The Life Planning 101 Podcast
Episodes

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 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.

Wednesday Nov 08, 2023
Myths and Mistakes of Estate Planning
Wednesday Nov 08, 2023
Wednesday Nov 08, 2023
Attorney Kyle Post joins us on this week’s episode to discuss myths and mistakes of estate planning. We talk legal documents, the government, taxes, trusts, and more. You don't want to miss this.

Wednesday Oct 11, 2023
Two Reasons You Get Sued
Wednesday Oct 11, 2023
Wednesday Oct 11, 2023
There are an estimated 40 million lawsuits filed every year in the United States? Could you afford a lawsuit? Can you imagine the stress of getting sued? On this week’s episode, we’re discussing the importance of having a good asset protection plan for you and your family.

Wednesday Sep 27, 2023
The 8 Life Planning Issues
Wednesday Sep 27, 2023
Wednesday Sep 27, 2023
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!

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.