The Life Planning 101 Podcast
Episodes

Tuesday Sep 06, 2022
Do You Have an I Love You Plan?
Tuesday Sep 06, 2022
Tuesday Sep 06, 2022
Think about the people you love and care about—your spouse, kids, grandkids, siblings, parents, employees. How would they fair if you suddenly died? Do you even know? September is Life Insurance Awareness Month. Find out more on this week's episode.

Monday Aug 15, 2022
Estate Planning Isn’t Just for Your Kids
Monday Aug 15, 2022
Monday Aug 15, 2022
There is so much more to estate planning than having a will and telling your spouse where everything is. If you haven't made an estate plan with and for your spouse, there is still time…and we are here to help.

Monday May 02, 2022
Do You Have an Estate Plan?
Monday May 02, 2022
Monday May 02, 2022
Estate concerns are about more than just who gets what. Everyone focuses on the financial aspect of their legacy, but they forget to focus on what really matters—everything else.

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.

Tuesday Mar 01, 2022
Life Insurance Myths
Tuesday Mar 01, 2022
Tuesday Mar 01, 2022
Did you know twenty percent of men die before retirement age? Is your family ready if you were killed today? Would they be taken care of the way you would want? This week we debunk some common myths about life insurance.

Monday Feb 14, 2022
Family Disaster Planning
Monday Feb 14, 2022
Monday Feb 14, 2022
You have great power over the destiny of your family. In fact, you have the ability save your family… or destroy it. Too many of us make all the excuses in the world to not work on our estate plan or just throw darts at an attorney, get documents in place, and say we have one. Neither of these add up to a Family Disaster Plan.

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 Nov 16, 2021
What Are Your Calluses Worth?
Tuesday Nov 16, 2021
Tuesday Nov 16, 2021
You’ve worked hard to build a legacy and be successful. Will your family remain successful after you’re gone? 90% of businesses fail by the third generation. The calluses are long gone and there is no foundation for these businesses to fall back on.

Monday Sep 13, 2021
Legal Documents Aren‘t Just for Dying
Monday Sep 13, 2021
Monday Sep 13, 2021
Once you reach 18 years old, you need to obtain the basic legal documents. It's astonishing how many families we meet without a single legal document.

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.