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 May 12, 2020
Tuesday May 12, 2020
We're entering a new age. It has been creeping into our lives for years. The only difference now is that COVD-19 has forced it upon us. Are you ready?
Tuesday May 05, 2020
Tuesday May 05, 2020
We're honored to have Lisa Hunter with Interim HealthCare join us this week on our show. Lisa shares with us the Teepa Snow Positive Approach to Care and information about the GEMS State Model. You don't want to miss this!
Tuesday Apr 28, 2020
Tuesday Apr 28, 2020
Capitalism is alive and well in America. Don’t let your emotions get in the way and be sure to stick to your disciplines - buy low and sell high. Our in-house CFA Aaron Kennedy joins us this week on our show. You don't want to miss this!
Tuesday Apr 21, 2020
Tuesday Apr 21, 2020
Do you want to simply cope with ambiguity or thrive in it? This week leadership coach Jeff Moore joins us on our show as our special guest. You don't want to miss this!
Tuesday Apr 14, 2020
Tuesday Apr 14, 2020
Perhaps you'll be able to weather through this pandemic financially, but chances are someone close to you will not. Be sure to pass this info along. Here are 3 things you can do financially in the midst of the chaos.
Wednesday Apr 08, 2020
Wednesday Apr 08, 2020
There's a lot packed into the 3 phases of the Relief Act that was signed into law. Some will apply to you and some will not. We’re here to help.
Tuesday Mar 31, 2020
Tuesday Mar 31, 2020
We’re faced with two facts: we’re in a pandemic and we were not prepared for it. Which leaves us with two options - go through it or grow through it.
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.