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Your Retirement Playbook

Aug 29, 2022

Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com.


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Aug 26, 2022

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! In this episode of Your Retirement Program, we will discuss the differences...


Aug 25, 2022

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 positions inside your Legacy Plan? On Your Retirement Playbook, we will discuss various job duties and responsibilities....


Aug 24, 2022

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


Aug 23, 2022

Choosing your investments can sometimes look more simple than it actually is! In this episode of Your Retirement Program, we will talk about the appearance of the simplicity of investment decisions, silo decision-making, and orphaned assets. Call now to schedule your complimentary Next Steps meeting at 800-928-4001...