The Life Planning 101 Podcast

A New Season of Gift Giving

It's the most gifting time of the year. This week we deck your halls with some holly jolly gift giving strategies.

Are You in the Lifeboat with Your Investments?

Our in-house CFA Aaron Kennedy joins us this week on our show. As risk managers, we are in the business of first preserving what you have worked so hard to get, then growing it—not the other way around. You don't want to miss this week's episode!

College Funding in 2020

Are you looking for alternative ways to fund your children and grandchildren's education? Then you don't want to miss these 4 helpful tips from our Texas Tech intern Jeff Rumfield.

Election Results & Your Next Steps

Right now, post-election, is the time to prioritize your to-do list in light of the results. Here are 5 priorities to consider.

Ag-Value and Estate Taxation

Are you a farmer, rancher, or small business owner? This week we share what you need to do before the end of the year. You don't want to miss this!

What You Should Be Doing With Your Investments Pre/Post Election

Our in-house CFA Aaron Kennedy joins us this week on our show to let us know what you should be doing with your investments both pre and post election. You don't want to miss this!

Money Doesn't Have to Be Complicated

Money is a hard topic. One thing experience has taught us is that people want one thing from money more than anything else—to stop thinking about it. Find our more on this week's episode of Life Planning 101.

The Opportunity in the Mirror

No matter who you want to pass the economic crisis buck to, we all should take a closer look in the mirror. We're a nation living beyond our means. Find out more on this week's episode of Life Planning 101.

Real Financial Planning

Planning is not always about the right answers. It's about knowing the right questions to ask and addressing those. Do you have a Real Financial Plan? This week our in-house CFA Aaron Kennedy also joins us to share a market update.

Are You Where You Want to Be?

No matter your lot in life or the bad advice you have taken in the past, remember one thing: Today is the first day of the rest of your life. Find out more on this week's episode of Life Planning 101.

How Do You Successfully Transition the Family Business?

Are you a business owner? How do you successfully transition the family business? Off the cuff conversations and verbal handshakes are a recipe for disaster. Remember to treat your business like a business.

What is Probate and How Can You Avoid It?

A reality that loved ones must face when someone passes is the responsibility of dealing with the departed’s estate. Can probate really be avoided? Find out the answer to this and more on this week's episode of Life Planning 101.