The Life Planning 101 Podcast
Episodes
![Is Your IRA a Tax Nightmare?](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-tax-nightmare_300x300.jpg)
Wednesday Jul 17, 2024
Is Your IRA a Tax Nightmare?
Wednesday Jul 17, 2024
Wednesday Jul 17, 2024
For many Americans, putting money back into a retirement account such as a 401(k) or traditional IRA has been their primary choice to save for retirement. The problem with this is: The IRS is going tax you…either coming or going. Here are some important things you need to consider.
![Can I Still Retire?](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-inflation-stress_300x300.jpg)
Wednesday Jun 12, 2024
Can I Still Retire?
Wednesday Jun 12, 2024
Wednesday Jun 12, 2024
If the cost-of-living increase for food remains at 5% each year, that $100 worth of groceries will only be worth $56.03 just 10 years into retirement. This week we share 12 questions you need to be asking your financial professional.
![My Farm & Ranch - Transitioning and Retirement Planning](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-farm-ranch_300x300.jpg)
Wednesday May 29, 2024
My Farm & Ranch - Transitioning and Retirement Planning
Wednesday May 29, 2024
Wednesday May 29, 2024
If you haven’t thought about your own legacy, please do. In order to help you get off on the right foot, here are some things to consider. We call it the “Who, What, When, How, Sam and Plan Approach.
![Do You Have a Checkbox Mentality?](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-real-wealth_300x300.jpg)
Wednesday Apr 10, 2024
Do You Have a Checkbox Mentality?
Wednesday Apr 10, 2024
Wednesday Apr 10, 2024
I was honored to sit down with the Real Wealth Podcast to talk about the struggles with long-term care in the United States, how grief heightens temperament, and how having a plan isn’t enough. You don't want to miss this week's episode.
![Dementia Care and the GEMS State Model (Rebroadcast)](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-elderly_300x300.jpg)
Tuesday Mar 19, 2024
Dementia Care and the GEMS State Model (Rebroadcast)
Tuesday Mar 19, 2024
Tuesday Mar 19, 2024
We're honored to have Lisa Hunter join us this week on our show. Lisa shares with us the Teepa Snow Positive Approach to Care and information about the GEMS State Model. You don't want to miss this!
![How is Your Financial Health?](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-financial-health_300x300.jpg)
Wednesday Mar 13, 2024
How is Your Financial Health?
Wednesday Mar 13, 2024
Wednesday Mar 13, 2024
Every motion you make, whether with purpose or not, is compounding toward or away from a Life lived on purpose. Your financial health should be a priority today.
![Are You Taking Your Financial Supplements?](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-supplements_pxcxkn_300x300.jpg)
Thursday Mar 07, 2024
Are You Taking Your Financial Supplements?
Thursday Mar 07, 2024
Thursday Mar 07, 2024
Recently I was speaking with a client about how important it is to take preventative measures in regard to health - eating right, exercising, and taking the right supplements. It is just as important that we take preventative measures in regard to our finances - planning for the worst-case and best-case scenarios, exercising good financial habits, and revisiting your plan on a regular basis to make necessary changes.
![Are Guarantees Enough?](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-guarantee_300x300.jpg)
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.
![When to Start Planning (Rebroadcast)](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-real-wealth_300x300.jpg)
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.
![What is Your Money For?](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-bucket_300x300.jpg)
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.
![Tapas Life (Rebroadcast)](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-tapas_300x300.jpg)
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.
![Should I Be Giving My Kids Money?](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-money_300x300.jpg)
Thursday Jan 18, 2024
Should I Be Giving My Kids Money?
Thursday Jan 18, 2024
Thursday Jan 18, 2024
There is nothing wrong with wanting to help your loved ones financially, but there are a few questions you have to ask yourself first. Find out more on this week's episode.