Jun 30, 2022
What economic condition are we in today? Sure, the economic condition matters to help you decide what you need to do next in your financial planning, but what do I need to take into consideration? Call now to schedule your complimentary Next Steps Meeting at 800-928-4001.
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Jun 29, 2022
How do you know where "A" dollars and "B" should be invested? When faced with a buffet of options, which one should you choose first? In this segment of Your Retirement Playbook, we will break down the things you need to consider before choosing. Call now to schedule your complimentary Next Steps Meeting at...
Jun 28, 2022
Golf is a lot like financial planning. Life is a series of decisions based on shots in the current conditions. Financial planning is a series of decisions based on shots and conditions. Golf is just like financial planning; we tend to compare our golf score with that of our friends, the people playing. When people...
Jun 27, 2022
Your Retirement Playbook with Joe Clark, CFP. Your Retirement Playbook is an educational program designed to help listeners better understand their money. Each week Joe will discuss real-life situations in dealing with the Five Critical Elements and The Better Giver. Your Retirement Playbook is brought to you...
Jun 24, 2022
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...