The Life Planning 101 Podcast

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.

Rethinking Your Thinking

You have a golden opportunity right now to press the reset button on your life and your life plan. Make the decision to rethink your thinking and make sure that your future you won’t end up with any unacceptable regrets.

COVID 19 Q&A

We were honored to have CPA Brian T. Kofford join us as our special guest this week on our Life Planning 101 podcast to discuss some common Q&A of the COVID-19 environment.

Coronavirus, Children & Charities

Interestingly enough, COVID-19 has opened up some doors to help protect both your children and the charities that are near and dear to your heart.

Making the Most of a Full Nest

Every generation has the capability to be just as great or even greater than the generation before them. They just need the tools, encouragement, and a little motivation. We have the tools to help. Our in-house CFA Aaron Kennedy also joins us this week to share a market update.

Corey Anderson - The Disability Geek

We were honored to have Corey Anderson, owner/founder of Disability Geek, as our special guest this week on our show. May is Disability Insurance Awareness Month and Corey shares some important information that you don't want to miss! For more information on Corey and the services he provides, you can check out the Disability Geek website at: www.disabilitygeek.com