Best CFP with Financial Enhancement Group Podcasts (2025)

1
Best Of Your Retirement Playbook Episode 57:38

2+ y ago57:38

57:38

Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.…

1
Trustee and Executor Job Descriptions 13:20

2+ y ago13:20

13:20

Losing a loved one is never easy. Taking care of the final documents, bank accounts and settling the estate could not come at a more emotionally challenging time. The process doesn’t need to be complex, but in most cases, it is. Here are some solutions to make your heirs on Your Retirement Playbook easier! Call now to schedule your complimentary Ne…

1
The Best Time to Give a Financial Gift - Gifting During Life vs. Death - Choosing When to Give an Asset 13:23

2+ y ago13:23

13:23

Generosity is a beautiful thing. Should you give to your children and charities before you are gone to make the most impact? When is the best time to leave a legacy? What is the best time to make a gift? Should you give your inheritance before you pass? These questions and more on this segment of Your Retirement Playbook! Call now to schedule your …

1
College Education and Alternatives 13:26

2+ y ago13:26

13:26

College planning is a dominant part of many families’ aspirations. What is the best way to fulfill your hopes, dreams, and self-imposed obligations? We will discuss the pros and cons of college planning in this segment. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect wit…

1
Not Your Father’s Mortgage - How Mortgages Have Changed Since Your Parents Bought Their House 13:23

2+ y ago13:23

13:23

Sometimes the hardest thing to learn is things we already thought we knew! Mortgages have changed dramatically in the last 30 years. Find out what your kids face as they look at mortgages in the new environment. Join us to learn more on this segment of Your Retirement Playbook. Call now to schedule your complimentary Next Steps Meeting at 800-928-4…

1
Beginning, Middle and End of Your Financial Journey 57:41

2+ y ago57:41

57:41

In this episode of Your Retirement Playbook, we will discuss the Beginning, Middle, and End of Your Financial Journey. Topics we will cover will include: How mortgages have changed, college education and alternatives, the best time to gift, and estate planning. Join us to learn more on this segment of Your Retirement Playbook. Call now to schedule …

1
Best Of Your Retirement Playbook Episode 57:26

2+ y ago57:26

57:26

Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.…

1
Do You Know Which Phase of Finance You Are In? 13:24

2+ y ago13:24

13:24

Accumulation, Contribution, and Distribution – do you know which Phase of Finance you are in? There are significant differences in how to approach your tax planning and investments depending on where you are in your financial journey! In this episode of Your Retirement Program, we will discuss the differences and what you need to consider now. Call…

1
The Difference Between Trustee, Successor Trustee, and More 13:23

2+ y ago13:23

13:23

Challenges that arise inside of the financial world can be complex. For example, what is the difference between a trustee and a successor trustee or executor? What are the job duties for all the positions inside your Legacy Plan? On Your Retirement Playbook, we will discuss various job duties and responsibilities. Call now to schedule your complime…

1
Eliminating Quarterly Tax Payments 13:23

2+ y ago13:23

13:23

Are you tired of quarterly payments? Your IRA may be the solution! Join us on Your Retirement Program as we talk about simplifying your tax plan and eliminating quarterly tax payments. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visi…

1
The Appearance of Simplicity In Investment Decisions 13:24

2+ y ago13:24

13:24

Choosing your investments can sometimes look more simple than it actually is! In this episode of Your Retirement Program, we will talk about the appearance of the simplicity of investment decisions, silo decision-making, and orphaned assets. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at www.yourlifeafte…

1
Avoiding Confusion In Your Financial Decisions 57:44

2+ y ago57:44

57:44

Thank you for tuning into Your Retirement Playbook! On this show, we will talk about simplifying your investment decisions, eliminating quarterly tax payments, the difference between trustees and executors, and phases of finance! Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. C…

1
Tax Diversification For Your Legacy Plan 13:24

2+ y ago13:24

13:24

All beneficiaries are not equal, and it is the same for assets! Tax diversification in your legacy plan is a great thing! You worked hard for the retirement you want, and you want to enjoy it, but once you have passed on, who gets it, and how should they use it? Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn mor…

1
Can Volatility Destroy My Retirement? 13:23

2+ y ago13:23

13:23

Is volatility keeping you up at night? Does volatility really matter? Volatility is uncomfortable and painful in certain parts of investing in the market. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at www.Fac…

1
Can Inflation Destroy My Retirement Plans? 13:23

2+ y ago13:23

13:23

How long do you plan on being around – will you outlive your life expectancy? Can inflation destroy your retirement plans? Your financial journey may last a long time, and are you prepared? Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group:…

1
What To Consider Before Retirement 13:23

2+ y ago13:23

13:23

In this episode of Your Retirement Playbook, we will discuss a case study! Our first segment will lay out the whole case and focus on what to consider before retirement; we hope you enjoy it! Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Grou…

1
A Case Study Exploring Preparing For Retirement, Inflation, Volatility, and Tax Diversification 57:42

2+ y ago57:42

57:42

Thank you for tuning into Your Retirement Playbook! This show will discuss preparing for retirement, inflation, volatility, and tax diversification. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.c…

1
Is Higher Inflation a Cause For Concern? 13:23

2+ y ago13:23

13:23

Unfortunately, inflation impacts your retirement dreams. Inflation is like high blood pressure; whether you know you have it or not, it can still kill you. Let’s talk about how to deal with that in Your Retirement Playbook. Give us a call at 800-928-4001 to schedule Your Next Steps meeting, or visit www.yourlifeafterwork.com to learn more. Connect …

1
Life Insurance Basics: What You Need To Know 13:23

2+ y ago13:23

13:23

Is your life insurance policy current? They call it permanent insurance because you are supposed to die with it; however, the average person ends up getting rid of it and buying another. Why is that? On this segment of Your Retirement Playbook, we will discuss it! Call us at 800-928-4001 to schedule Your Next Steps meeting, or visit www.yourlifeaft…

1
Do Your Retirement Accounts Need To Be Rebalanced? 13:23

2+ y ago13:23

13:23

Rebalancing retirement accounts means selling from what did well and purchasing what did poorly the quarter before. We will discuss if you should and how to go about it in this segment of Your Retirement Playbook. Call us at 800-928-4001 to schedule Your Next Steps meeting, or visit www.yourlifeafterwork.com to learn more. Connect with Financial En…

1
Creating Your Letter Of Intention - Legacy Planning and Estate Planning 13:21

2+ y ago13:21

13:21

It is difficult to speak when you are no longer here. A letter of intention gives your family the easiest opportunity to fulfill your wishes after you are gone. Join us on Your Retirement Playbook to learn more. Call us at 800-928-4001 to schedule Your Next Steps meeting, or visit www.yourlifeafterwork.com to learn more. Connect with Financial Enha…

1
Navigating Financial Detours 57:42

2+ y ago57:42

57:42

Navigating through your financial journey, you will encounter many detours. On this episode of Your Retirement Playbook, we will discuss how to make it easier for your family to carry out your wishes with a Letter of Intention, Auto rebalancing of your retirement accounts, Life Insurance basics, and dealing with higher inflation. Call us at 800-928…

1
72(t) Just Say NO Tax Planning Show 13:23

3y ago13:23

13:23

72(t) allows you to get money out of an IRA before you turn 59.5, but it comes with serious stipulations and consequences, proceed with caution!! Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebo…

1
Reverse Rollover Pitfalls and Possibilities 13:23

3y ago13:23

13:23

Moving money out of a 401K into an IRA makes sense, but sometimes you have to reverse your decision. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Fac…

1
Intellectual Property and Valuation 13:22

3y ago13:22

13:22

How do I value my intellectual property? What exactly is an intangible asset and how things changed over time. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Jo…

1
Changes Along Your Financial Journey 13:22

3y ago13:22

13:22

There are several ways to get to Florida, but you can’t switch along the way! The goal is to get where you want to go, but there WILL be interruptions along the way and we need to plan for that. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhance…

1
A Typical Financial Journey 57:41

3y ago57:41

57:41

For over more than 20 years we have helped families prepare for retirement. Our trademarked approach called the Family Focus® Process revolves around 5 Critical Elements that we believe are the cornerstones to a successful retirement. Our process is family-focused, simple, and works with your changing needs and goals. We will graze a few of those t…

1
Retirement Strategies During A Volatile Market 13:24

3y ago13:24

13:24

You have done a great job of saving for your life after work, but what happens when it is time to take money out of your accounts? Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhan…

1
Can I Give Money Without Being Taxed? 13:23

3y ago13:23

13:23

In this segment of Your Retirement Playbook we are going to discuss how to use and gift your money in the best way. We want to help you be a better giver, not a bigger giver. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Face…

1
How To Create A Tax Plan For Your Retirement 13:25

3y ago13:25

13:25

What does it look like when you begin to transfer from your working life to your life after work? One thing you need to plan for is how your taxes change and how you can be proactive. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit…

1
Avoiding Investment Mistakes 13:22

3y ago13:22

13:22

We have Your Retirement Playbook program to help people reduce financial regrets and in this episode we will talk about 4 things you need on your radar right now. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at…

1
What To Think About Now 57:42

3y ago57:42

57:42

We have Your Retirement Playbook program to help people reduce financial regrets and in this episode we will talk about 4 things you need on your radar right now. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at…

1
Retirement Distribution Strategies in a Deteriorating Market 13:23

3y ago13:23

13:23

You have done a great job of saving for your life after work, but what happens when it is time to take money out of your accounts? Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhan…

1
How to be Proactive in Protecting your Wealth Before Retirement 13:22

3y ago13:22

13:22

Worried how to preserve your finances during a deteriorating market? You are not alone. We are going to discuss how to be proactive in protecting your wealth. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at www…

1
How to Make Your Money Work Harder 13:22

3y ago13:22

13:22

Let’s talk more about the three phases of finance, specifically Accumulation! What I have learned over the last 35 years in the industry is that money works differently throughout your financial journey, and now I am going to share that with you. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlif…

1
The Two Most Dangerous Words For Your Financial Future 13:22

3y ago13:22

13:22

Many people believe fear and greed are the scariest words when it comes to your investment, but I believe that there are two other words that have created a detrimental problem. Join us on Your Retirement Playbook to learn more. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.c…

1
The Three Phases of Finance in a Deteriorating Market 57:43

3y ago57:43

57:43

On this show we will talk about the 3 Phases of Finance and what to consider in a deteriorating market. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebo…

1
Understanding Tax Diversification Strategies 13:22

3y ago13:22

13:22

When you have an extra dollar, where should you put it? Do you have a checklist or process on how to make that decision? Join us as we break it down! Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook…

1
How to Withdraw Retirement Funds: Inherited IRA 13:22

3y ago13:22

13:22

In this segment of Your Retirement Playbook, we will dive deeper into intentional IRA withdrawals. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Gr…

1
How Do Inherited IRA’s Work? 13:18

3y ago13:18

13:18

On this segment of Your Retirement Playbook, we will explore a cautionary inheritance tale so that you don't make the same mistake! Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnha…

1
I Inherited $500,000; What Should I Do? 13:22

3y ago13:22

13:22

The art of childhood is knowing what to tell your parents and when! Join us on "Your Retirement Playbook" as we discuss what to think about when you are getting an inheritance and why you need to talk to your parents in advance. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Co…

1
Should I Tell My Parents? 57:42

3y ago57:42

57:42

The art of childhood is knowing what to tell your parents and when! Join us on "Your Retirement Playbook" as we discuss what to think about when you are getting an inheritance and why you need to talk to your parents in advance. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Co…

1
Drawdowns are Real 13:23

3y ago13:23

13:23

How will drawdown impact your chances for success in retirement? You need to hear this episode of Your Retirement Playbook! Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhanc…

1
Finding Income in a Down Market 13:23

3y ago13:23

13:23

Should you use additional income streams like social security, home equity, or sell other assets to provide income in uncertain times? We break it down on Your Retirement Playbook. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Vi…

1
The Most Dangerous Retirement Mistakes 13:24

3y ago13:24

13:24

Success is never dependent upon one thing, but failure can be. What does a failed retirement journey look like? Learn more on this episode of Your Retirement Playbook. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Faceb…

1
Retirement Mistakes 13:23

3y ago13:23

13:23

Whether you are a new retiree or a seasoned one, we often have the same concerns. The best way to avoid retirement mistakes often comes from having the best questions formulated. My advice often begins with the questions, what is the best that can happen, what is the worst that can happen and – the most critical - can you live with the worst? Learn…

1
Retirement Roadblocks 57:41

3y ago57:41

57:41

Retirement is an emotional rollercoaster. Excitement, accomplishment, freedom and then there may be loss of identity, confusion and worry over changing economies and markets. Here are some things you may want to consider and strategies you can employ. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at …

1
What Hazards Get In the Way of Your Financial Success? 13:12

3y ago13:12

13:12

What can possibly go wrong?! The things that happen on your financial journey are similar to the struggles you will face in golf. Let's talk about your financial hazards. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancem…

1
What Economic Conditions are We in Today? 13:18

3y ago13:18

13:18

What economic condition are we in today? Sure, the economic condition matters to help you decide what you need to do next in your financial planning, but what do I need to take into consideration? Call now to schedule your complimentary Next Steps Meeting at 800-928-4001. Connect with Financial Enhancement Group: Visit our Facebook page at www.Face…

1
How Do You Know Where a Dollar is Going to be Best Served? 13:21

3y ago13:21

13:21

How do you know where "A" dollars and "B" should be invested? When faced with a buffet of options, which one should you choose first? In this segment of Your Retirement Playbook, we will break down the things you need to consider before choosing. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001. Connect with Financial Enha…

Podcasts Worth a Listen

CFP With Financial Enhancement Group Podcasts

Podcasts Worth a Listen