The Life Planning 101 Podcast

CPA Cory Kohutek joins us this week on our show to answer some important questions about Tax Reform. You don't want to miss this!

The word “Legacy” is often used to refer to the wealth you leave behind. However, a “Legacy” goes far beyond a dollar amount.

Celebrities are not so different from the rest of us. The same estate planning blunders they make are the same ones we see on an every day basis. Here are the top ten lessons to be learned from celebrity estate plans gone bad.

What resolutions can you make for 2019 that will help you keep your eyes on the future while still cleaning up the messes you have in the meantime Here are the top five in regards to your financial plan.

God put us here with purpose. It is our responsibility to seek it and be it. Find your direction and focus your efforts and courage to make 2019 the best year ever!

74 percent of the parents with young children are prioritizing by saving for the kids’ college over saving for their own retirement. So, what could this mean for their retirement? Is is possible to save for retirement when you have a 5 or 6 figure education bill in front of you? Find out more on this week's episode!

You may find yourself being forced to take a withdrawal from your IRA that you really do not want or need. Did you know that there are creative options available when it comes to your RMD? Let us help you plan today!

Is there a way to know that the money you donate to a charity is being used effectively? We give you some helpful tools to use for your charitable giving. You don't want to miss this week's episode of Life Planning 101!

As 2018 draws to a close, there are important things that need to be addressed now rather than later. Find out what these issues are and more on this week's episode of Life Planning 101. Also, our in-house CFA Aaron Kennedy joins us to give us a market update. You don't want to miss this!

An Advantage Plan may not be all it’s cracked up to be. Medicare Advantage Plans are not for everyone and you need to know why. Remember that if it sounds too good to be true, it probably is—especially in the world of Medicare.

Do you have life insurance for your business and/or owned by your business? If so, the death benefit is supposed to be tax free, right? It might be. It might not be. Or worse, it could be taxed twice. Don’t leave your spouse and partner with a tax nightmare. Let us help you review this today!

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.