can also be a financial disaster. What things do you need to consider in the next 30 days, six months and next year.
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There are days where bad news is worse than others. What do you do when the doctor says you have months to live? There are emotional issues, but there are also economic issues to consider.
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Debt is bondage, and leverage is an asset. What is the difference between the two? Join us on Consider This Program to learn more!
https://www.yourlifeafterwork.com/coming-clean-with-your-advisor-part-four-debt
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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.
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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?
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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 though, the difficulty in measuring emotional consequences determines the results. The math, the emotional turmoil and other factors need to all be incorporated before making a decision.
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Planning for the unexpected is not as easy as it sounds. Find out how we help our families navigate the unknown on Consider This Program.
Building multiple layers of tax diversification and buckets of money takes discipline and planning. Not to mention our world is constantly changing. Putting a backup plan on the shelf only works if you dust it off and review your needs every other year.
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Estate planning documents aren't like tax returns; you don't need a history unless you need a history! Knowing why your documents say what they do can help a court or a family member when clarification is needed. Check out Consider This Program as we discuss eliminating old records.
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Taking away the keys is one thing, but the checkbook is a whole other conversation. Planning ahead for this tough talk can make it easier for you and your parents when the time comes.
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Managing money is not for everyone. What are the seven things your kids need to know regarding money that keep them from becoming financially independent? Consider these seven things to do for their financial future.
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Like it or not, men die first the majority of the time. There are families where one spouse does the short term and the other the long term planning, but it is rare. What happens when life takes a turn, and you get a new role running the family finances?
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Like it or not, men die first the majority of the time. There are families where one spouse does the short term and the other the long term planning, but it is rare. What happens when life takes a turn, and you get a new role running the family finances?
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When to move out, move up, or make a change in where you live.
Life changes and will continue to change as we age and as technology and services adapt to an increasing population of seniors. We will discuss your living alternatives and documents on Consider this program.
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A small percentage of people die suddenly. Most of us fade away over time. Some of us fade faster and further than others. We will discuss how to recognize when your partner is slipping on Consider This Program today.
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If your parents are starting to show signs that they're not as on top of their finances as they used to be, how can you get more involved without looking like you're trying to come in and take over? Expert Cameron Huddleston will join us as she discusses her book, “Mom and Dad, We Need to Talk.”
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How do you build a financial team? Listen to Consider This Program and find out how.
There is no "I" in team. For the best results, everyone has to work together. How does your CPA and investment advisor work together to create optimal tax strategies? What is your communication process? What should it be?
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It is easy to take away the keys when the time comes, but what about the checkbook? We will break down the process on this segment of Consider This Program.
Having discussions with your aging parents can seem taboo. However, with an ever-changing estate and tax code, it is more important than ever to communicate. We will discuss what to talk about and how to have the conversation.
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Living comfortably comes down to more than just dollars saved. Learn how we coach families through what is important when planning for retirement.
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Standing back up isn’t easy after you lose a business. Learn from an entrepreneur on ways to keep moving forward.
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Preparation is more than just a word in this case. Who has your back when life happens? Also, don’t lose sight of the opportunities that can still be available to you.
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Process, process, process. The markets go up, and the markets go down. If you do not have processes in place to keep you on track, everyone wins at your expense. Learn how we help families use processes to keep thinking moving forward.
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Learn how the critical elements of planning need to be used together, and not done in silos.
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There are more college savings vehicles available today than ever before in history. With some many options, how do you choose where to grow your college funds? Before you put your dollars to work, you must consider taxes, vehicle types, and the restrictions inside each savings plan.
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There are three distinct phases of finance that we all go through. It is not age dependent. Each phase has unique objectives that must be stressed. Always begin with the end in mind. Why are you saving? How will you get the money out? How much do you need? Based on your previous experience, current situation, and future hopes and dreams, what would be wise for you to do at this time. Many times people's lives are disrupted. We had the best of intentions, but things changed. Job, relationships, health, and a myriad of other issues can throw us off track. You can deal with the three phases of finance at almost any age while you are still working. Here is how you do it and what to consider.
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Combining your assets needs to be discussed before marriage. We see people who keep everything separate (usually they have kids from a previous relationship) and those that combine everything. Regardless of the assets, you will have a single tax return that you should not separate. What one person does will impact the other from a tax standpoint. (We have families that do separate taxes and then combine for the IRS, this shows the individual liability) Retirement assets at work will go to the current spouse. (Pre-nuptials don't work, but post-nuptials do) Debts, income, assets, houses, etc., all come into play.
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Life comes quickly, and the IRS has no sympathy. Unless you have a minor child, this will be the last year to file a joint tax return regardless of what time of year that you lost your spouse. Margin compression (expansion of your marginal tax rate), standard deduction amounts, RMD's, and Social Security are all issues of things to consider on top of the emotional strain.
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Rarely is a job loss expected, and rarely is anyone prepared for it. Lay-offs or downsizing can sometimes be predicted. It can be the sale of a business, a new manager, a change in the economy, or it can come out of the blue. Your job is to be prepared for the inevitable (access to cash) and be as valuable as you can to the organization before the downsizing. You will need to address future income streams, unemployment, interviewing, and what to do with your previous retirement savings. How do you access emergency funds from your retirement?
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Budgets, credit score, compound interest - “Learn how discipline, maintenance, and the process is the key to being financially independent.
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Many people do not know that they can request a direct tax-free rollover from their 401(k) to an IRA before they retire. Even more people don't know why it could be beneficial to move your 401(k) assets into an IRA. This rollover is called an In-Service Non-Hardship distribution, and it is something we think you should consider as you approach your retirement.
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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 for answers.
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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.
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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 complete the non-account holding spouse's (alternate payee) right to receive all or a portion of the assets held in the account is established.
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