The Life Planning 101 Podcast
Episodes

11 hours ago
Inflation and Your Retirement
11 hours ago
11 hours ago
Let’s face it, inflation hurts. If you are breathing and spending your own money then chances are you’re starting to see the effects of inflation on your lifestyle. Will you run the risk of running out of money in retirement? It is more important today than ever in recent history to have a financial plan and pay heed to that plan. If you’re nearing retirement, then you don’t want to miss this week’s episode.

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!

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 15, 2023
HSA - The Ultimate Tax Benefit You May Be Using Wrong
Tuesday Aug 15, 2023
Tuesday Aug 15, 2023
Did you know you can grow your HSA just like you grow your retirement account? This week we take a look at some things you might not know about Health Savings Accounts.

Tuesday Aug 08, 2023
529s - You Have More Options Now
Tuesday Aug 08, 2023
Tuesday Aug 08, 2023
Thanks to legislation enacted over the past 5 years, you now have actual options when it comes to 529 plans. Here are some potential gems you may not know about.

Monday Jul 10, 2023
My Farm & Ranch - Transitioning and Retirement Planning
Monday Jul 10, 2023
Monday Jul 10, 2023
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.

Tuesday Jun 27, 2023
The 70 Percent
Tuesday Jun 27, 2023
Tuesday Jun 27, 2023
According to the Administration for Community Living, 7 out of 10 people turning 65 will need long term healthcare services in their lifetime. Imagine working and saving your entire life only to find your income cut in half when you finally retire. Chose diligence to protect the ones you love the most.

Wednesday Jun 21, 2023
Is Your Credit Score Important in Retirement?
Wednesday Jun 21, 2023
Wednesday Jun 21, 2023
The phrase “if you don’t use it, you will lose it” applies to more ways than one in retirement...It’s not just your health or mind – it could be your credit, too! Bottom line: There should be no expiration date for good credit. You may not need to work, but you do need to work at keeping your credit in shape. The only thing constant in life is change, so stay prepared.

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.

Wednesday May 10, 2023
How Much is a Million Dollars Really Worth?
Wednesday May 10, 2023
Wednesday May 10, 2023
Too often we see people carried away by these “new money” emotions. And then they are shocked to learn that what is left after they do a little spending won’t provide what they need it to do. Find out more on this week's episode.

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!

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!