The Better Giver Show: Recent Episodes

Joe Clark

Learn how to make the most of your donation strategies with The Better Giver 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.

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Generosity is a beautiful thing. Should you give to your children and charities before you are gone to make the most impact? When is the best time to leave a legacy? What is the best time to make a gift? Should you give your inheritance before you pass? These questions and 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.

Connect with Financial Enhancement Group:

Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air!

Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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In this segment of Your Retirement Playbook we are going to discuss how to use and gift your money in the best way. We want to help you be a better giver, not a bigger giver. 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:

Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air!

Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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Many people think of gifting their assets once they have passed away, but what about when you still live? Find out the most efficient way to gift from your assets while you are still living so you can witness the impact of your generosity.

Resources

  • "Gifting Effectively: Don't Forget Taxes and Investments!" Gifting Effectively: Don't Forget Taxes and Investments! - The Financial Enhancement Group (yourlifeafterwork.com)
  • "Leaving A Legacy Part 2", article by Joe Clark, CFP Leaving A Legacy, Part 2. - The Financial Enhancement Group (yourlifeafterwork.com)

Connect with Financial Enhancement Group:

Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air!

Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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Many people think of gifting their assets once they have passed away, but what about when you still live? Find out the most efficient way to gift from your assets while you are still living so you can witness the impact of your generosity on this segment of Consider This Program.

Resources

  • "Trusts, QCDs, & the Death Benefit" Consider This Program with Joe Clark, CFP 9.29.18 Trusts, QCDs, & the Death Benefit - The Financial Enhancement Group (yourlifeafterwork.com)

Connect with Financial Enhancement Group:

Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air!

Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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Small businesses really are the backbone of the American Economy. As such, we need their participation in charitable giving. What is the best way for a business owner to make gifts to their church or charity? Find out on Consider This Program.

Learn more at thebettergiver.com

Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.

Connect with Financial Enhancement Group:

Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air!

Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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You don’t have to make a lot of money or have a lot of assets to be a Better Giver. We are called to do the best with the talents and resources we have. We will break down being charitable from three perspectives: giving cash, giving assets, and giving time. Here’s to being a Better Giver.

Check out this article for more information yourlifeafterwork.com/charitable-giving-during-retirement

Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.

Connect with Financial Enhancement Group:

Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air!

Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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Charitable giving comes from the heart and soul of the giver. The impact of the gift comes from the timing and the application of the recipient. We believe in being Better Givers, meaning that you get all the credit for the gift from a tax perspective. Maximized charitable gifting is a combination of investment planning, tax planning, and timing. We will work to make you a better Giver on Consider This Program today.

Check out this article for more information yourlifeafterwork.com/charitable-giving-during-retirement

Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.

Connect with Financial Enhancement Group:

Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air!

Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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Charitable giving comes from the heart and soul of the giver. The impact of the gift comes from the timing and the application of the recipient. We believe in being Better Givers, meaning that you get all the credit for the gift from a tax perspective. Maximized charitable gifting is a combination of investment planning, tax planning, and timing. We will work to make you a better Giver on Consider This Program today.

Learn more on this topic in this article yourlifeafterwork.com/important-estate-planning-considerations-when-givingto- charity

Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.

Connect with Financial Enhancement Group:

Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air!

Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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Feeling compelled to be charitable is a wonderful calling. You want your charity to get the most out of your gift, and we want you to get the biggest bang for your contribution. That “bang” is delivered with strategic tax planning. When should you give and how? Find out on Consider This Program.

Find more information here: yourlifeafterwork.com/making-the-most-of-your-charitable-donations

Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.

Connect with Financial Enhancement Group:

Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air!

Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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Learn how the critical elements of planning need to be used together, and not done in silos.

Connect with Financial Enhancement Group:

Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air!

Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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Capital gains are back in the limelight as tax code changes loom. We will walk you through how we coach families to use gains for their benefit when gifting and creating income for retirement.

Connect with Financial Enhancement Group:

Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air!

Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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Being charitably inclined is a testament to you and your family. Our hope with the Better Giver is not to make you a bigger giver per se', but rather a better giver. Helping you get the most efficient transfer of your gift to the charity of your choice in the most tax-efficient manner possible. The amount received by the charity doesn't change based on the source of the gift. The source you use can make all the difference in the world.

Connect with Financial Enhancement Group:

Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air!

Give us a call at (800) 928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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Using the right timing of your gift, the right type of asset and to the right entity can make a large impact on your tax return.

Connect with Financial Enhancement Group:

Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air!

Give us a call at (800) 928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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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 www.Facebook.com/FinancialEnhancementGroup

Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air!

Give us a call at (800) 928-4001 or send them to TalkToFEG@yourlifeafterwork.com