Creating Your Letter Of Intention - Legacy Planning and Estate Planning
Release Date: 08/09/2022
Best Of Your Retirement Playbook Episode
Your Retirement Playbook
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
Your Retirement Playbook
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...
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The Best Time to Give a Financial Gift - Gifting During Life vs. Death - Choosing When to Give an Asset
Your Retirement Playbook
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...
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College Education and Alternatives
Your Retirement Playbook
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
Your Retirement Playbook
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
Your Retirement Playbook
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! ...
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Best Of Your Retirement Playbook Episode
Your Retirement Playbook
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?
Your Retirement Playbook
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...
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The Difference Between Trustee, Successor Trustee, and More
Your Retirement Playbook
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...
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Eliminating Quarterly Tax Payments
Your Retirement Playbook
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
info_outlineIt 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 www.yourlifeafterwork.com to learn more.
Connect with Financial Enhancement Group:
Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup
Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits
Visit our website at www.yourlifeafterwork.com
We would love to answer your questions on air!
Give us a call at 800-928-4001 or send them to [email protected]