Joseph A. Clark, CFP, is a Certified Financial Planner and has been in the financial services industry for more than 27 years. He is the Managing Partner and Lead Advisor of The Financial Enhancement Group, LLC, an asset management and financial planning firm with four locations in Indiana that manages over $200 million. Joe is also a former Adjunct Assistant Professor at Purdue University, having taught the cap stone course for the Financial Counseling and Planning program for the past 7 years. He is a Charter Master Member of Ed Slott’s Elite IRA Advisor Group and has appeared on various national and local media outlets. Joe writes a weekly column for The Herald Bulletin and is the host of a...
weekly radio show called “Consider This” that airs on WQME 98.7 on Saturday’s 9-10 a.m., as well as three other stations throughout Central Indiana. The show can also be found on iTunes.
2 topics · no fee, no honorarium, no mileage
Review available topics below. Use the “Request This Free Speech” button and fill out the contact form. Joseph contacts you to discuss the details of the request.
During the 50 minute conversation Joe will guide you through the pitfalls and failing to understand how taxes work with retirement. "Markets go up and down but when you send a check to the IRS rarely is it returned!" This discussion will help you to better plan a strategy that gets the most out of your retirement by paying the IRS the right amount and at the right time.
During this 50 minute discussion Joe will share with you the three phases of finance that every successful retiree will go through in their financial journey. He will share the most important objectives for each of the three stages and what you need to do to be successful in that phase of finance. Joe will also give you suggestions on how to make up for things missed in the past.
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