The Life Planning 101 Podcast

Tax Reform Windfall - Don't Let it Slip Through Your Fingers

Don’t wait until the end of the year or when tax time rolls around to wonder what you can do to pay less in taxes. By then it may be too late. Create your windfall today!

The Financial Situation of Your Children and Grandchildren

We encourage all of the families we work with to introduce us to their children and grandchildren, allowing us an opportunity to help them build a solid Life Plan to guide their financial situation – without reinventing the wheel.

Social Security and Medicare - Are They Promises the Government Can Keep?

Retirement costs are going up and your retirement income is going down. If you haven’t started planning for it, don’t waste a minute more. Time is the best investment tool you have and you can’t get it back once you lost it.

Buyer Beware - Financial Products Sold With Bias

One size doesn't fit all when it comes to investing. Don't let fear and greed get in the way of your success.

Planning With Crumbs

Did you get a raise this month? What are you going to do with these extra crumbs? Will you spend them or will you use them to make a feast for the future?

Done Beats Perfect Every Time

Is there something you need to do today for the sake of your family or future? Check out this week's episode for more info. You don't want to miss this!

Identity Theft - What You Need to Know

Junior Pacheco from Texas Bank joins us this week for our show to give us some helpful identity theft prevention tips. You don't want to miss this!

Investing Risks

One of the most well-known investors of the 20th Century, Benjamin Graham, said that “the investor’s chief problem—and even his worst enemy—is likely to be himself.” What Graham understood—and modern research is catching up to—is the idea that we all have emotions and biases that affect our decision-making. The innate wiring built to survive pre-modern times can be counterproductive in our modern world, especially when it comes to investing. Jim and Aaron were special guests this week on our Life Planning 101 podcast. You don't want to miss what they had to say in regards to our emotions and investing.

What Is Your Biggest Financial Concern?

Join us this week to learn about some important tips to help you have a strong financial foundation.

Tax Reform - Plan Now or Pay Later

Tax reform was designed to boost the economy by lowering taxes for everyone. But you may not get to take advantage of it unless you do a little planning. Start today!

What Can You Delegate?

You can't delegate your time with family and friends. And you certainly can't delegate your relationship with God. You can't delegate being healthy. But as the book says, you don't have to sweat the small stuff either. Delegate it!

Are You Helping or Hurting Your Children When You Support Them Financially?

Being a parent is tough. It is your instinct to love your children unconditionally, support them in whatever they need, and protect them in any way you can. You put them before you. But helping them doesn’t always help them.