Legacy Planning

What Happens to Your Digital Assets When Something Happens to You?

We were honored to have Kate Hufnagel, aka The Digital Wrangler™, join us this week as our special guest. In this week’s episode, we talked about how technology — which makes our daily lives easier — has the potential to make things incredibly challenging for our loved ones, should something ever happen to us.

Decompress from Stress

Life gets stressful sometimes, there’s no way around it. This week we give you some tools you can use to help decompress from the stress…whether its financial, business, or life.

Preventative Financial Care

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. I encourage you to be proactive as opposed to reactive and live your life on Purpose!

Prioritizing Your Dollars

What do you value most? We forget that our money is a tool and it should be treated as such. Prioritize your dollars to match your values and don't delay!

RMDs - New Year New Rules

Secure Act 2.0 is here. And with it comes changes to your retirement planning. This is certainly a year in which you cannot procrastinate. This week we share some helpful tools you can use to navigate this complex topic.

If You Only Knew...

As our wisdom grows so does our passionate desire to impart this wisdom on our loved ones. After all, most of our wisdom was gained by some hard knocks with good stories behind them.

The Must Have Money Talk

63% of affluent 18-22 year old’s say that financial stability in retirement will depend on inheritance. Should inheritance be a retirement strategy? Find out more on this week’s episode.

A Giving Heart and a Skeptical Mind

Is there a way to know that the money you donate to a charity is being used effectively? We give you some helpful tools to use for your charitable giving. You don't want to miss this week's episode of Life Planning 101!
(Episode originally aired in 2019)

Family Care

We have pandemic in this nation, and for once, I am not talking about COVID-19. The pandemic is the growing need for long-term healthcare and how ill-prepared families are for it. Find out more on this week’s episode.

Gratitude Isn’t Always Easy

Our world is a mess, but the cleanup can start in each of us with a simple, random act of kindness. Let’s make a family challenge - What can we do to start a ripple effect of gratitude?

The Time Value of Success Issues

A lifetime of success can a feel a little overwhelming. You don’t have to do the job alone. This week we share 3 important steps to help you setup a solid foundation.

Do You Have an I Love You Plan?

Think about the people you love and care about—your spouse, kids, grandkids, siblings, parents, employees. How would they fair if you suddenly died? Do you even know? September is Life Insurance Awareness Month. Find out more on this week's episode.