The Life Planning 101 Podcast

Why NOT to Buy Life Insurance

September is Life Insurance Awareness Month. If you died today, what would happen to your family, your business or ranch? How would everyone you love be affected? What are the reasons why NOT to buy life insurance? Find out more on this week's episode of Life Planning 101.

10 Financial Questions Everyone Over 60 Should Ask

Did you realize that reactive and creative are an anagram? We’ve realized that far too many people fail to ask the “right” questions regarding their unique situations. The result: reactive. We encourage you to spend a little time being creative so you don't have to be reactive. You can begin by asking these 10 questions:

2020 Candidate Tax Policy Proposals

Tax policy will be a critical point of differentiation in the 2020 presidential race. Here are the key tax law changes each candidate is suggesting.

Ranch Entities

Are you a farmer, rancher, or business owner? Then you don't want to miss this week's episode of Life Planning 101. The Working Ranch Radio Show interviewed us recently and a listener asked a question: What type of legal ownershipshould you have for your ranch and property?

Finding the Perfect Investment

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

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.

Downsizing for Retirement

Successful retirees are the ones who retire and stay retired because they had a plan. Not just a plan for their dollars - a plan for their life. Find out more on this week's episode of Life Planning 101.

My Farm & Ranch - Transitioning and Retirement Planning

Are you a farmer, rancher, or even a business owner? Have you thought about how you're going to transition into retirement? Don't miss this week's episode! If you haven’t thought about your own legacy, here are some important things to consider. We call it the “Who, What, When, How, Sam and Plan Approach.”

Nothing Changes if Nothing Changes

COVID-19 has given many of us the gift of time. Are you using that time wisely? Are you focusing on the changes that you want to make?

Is Your Life Insurance Another Victim of This Pandemic?

Is your life insurance another victim of this pandemic? Imagine buying a permanent life insurance policy only to find out that it's not so permanent and learn that you will most likely outlive the policy.

Tax Deadlines & Other Money Matters

Here are some common Q&A about the updated tax deadline and other money matters. If you have any questions, give us a call – we’re here to help.

How Do You Look at Your Money?

Do you look at your money for what it is or do you look at it for what it is for? Plan for what your money is for. Know holistically what your money needs to be doing, plan for it, and stay disciplined.