The Life Planning 101 Podcast
Episodes

7 days ago
The 8 Life Planning Issues
7 days ago
7 days ago
Over 35 years of working in various fields of Life Planning has shown us 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. We 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!

Wednesday Aug 30, 2023
Are Your Assets Protected?
Wednesday Aug 30, 2023
Wednesday Aug 30, 2023
Are your assets protected? What good is all the hard work it took to build your success if you don’t take the time to protect it? We’re talking asset protection on this week’s episode. Here are some of the most common issues we see.

Tuesday Aug 22, 2023
Have You Outgrown Your Advisor?
Tuesday Aug 22, 2023
Tuesday Aug 22, 2023
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.

Tuesday Aug 01, 2023
Cybersecurity Tips
Tuesday Aug 01, 2023
Tuesday Aug 01, 2023
This week we take a dive into our archive for this gem. In 2021, IT expert Mike Ahern with Kennedy Computer Solutions joined us as our special guest to share some important fraud prevention tips. You don't want to miss this!

Tuesday Jul 18, 2023
What is Your Relationship with Money?
Tuesday Jul 18, 2023
Tuesday Jul 18, 2023
Allow yourself to live LIFE on purpose. Remember, life isn’t about money, it's about living. Learn to control your money so it doesn’t control you. Enjoy this episode from our archive.

Wednesday Jul 05, 2023
The Perfect Investment
Wednesday Jul 05, 2023
Wednesday Jul 05, 2023
You’d almost have to live in a cave to not realize that times are tough right now. And under these uncertain conditions, people are hoping to find the perfect investment—one that’s safe, but offers an outstanding return. Our experience tells us that there is ultimately only one perfect investment—family.

Monday Jun 05, 2023
What Happens to Your Digital Assets When Something Happens to You?
Monday Jun 05, 2023
Monday Jun 05, 2023
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.

Tuesday May 16, 2023
Decompress from Stress
Tuesday May 16, 2023
Tuesday May 16, 2023
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.

Tuesday Apr 18, 2023
Preventative Financial Care
Tuesday Apr 18, 2023
Tuesday Apr 18, 2023
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!

Wednesday Apr 05, 2023
Finding Peace in Turbulent Times
Wednesday Apr 05, 2023
Wednesday Apr 05, 2023
The truth is that we do live in interesting times. It is also true that no one or one thing can bring you peace but yourself. Find your horizon and don’t lose sight of it.

Tuesday Mar 14, 2023
Prioritizing Your Dollars
Tuesday Mar 14, 2023
Tuesday Mar 14, 2023
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!

Tuesday Feb 21, 2023
When to Start Planning
Tuesday Feb 21, 2023
Tuesday Feb 21, 2023
Angela was honored to be a guest on the Real Wealth podcast this week to share the benefits and pitfalls that could occur when starting a financial strategy later in life. You don't want to miss this.