• The Legacy Planning Show

  • By: Joe Clark
  • Podcast

The Legacy Planning Show

By: Joe Clark
Listen for free

  • Summary

  • Learn how to make the most of your legacy planning strategies with The Legacy 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.
    Copyright Joe Clark / Financial Enhancement Group. All rights reserved.
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Economics Personal Finance Personal Success
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Episodes
  • Trustee and Executor Job Descriptions

    Trustee and Executor Job Descriptions
    Sep 9 2022

    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 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
    Show More Show Less
    13 mins
  • The Difference Between Trustee, Successor Trustee, and More

    The Difference Between Trustee, Successor Trustee, and More
    Aug 25 2022

    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 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
    Show More Show Less
    13 mins
  • Tax Diversification For Your Legacy Plan

    Tax Diversification For Your Legacy Plan
    Aug 19 2022

    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 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
    Show More Show Less
    13 mins

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