Educating
Audiences for
Over 30 Years
Joseph Clark, CFP®, Co-Founder and Managing Partner of Financial Enhancement Group (FEG), is a sought-after financial speaker known for blending financial wisdom with relatable, real-world examples. Whether addressing a packed conference hall, a professional association, or a small community group, Joe delivers engaging, actionable insights on topics like retirement income planning, legacy planning, tax strategy, charitable giving, and the five critical elements of financial planning.
Over the past three decades, Joe has shared the stage with industry leaders, business groups, community influencers, and professional organizations—always tailoring his message to the audience in front of him. His speaking style combines professional guidance with warmth and clarity, making complex concepts easy to understand and apply.
Media Experience That Builds Trust
Joe’s reach extends far beyond the podium. Over the years, he and the FEG team have been hosted and featured in numerous financial advisor media appearances, including radio, television, podcasts, and print interviews. These appearances have given thousands of people across the country access to financial education they can count on.
INCLUDING:
- “Consider This Program” – Weekly radio show and podcast hosted by Joe and the FEG team, focused on practical financial guidance.
- Local and national news segments offering timely insights on tax law changes, market updates, and retirement planning.
- Speaking and guest features on podcast, stages, and community forums.
Real Feedback from
Those Who’ve Experienced Joe’s Guidance
“Joe is more than a fiduciary. He is the definition of trust. He has earned our firm belief in his integrity, ability, and character.”
“We have worked with Joe and the FEG Team as we prepared to retire and are now a few years into retirement. They helped our family separate from the workforce with a peaceful mind. They have worked with our children and us on tax planning and gifting strategies. They have also been instrumental in helping us with the legacy planning and unique challenges that many families face. Joe is more than a fiduciary. He is the definition of trust. He has earned our firm belief in his integrity, ability, and character. We are totally reliant on him.”
Jeff and Lois Miller
FEG Family since 2011
Retired plant manager and business owners, Lafayette, IN
“Joe has a way with words! ”
“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. He has been key to several important decisions in our financial journey. His firm has taken care of my parents and our family, and we certainly appreciate his committed guidance and wisdom.”
Dr. Gary and Marie Brazel
FEG Family since 2003
Former chief medical officer, St John’s Anderson, Wolcottville, IN
“Joe and the FEG Team have provided advice on financial planning for us, our parents, our siblings, and even our key employees.”
“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
Speaking Engagements:
Fiduciary Advice Your Audience Can Trust
Topics Joe and the FEG team are known for:
Speaking Topic #1:
Critical Tax Decisions That Will Impact Your Retirement
Strategies to keep more of your hard-earned savings with tax-efficient retirement planning.
Speaking Topic #2:
The Missing Element in Your Legacy Plan
Going beyond estate documents with legacy planning that reflects your values and protects your financial dignity.
Speaking Topic #3:
Finding the Right Fiduciary for Your Financial Journey
How to choose a fiduciary financial advisor you can trust to guide your retirement years.
Why Audiences Connect with Joseph
Clarity
Breaking down complex topics into
understandable steps.
Relevance
Addressing real challenges individuals and families face today.
Integrity
As a fiduciary, always acting in the client’s
best interest.
In the
Media
Joseph Clark, CFP®, has been featured in Fox Business, The Wall Street Journal, Yahoo Finance, CNBC, and other respected outlets, as well as Christian radio and podcasts. His commentary brings clarity to fiduciary financial planning, defined distribution strategies, and retirement income decisions that align with family, faith, and freedom.
Media Topics Include:
- Retirement income and tax-smart distribution planning
- Faith-based legacy and stewardship planning
- Navigating major life transitions without financial regret
If you’re looking for a trustworthy, articulate voice to address how to avoid running out of money in retirement and preserve family wealth, Joe delivers both guidance and connection.
Conversations & Guidance Families Can Trust
For more than three decades, Joseph Clark, CFP®, has been sharing fiduciary guidance across both airwaves and print. As a frequent podcast guest and longtime columnist, Joe brings clarity to retirement tax strategies, legacy planning, and values-based financial decisions. His warm, jargon-free style helps families reduce financial regrets, spend with confidence, and give with purpose.
Whether on a national interview or in a newspaper column, Joe’s insights blend real-world strategies with a values-driven approach—making complex financial topics both relatable and actionable.
Beyond Joe:
Trusted Voices from the FEG Team
While Joe Clark is often the primary speaker, Financial Enhancement Group is home to a team of experienced partners who regularly speak to business leaders, community groups, and professional audiences. Each brings unique expertise and a personal story that connects with families and professionals alike.
Aaron Rheaume, CKA®
Partner & Director of Financial Planning
Aaron integrates financial expertise with biblically wise counsel through his Certified Kingdom Advisor® designation. With a focus on the “Fives of Life” (Faith, Family, Fitness, Friends, and Finances), Aaron’s talks resonate with audiences who want to align financial decisions with life’s deeper priorities. His servant-hearted approach makes him a strong voice on stewardship, legacy planning, and building a financial life that reflects core values.
Grant Soliven, AIF®
Partner & Financial Advisor
Grant specializes in helping business owners, professionals, and families integrate all parts of their financial life. With deep experience in workplace retirement plans, trust and estate strategies, and navigating the tax code, he partners strategically with CPAs and other fiduciaries to deliver coordinated solutions. His presentations emphasize the importance of long-term planning over short-term outcomes, showing families and business leaders how collaboration among professionals creates clarity and reduces financial regrets.
Sam Neff, CFP®
Partner & Leader of Planning Operations
Sam combines operational expertise from his early career in corporate management with the technical precision of a CERTIFIED FINANCIAL PLANNER®. He speaks on simplifying financial transitions, from tackling student loan burdens to designing tax-smart retirement strategies. Sam’s relatable story of navigating his own family’s student debt journey helps him connect with audiences facing similar challenges, while his leadership in planning operations positions him as a strong voice on clarity in financial processes.
Daren Hardesty, CFP®
Partner & Financial Advisor
With a background as a teacher and award-winning coach, Daren brings an educator’s clarity to financial topics. He speaks frequently on estate planning and helping families prepare for “life after work.” His coaching mindset makes him especially effective at guiding families through transitions, and his ability to simplify complex estate issues makes him a valuable resource for community events and workshops.
Jamie Burton
Partner & Financial Advisor
Jamie focuses on guiding families through retirement transitions and helping women navigate life changes such as divorce or the loss of a spouse. She is passionate about making financial planning feel less intimidating and more supportive, offering reassurance and clarity at pivotal moments. Her talks center on confidence in retirement, financial decision-making in times of uncertainty, and helping families align their financial lives with their personal values.
Bring the FEG Team’s experience and approachable
style to your next event or broadcast.
Press Kit
Joseph Clark, CFP®
Professional Media Bio
Joseph Clark, CFP®, is the co-founder and managing partner of Financial Enhancement Group, one of the nation’s largest independent Registered Investment Advisor firms. For more than 35 years, he has helped families navigate their life after work with tax-efficient retirement planning strategies, values-based legacy planning, and his proprietary Family Focus® Process.
A seasoned radio host for over 25 years and longtime national newspaper columnist, Joe has been featured on CNBC, Fox Business News, The Wall Street Journal, Yahoo Finance, and numerous faith-based and financial media outlets. He has delivered more than 1,000 presentations nationwide, ranging from the Georgia State Bar and Wayne State University to Genius Network and Ed Slott’s Elite IRA Advisor Group, earning a reputation for making complex financial topics simple, relatable, and actionable.
Joe is the author of Retirement Runway, a guide that blends practical wealth strategies with the heart of family and legacy. His speaking topics include critical tax decisions in retirement, legacy planning with values, and how to find the right fiduciary advisor. A former adjunct professor at Purdue University, Joe brings both academic insight and real-world experience to every stage, broadcast, and interview.
Whether appearing before national audiences or in local community settings, Joe’s mission remains the same: to help families reduce financial regrets, spend without guilt, and live retirement with clarity and confidence.
Short Media Bio
Joseph Clark, CFP®, is the co-founder and managing partner of Financial Enhancement Group, where he has spent more than 35 years helping families navigate retirement with tax-smart strategies and values-based legacy planning. A former adjunct professor at Purdue University and author of Retirement Runway, Joe has been featured on CNBC, Fox Business, and The Wall Street Journal, and has delivered over 1,000 presentations nationwide. His mission is simple: help reduce financial regrets and complete their financial journey with confidence.
Emcee Introduction
Ladies and gentlemen, it’s my honor to introduce tonight’s speaker, Joseph Clark, CERTIFIED FINANCIAL PLANNER® and co-founder of one of the nation’s largest independent Registered Investment Advisor firms, Financial Enhancement Group.
For more than 35 years, Joe has helped families across the country navigate their life after work with tax-efficient retirement strategies, values-based legacy planning, and a clear, repeatable process to help reduce financial regrets. He’s a former adjunct professor at Purdue University, a longtime national newspaper columnist, and has been featured on CNBC, Fox Business, The Wall Street Journal, and Yahoo Finance.
Joe has delivered more than 1,000 presentations nationwide, from the Georgia State Bar and Wayne State University to Genius Network and Ed Slott’s Elite IRA Advisor Group, and he’s the author of Retirement Runway, a guide that blends practical financial wisdom with the heart of family and legacy.
Please join me in welcoming a trusted fiduciary voice in retirement and legacy planning… Joe Clark!
One Line Opener
Please welcome Joseph Clark, CFP®, co-founder and managing partner of Financial Enhancement Group, former Purdue University adjunct professor, and nationally recognized voice on retirement, tax, and legacy planning.