The Life Planning 101 Podcast

Is Your Estate Plan What You Think It Is?

You finally got your Will done. So, your estate plan is complete, right? Well… maybe not. For the month of March, we’re offering a complimentary review of your titling and designations. Contact us today!

What Are You Retiring To?

Planning for retirement has never been just about the money. It’s about having, and taking, the time to bring a fullness to your life; the opportunity to accomplish personal goals you’ve been setting aside and to enrich those relationships that sustain you emotionally and spiritually.

2 Numbers You Need to Know

The tax code can be changed at any time...Do something now or you may end up paying for it later. And remember, we are here to help when you’re ready!

Has Investment Risk Changed?

A lot has changed, but the risk and reward relationship has not.  Our CFA Aaron Kennedy said it best when he said "You deserve the return you get." This week learn about the Risk Pyramid and learn about 3 things you could be doing now with your investments.

Do You Cut and Paste Your Decisions About Money?

Think of your 3 favorite restaurants. Now imagine the head chef from each made his/her very best dish for you. Sounds splendid, right? Now imagine if you took a big bowl and mixed these three dishes together with a wire whisk. How does that sound? Not so good, right? So why do we do that with our money? We cut and paste every strategy that sounds good and mix it all together. No matter how superb each strategy may be, when you mix the 3 they may not mesh well together at all.

What is Your Relationship with Money?

Allow yourself to live LIFE on purpose. Remember, life isn’t about money, it's about living. Learn to control your money so it doesn’t control you.

What is Your Greatest Financial Fear?

This is your 2021 challenge: Dig deep—what is your greatest financial fear? Once you've figured that out, the next question you need to ask is 'why?' Our in-house CFA Aaron Kennedy also joins us this week to share a market update.

I Don't Like Trusts

Trusts are like apple pie. If you leave out an ingredient, the end result is going to taste bad. Remember, a trust is only as good as you make it.

The Retirement Dream

Imagine that you’ve worked 45 years and saved all you can only to hear that taxes are going to crush your retirement goals. Don't worry, there's hope! Learn how you can retire and stay retired successfully.

Congress Update

This week we talk about the updates to the economic relief package. So if you're a farmer, rancher, business owner, or non-profit, you don't want to miss this week's episode.

Elf on the Shelf Money Advice

What are your thoughts on money? Do you work for IT, or do you allow IT to work for you? This week we learn some helpful tidbits from an elf and how we can apply those to our lives.

The Most Googled Money Questions in 2020

It’s not always about getting an answer. It’s about getting the right question to ask. Here's a list of the top money questions people searched using Google in 2020...with a KFS twist.