The Life Planning 101 Podcast
Episodes
Tuesday Mar 19, 2024
Dementia Care and the GEMS State Model (Rebroadcast)
Tuesday Mar 19, 2024
Tuesday Mar 19, 2024
We're honored to have Lisa Hunter join us this week on our show. Lisa shares with us the Teepa Snow Positive Approach to Care and information about the GEMS State Model. You don't want to miss this!
Wednesday Mar 13, 2024
How is Your Financial Health?
Wednesday Mar 13, 2024
Wednesday Mar 13, 2024
Every motion you make, whether with purpose or not, is compounding toward or away from a Life lived on purpose. Your financial health should be a priority today.
Thursday Mar 07, 2024
Are You Taking Your Financial Supplements?
Thursday Mar 07, 2024
Thursday Mar 07, 2024
Recently I was speaking with a client about how important it is to take preventative measures in regard to health - eating right, exercising, and taking the right supplements. It is just as important that we take preventative measures in regard to our finances - planning for the worst-case and best-case scenarios, exercising good financial habits, and revisiting your plan on a regular basis to make necessary changes.
Wednesday Feb 28, 2024
Are Guarantees Enough?
Wednesday Feb 28, 2024
Wednesday Feb 28, 2024
Are you nearing retirement? Are you already in retirement? Do you know someone who is? If so, then this week’s episode is for you. Guarantees may have a place in a retiree’s plan, but they may not. Proceed with caution, proceed with a plan, and proceed with a Life Planner.
Wednesday Feb 21, 2024
When to Start Planning (Rebroadcast)
Wednesday Feb 21, 2024
Wednesday Feb 21, 2024
Angela was honored to be a guest on the Real Wealth podcast with Jim Silbernagel to share the benefits and pitfalls that could occur when starting a financial strategy later in life. Please enjoy this gem from our archive.
Wednesday Jan 31, 2024
What is Your Money For?
Wednesday Jan 31, 2024
Wednesday Jan 31, 2024
Money is never really about building more money—even when greed is involved. It is about the utility of that money. Yet we treat money as if it were about money. We look at it every day for what it is instead of what it is for. Find out more on this week’s episode.
Wednesday Jan 24, 2024
Tapas Life (Rebroadcast)
Wednesday Jan 24, 2024
Wednesday Jan 24, 2024
We were honored to have retirement revolutionist Andy Robin, author of the book 'Tapas Life - A rich and rewarding life after your long career' join us this week on our show. If you're nearing retirement or are already in retirement, then you don't want to miss this! Andy talks about his step-by-step process to leading an interesting, rich, and fulfilling life after a long career. Pleased enjoy this gem from our archive.
Thursday Jan 18, 2024
Should I Be Giving My Kids Money?
Thursday Jan 18, 2024
Thursday Jan 18, 2024
There is nothing wrong with wanting to help your loved ones financially, but there are a few questions you have to ask yourself first. Find out more on this week's episode.
Wednesday Dec 27, 2023
Elf on the Shelf Money Advice (Rebroadcast)
Wednesday Dec 27, 2023
Wednesday Dec 27, 2023
What are your thoughts on money? Do you work for IT, or do you allow IT to work for you? This week we learn some helpful tidbits from an elf and how we can apply those to our lives. Please enjoy this episode from our archives.
Tuesday Dec 05, 2023
Fiduciary Roles of a Retirement Plan
Tuesday Dec 05, 2023
Tuesday Dec 05, 2023
We’re kicking off a series this week aimed at business owners, farmers, and ranchers. With retirement plans, there are two types of fiduciaries. Do you know what they are and how they impact your business or farm and ranch?
Wednesday Nov 29, 2023
Family Support Checklist
Wednesday Nov 29, 2023
Wednesday Nov 29, 2023
As a life planning firm, it is our mission to help you take the essential steps needed to face each of life’s stages with confidence and clarity. We were asked if we could compile a list of the things that need to be addressed on every level when you find it necessary to assume physical, emotional, and financial responsibility for your parents.
Wednesday Nov 15, 2023
2024 Tax Numbers Are Out
Wednesday Nov 15, 2023
Wednesday Nov 15, 2023
Last week the IRS announced inflation adjustments to more than 60 tax provisions for 2024. Although “inflation adjustments” may not sound like that big of a deal, it may have some low hanging fruit you don’t want to miss picking.