The Tax Planning Show

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Learn how to make the most of your tax planning strategies with The Tax Planning Show. Real, useful information for everyday people that can be translated into daily life and thought. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.

Joe Clark


    • Aug 24, 2022 LATEST EPISODE
    • weekly NEW EPISODES
    • 13m AVG DURATION
    • 72 EPISODES


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    Latest episodes from The Tax Planning Show

    Eliminating Quarterly Tax Payments

    Play Episode Listen Later Aug 24, 2022 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: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Creating Your Letter Of Intention - Legacy Planning and Estate Planning

    Play Episode Listen Later Aug 9, 2022 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 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.com We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Reverse Rollover Pitfalls and Possibilities

    Play Episode Listen Later Aug 4, 2022 13:23


    Moving money out of a 401K into an IRA makes sense, but sometimes you have to reverse your decision. Call 800-928-4001 to schedule your complimentary Next Steps meeting or visit www.yourlifeafterwork.com to learn more.   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.com We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Retirement Strategies During A Volatile Market

    Play Episode Listen Later Jul 29, 2022 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/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Can I Give Money Without Being Taxed?

    Play Episode Listen Later Jul 28, 2022 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 Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Understanding Tax Diversification Strategies

    Play Episode Listen Later Jul 15, 2022 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.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    How to Withdraw Retirement Funds: Inherited IRA

    Play Episode Listen Later Jul 14, 2022 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 Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    How Do Inherited IRA's Work?

    Play Episode Listen Later Jul 13, 2022 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/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    I Inherited $500,000; What Should I Do?

    Play Episode Listen Later Jul 12, 2022 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.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    How did You Meet Your Investment, from a Tax Perspective

    Play Episode Listen Later Jun 24, 2022 13:21


    How did you meet your investments? From a tax perspective, in many cases, you must make a decision; do you want to pay taxes on the money today, or do you want to pay taxes in the future? Pay attention to the next segment of Your Retirement Playbook, and we will discuss which tax strategy you should employ. 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/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    My Retirement Tax Book

    Play Episode Listen Later Jun 22, 2022 13:21


    Welcome to Your Retirement Playbook, and this is my Retirement Tax Book, if you will. That's right; you're getting ready to hear about Ed Slott's Elite IRA Advisor Group, things you need to consider about Tax Planning for your future, and the difference between tax deferral and tax delay. 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/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    The New Retirement Savings Time Bomb from Ed Slott - Part 2

    Play Episode Listen Later Jun 16, 2022 13:22


    The new retirement savings time bomb from Ed Slott Part 2! That's right I'm back as I promised I would give you more. We are going to talk about the things that retirement savers can do to diffuse this Time Tax Bomb -things that Ed Slott says you should do in my thoughts on the subject as well. 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/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    What in the World is a Tax Bomb

    Play Episode Listen Later Jun 10, 2022 13:21


    What in the world is a tax bomb?! Ed Slott's retirement Tax Bomb. I've been a part of Ed Slott's organization for the last 18 years (hard for me to believe), where we study taxes. This episode is a recap of the Retirement Savings Tax Bomb. It's new and improved, and here's what's in it for you. What you're going to get on this show is a discussion of an interview. 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/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    What are the 5-Year Rules for Roth and how to use them in Retirement

    Play Episode Listen Later Jun 1, 2022 12:35


    In the world of retirement accounts, Roth IRAs are the favored child. What's not to love about totally tax-free growth on your retirement savings? Find out all you need to know about Roth IRAs on Consider This Program. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001 Resources – “What Is The Mega Roth And How Can I Use It”, Consider This Program episode What Is The Mega Roth And How Can I Use It - The Financial Enhancement Group (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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Are You Keeping Up With The Tax Code?

    Play Episode Listen Later Apr 1, 2022 13:32


    The tax code is ever-changing, which means your strategies should be ever-changing as well. Do not get stuck with your heels dug in the ground. Resources - "Roth Conversions & Back Door Roth's" Elements In Focus with Grant Soliven, AIF and Aaron Rheaume, CKA. Roth Conversions & Back Door Roth's - The Financial Enhancement Group (yourlifeafterwork.com) "The Secure Act, Here's What It Means For You," article by Joe Clark, CFP The Secure Act, Here's What It Means For You - The Financial Enhancement Group (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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Don't Miss A Small Contribution To Make A Huge Difference!

    Play Episode Listen Later Mar 30, 2022 12:34


    The year may have ended, but that does not mean you have to leave unused contributions from last year's tax season on the table! Find out the best way to maximize Roth contributions for your and your family's future. Resources - "Tax Breakdown – 1040, 401K, IRA and Roth Contributions" Consider This Program with Joe Clark, CFP and Grant Soliven, AIF Tax Breakdown - 1040, 401K, IRA and Roth Contributions - The Financial Enhancement Group (yourlifeafterwork.com) "What You Should Know About The Roth Option When Saving For Retirement" article by Joe Clark, CFP What You Should Know About The Roth Option When Saving For Retirement - The Financial Enhancement Group (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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Making the Most of Your 401(k)

    Play Episode Listen Later Mar 25, 2022 13:28


    An in-service, non-hardship distribution is a 401k option that not many are aware of. What other options are wrapped inside of your 401k? Are you missing opportunities? Find out on Consider This Program. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001 Resources - “Roth Conversions & Back Door Roth's” - Elements In Focus episode - Roth Conversions & Back Door Roth's - The Financial Enhancement Group (yourlifeafterwork.com) “Job Change Resources” - Job Change landing page - The Financial Enhancement Group (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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Are You Missing Opportunities in Your 401(k)?

    Play Episode Listen Later Mar 23, 2022 12:38


    An in-service, non-hardship distribution is a 401k option that not many are aware of. What other options are wrapped inside of your 401k? Are you missing opportunities? Find out on Consider This Program! Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001 Resources - “401(k) Realities” – article by Joe Clark, CFP 401(k) Realities - 401(k) Realities - The Financial Enhancement Group (yourlifeafterwork.com) “Tax Breakdown – 1040, 401K, IRA and Roth Contributions” – Consider This Program segment: IRA and Roth Contributions - The Financial Enhancement Group (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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Are You Willing To Gamble Half A Million Dollars?

    Play Episode Listen Later Mar 11, 2022 13:07


    Making the wrong call with your social security can cost you half a million dollars. Are you ready to take that gamble? On Consider This Program, we will discuss several things you need to think about before you pull the trigger. Resources "How much do you lose if you take Social Security at the wrong time?" Consider This Program with Joe Clark, CFP, and Jamie Burton. How much do you lose if you take Social Security at the wrong time? - The Financial Enhancement Group (yourlifeafterwork.com) "Back to Basics: Social Security" Consider This Program with Joe Clark, CFP. Back To Basics: Social Security - The Financial Enhancement Group (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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Are You Prepared For The Tax Tsunami?

    Play Episode Listen Later Mar 2, 2022 12:42


    Imagine having all tax-deferred money and no plan to unwind it before you need it or are forced to take it, OR WORSE, the tax code changes, and it is not in your favor.  Join us on this segment of Consider This Program to learn more. Resources "There Are Two Tax Codes, One For the Informed And One For The Uninformed" Consider This Segment with Joe Clark, CFP, and Aaron Rheaume. There Are Two Tax Codes, One For the Informed And One For The Uninformed - The Financial Enhancement Group (yourlifeafterwork.com) "Designing Your Distribution Plan" article by Joe Clark, CFP Designing Your Distribution Plan - The Financial Enhancement Group (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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Is Uncle Sam A Bigger Factor Than Investment Losses?

    Play Episode Listen Later Feb 11, 2022 13:23


    On this segment of Consider This Program, learn why the number one wealth eroding factor is not investment losses but Uncle Sam! "Retirement Strategies "V" For Victory" Consider This Program with Joe Clark and Adam Harter, CFA. Retirement Strategies "V" For Victory! - The Financial Enhancement Group (yourlifeafterwork.com) What is tax planning? Take a closer look with this video from Financial Enhancement Group Tax Planning - The Financial Enhancement Group (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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Are You Missing Critical Decisions That Can Wreck Your Retirement?

    Play Episode Listen Later Feb 3, 2022 13:16


    Do you know the rules inside your company plan? Can you do an in-service non-hardship distribution? Do you have a Roth option? Do you have the age 55 rule? Do you understand in-plan conversions and how RMD's work? It is complex but we will guide you through the maze on Consider This Program today. Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today. Designing Your Distribution Plan. Article from Joe Clark, CFP Designing Your Distribution Plan - The Financial Enhancement Group (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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    How Much Are Taxes Actually Costing You?

    Play Episode Listen Later Jan 27, 2022 13:21


    Knowing the difference between marginal and effective tax rates is important, especially going into retirement. Where do you need to focus your attention? Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today. How Taxes Impact Your Retirement. How Taxes Impact Your Retirement - The Financial Enhancement Group (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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Do You Understand Opportunity Cost?

    Play Episode Listen Later Jan 21, 2022 13:11


    Every choice that you make has consequences, financial or otherwise. For example, if you choose apple pie over a brownie for dessert, you get the apple pie, but you give up the opportunity of having the brownie. The act of selecting one alternative means you've given up the benefit you could have had if you had chosen a different option.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    The Crucial Ingredients Of Successful Giving: Timing, Application And Credit (At Least From A Tax Perspective)

    Play Episode Listen Later Dec 29, 2021 13:28


    Charitable giving comes from the heart and soul of the giver. The impact of the gift comes from the timing and the application of the recipient. We believe in being Better Givers, meaning that you get all the credit for the gift from a tax perspective. Maximized charitable gifting is a combination of investment planning, tax planning, and timing. We will work to make you a better Giver on Consider This Program today. Check out this article for more information yourlifeafterwork.com/charitable-giving-during-retirement Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    What Is The Mega Roth And How Can I Use It?

    Play Episode Listen Later Dec 10, 2021 13:08


    News from Washington alludes to the average American losing access to this strategy. However, it isn't gone yet. Make sure you understand your workplace retirement plan document and learn how to grab more Roth money before time potentially runs out.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    How Standard Are Tax Audits And What Can I Do To Avoid Them?

    Play Episode Listen Later Dec 9, 2021 13:45


    Although we fear the dreaded tax audit, the IRS will not likely show up on our doorstep. However, if they did, would you have done the right things to protect your family and your 1040? Having a dedicated tax team and tax plan will pay dividends in the future. -Tax Packet promo – Call Brittany for your complimentary copy.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Tax Brackets - Back To The Basics Of Bracket Bumping

    Play Episode Listen Later Dec 8, 2021 13:32


    Do you know how to calculate your marginal tax rate? What is a marginal tax rate, and when does it matter? Understanding how to maximize your marginal tax stair step is imperative to your financial future. -Marginal vs. Effective - Tax Brackets - Marginal vs. Effective - The Financial Enhancement Group (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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Things You Can Do Now To Prepare For The End Of The Tax Year

    Play Episode Listen Later Dec 7, 2021 12:34


    There is a difference between tax planning and tax reporting. Tax planning ends when the clock strikes midnight on 12/31/2021. Make sure you have acted on your conversion strategy and utilized all the tax benefits available to you. -Tax Packet promo – Call Brittany for your complimentary copy. -Year-End Article 2020 - Tax Year Ending - The Financial Enhancement Group (yourlifeafterwork.com) -Habits article Create New Habits Instead of Making Resolutions This New Year's - The Financial Enhancement Group (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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Reading Your Tax Return Could Change Your Financial Future

    Play Episode Listen Later Nov 26, 2021 13:15


    There are few things more financially impactful than understanding how to read your annual tax return. Understanding this year's return can potentially change your financial future. Knowing how to read your return can help you understand the IRS's impact on your financial journey and can help create various strategies to mitigate unnecessary taxation.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    IRAs vs. Roth - Contribution

    Play Episode Listen Later Nov 18, 2021 13:11


    In a world with many investment options, should you contribute to an IRA or a Roth IRA?   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Should You Contribute To Your 401k?

    Play Episode Listen Later Nov 17, 2021 13:27


    Many employers offer 401(k) plans as a benefit for their employees. If your employer offers a 401(k) plan, should you contribute to it?   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Tax Breakdown - 1040, 401K, IRA and Roth Contributions

    Play Episode Listen Later Nov 16, 2021 12:14


    When talking about back to the basics, why are taxes important, and why are they the starting point for the episode?   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Death Tax

    Play Episode Listen Later Nov 3, 2021 13:05


    You make money, and you pay taxes. You invest money, and you pay taxes. If you do well financially, you die, and you pay taxes. Right or wrong, it is what it is. Are you worried about the future of the estate tax code? Here are some considerations and solutions.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Are You Paying Taxes On Income You Will Never See?

    Play Episode Listen Later Nov 2, 2021 12:14


    The world is full of zombie shows. I don't get it, but I do understand phantom gains. Market volatility is frustrating. Unnecessary taxation is devastating. Here's how to remove the zombies from your portfolio. Find out on this segment of Consider This Program.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Why Doing Your Own Taxes Is Dangerous

    Play Episode Listen Later Oct 27, 2021 13:23


    Having a qualified team to help navigate the tax maze could be the difference between profit and losses. Understanding QBI and other tax benefits are necessary for you and your business.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    401(k)s vs. IRA's - Which Plan Is Right For You

    Play Episode Listen Later Oct 26, 2021 12:02


    Choosing the right retirement vehicle takes more consideration than one might think. Understanding which plans to put in place for your employees can make all the difference for you and your team.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Joyce Marter - The Financial Mindset Fix

    Play Episode Listen Later Oct 15, 2021 13:27


    Special guest Joyce Marter, LCPC is a renowned psychotherapist, entrepreneur, national speaker, author, and media contributor who takes great pride and pleasure in empowering others to reach their full potential. From speaking engagements to webinars to coaching and consulting and more, Joyce can guide and support you in achieving greater personal and professional prosperity. Build Your Mental Wealth - Joyce Marter (joyce-marter.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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    IRA's Have Changed. Have Your Beneficiaries Or Your Situation Changed?

    Play Episode Listen Later Oct 1, 2021 13:25


    Insurance companies will tell you most beneficiaries are deceased or incapacitated. Don't wreck your financial legacy. There is a better way.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    You Put Too Much In A 529; Now What?

    Play Episode Listen Later Sep 30, 2021 13:22


    Contributing to a 529 is a great financial plan, but what do you do when you have more money in than tuition to pay? Join us on Consider This Program as we break down the problem and how to help.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Tax Planning vs. Tax Reporting?

    Play Episode Listen Later Sep 24, 2021 13:21


    Timing is everything but so is action. Learn how to engage in tax planning before it's too late. Think of tax planning as Annie Duke calls a freeroll. A freeroll is a great decision-making tool because the downside cost is very minimal compared to the potential rewards. Yes, there is time, energy, and perhaps a consulting fee involved, but the upside can be huge if you do it. You may waste a couple of hours of your life. Or, you might find a step or two that can save you thousands or even more over time.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    How Your RMD Year Affects Your Taxes

    Play Episode Listen Later Sep 17, 2021 13:22


    Many celebrated when the age was moved from 70 1⁄2 to 72; we did too. And not for reasons you might think. We cheered because of taxes. And no, not because you would pay more, but because we gained a few more years of good tax planning. And don't forget qualified charitable distributions. They still have a part to play, even if your RMD was delayed.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    The Two Tax Dates To Remember

    Play Episode Listen Later Sep 15, 2021 13:13


    Many Americans wait until the last possible minute on April 15th to submit their taxes. Not only can that kind of delay put you in an uncomfortable position with the IRS. You may have missed the most important date of all, December 31st. Find out why the end of December might be far more important to your overall plan.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    When Can You Take Retirement Distributions Without A Penalty?

    Play Episode Listen Later Sep 14, 2021 12:19


    There is often confusion surrounding when one can take penalty-free distributions from retirement dollars. You might be able to access money sooner than you think.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    RMD's: They Are Called Required For A Reason

    Play Episode Listen Later Sep 2, 2021 13:16


    They are labeled as RMD's, but what they stand for is REQUIRED and come along with a 50% penalty if you get it wrong. This segment will go over what you need to consider before it is too late.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    How Much Do You Lose If You Take Social Security At The Wrong Time?

    Play Episode Listen Later Sep 1, 2021 13:18


    The most significant financial decision most families will ever make is when to take Social Security. Listen in, so you don't make a tragic error.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    What Happens When You Are No Longer Filing A Joint Return

    Play Episode Listen Later Aug 17, 2021 12:25


    Tax planning and tax preparation are two different things. Women typically live longer than their spouses, so they must be prepared to file as a widow or men as a widower. What does that mean for your retirement? We will break it down during this episode of Consider This Program.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Do You Know The Best Age To Take Social Security?

    Play Episode Listen Later Aug 12, 2021 13:05


    Do you know the optimal age to take social security for your situation? When do you have to start, and when should you start? Find out on Consider This Program.   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.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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