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 F...
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Your Retirement Playbook
Real, useful information for everyday people that can be translated into daily life and thought. Each week we cover a different aspect of financial planning, retirement options, and current...
Episodes
20 of 451 episodesTrustee 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 emotion...
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 bes...
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 obli...
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 ou...
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...
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 F...
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 ap...
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 tr...
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...
The Appearance of Simplicity In Investment Decisions
Choosing your investments can sometimes look more simple than it actually is! In this episode of Your Retirement Program, we will talk about...
Avoiding Confusion In Your Financial Decisions
Thank you for tuning into Your Retirement Playbook! On this show, we will talk about simplifying your investment decisions, eliminating quar...
Tax Diversification For Your Legacy Plan
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 fo...
Can Volatility Destroy My Retirement?
Is volatility keeping you up at night? Does volatility really matter? Volatility is uncomfortable and painful in certain parts of investing...
Can Inflation Destroy My Retirement Plans?
How long do you plan on being around – will you outlive your life expectancy? Can inflation destroy your retirement plans? Your financial jo...
What To Consider Before Retirement
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 t...
A Case Study Exploring Preparing For Retirement, Inflation, Volatility, and Tax Diversification
Thank you for tuning into Your Retirement Playbook! This show will discuss preparing for retirement, inflation, volatility, and tax diversif...
Is Higher Inflation a Cause For Concern?
Unfortunately, inflation impacts your retirement dreams. Inflation is like high blood pressure; whether you know you have it or not, it can...
Life Insurance Basics: What You Need To Know
Is your life insurance policy current? They call it permanent insurance because you are supposed to die with it; however, the average person...
Do Your Retirement Accounts Need To Be Rebalanced?
Rebalancing retirement accounts means selling from what did well and purchasing what did poorly the quarter before. We will discuss if you s...