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.
Episodes
Mar 17, 2020
Mar 17, 2020
24 min
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?
Mar 10, 2020
Mar 10, 2020
24 min
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!
Mar 4, 2020
Mar 4, 2020
24 min
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!
Feb 25, 2020
Feb 25, 2020
24 min
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.
Feb 18, 2020
Feb 18, 2020
22 min
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.
Feb 11, 2020
Feb 11, 2020
24 min
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?
Feb 4, 2020
Feb 4, 2020
23 min
Get your Vitals checked. Get your Financial Vitals checked. Make 2020 the year you start living Life on purpose…rather than default!
Jan 28, 2020
Jan 28, 2020
24 min
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!
Jan 21, 2020
Jan 21, 2020
24 min
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.
Jan 14, 2020
Jan 14, 2020
24 min
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.
Jan 9, 2020
Jan 9, 2020
24 min
The SECURE Act passed with flying colors at the end of 2019 and dictated several MAJOR changes to the rules around retirement plans.
Dec 31, 2019
Dec 31, 2019
25 min
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.