The Life Planning 101 Podcast
Episodes

Tuesday Jul 25, 2017
Have You Outgrown Your Advisor?
Tuesday Jul 25, 2017
Tuesday Jul 25, 2017
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.

Tuesday Jun 13, 2017
Rejuvenation in June
Tuesday Jun 13, 2017
Tuesday Jun 13, 2017
Hall of Fame Dallas Cowboy Roger Staubach one said: "There are no traffic jams along the extra mile." Are you up for the Greatness Challenge? Check out this week's episode to find out more info.

Tuesday May 02, 2017
Did You Miss This in Your Retirement Plan?
Tuesday May 02, 2017
Tuesday May 02, 2017
Have you considered your marital status during retirement – and its financial and social impact on you? According to the US Census Bureau, 42.4% of people over age 65 were single in 2015 and 1 in 4 of those was a widow or a widower. So whether you are already single or believe you will never be single - this is for you.

Tuesday Apr 18, 2017
Estate Planning for Blended Families
Tuesday Apr 18, 2017
Tuesday Apr 18, 2017
According to the US Bureau of Census, 1,300 new blended families form every day. Sadly, too many estate planners employ a canned estate plan that only employs solutions for traditional families when simply traditional planning does not work!

Wednesday Mar 29, 2017
Family-centric Wealth Planning
Wednesday Mar 29, 2017
Wednesday Mar 29, 2017
Frank Mullins, CFP, Chartered Advisor in Philanthropy, Family Wealth Consultant with Legacy Wealth Counselors is our special guest this week. Find out what family-centric wealth planning is and how it can benefit you and your family.

Tuesday Mar 07, 2017
Money Well Spent...or Saved
Tuesday Mar 07, 2017
Tuesday Mar 07, 2017
Someone important in my life once told me to spend my money on two things: other people and experiences. Giving to people gives back to you and experiences are memories you will always have. Here are 5 alternatives to spending and taking more risk when it comes to your cash.

Tuesday Feb 07, 2017
The Estate Tax Storm
Tuesday Feb 07, 2017
Tuesday Feb 07, 2017
There are tools still available to you which, if implemented, could possibly allow you to weather out the upcoming estate tax storms. It may be now or never to take action and set up a lasting low or even no tax legacy.

Tuesday Oct 04, 2016
My Farm & Ranch: Transitioning and Retirement Planning
Tuesday Oct 04, 2016
Tuesday Oct 04, 2016
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 you need to consider. We call it the “Who, What, When, How, Sam and Plan Approach.”

Monday Oct 19, 2015
How Much is Too Much to Leave Your Kids?
Monday Oct 19, 2015
Monday Oct 19, 2015
This was a recent headline in a newsletter we read frequently called “Trust Advisor.” The article opened with the statement,“Imagine that you’re a self-made person with $100 million in assets. Do you leave it all to your children?”1
Okay… $100 million is a bit outrageous, but it did give me anew perspective. What if my estate was$100 million? Would this be too much to leave my kids? ... If “yes,” why would it be too much?...