Wealth Management & Financial Planning

Wealth Management & Financial Planning

Your Retirement Playbook

Reducing Financial Regrets

“Your Retirement Playbook” is a weekly educational radio program and podcast designed to help listeners have a better understanding of their money. Each week Joe will discuss real-life situations in dealing with the Five Critical Elements (Your Life After Work, Tax Planning, Investment Playbook, Life Happens – The Good, The Bad and The Ugly, and Legacy Planning) The show airs on multiple stations across the country and is available wherever you listen to Podcasts!


Anderson's WHBU 101.1 FM ANDAnderson's WHBU 1240 AM

6:00-7:00 a.m.


Frankfort's WILO 1570 AM

4:00-4:30 p.m.


Indy's WIBC 93.1 FM

6:00-7:00 a.m.

Frankfort's WILO 1570 AM

8:00-8:30 a.m.


Lafayette's Shine 99

10:00-10:30 a.m.

Avoiding Tax and Investing Mistakes – 2040


I inherited $500,000; what should I do?


Understanding Tax Diversification Strategies 2029


How do Inherited IRA's work? 2027


What Hazards Get in the Way of a Successful Retirement? – 2019


Does the Economic Condition Matter in Your Portfolio? 2018


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