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Your Retirement Playbook

May 28, 2020

Today we talk about harvesting losses! It may sound bad, but from a tax standpoint it is a beautiful thing... Also, should your house be a part of your nest egg? And it's not always easy to transfer a family business, but we can make it easier. 

May 21, 2020

Today we talk about ABLE Accounts and who can access them, what are Qualified Domestic Relation Orders, and is social security really going broke?

May 14, 2020

This week we talk about the day that oil went negative, what is a relief rally, and how not all states are equal when it comes to Coronavirus relief.

May 13, 2020

Budget is a critical part of retirement.  Even if you aren't a budget fan, Joe Clark, CFP, admits he is not one, but that is critical in retirement. Find out more in this short segment on retirement budgets.

May 7, 2020

How do you deal with distribution in a crazy economy like the one we are currently in? Is it still alright to retire? All this and more on Consider This Program.