The Life Planning 101 Podcast

Over 35 years of working in various fields of Life Planning has shown me that most people don’t plan to fail –they just fail to plan. And one reason behind this procrastination is that they are overwhelmed by the complexity of the task and don’t know where to start. I feel it is very important for every family to seek help and take the time to focus on the questions that need to be addressed. I encourage you to be proactive as opposed to reactive and live your life on Purpose!

Imagine working and saving your entire life only to find your income cut in half when you finally retire. Chose diligence to protect the ones you love the most. 

June 13th marked the ten-year anniversary of the end of The Great Recession and broke the long-standing record as the longest economic expansion in US history. So, what does that mean? Are we headed for a recession? Our in-house CFA Aaron Kennedy joins us this week on our show.

I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Because of this I thought I might take a minute to educate you a little about our industry.

In many cases we are finding Tax Reform has created a perfect storm for some serious tax planning. Unwiring this tax bomb can be very complex, but it can be done. Don’t wait for the bomb to explode—there won’t be a way to turn back. Let us help you today.

Moving in retirement -or even right before you retire - can bring its own set of surprises… and some may not be so pleasant. Here are five things you may want to consider before moving in retirement.

One of the most valuable things we can pass on to our children is our wisdom. Make a plan for them so they too can live LIFE on purpose!

We take a look at behavioral finance on this week's episode. Let us help you visualize your entire financial layout and develop the best course for your financial future.

John Riggins, president of the Abilene Better Business Bureau joins us this week on our show. You don't want to miss this!

Wisdom isn’t always about knowing the answers. More often than not it's about knowing the right questions to ask. Here are questions every investor should be asking. You don't want to miss this Q&A session with our in-house CFA, Aaron Kennedy.

It doesn’t matter if you are just starting out in life, have a family and established career, or nearing/in retirement; the foundation of financial wellness is the same. The key to improvement is also the same. The key is your commitment to make progress, and progress can only start one way—telling yourself the truth. This little assessment is a great way to do just that. Just follow these instructions and create your financial wellness wheel to see where you need to place your focus.

Too many people enter retirement unprepared. Don’t let that be you. Here are the top five must reads to help you start practicing your retirement.