The Life Planning 101 Podcast

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.

Why to Stay Invested

Our in-house CFA Aaron Kennedy and Matt Ervin join us this week on our Life Planning 101 podcast to talk about the market and why you should stay invested right now. You don't want to miss this!

Saving for Your Grandchildren

What do you really want to help your grandchildren accomplish? Which is more important to leave behind to your grandchildren? Values or Money?

Medicare Annual Open Enrollment

Get Ready! Medicare open enrollment begins October 15th. Our in-house insurance expert and para-planner Shelby Thompson joins us this week to share some important information that you need to know regarding Medicare. You don't want to miss this!

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!

September Market Update

Our in-house CFA Aaron Kennedy and our CFP Matt Ervin join us this week on our show to give us a market update. You don't want to miss this!

Attention S-Corp Owners

S-Corp = Limitations. S-Corps are great for the mom-and-pop shop with little to no assets, but not so great for giving you flexibility as you grow.

Legal Documents Aren‘t Just for Dying

Once you reach 18 years old, you need to obtain the basic legal documents. It's astonishing how many families we meet without a single legal document.

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!

Will Your Life Insurance Pay?

There has been trouble brewing with life insurance carriers for decades now. The bottom line is this: Life insurance ain’t what it used to be, but it doesn’t mean it’s useless or not needed. It just needs to be managed.

Transitory or Not

Matt Ervin and our in-house CFA Aaron Kennedy join us this week on our show to talk about whether or not inflation is transitory.