The Life Planning 101 Podcast
Episodes

Tuesday Oct 08, 2019
No Way Around It
Tuesday Oct 08, 2019
Tuesday Oct 08, 2019
Why is it human nature to do nothing until the pain is bad enough? Why do we not take preventative measures for our health, our business, and future?

Tuesday Sep 24, 2019
I Don't Understand Investing
Tuesday Sep 24, 2019
Tuesday Sep 24, 2019
Many people get caught up in the news, economic conditions or watching the volatility in the markets, confusing that with the true basis of investing.

Tuesday Aug 27, 2019
August Volatility Report
Tuesday Aug 27, 2019
Tuesday Aug 27, 2019
August has not been fun. As humans, we tend to feel pain much stronger than we feel joy. In other words, we can lose that feel good feeling about the market from just one bad month.

Tuesday Aug 20, 2019
Turning 50 May Be Your Last Hurrah
Tuesday Aug 20, 2019
Tuesday Aug 20, 2019
Fifty is a defining time in your life. You get one last hurrah to help the old person you will be some day. Here are top five “Turning Fifty” tools to help you live LIFE on purpose!

Tuesday Jul 23, 2019
How Do You Measure Your Wealth?
Tuesday Jul 23, 2019
Tuesday Jul 23, 2019
If this were your last day on earth, where would you want to be, who would you want to be with, and what would you be doing? Picture yourself at that point. I would be willing to bet you aren’t worried about money.

Wednesday Jul 03, 2019
What is Life Planning?
Wednesday Jul 03, 2019
Wednesday Jul 03, 2019
Over 35 years of working in various fields of Life Planning has shown me that most people don’t plan to fail –they just fail to plan. And one reason behind this procrastination is that they are overwhelmed by the complexity of the task and don’t know where to start. I feel it is very important for every family to seek help and take the time to focus on the questions that need to be addressed. I encourage you to be proactive as opposed to reactive and live your life on Purpose!

Wednesday Jun 26, 2019
Should You Be Worried About Your Investments?
Wednesday Jun 26, 2019
Wednesday Jun 26, 2019
June 13th marked the ten-year anniversary of the end of The Great Recession and broke the long-standing record as the longest economic expansion in US history. So, what does that mean? Are we headed for a recession? Our in-house CFA Aaron Kennedy joins us this week on our show.

Tuesday May 21, 2019
Is Organization Hurting Your Financial Future?
Tuesday May 21, 2019
Tuesday May 21, 2019
We take a look at behavioral finance on this week's episode. Let us help you visualize your entire financial layout and develop the best course for your financial future.

Wednesday May 08, 2019
10 Questions Every Investor Needs to Ask
Wednesday May 08, 2019
Wednesday May 08, 2019
Wisdom isn’t always about knowing the answers. More often than not it's about knowing the right questions to ask. Here are questions every investor should be asking. You don't want to miss this Q&A session with our in-house CFA, Aaron Kennedy.

Tuesday Mar 26, 2019
Is Your Investment Portfolio Tax Smart?
Tuesday Mar 26, 2019
Tuesday Mar 26, 2019
Is your investment portfolio tax smart? This may seem like peanuts, but over the years a tax-inefficient investment plan can make or break someone’s retirement. Our in-house CFA Aaron Kennedy joins us this week on our show.

Tuesday Jan 29, 2019
The Secret Sauce to Investing
Tuesday Jan 29, 2019
Tuesday Jan 29, 2019
When it comes to investing, everyone is looking for the secret sauce. But what is the secret sauce? Our in-house CFA, Aaron Kennedy joins us this week on our show to let us know what the secret sauce is, and what you can do about it today!

Wednesday Jan 02, 2019
The Fast Track for 2019
Wednesday Jan 02, 2019
Wednesday Jan 02, 2019
What resolutions can you make for 2019 that will help you keep your eyes on the future while still cleaning up the messes you have in the meantime Here are the top five in regards to your financial plan.