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
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.
Tuesday Dec 31, 2019
Tuesday Dec 31, 2019
2020 is upon us. I challenge you to make it a year in which you focus on your vision being 20/20. This week we share some important questions you need to ask as you get ready to start the new year.
Monday Dec 23, 2019
Monday Dec 23, 2019
It seems the more we are blessed with, the more we want to give. So is there a way to know if the money you give will be used the way you intended? Find out more on this week's episode of Life Planning 101.
Tuesday Dec 17, 2019
Tuesday Dec 17, 2019
We were honored to have speaker and bestselling author Arlene Cogen, CFP® join us this week on our show. Arlene shares with us some important information on charitable giving. Be sure to listen to the end of the show to learn about how you can get a FREE values exercise from Arlene.