The Life Planning 101 Podcast

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!

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.