The Life Planning 101 Podcast
Episodes
Tuesday Feb 14, 2023
Do You Cut and Paste Your Decisions About Money? (Rebroadcast)
Tuesday Feb 14, 2023
Tuesday Feb 14, 2023
Think of your 3 favorite restaurants. Now imagine the head chef from each made his/her very best dish for you. Sounds splendid, right? Now imagine if you took a big bowl and mixed these three dishes together with a wire whisk. How does that sound? Not so good, right? So why do we do that with our money? We cut and paste every strategy that sounds good and mix it all together. No matter how superb each strategy may be, when you mix the 3 they may not mesh well together at all.
Wednesday Feb 01, 2023
Your Will is Not Enough
Wednesday Feb 01, 2023
Wednesday Feb 01, 2023
While it may sound like the title of a James Bond movie, you need to ask yourself: Is your will alone enough to keep your estate from going through probate when you die? We’re talking legacy planning on this week’s episode. We give you 3 questions you need to ask yourself when setting up your estate.
Tuesday Dec 20, 2022
The Must Have Money Talk
Tuesday Dec 20, 2022
Tuesday Dec 20, 2022
63% of affluent 18-22 year old’s say that financial stability in retirement will depend on inheritance. Should inheritance be a retirement strategy? Find out more on this week’s episode.
Monday Dec 12, 2022
A Giving Heart and a Skeptical Mind
Monday Dec 12, 2022
Monday Dec 12, 2022
Is there a way to know that the money you donate to a charity is being used effectively? We give you some helpful tools to use for your charitable giving. You don't want to miss this week's episode of Life Planning 101!
(Episode originally aired in 2019)
Tuesday Sep 06, 2022
Do You Have an I Love You Plan?
Tuesday Sep 06, 2022
Tuesday Sep 06, 2022
Think about the people you love and care about—your spouse, kids, grandkids, siblings, parents, employees. How would they fair if you suddenly died? Do you even know? September is Life Insurance Awareness Month. Find out more on this week's episode.
Monday Aug 15, 2022
Estate Planning Isn’t Just for Your Kids
Monday Aug 15, 2022
Monday Aug 15, 2022
There is so much more to estate planning than having a will and telling your spouse where everything is. If you haven't made an estate plan with and for your spouse, there is still time…and we are here to help.
Monday May 02, 2022
Do You Have an Estate Plan?
Monday May 02, 2022
Monday May 02, 2022
Estate concerns are about more than just who gets what. Everyone focuses on the financial aspect of their legacy, but they forget to focus on what really matters—everything else.
Monday Apr 18, 2022
The Griever’s To-Do List
Monday Apr 18, 2022
Monday Apr 18, 2022
If you love your family, you don't want to miss this week's episode. Planning is a gift. It is a gift of peace of mind and the ability to not just survive, but to thrive. Provide your family with the tools to take care of you and your wishes with confidence because you love them.
Monday Mar 21, 2022
Spring Cleaning Your Financial House
Monday Mar 21, 2022
Monday Mar 21, 2022
Even though you think you have everything in order and in its place, your finances won’t stay stagnant. This means your financial house gets messy without you even knowing it. This week we take a look at some ways you can get a head start on your financial spring cleaning.
Tuesday Mar 01, 2022
Life Insurance Myths
Tuesday Mar 01, 2022
Tuesday Mar 01, 2022
Did you know twenty percent of men die before retirement age? Is your family ready if you were killed today? Would they be taken care of the way you would want? This week we debunk some common myths about life insurance.
Monday Feb 14, 2022
Family Disaster Planning
Monday Feb 14, 2022
Monday Feb 14, 2022
You have great power over the destiny of your family. In fact, you have the ability save your family… or destroy it. Too many of us make all the excuses in the world to not work on our estate plan or just throw darts at an attorney, get documents in place, and say we have one. Neither of these add up to a Family Disaster Plan.
Monday Jan 24, 2022
Blake Briscoe Interview
Monday Jan 24, 2022
Monday Jan 24, 2022
We were honored to have a sit down interview with Blake Briscoe, CPA and Jim Kennedy to talk about their new business partnership, Briscoe & Associates, LLC. For more information, check out: briscoeandassociates.com