The Life Planning 101 Podcast
Episodes
Wednesday Feb 28, 2024
Are Guarantees Enough?
Wednesday Feb 28, 2024
Wednesday Feb 28, 2024
Are you nearing retirement? Are you already in retirement? Do you know someone who is? If so, then this week’s episode is for you. Guarantees may have a place in a retiree’s plan, but they may not. Proceed with caution, proceed with a plan, and proceed with a Life Planner.
Wednesday Feb 21, 2024
When to Start Planning (Rebroadcast)
Wednesday Feb 21, 2024
Wednesday Feb 21, 2024
Angela was honored to be a guest on the Real Wealth podcast with Jim Silbernagel to share the benefits and pitfalls that could occur when starting a financial strategy later in life. Please enjoy this gem from our archive.
Tuesday Feb 13, 2024
Separation in Preparation
Tuesday Feb 13, 2024
Tuesday Feb 13, 2024
Preparation is the one thing that separates an unpromising outlook from a successful future for you and your family. And that preparation starts with one thing – you!
Wednesday Feb 07, 2024
Investing in People
Wednesday Feb 07, 2024
Wednesday Feb 07, 2024
We were honored to have Erica Roelike with Elevate Results Consulting join us this week as our guest. Erica helps businesses grow by developing their employees and processes for overall success. If you're a business owner, farmer, or rancher...you don't want to miss this week's episode.
Wednesday Jan 31, 2024
What is Your Money For?
Wednesday Jan 31, 2024
Wednesday Jan 31, 2024
Money is never really about building more money—even when greed is involved. It is about the utility of that money. Yet we treat money as if it were about money. We look at it every day for what it is instead of what it is for. Find out more on this week’s episode.
Wednesday Jan 24, 2024
Tapas Life (Rebroadcast)
Wednesday Jan 24, 2024
Wednesday Jan 24, 2024
We were honored to have retirement revolutionist Andy Robin, author of the book 'Tapas Life - A rich and rewarding life after your long career' join us this week on our show. If you're nearing retirement or are already in retirement, then you don't want to miss this! Andy talks about his step-by-step process to leading an interesting, rich, and fulfilling life after a long career. Pleased enjoy this gem from our archive.
Wednesday Jan 10, 2024
Are You Moving Forward with Intention?
Wednesday Jan 10, 2024
Wednesday Jan 10, 2024
Instead of setting new year resolutions try to set a realistic goal – to get real in 2024. 91% of Americans won’t achieve their new year resolutions. Be intentional with your goals and celebrate wins. Find out more on this week’s episode.
Wednesday Jan 03, 2024
Cybersecurity Tips (Rebroadcast)
Wednesday Jan 03, 2024
Wednesday Jan 03, 2024
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!
Wednesday Dec 27, 2023
Elf on the Shelf Money Advice (Rebroadcast)
Wednesday Dec 27, 2023
Wednesday Dec 27, 2023
What are your thoughts on money? Do you work for IT, or do you allow IT to work for you? This week we learn some helpful tidbits from an elf and how we can apply those to our lives. Please enjoy this episode from our archives.
Wednesday Dec 20, 2023
The Perfect Investment (Rebroadcast)
Wednesday Dec 20, 2023
Wednesday Dec 20, 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.
Wednesday Nov 29, 2023
Family Support Checklist
Wednesday Nov 29, 2023
Wednesday Nov 29, 2023
As a life planning firm, it is our mission to help you take the essential steps needed to face each of life’s stages with confidence and clarity. We were asked if we could compile a list of the things that need to be addressed on every level when you find it necessary to assume physical, emotional, and financial responsibility for your parents.
Wednesday Nov 15, 2023
2024 Tax Numbers Are Out
Wednesday Nov 15, 2023
Wednesday Nov 15, 2023
Last week the IRS announced inflation adjustments to more than 60 tax provisions for 2024. Although “inflation adjustments” may not sound like that big of a deal, it may have some low hanging fruit you don’t want to miss picking.