Episódios
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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 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 [email protected] -
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 schedule Your Next Steps Meeting, or visit www.yourlifeafterwork.com to learn more.
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 [email protected] -
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Moving money out of a 401K into an IRA makes sense, but sometimes you have to reverse your decision. Call 800-928-4001 to schedule your complimentary Next Steps meeting or visit www.yourlifeafterwork.com to learn more.
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 [email protected] -
You have done a great job of saving for your life after work, but what happens when it is time to take money out of your accounts? 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 [email protected]
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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 [email protected]
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When you have an extra dollar, where should you put it? Do you have a checklist or process on how to make that decision? Join us as we break it down! 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 [email protected]
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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.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 [email protected]
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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.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 [email protected]
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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.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 [email protected]
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How did you meet your investments? From a tax perspective, in many cases, you must make a decision; do you want to pay taxes on the money today, or do you want to pay taxes in the future? Pay attention to the next segment of Your Retirement Playbook, and we will discuss which tax strategy you should employ. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001.
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 [email protected]
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Welcome to Your Retirement Playbook, and this is my Retirement Tax Book, if you will. That's right; you're getting ready to hear about Ed Slott's Elite IRA Advisor Group, things you need to consider about Tax Planning for your future, and the difference between tax deferral and tax delay. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001.
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 [email protected]
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The new retirement savings time bomb from Ed Slott Part 2!
That's right I'm back as I promised I would give you more. We are going to talk about the things that retirement savers can do to diffuse this Time Tax Bomb -things that Ed Slott says you should do in my thoughts on the subject as well. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001.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 [email protected]
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What in the world is a tax bomb?! Ed Slott's retirement Tax Bomb. I've been a part of Ed Slott's organization for the last 18 years (hard for me to believe), where we study taxes. This episode is a recap of the Retirement Savings Tax Bomb. It's new and improved, and here's what's in it for you. What you're going to get on this show is a discussion of an interview. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001.
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 [email protected]
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In the world of retirement accounts, Roth IRAs are the favored child. What’s not to love about totally tax-free growth on your retirement savings? Find out all you need to know about Roth IRAs on Consider This Program.
Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001
Resources –
“What Is The Mega Roth And How Can I Use It”, Consider This Program episode
What Is The Mega Roth And How Can I Use It - 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 [email protected]
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The tax code is ever-changing, which means your strategies should be ever-changing as well. Do not get stuck with your heels dug in the ground.
Resources -
"Roth Conversions & Back Door Roth's" Elements In Focus with Grant Soliven, AIF and Aaron Rheaume, CKA. Roth Conversions & Back Door Roth's - The Financial Enhancement Group (yourlifeafterwork.com)
"The Secure Act, Here's What It Means For You," article by Joe Clark, CFP The Secure Act, Here's What It Means For You - 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 [email protected]
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The year may have ended, but that does not mean you have to
leave unused contributions from last year's tax season on the table! Find out the best way to maximize Roth contributions for your and your family's future.Resources -
"Tax Breakdown – 1040, 401K, IRA and Roth Contributions" Consider This Program with Joe Clark, CFP and Grant Soliven, AIF Tax Breakdown - 1040, 401K, IRA and Roth Contributions - The Financial Enhancement Group (yourlifeafterwork.com)
"What You Should Know About The Roth Option When Saving For
Retirement" article by Joe Clark, CFP What You Should Know About The Roth Option When Saving For Retirement - 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 [email protected]
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An in-service, non-hardship distribution is a 401k option that not
many are aware of. What other options are wrapped inside of your 401k? Are you missing opportunities? Find out on Consider This Program.Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001
Resources -
“Roth Conversions & Back Door Roth’s” - Elements In Focus episode -
Roth Conversions & Back Door Roth's - The Financial Enhancement Group (yourlifeafterwork.com)“Job Change Resources” -
Job Change landing page - 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 [email protected]
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An in-service, non-hardship distribution is a 401k option that not
many are aware of. What other options are wrapped inside of your 401k? Are you missing opportunities? Find out on Consider This Program!Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001
Resources -
“401(k) Realities” – article by Joe Clark, CFP 401(k) Realities -
401(k) Realities - The Financial Enhancement Group (yourlifeafterwork.com)“Tax Breakdown – 1040, 401K, IRA and Roth Contributions” – Consider This Program segment:
IRA and Roth Contributions - 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 [email protected]
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Making the wrong call with your social security can cost you half a million dollars. Are you ready to take that gamble? On Consider This Program, we will discuss several things you need to think about before you pull the trigger.
"How much do you lose if you take Social Security at the wrong time?" Consider This Program with Joe Clark, CFP, and Jamie Burton. How much do you lose if you take Social Security at the wrong time? - The Financial Enhancement Group (yourlifeafterwork.com) "Back to Basics: Social Security" Consider This Program with Joe Clark, CFP. Back To Basics: Social Security - The Financial Enhancement Group (yourlifeafterwork.com)
ResourcesConnect 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 [email protected]
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Imagine having all tax-deferred money and no plan to unwind it
before you need it or are forced to take it, OR WORSE, the tax code changes, and it is not in your favor. Join us on this segment of Consider This Program to learn more.Resources
"There Are Two Tax Codes, One For the Informed And One For The
Uninformed" Consider This Segment with Joe Clark, CFP, and Aaron Rheaume. There Are Two Tax Codes, One For the Informed And One For The Uninformed - The Financial Enhancement Group (yourlifeafterwork.com) "Designing Your Distribution Plan" article by Joe Clark, CFP Designing Your Distribution Plan - 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 [email protected]
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