The Life Planning 101 Podcast
Episodes

Apr 5, 2021
Too Much Information
Apr 5, 2021
Apr 5, 2021
24 min
As of January 2021 there are over 1.83 billion websites on the internet. There is no doubt that the instant availability of information has been life changing. However - if we aren’t careful - it could be our demise.

Feb 16, 2021
Do You Cut and Paste Your Decisions About Money?
Feb 16, 2021
Feb 16, 2021
22 min
Think of your 3 favorite restaurants. Now imagine the head chef from each made his/her very best dish for you. Sounds splendid, right? Now imagine if you took a big bowl and mixed these three dishes together with a wire whisk. How does that sound? Not so good, right? So why do we do that with our money? We cut and paste every strategy that sounds good and mix it all together. No matter how superb each strategy may be, when you mix the 3 they may not mesh well together at all.

Nov 12, 2019
Be Done With Debt...
Nov 12, 2019
Nov 12, 2019
24 min
…or at least bad debt. You can be done with bad debt with a little direction and a lot of accountability. So why not make a plan and make it happen?

Oct 8, 2019
No Way Around It
Oct 8, 2019
Oct 8, 2019
24 min
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?

Jul 3, 2019
What is Life Planning?
Jul 3, 2019
Jul 3, 2019
20 min
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!

Mar 6, 2019
Are You a Member of the Responsibility Club?
Mar 6, 2019
Mar 6, 2019
24 min
This sometimes overwhelming sense of duty to both our children and our parents may cause us to lose sight of the responsibility we owe to ourselves.

Feb 27, 2019
Are You Exposed to Any of These Risks?
Feb 27, 2019
Feb 27, 2019
24 min
Be sure to check out this week's episode of Life Planning 101 to learn about 3 risks you need to be aware of. You don't want to miss this!

Jan 2, 2019
The Fast Track for 2019
Jan 2, 2019
Jan 2, 2019
20 min
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.

Dec 26, 2018
Seeking Your Purpose
Dec 26, 2018
Dec 26, 2018
17 min
God put us here with purpose. It is our responsibility to seek it and be it. Find your direction and focus your efforts and courage to make 2019 the best year ever!

Oct 16, 2018
Tax Reform - Clean Up on Aisle 3
Oct 16, 2018
Oct 16, 2018
23 min
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.

Oct 9, 2018
If Not Now, Then When?
Oct 9, 2018
Oct 9, 2018
24 min
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.

Sep 25, 2018
Why It Pays to Imagine the Worst
Sep 25, 2018
Sep 25, 2018
24 min
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.”