The Life Planning 101 Podcast
Episodes

Tuesday Sep 25, 2018
Why It Pays to Imagine the Worst
Tuesday Sep 25, 2018
Tuesday Sep 25, 2018
I truly don’t believe any person plans to fail. It is true that we merely fail to plan. We can’t worry about the future. All we can do is plan for the “what ifs” in life. It is our job to help the individuals and families we work with imagine the worst. This is how we progress toward our mission to give our clients confidence in their financial future and life plan so that they may enjoy “Living Life on Purpose.”

Tuesday Sep 18, 2018
How Much is a Million Dollars Really Worth?
Tuesday Sep 18, 2018
Tuesday Sep 18, 2018
Just how long will the rest of your life be? How long will your windfall need to last? Remember that reality will set in eventually - it will be your choice whether it is a gratifying reality or a harsh one.

Tuesday Sep 11, 2018
Securing Your Family's Success
Tuesday Sep 11, 2018
Tuesday Sep 11, 2018
What is the most important thing you desire to pass to your children: values or money?

Tuesday Sep 04, 2018
Life Insurance Awareness
Tuesday Sep 04, 2018
Tuesday Sep 04, 2018
September is Life Insurance Awareness Month. Jim Kennedy joins us this week on our show to share some important information that you don't want to miss!

Tuesday Aug 28, 2018
How Do You Do That? - Money Ideas No One Thinks Possible
Tuesday Aug 28, 2018
Tuesday Aug 28, 2018
As a Life Planning Firm, we are the financial quarterback for the families we work with. We spend tens of thousands of dollars each year to continue our education and keep up with the ever-changing information. We spend even more to retain access to some of the very best specialists, attorneys, and CPAs. We know who is needed, what is needed, and when things are needed to do the job so the families we work with only need to focus on one thing—living Life on purpose!

Tuesday Aug 14, 2018
Planning All Alone
Tuesday Aug 14, 2018
Tuesday Aug 14, 2018
When it comes to your money, your retirement, or your Life plan…shouldn't you get a second opinion? You may be on the right track, but if you are not, don’t you want to know?

Tuesday Aug 07, 2018
Veterans Administration Benefit Planning
Tuesday Aug 07, 2018
Tuesday Aug 07, 2018
VA claim specialist Brian Byars joins us this week on our Life Planning 101 podcast to share some important information regarding VA program aid. Please contact our office if you have any questions or would like a copy of the VA Claim Checklist. 254-629-3863.

Wednesday Aug 01, 2018
Investments - Do You Have the Old Plan or the New One?
Wednesday Aug 01, 2018
Wednesday Aug 01, 2018
Are you investing the old way or the new way? Unfortunately you could purchase an insurance policy today - and it could turn out to be the ‘old policy’. Likewise, an investment plan today very well may be the old plan. The old plan consisted of one, two, or three components when it comes to investing. The new plan has five.

Monday Jul 23, 2018
A Family Business is Still a Business
Monday Jul 23, 2018
Monday Jul 23, 2018
When you have a family business, you often need a reality check to keep your business what it it—a business.

Tuesday Jul 17, 2018
Retirement - Are We All on the Same Page?
Tuesday Jul 17, 2018
Tuesday Jul 17, 2018
Everyone wants to get rid of the complexity and stress in their life so that they can have the freedom to focus on the things in life that are most important to them. The recipe for “Living Retirement on Purpose” is no different. It begins with communication between you and your spouse. Talk about your future and goals. What direction do you want to be headed?

Tuesday Jul 03, 2018
When Do I Take Social Security?
Tuesday Jul 03, 2018
Tuesday Jul 03, 2018
Don’t take Social Security on a whim or an assumption. Make sure you know your facts for the sake of your pocketbook, your tax return and your family.

Monday Jun 25, 2018
Real Financial Planning
Monday Jun 25, 2018
Monday Jun 25, 2018
Planning is not always about the answers or even the right answers. It is about knowing the right questions to ask and addressing those.