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 economic conditions in common sense language that everyone can understand. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.
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Best Of Your Retirement Playbook Episode
09/12/2022
Best Of Your Retirement Playbook Episode
Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: Visit our Facebook page at Join our Facebook Group at Visit our website at We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Trustee and Executor Job Descriptions
09/09/2022
Trustee 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 emotionally challenging time. The process doesn’t need to be complex, but in most cases, it is. Here are some solutions to make your heirs on Your Retirement Playbook easier! Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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The Best Time to Give a Financial Gift - Gifting During Life vs. Death - Choosing When to Give an Asset
09/08/2022
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 best time to leave a legacy? What is the best time to make a gift? Should you give your inheritance before you pass? These questions and more on this segment of Your Retirement Playbook! Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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College Education and Alternatives
09/07/2022
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 obligations? We will discuss the pros and cons of college planning in this segment. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Not Your Father’s Mortgage - How Mortgages Have Changed Since Your Parents Bought Their House
09/06/2022
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 out what your kids face as they look at mortgages in the new environment. Join us to learn more on this segment of Your Retirement Playbook. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Beginning, Middle and End of Your Financial Journey
09/05/2022
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 will include: How mortgages have changed, college education and alternatives, the best time to gift, and estate planning. Join us to learn more on this segment of Your Retirement Playbook. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Best Of Your Retirement Playbook Episode
08/29/2022
Best Of Your Retirement Playbook Episode
Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Do You Know Which Phase of Finance You Are In?
08/26/2022
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 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 and what you need to consider now. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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The Difference Between Trustee, Successor Trustee, and More
08/25/2022
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 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. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Eliminating Quarterly Tax Payments
08/24/2022
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 plan and eliminating quarterly tax payments. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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The Appearance of Simplicity In Investment Decisions
08/23/2022
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 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 or learn more at Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Avoiding Confusion In Your Financial Decisions
08/22/2022
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 quarterly tax payments, the difference between trustees and executors, and phases of finance! Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Tax Diversification For Your Legacy Plan
08/19/2022
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 for the retirement you want, and you want to enjoy it, but once you have passed on, who gets it, and how should they use it? Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Can Volatility Destroy My Retirement?
08/18/2022
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 in the market. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Can Inflation Destroy My Retirement Plans?
08/17/2022
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 journey may last a long time, and are you prepared? Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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What To Consider Before Retirement
08/16/2022
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 to consider before retirement; we hope you enjoy it! Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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A Case Study Exploring Preparing For Retirement, Inflation, Volatility, and Tax Diversification
08/15/2022
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 diversification. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Is Higher Inflation a Cause For Concern?
08/12/2022
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 still kill you. Let’s talk about how to deal with that in Your Retirement Playbook. Give us a call at 800-928-4001 to schedule Your Next Steps meeting, or visit to learn more. Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Life Insurance Basics: What You Need To Know
08/11/2022
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 ends up getting rid of it and buying another. Why is that? On this segment of Your Retirement Playbook, we will discuss it! Call us at 800-928-4001 to schedule Your Next Steps meeting, or visit to learn more. Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Do Your Retirement Accounts Need To Be Rebalanced?
08/10/2022
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 should and how to go about it in this segment of Your Retirement Playbook. Call us at 800-928-4001 to schedule Your Next Steps meeting, or visit to learn more. Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Creating Your Letter Of Intention - Legacy Planning and Estate Planning
08/09/2022
Creating Your Letter Of Intention - Legacy Planning and Estate Planning
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 to learn more. Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Navigating Financial Detours
08/08/2022
Navigating Financial Detours
Navigating through your financial journey, you will encounter many detours. On this episode of Your Retirement Playbook, we will discuss how to make it easier for your family to carry out your wishes with a Letter of Intention, Auto rebalancing of your retirement accounts, Life Insurance basics, and dealing with higher inflation. Call us at 800-928-4001 to schedule Your Next Steps meeting, or visit to learn more. Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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72(t) Just Say NO Tax Planning Show
08/05/2022
72(t) Just Say NO Tax Planning Show
72(t) allows you to get money out of an IRA before you turn 59.5, but it comes with serious stipulations and consequences, proceed with caution!! Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Reverse Rollover Pitfalls and Possibilities
08/04/2022
Reverse Rollover Pitfalls and Possibilities
Moving money out of a 401K into an IRA makes sense, but sometimes you have to reverse your decision. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Intellectual Property and Valuation
08/03/2022
Intellectual Property and Valuation
How do I value my intellectual property? What exactly is an intangible asset and how things changed over time. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Changes Along Your Financial Journey
08/02/2022
Changes Along Your Financial Journey
There are several ways to get to Florida, but you can’t switch along the way! The goal is to get where you want to go, but there WILL be interruptions along the way and we need to plan for that. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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A Typical Financial Journey
08/01/2022
A Typical Financial Journey
For over more than 20 years we have helped families prepare for retirement. Our trademarked approach called the Family Focus® Process revolves around 5 Critical Elements that we believe are the cornerstones to a successful retirement. Our process is family-focused, simple, and works with your changing needs and goals. We will graze a few of those topics on this week’s show. Call 800-928-4001 to schedule your complimentary Next Steps meeting or visit to learn more. Connect with Financial Enhancement Group: Visit our Facebook page at Join our Facebook Group at Visit our website at We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Retirement Strategies During A Volatile Market
07/29/2022
Retirement Strategies During A Volatile Market
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 . Connect with Financial Enhancement Group: Visit our Facebook page at Join our Facebook Group at Visit our website at We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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Can I Give Money Without Being Taxed?
07/28/2022
Can I Give Money Without Being Taxed?
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 . Connect with Financial Enhancement Group: Visit our Facebook page at Join our Facebook Group at Visit our website at We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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How To Create A Tax Plan For Your Retirement
07/27/2022
How To Create A Tax Plan For Your Retirement
What does it look like when you begin to transfer from your working life to your life after work? One thing you need to plan for is how your taxes change and how you can be proactive. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: Visit our Facebook page at Join our Facebook Group at Visit our website at We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to
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