The Life Planning 101 Podcast
Episodes
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 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 Dec 13, 2023
12 Tax-Smart Charitable Giving Strategies
Wednesday Dec 13, 2023
Wednesday Dec 13, 2023
Using an efficient, tax-smart approach to maximize the impact of your charitable giving has never been more important. This week we give you 12 ways to increase your giving power while potentially reducing your taxable income this year and beyond.
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.
Wednesday Nov 08, 2023
Myths and Mistakes of Estate Planning
Wednesday Nov 08, 2023
Wednesday Nov 08, 2023
Attorney Kyle Post joins us on this week’s episode to discuss myths and mistakes of estate planning. We talk legal documents, the government, taxes, trusts, and more. You don't want to miss this.
Wednesday Sep 27, 2023
The 8 Life Planning Issues
Wednesday Sep 27, 2023
Wednesday Sep 27, 2023
Over 35 years of working in various fields of Life Planning has shown us that most people don’t plan to fail –they just fail to plan. And one reason behind this procrastination is that they are overwhelmed by the complexity of the task and don’t know where to start. We feel it is very important for every family to seek help and take the time to focus on the questions that need to be addressed. I encourage you to be proactive as opposed to reactive and live your life on Purpose!
Wednesday Sep 06, 2023
5 Tax Matters You Need to Know About
Wednesday Sep 06, 2023
Wednesday Sep 06, 2023
Changes to our tax system are not certain and are ever changing. So here we are again - a new day with new rules. Here are 5 things you need to be aware of.
Tuesday Aug 22, 2023
Have You Outgrown Your Advisor?
Tuesday Aug 22, 2023
Tuesday Aug 22, 2023
I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Because of this, I thought I might take a minute to educate you a little about our industry.
Tuesday Aug 15, 2023
HSA - The Ultimate Tax Benefit You May Be Using Wrong
Tuesday Aug 15, 2023
Tuesday Aug 15, 2023
Did you know you can grow your HSA just like you grow your retirement account? This week we take a look at some things you might not know about Health Savings Accounts.
Wednesday May 31, 2023
87,000 New IRS Agents - What You Need to Know (Rebroadcast)
Wednesday May 31, 2023
Wednesday May 31, 2023
With all the news about what made it in or out of the Fiscal Responsibility Act over the weekend, there is also a lot of hoopla around the IRS keeping most of its new funding. What does this mean for you? This week we are going to hit the refresh button on our publication from January entitled 87,000 New IRS Agents - 10 Things You Need to Know.
Tuesday May 16, 2023
Decompress from Stress
Tuesday May 16, 2023
Tuesday May 16, 2023
Life gets stressful sometimes, there’s no way around it. This week we give you some tools you can use to help decompress from the stress…whether its financial, business, or life.