Clark Wealth Management

10/12/2026

HEADLINE:🚨 7 Retirement Myths… BUSTED! 🚨

When it comes to retirement planning, some of the biggest mistakes aren’t caused by market volatility... they’re caused by assumptions that sound true, but aren’t always. To make sure you're not surprised, Jonathan M. Clark with Clark Wealth Management and Erin Kennedy break down these myths:

💰 Will Social Security really disappear?
🏠 Can you skip long-term care planning if you want to stay home?
🏥 Will Medicaid or Medicare cover all your long-term care costs?
📈 Do investment returns stop mattering once you retire?
💵 Should you avoid spending your principal?
🧾 Will your taxes automatically be lower in retirement?
🎯 And do you really need to hit a magic number like $1 million before you can retire?

In this interview, we’re separating retirement fact from fiction and breaking down what these myths could mean for your financial plan. To create a retirement plan based on facts, not myths, please call Jonathan at 440-471-4300 or visit www.ClarkWealthAdvisor.com

09/22/2026

⏳ 6 Things To Do if Retirement is 6 Years Away

Six years may sound like plenty of time, but the choices you make today can have a major impact on your retirement lifestyle tomorrow. 🌴💰
In this video, Jonathan M. Clark with Clark Wealth Management and Erin Kennedy cover 6 important steps to take before you retire, including:

🏖️ Test-drive your dream retirement destination before you commit.
🏡 Complete home repairs and renovations while you're still earning.
🤝 Start volunteering now to build purpose and community beyond your career.
🏥 Prepare for rising healthcare costs—even with Medicare.
📈 Develop a smart Social Security claiming strategy to help maximize your lifetime benefits.
👨‍💼 Work with a financial advisor to create a personalized retirement income plan.

A little planning today can help you retire with greater confidence tomorrow. ✅ If you'd like to start checking these important items off your retirement checklist, give Jon a call at 440-471-4300 or visit www.ClarkWealthAdvisor.com

09/04/2026

08/31/2026

💰 Are You and Your Spouse Accidentally Leaving Free Money on the Table?

A new study from the Center for Retirement Research at Boston College found that nearly 1 in 5 married couples aren’t coordinating their retirement savings, and it could be costing them about $760 every year. 😳
So how does this happen… even when both spouses are contributing?
In this interview, Jonathan M. Clark with Clark Wealth Management and Erin Kennedy break down:

✔️ What it really means to coordinate retirement savings as a couple
✔️ How employer matches can slip through the cracks
✔️ Smart strategies when one spouse has better benefits
✔️ The key conversations every couple should be having

📊 Bottom line: Retirement planning isn’t just personal... it’s a team sport. To ensure you're not leaving money on the table, give Jonathan a call at 440-471-4300 or visit www.ClarkWealthAdvisor.com

08/17/2026

🚨 76 Years of Headlines… And the Market Keeps Moving Forward 📈

From oil embargoes to global pandemics, the S&P 500 has faced decades of uncertainty, and historically, come out stronger on the other side. But what does that mean for your portfolio right now? In today's video, Jonathan M. Clark with Clark Wealth Management and Erin Kennedy talk through:

• How markets have responded to major global events over time

• When it actually makes sense to adjust your investments...and when it doesn’t

• What changes (if any) pre-retirees and retirees should consider

• ⚠️ The real risk retirees face in a down market: sequence risk

• 🛡️ Strategies to help protect your income during volatility

💡 The big takeaway: Your financial plan should be built around your life and your goals... not the latest headline. If recent market news has you feeling uneasy, please feel free to give Jonathan a call at 440-471-4300 or visit www.ClarkWealthAdvisor.com to create a financial plan tailored to your goals and risk tolerance.

07/08/2026

HEADLINE: SpaceX Hype: Opportunity or Overpriced Rocket?

Everyone’s talking about SpaceX... and for good reason.
The innovation is real. The technology is groundbreaking. And under Elon Musk, it’s become one of the most talked-about companies in the world.
But is it a great investment? In this video, Jonathan M. Clark with Clark Wealth Management and Erin Kennedy offer these thoughts:

• Nearly 60% of IPOs since 1980 delivered zero or negative returns over 3 years (source: University of Florida Professor, Jay Ritter)
• Hype doesn’t eliminate valuation risk
• And even the most innovative companies can be overpriced

If you'd like to talk through the hype and the opportunity with Jonathan, please call 440-471-4300 or visit www.ClarkWealthAdvisor.com

06/24/2026

HEADLINE:💸 Expecting a Windfall? How to Make Sure Your Inheritance Doesn’t Disappear

A shocking stat from :

👉 42% of heirs lose their inheritance within just ONE year.
The average amount?
💰 $133,000 — gone.

So what’s really going on here? And more importantly… how can families avoid it?🎯 In this interview, Jonathan M. Clark with Clark Wealth Management and Erin Kennedy break down:

• Why inheritances are spent faster than other financial windfalls
• The biggest mistakes families make when passing down wealth
• Smart strategies to help ensure your legacy actually lasts

Receiving an inheritance often comes with more than just financial decisions... it can carry real emotional weight. The best way to protect your family and make thoughtful choices is to have a plan in place ahead of time. Connect with Jonathan at 440-471-4300 or visit www.ClarkWealthAdvisor.com to start building a strategy that supports your family’s future.

06/01/2026

HEADLINE: When Should You Start Taking Money Out of Your 401(k)? 💰

A 401(k) can be one of your most powerful retirement tools, but timing those withdrawals matters more than most people realize. As Jonathan M. Clark from Clark Wealth Management discusses with Erin Kennedy, if you take money out too early, you could face penalties. But on the other hand, if you wait too long, required minimum distributions could push you into a higher tax bracket. So how do you strike the right balance?

In this interview, we break down:

✔️ Why tax-deferred savings matter
✔️ The rules around early withdrawals (and what they cost you)
✔️ How withdrawals are taxed after 59½
✔️ What you need to know about RMDs
✔️ Strategies to create income without creating a tax headache

The goal isn’t just to save, it's to shoot for higher returns by being "tax smart." If you'd like to determine your withdrawal strategy and how it affects when you claim Social Security and what you'll pay for Medicare, please give Jon a call at 440-471-4300 or visit www.ClarkWealthAdvisor.com

05/14/2026

Brookstone Capital Management's CIO, Mark DiOrio shares his thoughts on Oil, AI, Interest Rates, and important topics thru Mid-May.

CIO Markets Notebook: May 2026

Just weeks ago, markets were under pressure as investor sentiment weakened and volatility increased. Since then, equities have staged a remarkably swift recovery, marking one of the strongest short-term reversals in recent history. In this month’s market update video, we examine the forces driving the rebound and the economic and market risks investors should continue to monitor closely.

Inside the video:

Why the S&P 500 bounced sharply after hitting undervalued territory

What strong corporate earnings may signal for the rest of 2026

The growing role of AI spending and economic growth

Why oil prices and interest rates still matter to investors

What historical election-year trends could mean for markets ahead

A surprising shift is happening with Social Security and the U.S. economy

The charts tell an interesting story, especially as markets move toward the higher end of their expected range.

This is "CIO Markets Notebook | May 2026" by Brookstone Capital Management on Vimeo, the home for high quality videos and the people who love them.

04/27/2026

Retirement Milestones: The Ages That Trigger Big Financial Decisions

There are a few birthdays that matter a lot more than the candles on the cake 🎂
Certain ages can unlock benefits, or create costly mistakes, if you don’t plan ahead. In this interview, Jonathan M. Clark with Clark Wealth Management and Erin Kennedy break down the key ages every investor and retiree should know, including:

• 59½ – Penalty-free withdrawals and in-service rollovers
• 62 – When Social Security becomes available… but should you claim?
• 65 – Medicare eligibility (and why missing this can be expensive)
• 70½ – A powerful opportunity for charitable giving with QCDs
• 73 – When Required Minimum Distributions begin

Whether retirement is right around the corner or still on the horizon, understanding these milestones can make a meaningful difference in your long-term plan. To talk to Jonathan to learn what to do, and what to avoid, at every stage, call 440-471-4300 or visit www.ClarkWealthAdvisor.com