The Life Planning 101 Podcast
Episodes
Tuesday Jan 21, 2020
Tuesday Jan 21, 2020
What are the 5 biggest risks in 2020? Can you see them? If you truly desire that 20/20 Vision for your future, go to the financial optometrist as soon as you can. Find out more on this week's episode of Life Planning 101.
Thursday Jan 09, 2020
Thursday Jan 09, 2020
The SECURE Act passed with flying colors at the end of 2019 and dictated several MAJOR changes to the rules around retirement plans.
Tuesday Dec 10, 2019
Tuesday Dec 10, 2019
We were honored to have Eido Walny from Walny Legal Group as our special guest on our show. This week we discuss helpful tips learned from celebrity estate plans gone wrong.
Tuesday Dec 03, 2019
Tuesday Dec 03, 2019
There are people and things that you hold very dear to your heart. Take some time this week to write them down and share them with your family.
Tuesday Oct 08, 2019
Tuesday Oct 08, 2019
Why is it human nature to do nothing until the pain is bad enough? Why do we not take preventative measures for our health, our business, and future?
Tuesday Sep 10, 2019
Tuesday Sep 10, 2019
Estate planning is something that too often people lose sleep over when they shouldn't. Procrastination surfaces from the complexity of the task. This week we talk about the 5 steps of estate planning. You don't want to miss this!
Wednesday Jul 03, 2019
Wednesday Jul 03, 2019
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!
Wednesday May 29, 2019
Wednesday May 29, 2019
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!
Monday Mar 11, 2019
Monday Mar 11, 2019
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?
Tuesday Feb 05, 2019
Tuesday Feb 05, 2019
We were honored to have Laura J. Malone, CAP®, CEPA, with American Endowment Foundation join us this week on our Life Planning 101 podcast.
Tuesday Jan 08, 2019
Tuesday Jan 08, 2019
Celebrities are not so different from the rest of us. The same estate planning blunders they make are the same ones we see on an every day basis. Here are the top ten lessons to be learned from celebrity estate plans gone bad.
Wednesday Jan 02, 2019
Wednesday Jan 02, 2019
What resolutions can you make for 2019 that will help you keep your eyes on the future while still cleaning up the messes you have in the meantime Here are the top five in regards to your financial plan.