The Life Planning 101 Podcast
Episodes

Tuesday May 04, 2021
10 Questions You Need to Be Asking Your Financial Advisor
Tuesday May 04, 2021
Tuesday May 04, 2021
Complexity can lead to confusion. Confusion can lead to inaction. Inaction can lead to lost dollars. Don’t let complexity cost you. Use these ten questions to help you find an individual you can trust to guide you in turning complexity into opportunity.

Wednesday Apr 28, 2021
Considering Investment Risks
Wednesday Apr 28, 2021
Wednesday Apr 28, 2021
The U.S. markets recently hit another all-time! Should you be celebrating… or worried? Perhaps the primary risk you should be concerned with is you.

Monday Apr 05, 2021
Too Much Information
Monday Apr 05, 2021
Monday Apr 05, 2021
As of January 2021 there are over 1.83 billion websites on the internet. There is no doubt that the instant availability of information has been life changing. However - if we aren’t careful - it could be our demise.

Tuesday Mar 23, 2021
Reflation
Tuesday Mar 23, 2021
Tuesday Mar 23, 2021
What is reflation? Our in-house CFA Aaron Kennedy joins us this week on our show to share a market update. You don't want to miss this!

Monday Feb 22, 2021
Has Investment Risk Changed?
Monday Feb 22, 2021
Monday Feb 22, 2021
A lot has changed, but the risk and reward relationship has not. Our CFA Aaron Kennedy said it best when he said "You deserve the return you get." This week learn about the Risk Pyramid and learn about 3 things you could be doing now with your investments.

Tuesday Feb 16, 2021
Do You Cut and Paste Your Decisions About Money?
Tuesday Feb 16, 2021
Tuesday Feb 16, 2021
Think of your 3 favorite restaurants. Now imagine the head chef from each made his/her very best dish for you. Sounds splendid, right? Now imagine if you took a big bowl and mixed these three dishes together with a wire whisk. How does that sound? Not so good, right? So why do we do that with our money? We cut and paste every strategy that sounds good and mix it all together. No matter how superb each strategy may be, when you mix the 3 they may not mesh well together at all.

Tuesday Jan 26, 2021
What is Your Greatest Financial Fear?
Tuesday Jan 26, 2021
Tuesday Jan 26, 2021
This is your 2021 challenge: Dig deep—what is your greatest financial fear? Once you've figured that out, the next question you need to ask is 'why?' Our in-house CFA Aaron Kennedy also joins us this week to share a market update.

Monday Jan 04, 2021
The Retirement Dream
Monday Jan 04, 2021
Monday Jan 04, 2021
Imagine that you’ve worked 45 years and saved all you can only to hear that taxes are going to crush your retirement goals. Don't worry, there's hope! Learn how you can retire and stay retired successfully.

Monday Dec 28, 2020
Congress Update
Monday Dec 28, 2020
Monday Dec 28, 2020
This week we talk about the updates to the economic relief package. So if you're a farmer, rancher, business owner, or non-profit, you don't want to miss this week's episode.

Tuesday Nov 24, 2020
Are You in the Lifeboat with Your Investments?
Tuesday Nov 24, 2020
Tuesday Nov 24, 2020
Our in-house CFA Aaron Kennedy joins us this week on our show. As risk managers, we are in the business of first preserving what you have worked so hard to get, then growing it—not the other way around. You don't want to miss this week's episode!

Tuesday Nov 10, 2020
Election Results & Your Next Steps
Tuesday Nov 10, 2020
Tuesday Nov 10, 2020
Right now, post-election, is the time to prioritize your to-do list in light of the results. Here are 5 priorities to consider.

Tuesday Oct 27, 2020
What You Should Be Doing With Your Investments Pre/Post Election
Tuesday Oct 27, 2020
Tuesday Oct 27, 2020
Our in-house CFA Aaron Kennedy joins us this week on our show to let us know what you should be doing with your investments both pre and post election. You don't want to miss this!