Cover image of Your Retirement Playbook

Your Retirement Playbook

Real, useful information for everyday people that can be translated into daily life and thought. Each week we cover a different aspect of financial planning, retirement options, and current economic c... Read more

Ranked #1

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"Dreaded" Phantom Capital Grains

"Dreaded" Phantom Capital Grains

Today on Consider This Program we talk about the "dreaded" Phantom Capital Gains, what is the definition of a fiduciary,... Read more

20 Feb 2020

58mins

Ranked #2

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Designing Your Distribution

Designing Your Distribution

Today we talk about hybrid long term care policies, why your broker should ask for your tax return, and why you shouldn'... Read more

18 Jul 2019

58mins

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Ranked #3

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The Three Retirement Robbers

The Three Retirement Robbers

Things hidden in plain sight can destroy your "Life After Work".

28 Feb 2019

58mins

Ranked #4

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Answering Your Questions on ETFs, Mutual Funds & More

Answering Your Questions on ETFs, Mutual Funds & More

Join us for discussions about Roth IRA's, Exchanged Traded Funds, Credit Scores, Financial Abuse and more. What is the d... Read more

14 Nov 2019

58mins

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Ranked #5

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Black Friday

Black Friday

Today we talk about how Black Friday impacts over all retail sales. Also, are you over 75? Then you need to know about R... Read more

5 Dec 2019

59mins

Ranked #6

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Investing In Gold

Investing In Gold

Does gold belong in your financial portfolio? How do behavioral finance and technical trade work together? And now that ... Read more

23 Jan 2020

58mins

Ranked #7

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Trust Planning

Trust Planning

Do you need a Trust? Today we talk about Charitable Planning, Special Needs Trusts, and negative interest rates.

12 Sep 2019

58mins

Ranked #8

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Retirees With Student Debt!

Retirees With Student Debt!

Today we discuss starting a new job at 50 years old, and how co-signing for college loans has caused retirees to carry a... Read more

6 Jun 2019

58mins

Ranked #9

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Standard Verses Itemized Deduction

Standard Verses Itemized Deduction

Today on Consider This we talk about the 2025 Tax Code Sunset, what you should consider when thinking about long term ca... Read more

6 Feb 2020

58mins

Ranked #10

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Breaking Down the Game of "Risk"

Breaking Down the Game of "Risk"

What should you insure, what shouldn't you insure.

24 Jan 2019

57mins

Ranked #11

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How Will Healthcare Shape Your Retirement?

How Will Healthcare Shape Your Retirement?

Today we talk about Health Savings Accounts, details on gifting stocks to your children, and what you need to know if yo... Read more

11 Jul 2019

58mins

Ranked #12

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Buffered ETFs

Buffered ETFs

Today on Consider This we talk about when to take out social security, what to do if you have an annuity, and what are t... Read more

13 Feb 2020

58mins

Ranked #13

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Secure Act

Secure Act

The Secure Act has passed. What does that mean for your investments? Also, what happened to Stretch IRAs?

16 Jan 2020

58mins

Ranked #14

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Consider This Program - Episode 2/2/19 - The Right Questions

Consider This Program - Episode 2/2/19 - The Right Questions

Consider This Program 2-2-19 with Big Joe Clark & Ken Dilger. In this episode of Consider This Program:  Segment 1: ... Read more

31 Jan 2019

58mins

Ranked #15

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Defined Distribution...How Do You Get It Out!

Defined Distribution...How Do You Get It Out!

Plan how to put it in AND take it out.

8 Jan 2019

58mins

Ranked #16

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Life Insurance Lessons

Life Insurance Lessons

Life Insurance, the good, the bad, the ugly - and Grant!  Grant is our guest speaker from the Financial Enhancement Grou... Read more

31 Oct 2019

59mins

Ranked #17

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Convert or Contribute & Planning Matters

Convert or Contribute & Planning Matters

Points to consider when contributing, converting and planning.

14 Mar 2019

58mins

Ranked #18

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Myths In The Financial World

Myths In The Financial World

Discussion about common myths on paying taxes after retirement. Myths about taking out social security too early. And my... Read more

16 May 2019

58mins

Ranked #19

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Chocolate Cake

Chocolate Cake

Chocolate cake tastes good every day however remember to eat your broccoli.

14 Feb 2019

57mins

Ranked #20

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All About Roth IRAs

All About Roth IRAs

Today we talk about Roth IRAs, what happens to old 401Ks when you go to another company, and how inherited IRAs can mess... Read more

19 Sep 2019

58mins

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