The Life Planning 101 Podcast
Episodes

Monday Jul 25, 2016
What Will Happen if You Get Sued?
Monday Jul 25, 2016
Monday Jul 25, 2016
Will you stand to lose some of your hard-earned money,income or assets? Or will it be protected? Do you know for sure?
One evening while driving home, you glance down to adjust the radio. When you look back up, you are inches away from broadsiding a bus.Several passengers are seriously injured, resulting in a major law suit.
Again, will your assets...

Monday Jul 04, 2016
6 Lessons Learned from the Great Recession - Part 4
Monday Jul 04, 2016
Monday Jul 04, 2016
Well…if you have been a buy and hold investor, your portfolio will probably answer this with a resounding “No!” Though after reading the many headlines of any major financial news during late 2008, 2009 or 2010 you might think that...

Monday Jun 27, 2016
6 Lessons Learned from the Great Recession - Part 3
Monday Jun 27, 2016
Monday Jun 27, 2016
There is a major issue today that has left a large number of Americans speechless and motionless: The issue of integrity. 2008 and 2009 were treacherous. It was bad enough that we witnessed the development of...

Monday Jun 20, 2016
6 Lessons Learned from the Great Recession - Part 2
Monday Jun 20, 2016
Monday Jun 20, 2016
Tiny or not, economic bubbles don’t make anything feel fine, especially not your retirement plan. The problem is that most bubbles are difficult to identify. Consequently, they are only recognized in retrospect...

Monday Jun 13, 2016
6 Lessons Learned from the Great Recession - Part 1
Monday Jun 13, 2016
Monday Jun 13, 2016
Economists say the Great Recession ended in June 2009. Still, it hasn’t felt like it. Our economy is rough and the recovery we have experienced since June 2009 has been and will probably remain slow. Faced with this continuing...

Monday Jun 06, 2016
A Tightwad and a Spendthrift
Monday Jun 06, 2016
Monday Jun 06, 2016
There is usually one of each in every family. So what makes some people stock away every dime they make and others oblivious to the concept of saving and always in debt? Interestingly enough, there has been extensive psychological research performed on the spending behaviors of individuals: why some people spend money frivolously and why some people don’t...

Monday May 30, 2016
The Finance of Remarriage
Monday May 30, 2016
Monday May 30, 2016
Adults entering a remarriage are likely to bring assets, debts, obligations and established spending habits into the relationship. Since credit reports aren’t required for a marriage license – and you generally only see them when you apply for a mortgage together - "your new partner's finances are often unknown, even though you usually need to agree as a...

Monday May 02, 2016
The World Today is a Glass Half Full
Monday May 02, 2016
Monday May 02, 2016
The world is changing rapidly. There is growing uncertainty, fear and disbelief in our future. Ironically, this is not the biggest threat to your investments. Believe it or not, the annualized return for U.S. Stocks from 1985 to 2014 was 11.1%. The average investor’s return over this...

Monday Mar 21, 2016
Are You Planning for a Financial Drought?
Monday Mar 21, 2016
Monday Mar 21, 2016
Imagine spending your entire life building a business only to wake up at 63 and find it isn’t worth anything. Most of us think, “how sad, but that won't happen to my business…I have worked too hard or my industry is too strong or there will always be a need for what I do or...

Monday Jan 25, 2016
The Financial Impact of Caregiving
Monday Jan 25, 2016
Monday Jan 25, 2016
Did you know…52 million caregivers (one out of every five households) are involved in caregiving to persons aged 18 and over, and that number continues to grow? 1 You might be thinking: ”Wow, but that will never pertain to me.” But you might want to ask yourself this question: “Will one of my family members need my care in the future?” If the answer is no, you might want to think again. 80% of caregivers in this country are...

Monday Jan 18, 2016
Is Organization Hurting Your Financial Future?
Monday Jan 18, 2016
Monday Jan 18, 2016
Ted was savvy with numbers and kept all his personal finances extremely organized. He was a successful middle class American and had several accounts set up, each with a purpose. There was an account dedicated to saving money to buy his next car, an account for emergency funds, an account for the grandkids, and various investment accounts. Ted was also...

Monday Dec 21, 2015
What Is Your Biggest Financial Concern?
Monday Dec 21, 2015
Monday Dec 21, 2015
If you Google the top financial concerns of Americans, you will see zillions of polls taken. The interesting thing is that the top three, though interchangeable, are fairly consistent: retirement and/or maintaining their current lifestyle, living paycheck to paycheck, and paying for healthcare.
Louisa May Alcott had it...