The Life Planning 101 Podcast
Episodes
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)
Monday Dec 05, 2022
Family Care
Monday Dec 05, 2022
Monday Dec 05, 2022
We have pandemic in this nation, and for once, I am not talking about COVID-19. The pandemic is the growing need for long-term healthcare and how ill-prepared families are for it. Find out more on this week’s episode.
Tuesday Nov 22, 2022
Gratitude Isn’t Always Easy
Tuesday Nov 22, 2022
Tuesday Nov 22, 2022
Our world is a mess, but the cleanup can start in each of us with a simple, random act of kindness. Let’s make a family challenge - What can we do to start a ripple effect of gratitude?
Monday Nov 07, 2022
The Time Value of Success Issues
Monday Nov 07, 2022
Monday Nov 07, 2022
A lifetime of success can a feel a little overwhelming. You don’t have to do the job alone. This week we share 3 important steps to help you setup a solid foundation.
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 Jul 18, 2022
A Tax Nightmare for Your Business
Monday Jul 18, 2022
Monday Jul 18, 2022
Don’t leave your spouse and partner with a tax nightmare. Let us help you review your situation and show you any pitfalls that may be in your current plan.
Tuesday Jun 21, 2022
The Caregiver’s Toll
Tuesday Jun 21, 2022
Tuesday Jun 21, 2022
Trying to balance being a parent, grandparent, and parent to your parents (often while you still have a career and a life of your own), simply put, is A LOT! It can take a toll on your own life.
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 Apr 04, 2022
Rethinking Your Thinking
Monday Apr 04, 2022
Monday Apr 04, 2022
You have a golden opportunity right now to press the reset button on your life and your life plan. Make the decision to rethink your thinking and make sure that your future you won’t end up with any unacceptable regrets.
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.