The Life Planning 101 Podcast
Episodes
Tuesday Mar 31, 2020
Tuesday Mar 31, 2020
We’re faced with two facts: we’re in a pandemic and we were not prepared for it. Which leaves us with two options - go through it or grow through it.
Tuesday Mar 17, 2020
Tuesday Mar 17, 2020
The past couple of weeks have been treacherous for the markets. The market often climbs a wall of worry. What opportunities should you be looking at?
Wednesday Mar 04, 2020
Wednesday Mar 04, 2020
Due to popular demand, this week we revisit the show we recorded in January where we discuss the SECURE Act. You don't want to miss this!
Tuesday Feb 25, 2020
Tuesday Feb 25, 2020
If November does swing our nation to the left, it will be almost impossible to get the tax planning you have needed to complete done before things begin changing in 2021. Also...our in-house CFA Aaron Kennedy joins us to discuss the volatility in the market.
Tuesday Jan 28, 2020
Tuesday Jan 28, 2020
Considering the kind of year we had in 2019, what can we expect for 2020? Our in-house CFA Aaron Kennedy joins us this week on our show. You don't want to miss this!
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.
Tuesday Jan 14, 2020
Tuesday Jan 14, 2020
It's 2020...Take control of your future so you can live Life on purpose! Don’t be sold something you don’t need. Invest in something you do need. 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 31, 2019
Tuesday Dec 31, 2019
2020 is upon us. I challenge you to make it a year in which you focus on your vision being 20/20. This week we share some important questions you need to ask as you get ready to start the new year.
Monday Dec 23, 2019
Monday Dec 23, 2019
It seems the more we are blessed with, the more we want to give. So is there a way to know if the money you give will be used the way you intended? Find out more on this week's episode of Life Planning 101.
Tuesday Dec 17, 2019
Tuesday Dec 17, 2019
We were honored to have speaker and bestselling author Arlene Cogen, CFP® join us this week on our show. Arlene shares with us some important information on charitable giving. Be sure to listen to the end of the show to learn about how you can get a FREE values exercise from Arlene.
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.