Wealth Management & Financial Planning

Wealth Management & Financial Planning

What is Your Financial Dopamine 2005

Your Retirement Playbook with Joe Clark, CFP.
In this segment we will cover:

Get out of the penalty box! You know I hate rules (or are the guidelines or the suggestions?). When I look at most people's financial plans, other people's decisions were actually made, usually Congress. The bottom line is I just don't trust them to keep their word most of the time because different people have different opinions and things change. Let's get you out of the financial penalty box. Welcome to Your Retirement Playbook.

Your Retirement Playbook” is an educational program designed to help listeners better understand their money. Each week Joe will discuss real-life situations in dealing with the Five Critical Elements and The Better Giver. Your Retirement Playbook is brought to you by Financial Enhancement Group, LLC. We have five Indiana locations and take care of families in 32 states. For 25 years, we have helped families prepare for retirement and navigate all that comes along the journey. Our trademarked approach, the Family Focus® process, revolves around the 5 Critical Elements (Your Life After Work, Tax Planning, Investment Playbook, Life Happens – The Good, The Bad and The Ugly, and Legacy Planning) that we believe are the cornerstones to a successful retirement. Our process is family-focused, simple, and works with your changing needs and goals.

Simply put, we help reduce financial regrets!

Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com.

P.S. Do you have a question for Joe? Submit it here at talktoFEG@yourlifeafterwork.com.

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

Want to sign up to receive the Market Carver?

Schedule a "Next Steps" Meeting

If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

Have a question for Grant and Aaron?

Submit your question, and you might just hear it on an upcoming episode of “Elements in Focus.”

Receive Our Free weekly Market Update Video

The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.

Access all of our checklists!