The Life Planning 101 Podcast
Episodes
Tuesday Jan 18, 2022
COVID Fog
Tuesday Jan 18, 2022
Tuesday Jan 18, 2022
Refer to any news media and the headlines are teeming with news about COVID…and has been for 2 years. It is no wonder that important information about other areas of interest is getting buried. After placing a few phone calls regarding various legislation that passed at the end of 2019, I thought it might be good to revisit some important issues that may impact your planning.
Tuesday Nov 16, 2021
What Are Your Calluses Worth?
Tuesday Nov 16, 2021
Tuesday Nov 16, 2021
You’ve worked hard to build a legacy and be successful. Will your family remain successful after you’re gone? 90% of businesses fail by the third generation. The calluses are long gone and there is no foundation for these businesses to fall back on.
Monday Sep 13, 2021
Legal Documents Aren‘t Just for Dying
Monday Sep 13, 2021
Monday Sep 13, 2021
Once you reach 18 years old, you need to obtain the basic legal documents. It's astonishing how many families we meet without a single legal document.
Tuesday May 04, 2021
10 Questions You Need to Be Asking Your Financial Advisor
Tuesday May 04, 2021
Tuesday May 04, 2021
Complexity can lead to confusion. Confusion can lead to inaction. Inaction can lead to lost dollars. Don’t let complexity cost you. Use these ten questions to help you find an individual you can trust to guide you in turning complexity into opportunity.
Monday Apr 05, 2021
Too Much Information
Monday Apr 05, 2021
Monday Apr 05, 2021
As of January 2021 there are over 1.83 billion websites on the internet. There is no doubt that the instant availability of information has been life changing. However - if we aren’t careful - it could be our demise.
Tuesday Mar 30, 2021
How to Lower Your Tax Bracket in Retirement
Tuesday Mar 30, 2021
Tuesday Mar 30, 2021
We were honored to have our friend Jim Farmer, Managing Partner of Financial Strategies Group, LLP join us this week as our special guest. We discuss Jim's two part article that he had published in Forbes explaining strategies you can use to possibly lower your tax bracket in retirement.
Tuesday Mar 16, 2021
Is Your Estate Plan What You Think It Is?
Tuesday Mar 16, 2021
Tuesday Mar 16, 2021
You finally got your Will done. So, your estate plan is complete, right? Well… maybe not. For the month of March, we’re offering a complimentary review of your titling and designations. Contact us today!
Monday Mar 01, 2021
2 Numbers You Need to Know
Monday Mar 01, 2021
Monday Mar 01, 2021
The tax code can be changed at any time...Do something now or you may end up paying for it later. And remember, we are here to help when you’re ready!
Tuesday Feb 16, 2021
Do You Cut and Paste Your Decisions About Money?
Tuesday Feb 16, 2021
Tuesday Feb 16, 2021
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.
Tuesday Jan 19, 2021
I Don't Like Trusts
Tuesday Jan 19, 2021
Tuesday Jan 19, 2021
Trusts are like apple pie. If you leave out an ingredient, the end result is going to taste bad. Remember, a trust is only as good as you make it.
Monday Jan 04, 2021
The Retirement Dream
Monday Jan 04, 2021
Monday Jan 04, 2021
Imagine that you’ve worked 45 years and saved all you can only to hear that taxes are going to crush your retirement goals. Don't worry, there's hope! Learn how you can retire and stay retired successfully.
Tuesday Nov 10, 2020
Election Results & Your Next Steps
Tuesday Nov 10, 2020
Tuesday Nov 10, 2020
Right now, post-election, is the time to prioritize your to-do list in light of the results. Here are 5 priorities to consider.