Financial Enhancement Group, LLC
Your Retirement PlaybookEpisodes
Episodes of Your Retirement Playbook
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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: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join
Losing a loved one is never easy. Taking care of the final documents, bank accounts and settling the estate could not come at a more emotionally challenging time. The process doesn’t need to be complex, but in most cases, it is. Here are some s
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
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 you
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 se
In this episode of Your Retirement Playbook, we will discuss the Beginning, Middle, and End of Your Financial Journey. Topics we will cover will include: How mortgages have changed, college education and alternatives, the best time to gift, and
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: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Jo
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
Challenges that arise inside of the financial world can be complex. For example, what is the difference between a trustee and a successor trustee or executor? What are the job duties for all the positions inside your Legacy Plan? On Your
Are you tired of quarterly payments? Your IRA may be the solution! Join us on Your Retirement Program as we talk about simplifying your tax plan and eliminating quarterly tax payments. Call now to schedule your complimentary Next Steps mee
Choosing your investments can sometimes look more simple than it actually is! In this episode of Your Retirement Program, we will talk about the appearance of the simplicity of investment decisions, silo decision-making, and orphaned assets. C
Thank you for tuning into Your Retirement Playbook! On this show, we will talk about simplifying your investment decisions, eliminating quarterly tax payments, the difference between trustees and executors, and phases of finance! Call now t
All beneficiaries are not equal, and it is the same for assets! Tax diversification in your legacy plan is a great thing! You worked hard for the retirement you want, and you want to enjoy it, but once you have passed on, who gets it, a
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 at 800-928-4001 or lear
How long do you plan on being around – will you outlive your life expectancy? Can inflation destroy your retirement plans? Your financial journey may last a long time, and are you prepared? Call now to schedule your complimentary Next Ste
In this episode of Your Retirement Playbook, we will discuss a case study! Our first segment will lay out the whole case and focus on what to consider before retirement; we hope you enjoy it! Call now to schedule your complimentary Next St
Thank you for tuning into Your Retirement Playbook! This show will discuss preparing for retirement, inflation, volatility, and tax diversification. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at
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 80
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,
Rebalancing retirement accounts means selling from what did well and purchasing what did poorly the quarter before. We will discuss if you should and how to go about it in this segment of Your Retirement Playbook. Call us at 800-928-4001 to sch
It is difficult to speak when you are no longer here. A letter of intention gives your family the easiest opportunity to fulfill your wishes after you are gone. Join us on Your Retirement Playbook to learn more. Call us at 800-928-4001 to sched
Navigating through your financial journey, you will encounter many detours. On this episode of Your Retirement Playbook, we will discuss how to make it easier for your family to carry out your wishes with a Letter of Intention, Auto rebalancing
72(t) allows you to get money out of an IRA before you turn 59.5, but it comes with serious stipulations and consequences, proceed with caution!! Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn m
Moving money out of a 401K into an IRA makes sense, but sometimes you have to reverse your decision. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connec
How do I value my intellectual property? What exactly is an intangible asset and how things changed over time. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com.
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