The Life Planning 101 Podcast
Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning and much more.
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Episodes
Tuesday Mar 24, 2020
Tuesday Mar 24, 2020
Hey everyone, hope you all are staying safe out there. We just wanted to let you know that we're thinking about you and we know you have questions and concerns. Aaron and Jim recorded a podcast this week that will help explain everything that's been going on.
Just know that our phone lines are always open and we're always here to help answer any questions that you may have. Be sure to check out this week's edition of our Weekly Life Lessons newsletter for some great information as well. Have a great week!
Tuesday Mar 17, 2020
Tuesday Mar 17, 2020
The past couple of weeks have been treacherous for the markets. The market often climbs a wall of worry. What opportunities should you be looking at?
Tuesday Mar 10, 2020
Tuesday Mar 10, 2020
Will your family have good Christmases and Thanksgivings after you are gone? Our Legacy Planning Process isn’t about just writing the documents that you need done. It is about your Legacy—preserving that Legacy and ensuring that good Christmases and Thanksgivings will continue after you are gone. Don’t just have a wish. Have a plan!
Wednesday Mar 04, 2020
Wednesday Mar 04, 2020
Due to popular demand, this week we revisit the show we recorded in January where we discuss the SECURE Act. You don't want to miss this!
Tuesday Feb 25, 2020
Tuesday Feb 25, 2020
If November does swing our nation to the left, it will be almost impossible to get the tax planning you have needed to complete done before things begin changing in 2021. Also...our in-house CFA Aaron Kennedy joins us to discuss the volatility in the market.
Tuesday Feb 18, 2020
Tuesday Feb 18, 2020
Most people work extremely hard to get to retirement. The greatest risks occur as they begin their descent into retirement. Find out more on this week's episode of Life Planning 101.
Tuesday Feb 11, 2020
Tuesday Feb 11, 2020
Life Insurance - Most people own it, but do they really understand it? Life insurance may be the most complex financial product in existence – but why should this matter to you?
Tuesday Feb 04, 2020
Tuesday Feb 04, 2020
Get your Vitals checked. Get your Financial Vitals checked. Make 2020 the year you start living Life on purpose…rather than default!
Tuesday Jan 28, 2020
Tuesday Jan 28, 2020
Considering the kind of year we had in 2019, what can we expect for 2020? Our in-house CFA Aaron Kennedy joins us this week on our show. You don't want to miss this!
Tuesday Jan 21, 2020
Tuesday Jan 21, 2020
What are the 5 biggest risks in 2020? Can you see them? If you truly desire that 20/20 Vision for your future, go to the financial optometrist as soon as you can. Find out more on this week's episode of Life Planning 101.
Tuesday Jan 14, 2020
Tuesday Jan 14, 2020
It's 2020...Take control of your future so you can live Life on purpose! Don’t be sold something you don’t need. Invest in something you do need. Find out more on this week's episode of Life Planning 101.
Thursday Jan 09, 2020
Thursday Jan 09, 2020
The SECURE Act passed with flying colors at the end of 2019 and dictated several MAJOR changes to the rules around retirement plans.