The Life Planning 101 Podcast

Have You Saved Enough for Retirement?

The #1 fear in retirement is running out of money. When you retire, everything changes. You are no longer working and no longer hold those keys. Find out more on this week's episode of Life Planning 101.

Is Disability a Threat to Me or My Family?

We were honored to have Kenny Russell, Director of Disability Sales with Crump Life Insurance Services join us this week as our special guest. Do you have plan is in place to protect or replace your income in the event of a disability?

Market Commentary

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

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.

Considering Investment Risks

The U.S.  markets recently hit another all-time! Should you be celebrating… or worried? Perhaps the primary risk you should be concerned with is you.

Did You Miss This in Your Retirement Plan?

Have you ever considered your marital status during retirement – and its financial and social impact that it may have on you?

2021 Tax Changes

This week we're talking about everyone's favorite topic...TAXES!!! It's inevitable. Change is coming for 2021 but no one knows for sure exactly what that change will be. Here are several things that may happen.

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.

How to Lower Your Tax Bracket in Retirement

We were honored to have our friend Jim Farmer, Managing Partner of Financial Strategies Group, LLP join us this week as our special guest. We discuss Jim's two part article that he had published in Forbes explaining strategies you can use to possibly lower your tax bracket in retirement.

Reflation

What is reflation? Our in-house CFA Aaron Kennedy joins us this week on our show to share a market update. You don't want to miss this!