The Life Planning 101 Podcast
Episodes

Tuesday Oct 16, 2018
Tax Reform - Clean Up on Aisle 3
Tuesday Oct 16, 2018
Tuesday Oct 16, 2018
Have you ever wished you had a “Clean Up Button” in life? We all have messes and well…they’re messy. Believe it or not, Tax Reform has created a “Clean Up Button” for a lot of people.

Tuesday Oct 09, 2018
If Not Now, Then When?
Tuesday Oct 09, 2018
Tuesday Oct 09, 2018
We encourage you to take action so that you, your family, and your business can live Life on purpose. After all, people don’t plan to fail, they fail to plan.

Tuesday Sep 25, 2018
Why It Pays to Imagine the Worst
Tuesday Sep 25, 2018
Tuesday Sep 25, 2018
I truly don’t believe any person plans to fail. It is true that we merely fail to plan. We can’t worry about the future. All we can do is plan for the “what ifs” in life. It is our job to help the individuals and families we work with imagine the worst. This is how we progress toward our mission to give our clients confidence in their financial future and life plan so that they may enjoy “Living Life on Purpose.”

Tuesday Sep 11, 2018
Securing Your Family's Success
Tuesday Sep 11, 2018
Tuesday Sep 11, 2018
What is the most important thing you desire to pass to your children: values or money?

Tuesday Aug 28, 2018
How Do You Do That? - Money Ideas No One Thinks Possible
Tuesday Aug 28, 2018
Tuesday Aug 28, 2018
As a Life Planning Firm, we are the financial quarterback for the families we work with. We spend tens of thousands of dollars each year to continue our education and keep up with the ever-changing information. We spend even more to retain access to some of the very best specialists, attorneys, and CPAs. We know who is needed, what is needed, and when things are needed to do the job so the families we work with only need to focus on one thing—living Life on purpose!

Wednesday Aug 22, 2018
When I Retire I Will Die
Wednesday Aug 22, 2018
Wednesday Aug 22, 2018
What or who decided that retirement means you’re old? Especially today, retirement means a new chapter, a new adventure, the start of what may be the greatest part of your life.

Tuesday Aug 14, 2018
Planning All Alone
Tuesday Aug 14, 2018
Tuesday Aug 14, 2018
When it comes to your money, your retirement, or your Life plan…shouldn't you get a second opinion? You may be on the right track, but if you are not, don’t you want to know?

Tuesday Jul 10, 2018
Who Will Protect You?
Tuesday Jul 10, 2018
Tuesday Jul 10, 2018
Do you have a plan in place to protect yourself from the 'what ifs' in life? It doesn't pay to try to do the job alone.

Monday Jun 18, 2018
Is it Possible to Never Pay Taxes Again?
Monday Jun 18, 2018
Monday Jun 18, 2018
There are seasons for everything in life. You can either let them pass you by or you can thrive in them. Now is the season for planning.

Tuesday Jun 12, 2018
Attention Business Owners
Tuesday Jun 12, 2018
Tuesday Jun 12, 2018
3 planning strategies utilized to potentially help business owners protect assets, plan for their futures, and take care of their families.

Tuesday Jun 05, 2018
Protecting Your Assets from Medicaid
Tuesday Jun 05, 2018
Tuesday Jun 05, 2018
Attorney Clinton Nix joins us this week on our show to discuss Medicaid and estate planning.

Monday May 21, 2018
Naming Your Beneficiaries
Monday May 21, 2018
Monday May 21, 2018
Jim Kennedy joins us this week on our show as our special guest to answer some important questions regarding your beneficiary designations. You don't want to miss this!