The Life Planning 101 Podcast

Credit Cards Are Good for Your Financial Health

Looking for ways to improve your credit score? Then you don't want to miss this week's episode of Life Planning 101 featurning credit expert Philip Tirone.

Should I Be Worried About the Market?

We will always live in interesting times. It is sticking to our disciplines that will allow us to make the most of it. Remember today is the first day of the rest of your life. Plan for it!

Is Your Estate Plan in Good Health?

Everyone wants the same thing—good Christmases and Thanksgivings. Everyone wants to pay no more than their fair share to Uncle Sam. This is what we do. Let us be vessel to help get your estate plan to good health in 2018 before it is too late.

Tax Reform - Clean Up on Aisle 3

Have you ever wished you had a “Clean Up Button” in life? We all have messes and well…they’re messy. Believe it or not, Tax Reform has created a “Clean Up Button” for a lot of people.

If Not Now, Then When?

We encourage you to take action so that you, your family, and your business can live Life on purpose.  After all, people don’t plan to fail, they fail to plan.

What Is Your Relationship With Money?

Life isn’t about money, it is about living. Allow yourself to live Life on purpose. Do yourself a favor and control your money so it doesn’t control you.

Why It Pays to Imagine the Worst

I truly don’t believe any person plans to fail. It is true that we merely fail to plan. We can’t worry about the future. All we can do is plan for the “what ifs” in life. It is our job to help the individuals and families we work with imagine the worst. This is how we progress toward our mission to give our clients confidence in their financial future and life plan so that they may enjoy “Living Life on Purpose.”

How Much is a Million Dollars Really Worth?

Just how long will the rest of your life be? How long will your windfall need to last? Remember that reality will set in eventually - it will be your choice whether it is a gratifying reality or a harsh one.

Securing Your Family's Success

What is the most important thing you desire to pass to your children: values or money?

Life Insurance Awareness

September is Life Insurance Awareness Month. Jim Kennedy joins us this week on our show to share some important information that you don't want to miss!

How Do You Do That? - Money Ideas No One Thinks Possible

As a Life Planning Firm, we are the financial quarterback for the families we work with. We spend tens of thousands of dollars each year to continue our education and keep up with the ever-changing information. We spend even more to retain access to some of the very best specialists, attorneys, and CPAs. We know who is needed, what is needed, and when things are needed to do the job so the families we work with only need to focus on one thing—living Life on purpose!

When I Retire I Will Die

What or who decided that retirement means you’re old? Especially today, retirement means a new chapter, a new adventure, the start of what may be the greatest part of your life.