Retirement Runway
A Story About Family And Legacy
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What You’ll Learn
When we begun our journey as an adult, there are a few life lessons that we all wish we had known. In this genre-bending fictional story, a grandfather and his eighteen-year-old grandson hold a series of conversations about family, life, and the foundation for building a financial legacy.
Joe refined the concept of the Retirement Runway during his thirty-five years as a certified financial planner, including his many appearances on CNBC and Fox Business. He has dedicated his life to serving families and currently manages over $700M in assets (as of the date of publication) through the registered investment advisor firm he co-founded, Financial Enhancement Group.
Now, he’s woven it all into this story.
This story isn’t a textbook.
Inside, you will find a personal story (with a message you can remember) about:
- The foundation of personal finance
- The celebration of family
- The map for navigating the legacy you want to create
About the Author
Joe isn’t just a financial advisor; he's also an adventurer at heart—he has conquered the slopes of Kilimanjaro, traversed the Grand Canyon from rim to rim, and refined his culinary skills under the tutelage of the masters at Cordon Blu in Paris and the rustic kitchens of Tuscany.
Back home, Joe’s life is a tapestry of love and commitment—thirty-five lovely years with Barbara, two daughters raised, and two rescue labs spoiled.
If that’s not enough, Joe is a creator, a thinker. He's trademarked innovative planning processes that reflect his unique approach to decision-making.
He’s also a globe-trotter, a golfer with an undying passion for the greens, and a cigar connoisseur. He embodies living life fully, with purpose and joy.
His life’s work, encapsulated in the pages of Retirement Runway, is not just a foundation for wealth—it’s also a heartfelt story woven with the threads of family and legacy.
Ready to Take Off on (or check on) Your Retirement Journey?
“To each there comes in their lifetime a special moment when they are figuratively tapped on the shoulder and offered the chance to do a very special thing, unique to them and fitted to their talents. What a tragedy if that moment finds them unprepared or unqualified for that which could have been their finest hour.” – Sir Winston Churchill
Again, what is a Retirement Runway?
It’s the three phases of your financial journey:
- Accumulation: Like taking off on an airplane.
- Preservation: Cruising at 30,000 feet.
- Distribution: Landing and using your saved assets.
Your decisions today will impact generations to come. Don’t miss the chance to prepare for your finest hour.
Take control of your financial future and secure your legacy.
With care,
Joseph A. Clark, CFP®
Co-Founder of Financial Enhancement Group
Financial Enhancement Group is an SEC Registered Investment Advisor.
