The Life Planning 101 Podcast

Retirement - Are We All on the Same Page?

Everyone wants to get rid of the complexity and stress in their life so that they can have the freedom to focus on the things in life that are most important to them. The recipe for “Living Retirement on Purpose” is no different. It begins with communication between you and your spouse. Talk about your future and goals. What direction do you want to be headed?

Who Will Protect You?

Do you have a plan in place to protect yourself from the 'what ifs' in life? It doesn't pay to try to do the job alone.

When Do I Take Social Security?

Don’t take Social Security on a whim or an assumption. Make sure you know your facts for the sake of your pocketbook, your tax return and your family.

Real Financial Planning

Planning is not always about the answers or even the right answers. It is about knowing the right questions to ask and addressing those.

Is it Possible to Never Pay Taxes Again?

There are seasons for everything in life. You can either let them pass you by or you can thrive in them. Now is the season for planning.

Attention Business Owners

3 planning strategies utilized to potentially help business owners protect assets, plan for their futures, and take care of their families.

Protecting Your Assets from Medicaid

Attorney Clinton Nix joins us this week on our show to discuss Medicaid and estate planning.

The Secret to Financial Success

Think about this—when do you go see a doctor? That’s right - when something is wrong. The same is true for when people go see their financial specialist – when the pain is bad enough. Why do we do this to ourselves?

Naming Your Beneficiaries

Jim Kennedy joins us this week on our show as our special guest to answer some important questions regarding your beneficiary designations. You don't want to miss this!

What is Your Long-Term Healthcare Plan...Beyond the Money?

Bret Robinson joins us this week on our show to discuss the importance of having a plan in place to address long-term healthcare needs. You don't want to miss this!

Behavioral Finance

Charlie Mahar with Tealwood Asset Management joins us this week for our show to discuss Behavioral Finance.

Family-Centric Estate Planning

Our Legacy Planning Process helps families create a multi-generational vision that not only focuses on your legacy, but on the family’s legacy, which is built upon the foundation you set today.