The Life Planning 101 Podcast

VA claim specialist Brian Byars joins us this week on our Life Planning 101 podcast to share some important information regarding VA program aid. Please contact our office if you have any questions or would like a copy of the VA Claim Checklist. 254-629-3863.

Are you investing the old way or the new way? Unfortunately you could purchase an insurance policy today - and it could turn out to be the ‘old policy’. Likewise, an investment plan today very well may be the old plan. The old plan consisted of one, two, or three components when it comes to investing. The new plan has five.

When you have a family business, you often need a reality check to keep your business what it it—a business.

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?

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.

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.

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

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.

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

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

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?

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!