The Life Planning 101 Podcast
Episodes
Tuesday Sep 03, 2024
Tax Reform Sunset on the Horizon
Tuesday Sep 03, 2024
Tuesday Sep 03, 2024
Can you hear it? It’s those two, ominous notes from the movie Jaws to let you know we are drawing nearer and nearer to the almost inevitable…the sunset of the Tax Cuts and Jobs Act (TCJA) of 2017. This could mean that higher income taxes and estate taxes are headed your way.
Wednesday Aug 14, 2024
Have You Outgrown Your Advisor?
Wednesday Aug 14, 2024
Wednesday Aug 14, 2024
I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Because of this, I thought I might take a minute to educate you a little about our industry.
Wednesday May 29, 2024
My Farm & Ranch - Transitioning and Retirement Planning
Wednesday May 29, 2024
Wednesday May 29, 2024
If you haven’t thought about your own legacy, please do. In order to help you get off on the right foot, here are some things to consider. We call it the “Who, What, When, How, Sam and Plan Approach.
Wednesday Apr 17, 2024
The Griever's To-Do List (Rebroadcast)
Wednesday Apr 17, 2024
Wednesday Apr 17, 2024
Planning is a gift. It is a gift of peace of mind and the ability to not just survive, but to thrive. Provide your family with the tools to take care of you and your wishes with confidence because you love them. Please enjoy this gem from our archive.
Wednesday Apr 10, 2024
Do You Have a Checkbox Mentality?
Wednesday Apr 10, 2024
Wednesday Apr 10, 2024
I was honored to sit down with the Real Wealth Podcast to talk about the struggles with long-term care in the United States, how grief heightens temperament, and how having a plan isn’t enough. You don't want to miss this week's episode.
Tuesday Mar 19, 2024
Dementia Care and the GEMS State Model (Rebroadcast)
Tuesday Mar 19, 2024
Tuesday Mar 19, 2024
We're honored to have Lisa Hunter join us this week on our show. Lisa shares with us the Teepa Snow Positive Approach to Care and information about the GEMS State Model. You don't want to miss this!
Wednesday Mar 13, 2024
How is Your Financial Health?
Wednesday Mar 13, 2024
Wednesday Mar 13, 2024
Every motion you make, whether with purpose or not, is compounding toward or away from a Life lived on purpose. Your financial health should be a priority today.
Thursday Mar 07, 2024
Are You Taking Your Financial Supplements?
Thursday Mar 07, 2024
Thursday Mar 07, 2024
Recently I was speaking with a client about how important it is to take preventative measures in regard to health - eating right, exercising, and taking the right supplements. It is just as important that we take preventative measures in regard to our finances - planning for the worst-case and best-case scenarios, exercising good financial habits, and revisiting your plan on a regular basis to make necessary changes.
Wednesday Feb 21, 2024
When to Start Planning (Rebroadcast)
Wednesday Feb 21, 2024
Wednesday Feb 21, 2024
Angela was honored to be a guest on the Real Wealth podcast with Jim Silbernagel to share the benefits and pitfalls that could occur when starting a financial strategy later in life. Please enjoy this gem from our archive.
Tuesday Feb 13, 2024
Separation in Preparation
Tuesday Feb 13, 2024
Tuesday Feb 13, 2024
Preparation is the one thing that separates an unpromising outlook from a successful future for you and your family. And that preparation starts with one thing – you!
Wednesday Jan 31, 2024
What is Your Money For?
Wednesday Jan 31, 2024
Wednesday Jan 31, 2024
Money is never really about building more money—even when greed is involved. It is about the utility of that money. Yet we treat money as if it were about money. We look at it every day for what it is instead of what it is for. Find out more on this week’s episode.
Thursday Jan 18, 2024
Should I Be Giving My Kids Money?
Thursday Jan 18, 2024
Thursday Jan 18, 2024
There is nothing wrong with wanting to help your loved ones financially, but there are a few questions you have to ask yourself first. Find out more on this week's episode.