Life Planning

Tapas Life

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.

How Much Can I Afford?

How much ___ can I afford? I fear that the majority of us don’t really have an answer to this question before we pull the trigger on a major purchase.

How Do You Plan Right Now?

The world has changed a lot. And is continuing to change a lot. And there is more change coming. The bottom line is that you have a lot you can plan for now, but you may not have as much to plan for if you wait!

Don‘t Begin with the End in Mind

We spend years, decades even, building our legacies—our family’s success, our businesses, our wealth. Yet we wait until the last hour to plan for the biggest moments in our life. Don’t begin with finding an answer. Let us help you take the time to find YOUR answer!

Spinning Out of Control

Your indecision about your future may cause someone or something else to make the decision for you. Find out more on this week's episode of Life Planning 101.

Do You Have a Bucket List?

Have you ever taken the time to write out a bucket list? This week we share 3 tips to help you get started.

Financial Literacy - Where Do We Start?

You don’t necessarily need to enroll in a big fancy course. Much of financial literacy stems from an understanding of the basics. Here are 10 questions you need to ask yourself today!

Saving Lives Saving Dignity

We were honored to have Dr. Alan Molk, author of Saving Lives Saving Dignity join us this week as our guest to discuss his book as well as the importance of having end-of-life planning in place.

10 Questions You Need to Be Asking Your Financial Advisor

Complexity can lead to confusion. Confusion can lead to inaction. Inaction can lead to lost dollars. Don’t let complexity cost you. Use these ten questions to help you find an individual you can trust to guide you in turning complexity into opportunity.

Too Much Information

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.

Do You Cut and Paste Your Decisions About Money?

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.

The Retirement Dream

Imagine that you’ve worked 45 years and saved all you can only to hear that taxes are going to crush your retirement goals. Don't worry, there's hope! Learn how you can retire and stay retired successfully.