The Life Planning 101 Podcast
Episodes
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.
Monday Nov 02, 2020
Ag-Value and Estate Taxation
Monday Nov 02, 2020
Monday Nov 02, 2020
Are you a farmer, rancher, or small business owner? This week we share what you need to do before the end of the year. You don't want to miss this!
Tuesday Sep 15, 2020
What is Probate and How Can You Avoid It?
Tuesday Sep 15, 2020
Tuesday Sep 15, 2020
A reality that loved ones must face when someone passes is the responsibility of dealing with the departed’s estate. Can probate really be avoided? Find out the answer to this and more on this week's episode of Life Planning 101.
Monday Aug 24, 2020
2020 Candidate Tax Policy Proposals
Monday Aug 24, 2020
Monday Aug 24, 2020
Tax policy will be a critical point of differentiation in the 2020 presidential race. Here are the key tax law changes each candidate is suggesting.
Tuesday Aug 18, 2020
Ranch Entities
Tuesday Aug 18, 2020
Tuesday Aug 18, 2020
Are you a farmer, rancher, or business owner? Then you don't want to miss this week's episode of Life Planning 101. The Working Ranch Radio Show interviewed us recently and a listener asked a question: What type of legal ownershipshould you have for your ranch and property?
Monday Aug 03, 2020
Legal Documents Aren't Just for Dying
Monday Aug 03, 2020
Monday Aug 03, 2020
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.
Wednesday Jun 03, 2020
Coronavirus, Children & Charities
Wednesday Jun 03, 2020
Wednesday Jun 03, 2020
Interestingly enough, COVID-19 has opened up some doors to help protect both your children and the charities that are near and dear to your heart.
Tuesday Mar 10, 2020
6 Lessons From An Estate Litigator
Tuesday Mar 10, 2020
Tuesday Mar 10, 2020
Will your family have good Christmases and Thanksgivings after you are gone? Our Legacy Planning Process isn’t about just writing the documents that you need done. It is about your Legacy—preserving that Legacy and ensuring that good Christmases and Thanksgivings will continue after you are gone. Don’t just have a wish. Have a plan!