The Life Planning 101 Podcast

The Next Big Investment Scam

Could you fall victim to it? Emotions coupled with decisions will decide your fate 99 percent of the time. Stay rational and keep educating yourself.

Are You Spending Enough in Retirement?

If living retirement to the fullest is important to you, get help—professional help. It’s worth it! Don’t fall victim to your behavioral inclinations.

No Way Around It

Why is it human nature to do nothing until the pain is bad enough? Why do we not take preventative measures for our health, our business, and future?

Protecting Your Parents

Elder abuse is real! Research estimates nearly 5 million elderly people are abused each year and only 1 in 14 of abuse cases are actually reported. This week we discuss preventative steps you can take to protect your aging parents.

I Don't Understand Investing

Many people get caught up in the news, economic conditions or watching the volatility in the markets, confusing that with the true basis of investing.

Will Tax Reform End Early?

Tax Reform is a once-in-a-generation opportunity. This is your generation. This is your opportunity. Own it. Start planning right now before it’s too late.

A Simple Estate Plan?

Estate planning is something that too often people lose sleep over when they shouldn't. Procrastination surfaces from the complexity of the task. This week we talk about the 5 steps of estate planning. You don't want to miss this!

Should You Take Your Social Security Now?

Your Social Security may be the windfall you have been earning your entire adult life. After all, it may be your last windfall to do the things you know you need to do or have always wanted to do. Don’t let it slip through your fingers.

August Volatility Report

August has not been fun.  As humans, we tend to feel pain much stronger than we feel joy.  In other words, we can lose that feel good feeling about the market from just one bad month.

Turning 50 May Be Your Last Hurrah

Fifty is a defining time in your life. You get one last hurrah to help the old person you will be some day. Here are top five “Turning Fifty” tools to help you live LIFE on purpose!

The Secret to Multiplying Your Success

Everyone has a slightly different definition when it comes to success. Most of us tend to get so busy in life that we lose the focus of our success. Take an hour out of your life to reset and get aimed back in the right direction.

Life Insurance Isn't Just for Dying

Don’t get me wrong. When you buy life insurance, you are buying a benefit to pay out upon your death - a benefit “you” will never see. However, life insurance may be just the tool you need BEFORE you’re six feet under. Consider these five concepts: