Your Retirement Playbook Podcast
1) Best Of Your Retirement Playbook Episode
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....Show More
2) Trustee and Executor Job Descriptions
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 comple...Show More
3) The Best Time to Give a Financial Gift - Gifting During Life vs. Death - Choosing When to Give an Asset
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 gi...Show More
4) College Education and Alternatives
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 planni...Show More
5) Not Your Father’s Mortgage - How Mortgages Have Changed Since Your Parents Bought Their House
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 e...Show More
6) Beginning, Middle and End of Your Financial Journey
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 ...Show More
7) Best Of Your Retirement Playbook Episode
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...Show More
8) Do You Know Which Phase of Finance You Are In?
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 ...Show More
9) The Difference Between Trustee, Successor Trustee, and More
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 posit...Show More
10) Eliminating Quarterly Tax Payments
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 sch...Show More