The Life Planning 101 Podcast

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.

The CARES Act and Other Relief Programs

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.

A Crisis is a Terrible Thing to Waste

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.

Market Update

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!

A Down Market Opportunity

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?

6 Lessons From An Estate Litigator

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!