The Life Planning 101 Podcast

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

COVID-19 - The End of An Era

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?

Dementia Care and the GEMS State Model

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!

Down is Good

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!

Thriving in Ambiguity

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!

COVID-19: The Personal Finance Test of a Lifetime

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.