Show overview
The Legacy Planning Show launched in 2021 and has put out 37 episodes in the time since. That works out to roughly 8 hours of audio in total. Releases follow a fortnightly cadence.
Episodes typically run ten to twenty minutes — most land between 13 min and 13 min — and the run-time is fairly consistent across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Business show.
The catalogue appears to be on hiatus or wound down — the most recent episode landed 3.7 years ago, with no new episodes in over a year. The busiest year was 2021, with 27 episodes published. Published by Joe Clark.
From the publisher
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.
Latest Episodes
View all 37 episodesTrustee and Executor Job Descriptions
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 [email protected]
The Difference Between Trustee, Successor Trustee, and More
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 [email protected]
Tax Diversification For Your Legacy Plan
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 [email protected]
Creating Your Letter Of Intention - Legacy Planning and Estate Planning
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 [email protected]
Financial Planning With The End In Mind. Part 2
Many people think of gifting their assets once they have passed away, but what about when you still live? Find out the most efficient way to gift from your assets while you are still living so you can witness the impact of your generosity. Resources "Gifting Effectively: Don't Forget Taxes and Investments!" Gifting Effectively: Don't Forget Taxes and Investments! - The Financial Enhancement Group (yourlifeafterwork.com) "Leaving A Legacy Part 2", article by Joe Clark, CFP Leaving A Legacy, Part 2. - 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 [email protected]
Financial Planning With The End In Mind. Part 1
Many people think of gifting their assets once they have passed away, but what about when you still live? Find out the most efficient way to gift from your assets while you are still living so you can witness the impact of your generosity on this segment of Consider This Program. Resources "Trusts, QCDs, & the Death Benefit" Consider This Program with Joe Clark, CFP 9.29.18 Trusts, QCDs, & the Death Benefit - 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 [email protected]
Is Incremental Incapacitation Going To Affect You? (with special guest Tom Hurley, J.D.)
Find out how to love and protect your future self and the ones you love with some brand-new strategies from the Financial Enhancement Group and Financial Enhancement Group Trust Services team! Resources "Incapacitation is part of our reality, and you can plan for it." article by Grant Soliven, AIF Incapacitation is part of our reality, and you can plan for it. - The Financial Enhancement Group (yourlifeafterwork.com) "Don't Just Plan For The Metaphorical Hit By A Bus – Fading Away" Consider This Program with Joe Clark, CFP, and Daren Hardesty. Don't Just Plan For The Metaphorical Hit By A Bus - Fading Away - The Financial Enhancement Group (yourlifeafterwork.com) "Leaving A Legacy, Part Four, The Problems with Incapacitation" article by Joe Clark, CFP "Leaving A Legacy, Part Four, The Problems with Incapacitation" - 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 [email protected]
Are You Hurting Your Beneficiaries By Leaving Them A Gift?
You probably love your kids all the same, but even my brother and I, who appear very much alike, are very different individuals. Not all beneficiaries are the same, and not all your assets are equal. Find out who to give what and when on Consider This Program today. Call 800-928-4001 or email us at [email protected] to schedule your complimentary Next Steps meeting today. Taxes play a bigger part for your beneficiaries than you think. Taxes play a bigger part for your beneficiaries than you think. - 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 [email protected]
What Does Fading Away Mean For You, Your Family And Your Legacy
10% of us die….the other 90% fade away. It is likely your estate planning documents have the same challenges that mine did. What should you consider, and what are we doing about it at the Financial Enhancement Group? Find out on Consider This Program. Call 800-928-4001 or email us at [email protected] to schedule your complimentary Next Steps meeting today. Incapacitation is part of our reality, and you can plan for it. Incapacitation is part of our reality, and you can plan for 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 [email protected]
Prepare For Cognitive Decline
Most estate documents lay out the plan for what happens when you die – how can you make sure your wishes are maintained when you are cognitively declining? Do you need formal estate documents? Why or why not? Go to yourlifeafterwork.com/fadingaway for more educational content on this topic. 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 [email protected]
Don't Just Plan For The Metaphorical "Hit By A Bus" - Fading Away
It isn't easy talking about death. But it is even harder talking about fading away. Having proper estate documents and planning is key to leaving a legacy, but it is more important when your money has to take care of you when you are one sandwich short of a picnic. Incremental Incapacitation- Joe's article "Leaving A Legacy, Part Four, The Problems with Incapacitation" - 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 [email protected]
It Is Never Too Early For Legacy Planning, But It Can Be Too Late
Leaving a legacy is important to many families. However, taking the time and energy to make sure you and your family are taken care of isn't easy to set aside. Unfortunately, you can wait too long, and this can have devastating results. Grant's article Incapacitation is part of our reality, and you can plan for 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 [email protected]
Why Family Trustees May Not Be The Way To Go
A conflict of interest anytime a decision is made could benefit or harm the one making the decision. When you name a child or any beneficiary of your estate as the financial trustee, you are putting them in a difficult place – a definite conflict of interest. There is a better solution. Join Consider This Program for the inside scoop on our legacy strategy. Find more about trusts and trustees on our website, including this segment yourlifeafterwork.com/your-successor-trustee-makes-all-the-difference-in-the-world Call 800-928-4001 or email us at [email protected] 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 [email protected]
How To Be Charitable NOW vs. After You Are Gone
Feeling compelled to be charitable is a wonderful calling. You want your charity to get the most out of your gift, and we want you to get the biggest bang for your contribution. That "bang" is delivered with strategic tax planning. When should you give and how? Find out on Consider This Program. Find more information here: yourlifeafterwork.com/making-the-most-of-your-charitable-donations Call 800-928-4001 or email us at [email protected] 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 [email protected]
Coming Back From The Grave - What You Can Do Today To Haunt Your Family Later
Leaving things dangling in the night can cause your family more turmoil than the family ghost. Some things will last longer than you do. They can hurt, help or haunt. What is your strategy? Find out what you need to clean up and cut out of your final documents and estate plan 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 [email protected]
End Of Life Planning
As we age, how should our assets be titled? What do we need to know that we don't know? 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 [email protected]
Wills, Trusts And Successor Trustees
Who have you named to be in charge of your trust and will? Do they know their responsibilities? Do they have your battle plan to transfer your legacy ready to go? 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 [email protected]
Preparing For The Death Of A Spouse
Losing a spouse is traumatic emotionally, but it can also be a financial disaster. What things do you need to consider in the next 30 days, six months and next year. 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 [email protected]
The Most Important Lesson We Never Taught Our Children
We don't get do-overs in life. What should you teach your children about money regardless of their age? We care for our children. We care about our children. What do you wish you had taught them that you missed? 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 [email protected]
IRA's Have Changed. Have Your Beneficiaries Or Your Situation Changed?
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 [email protected]