The Life Planning 101 Podcast
Episodes
Monday Mar 14, 2022
Paying Taxes on Your Terms
Monday Mar 14, 2022
Monday Mar 14, 2022
Did you know you can often choose when to pay tax? By default, you can often choose how much you will pay. There is no trick. It is simply a result of understanding how taxes work for or against your situation.
Monday Jan 24, 2022
Blake Briscoe Interview
Monday Jan 24, 2022
Monday Jan 24, 2022
We were honored to have a sit down interview with Blake Briscoe, CPA and Jim Kennedy to talk about their new business partnership, Briscoe & Associates, LLC. For more information, check out: briscoeandassociates.com
Tuesday Jan 18, 2022
COVID Fog
Tuesday Jan 18, 2022
Tuesday Jan 18, 2022
Refer to any news media and the headlines are teeming with news about COVID…and has been for 2 years. It is no wonder that important information about other areas of interest is getting buried. After placing a few phone calls regarding various legislation that passed at the end of 2019, I thought it might be good to revisit some important issues that may impact your planning.
Tuesday Dec 21, 2021
The Gift That Gives
Tuesday Dec 21, 2021
Tuesday Dec 21, 2021
It is that time of year - Christmas! Maybe it’s due to watching Scrooge or The Grinch for the umpteenth time, but it seems we are all inspired to give back during the holidays even in the smallest way. Here are a few ideas to give to your favorite causes and have Uncle Sam help you do it.
Tuesday Dec 07, 2021
Year-End Decisions
Tuesday Dec 07, 2021
Tuesday Dec 07, 2021
What do you need to know or, do or not do before the ball drops on 2021 and 2022 begins? Complexity is growing every day in every corner. This week we discuss 7 things you should consider before the end of the year.
Tuesday Oct 05, 2021
How Do You Plan Right Now?
Tuesday Oct 05, 2021
Tuesday Oct 05, 2021
The world has changed a lot. And is continuing to change a lot. And there is more change coming. The bottom line is that you have a lot you can plan for now, but you may not have as much to plan for if you wait!
Monday Sep 20, 2021
Attention S-Corp Owners
Monday Sep 20, 2021
Monday Sep 20, 2021
S-Corp = Limitations. S-Corps are great for the mom-and-pop shop with little to no assets, but not so great for giving you flexibility as you grow.
Monday Jul 12, 2021
2021 Tax Changes (Rebroadcast)
Monday Jul 12, 2021
Monday Jul 12, 2021
It's inevitable. Change is coming but no one knows for sure exactly what that change will be. Here are several things that may happen.
Tuesday May 04, 2021
10 Questions You Need to Be Asking Your Financial Advisor
Tuesday May 04, 2021
Tuesday May 04, 2021
Complexity can lead to confusion. Confusion can lead to inaction. Inaction can lead to lost dollars. Don’t let complexity cost you. Use these ten questions to help you find an individual you can trust to guide you in turning complexity into opportunity.
Tuesday Apr 13, 2021
2021 Tax Changes
Tuesday Apr 13, 2021
Tuesday Apr 13, 2021
This week we're talking about everyone's favorite topic...TAXES!!! It's inevitable. Change is coming for 2021 but no one knows for sure exactly what that change will be. Here are several things that may happen.
Monday Apr 05, 2021
Too Much Information
Monday Apr 05, 2021
Monday Apr 05, 2021
As of January 2021 there are over 1.83 billion websites on the internet. There is no doubt that the instant availability of information has been life changing. However - if we aren’t careful - it could be our demise.
Tuesday Mar 30, 2021
How to Lower Your Tax Bracket in Retirement
Tuesday Mar 30, 2021
Tuesday Mar 30, 2021
We were honored to have our friend Jim Farmer, Managing Partner of Financial Strategies Group, LLP join us this week as our special guest. We discuss Jim's two part article that he had published in Forbes explaining strategies you can use to possibly lower your tax bracket in retirement.