Retirement Runway

A Retirement Book about Family and Legacy

Your Family’s Flight Path to a Help Reduce Financial Regrets

6 proven steps from Joseph Clark, CFP®

Your Family’s Flight Path to a Help Reduce Financial Regrets

6 proven steps from Joseph Clark, CFP®

“This book will help you avoid actions that may appear to be good for you now, in the short run, but could be costly later on.”

– Excerpt from Retirement Runway Foreword,

written by Ed Slott, CPA, author, founder of www.irahelp.com, founder of Ed Slott’s Elite IRA Advisor Group

“This book will help you avoid actions that may appear to be good for you now, in the short run, but could be costly later on.”

– Excerpt from Retirement Runway Foreword,

written by Ed Slott, CPA, author, founder of www.irahelp.com, founder of Ed Slott’s Elite IRA Advisor Group

Joseph Clark, CFP® Has Been Featured In:

Praise From Families

“FEG may be the first people worth paying if they do what they say they will do. They did!”

“We interviewed Joe with a bit of skepticism. We had worked with other advisors, and things weren’t as promised. Rick told me in the car that FEG may be the first people worth paying if they do what they say they will do. They did! Rick was able to retire after a very long career in manufacturing. Joe and FEG have helped address family concerns and tax planning issues and made us feel confident in a world that was anything but ordinary. (Maria) It is true that I am the main skeptic. I might add that FEG really won me over after the downturn we suffered as Covid hit full force. My acid test was always going to be based on how you brought us through the tough times. You did great! (Rick)”

Rick and Maria McNeely

FEG Family since 2015

Happily retired, Noblesville, IN

“Joe and the FEG Team have provided advice on financial planning for us, our parents, our siblings, and even our key employees. They have helped all of us understand the crazy economy and the markets in a way that I can understand and feel comfortable trusting. The ability to navigate the tax code and the investment world simultaneously doesn’t seem to be the norm for financial institutions. FEG does precisely that.”

Dr. Larry and Lori Blankenship

FEG Family since 2012  

Neurologist and RN, Anderson, IN

“I have no regrets about partnering with Joe personally or professionally.”

“More than twenty years ago, Joe entered the offices at Huth Thompson. I proudly served as the managing partner. Nothing mattered more to me than the relationships our firm had with the clients and the community. Joe started with my assets. Then our company 401k. I observed consistency, work ethic, and dedication to doing the job correctly. His knowledge of the tax code and estate planning provided me with the confidence to refer my closest friends and clients to his firm. I am retired, but I still watch and engage with many of those families. I have no regrets about partnering with Joe personally or professionally. The most important thing to me in our relationship has been our shared faith and how that faith guides our decisions.”

Steve Thompson

FEG Family since 2002  

Managing partner of Huth Thompson (retired), Lafayette, IN, and Bonita Springs, FL

“Joe and the FEG Team have helped us navigate complicated financial decisions regarding work and even building our dream home. They have been a part of our financial lives before retirement and will be afterward. They have helped with meaningful tax considerations and have helped to instill peace of mind. They have worked with our children and us on tax planning and gifting strategies.”

Tom and Dawn Waltz

FEG Family since 2013

 Software engineer, Carmel, IN

These statements are from families that are advised by Financial Enhancement Group. No compensation was paid for their testimonial outside of a complimentary copy of our book, Retirement Runway.

A Letter From Joseph Clark, CFP^®

To the Families Wondering If They’re Doing Enough

Discover how to prepare, protect, and pass on your financial values so your loved ones aren’t left with confusion or regrets.

This book is not a lecture. It’s a story built on experience, the kind of wisdom you wish you could hand down. Now, you can.

Dear Friend,

Retirement Runway isn’t just a book, it’s a conversation. I wrote it as a story between a grandfather and his eighteen-year-old grandson, because money is really about people, not spreadsheets. Through their talks, you’ll see the values, choices, and lessons that shape a life… and a legacy.

For more than three decades I’ve helped families reduce financial regrets and step confidently into Your Life After Work™. I took that real-world wisdom and put it into a simple, readable story you can share with the people you love.

Inside, you’ll find clear guidance on:

Building strong money habits that last
Navigating life’s big changes with calm and clarity
Defining the legacy you want to leave—on purpose

This isn’t a lecture. It’s a story that sticks—something you can read, discuss at the kitchen table, and pass along.

If it helps your family talk more clearly about money and live with more peace, then it has done its job.

With care,

TAKE A Look INSIDE RETIREMENT RUNWAY

What you will learn

Six Ways That Retirement Runway Provides Financial Direction

The Power of Personal Finance Basics

Understand what really matters when it comes to spending, saving, and giving.

“Joe has a way with words! He has helped us make sense of the complexity of the financial world, from tax planning to legacy planning.”

Dr. Gary and Marie Brazel, FEG

FEG Family since 2003 Former chief medical officer, St John’s Anderson, Wolcottville, IN

How to Navigate Key Life Transitions

From retirement to unexpected loss, discover how preparation changes everything.

“Joe and the FEG Team have been a part of our financial lives before retirement and afterward ... Knowing we are working with fiduciaries at FEG gives us peace of mind.”

Roger and Sandi Hudson

FEG Family since 2015 Ground crew chief and assistant superintendent, McCordsville, IN

The Role of Family in Financial Decisions

Use these insights to spark legacy conversations across generations.

“They have worked with our children and us on tax planning and gifting strategies ... Joe is more than a fiduciary. He is the definition of trust.”

Jeff and Lois Miller

FEG Family since 2011 Retired plant manager and business owners, Lafayette, IN

The Retirement Runway Framework

Learn the three phases of financial life: Accumulation, Preservation, and Distribution.

“Joe continues to work with my CPAs and my attorney for estate planning. My job is to be a wife, mother, grandma, and great-grandmother. Joe’s job is to handle the financial issues...”

Ginger Stalcup

FEG Family since 2007 Retired medical technologist, Mulberry, IN

How to Build (and Live) Your Legacy

It's not just about passing on money, it's about passing on meaning.

“I didn’t have time to evaluate and make important decisions about my retirement investments. It was great having someone to trust … Joe’s team has done the job for my children and me, and I am glad to be part of his organization.”

Dr. William VanNess II, MD

FEG Family since 2002 Hospital president and former Indiana State Department of Health commissioner, Anderson, IN

Wisdom from a Lifetime of Planning

Joseph Clark, CFP®, shares what thousands of families have taught him over 30+ years.

“Joe has served our family and business from my college days ... Joe’s insight into economics and practical applications of finance has been an asset to our family.”

Chris Overmyer

FEG Family since 2007 CEO of Francisville Drain and Tile (FRATCO), Monticello, IN

Ready to reduce financial regrets and plan with clarity?

MEET THE Author

Joseph A. Clark, CFP®

Adventurer. Financial strategist. Storyteller.

Joe has guided thousands of families through retirement, tax planning, and designing legacy plans. From summiting Kilimanjaro to cooking in Tuscany, he lives what he teaches: Live intentionally, give meaningfully, and plan wisely.

He co-founded Financial Enhancement Group and leads a team managing over $980M in assets.

After 30+ Years of Service…