Joe Clark
The Life Planning ShowEpisodes
Episodes of The Life Planning Show
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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
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
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 l
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,
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 compliment
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. Connect with Financial E
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.yourlifeafterwor
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 sch
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 th
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
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.
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.
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
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 liv
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 reac
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, t
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 d
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 ema
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@yourl
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 lis
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! Connect with Financial Enhanceme
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 t
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
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