The Life Planning 101 Podcast
Episodes
Feb 25, 2020
Feb 25, 2020
24 min
If November does swing our nation to the left, it will be almost impossible to get the tax planning you have needed to complete done before things begin changing in 2021. Also...our in-house CFA Aaron Kennedy joins us to discuss the volatility in the market.
Jan 21, 2020
Jan 21, 2020
24 min
What are the 5 biggest risks in 2020? Can you see them? If you truly desire that 20/20 Vision for your future, go to the financial optometrist as soon as you can. Find out more on this week's episode of Life Planning 101.
Oct 8, 2019
Oct 8, 2019
24 min
Why is it human nature to do nothing until the pain is bad enough? Why do we not take preventative measures for our health, our business, and future?
Sep 18, 2019
Sep 18, 2019
24 min
Tax Reform is a once-in-a-generation opportunity. This is your generation. This is your opportunity. Own it. Start planning right now before it’s too late.
Jul 30, 2019
Jul 30, 2019
23 min
A lot of business owners believe that being stuck between a rock and hard place regarding cash flow is an expected, necessary evil to building a business. And truth be told—sometimes it is. But not always. If you have a successful business, you need to get help.
Jul 3, 2019
Jul 3, 2019
20 min
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. And one reason behind this procrastination is that they are overwhelmed by the complexity of the task and don’t know where to start. I 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!
Jun 12, 2019
Jun 12, 2019
24 min
In many cases we are finding Tax Reform has created a perfect storm for some serious tax planning. Unwiring this tax bomb can be very complex, but it can be done. Don’t wait for the bomb to explode—there won’t be a way to turn back. Let us help you today.
Apr 2, 2019
Apr 2, 2019
24 min
If you have never consulted with a tax professional, this might be a good year to do so. Find out more on this week's episode of Life Planning 101 with Angela Robinson.
Mar 26, 2019
Mar 26, 2019
23 min
Is your investment portfolio tax smart? This may seem like peanuts, but over the years a tax-inefficient investment plan can make or break someone’s retirement. Our in-house CFA Aaron Kennedy joins us this week on our show.
Feb 26, 2019
Feb 26, 2019
23 min
Here are some creative planning ideas that leave yourself asking, “How do you do that?”
Jan 22, 2019
Jan 22, 2019
23 min
CPA Cory Kohutek joins us this week on our show to answer some important questions about Tax Reform. You don't want to miss this!
Jan 2, 2019
Jan 2, 2019
20 min
What resolutions can you make for 2019 that will help you keep your eyes on the future while still cleaning up the messes you have in the meantime Here are the top five in regards to your financial plan.