The Life Planning 101 Podcast
Episodes
Tuesday Apr 18, 2023
Preventative Financial Care
Tuesday Apr 18, 2023
Tuesday Apr 18, 2023
Over 35 years of working in various fields of Life Planning has shown me that most people don’t plan to fail –they just fail to plan. I encourage you to be proactive as opposed to reactive and live your life on Purpose!
Wednesday Mar 22, 2023
Are You Doing Everything You Can to Save Taxes?
Wednesday Mar 22, 2023
Wednesday Mar 22, 2023
Tax time is rapidly approaching. Don’t continue the grind. Do you have the right team in place to help you save all that you can? Let us help you map out your course for a potential lifetime of tax savings.
Tuesday Mar 07, 2023
Do You Like Tax-Free Money?
Tuesday Mar 07, 2023
Tuesday Mar 07, 2023
Only 15% of US households contributed to a traditional or Roth IRA in tax year 2021. A Roth IRA is a retirement vehicle that can grow tax-free and can provide tax-free income.
Tuesday Feb 14, 2023
Do You Cut and Paste Your Decisions About Money? (Rebroadcast)
Tuesday Feb 14, 2023
Tuesday Feb 14, 2023
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.
Wednesday Jan 18, 2023
87,000 New IRS Agents - What You Need to Know
Wednesday Jan 18, 2023
Wednesday Jan 18, 2023
You may have heard some say that because of the new law, an “army” of 87,000 new IRS agents will be coming to audit ordinary taxpayers. Here’s what you need to know.
Tuesday Nov 15, 2022
2022 Tax Season - Lessons Learned
Tuesday Nov 15, 2022
Tuesday Nov 15, 2022
Tax season is officially over for 2022. Special guest Blake Briscoe, CPA with Briscoe & Associates, LLC joins us this week to talk about the most common Dos and Don’ts! Is there still time to plan for 2022? What do you need to watch out for in 2023?
Tuesday Nov 01, 2022
Social Security and Tax Increases
Tuesday Nov 01, 2022
Tuesday Nov 01, 2022
Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 8.7% in 2023. You may also have to fork over some additional cash come tax time. It will be more important than ever before to work with your tax professional to know where you land.
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.
Monday Jul 11, 2022
Are You Planning for a Financial Drought?
Monday Jul 11, 2022
Monday Jul 11, 2022
We work with several business owners across several industries and realistically speaking? 95% of our time is spent fixing problems, not preventing them. I want to challenge you today to take care of the old you person you will be some day and address the risks you may not even know are out there. Let us help you plan for a drought.
Tuesday Jul 05, 2022
5 Hidden Dollar Dings in Post-Pandemic America
Tuesday Jul 05, 2022
Tuesday Jul 05, 2022
We may not exactly be post-COVID yet, but our world is certainly settling into a new rhythm that looks a lot more normal than the past couple of years.
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 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.