The Life Planning 101 Podcast
Episodes

Apr 3, 2018
Working with Wisdom
Apr 3, 2018
Apr 3, 2018
25 min
Wisdom isn’t something you are born with. Yet wisdom, once gained, can be the most valuable thing you achieve and maintain - second only to your relationships with God and those you love most in life. Wisdom is achieved through years of watching, listening, observing and experiencing.

Feb 5, 2018
Done Beats Perfect Every Time
Feb 5, 2018
Feb 5, 2018
22 min
Is there something you need to do today for the sake of your family or future? Check out this week's episode for more info. You don't want to miss this!

Jan 17, 2018
What Is Your Biggest Financial Concern?
Jan 17, 2018
Jan 17, 2018
22 min
Join us this week to learn about some important tips to help you have a strong financial foundation.

Dec 4, 2017
The Gift That Gives...In More Ways Than One
Dec 4, 2017
Dec 4, 2017
23 min
It seems we are all inspired to give back during the holidays even in the smallest way. Here are 5 strategies for giving to your your favorite causes and have Uncle Sam help you do it.

Oct 16, 2017
Top 5 Mistakes Business Owners Make
Oct 16, 2017
Oct 16, 2017
22 min
Are you passionate about your business? Do you want to see your business succeed? Here are the top 5 mistakes that we've found that business owners make.

Oct 3, 2017
Family Support Checklist
Oct 3, 2017
Oct 3, 2017
22 min
Recently, we were asked if we could compile a list of the things that need to be addressed on every level when you find it necessary to assume physical, emotional, and financial responsibility for your parents.

Sep 26, 2017
Why NOT to Buy Life Insurance
Sep 26, 2017
Sep 26, 2017
22 min
If you died today, what would happen to your family, your business or ranch? How would everyone you love be affected? What if something happened today that left you uninsurable for the rest of your life? Can you foresee a point in your life that your loved ones would be financially crippled because you didn’t have life insurance?

Sep 18, 2017
Sep 18, 2017
23 min
Today there are thousands of insurance carriers, tens of thousands of products and even more bells and whistles on top of that. How do you know what you truly have and if it will be there when your family really needs it?

Sep 11, 2017
A Lifetime Tool
Sep 11, 2017
Sep 11, 2017
22 min
September is life insurance awareness month. We recommend talking to a financial expert that knows the rightquestions to ask to assure the correct steps are made to protect those you care about.

Aug 22, 2017
An Unexpected College Planning Tool
Aug 22, 2017
Aug 22, 2017
22 min
The college experience is simply not was it was when most of you were attending - and it continues to evolve. When beginning your conversations about planning for higher education expenses, it is crucial to identify the most important aspects of your child or grandchild’s unique situation.

Aug 8, 2017
Saving for Your Grandchildren
Aug 8, 2017
Aug 8, 2017
23 min
What do you really want to help your grandchildren accomplish? Is it higher education, a windfall for their retirement, taking care of the family they will have some day? Or is it a gift of wisdom that you wish to impart?

Jul 25, 2017
Have You Outgrown Your Advisor?
Jul 25, 2017
Jul 25, 2017
22 min
I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Here's a little education about our industry.