The Life Planning 101 Podcast

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How Do You Measure Your Wealth?

If this were your last day on earth, where would you want to be, who would you want to be with, and what would you be doing? Picture yourself at that point. I would be willing to bet you aren’t worried about money.

How Much Can I Afford?

I think most of us ask ourselves this at one time or another in our lives, or at least we should. Honestly though, I fear that the majority of us don’t really have an answer before we pull the trigger on a major purchase.

What is Life Planning?

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. And one reason behind this procrastination is that they are overwhelmed by the complexity of the task and don’t know where to start. I 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!

The Impact of Your Long-Term Health

Imagine working and saving your entire life only to find your income cut in half when you finally retire. Chose diligence to protect the ones you love the most. 

Should You Be Worried About Your Investments?

June 13th marked the ten-year anniversary of the end of The Great Recession and broke the long-standing record as the longest economic expansion in US history. So, what does that mean? Are we headed for a recession? Our in-house CFA Aaron Kennedy joins us this week on our show.

Have You Outgrown Your Advisor?

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.

Your IRA: The Good, The Bad, The Ugly

In many cases we are finding Tax Reform has created a perfect storm for some serious tax planning. Unwiring this tax bomb can be very complex, but it can be done. Don’t wait for the bomb to explode—there won’t be a way to turn back. Let us help you today.

5 Things to Consider Before Moving in Retirement

Moving in retirement -or even right before you retire - can bring its own set of surprises… and some may not be so pleasant. Here are five things you may want to consider before moving in retirement.

How Much Should I Leave My Kids?

One of the most valuable things we can pass on to our children is our wisdom. Make a plan for them so they too can live LIFE on purpose!

Is Organization Hurting Your Financial Future?

We take a look at behavioral finance on this week's episode. Let us help you visualize your entire financial layout and develop the best course for your financial future.