The Life Planning 101 Podcast
Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning and much more.
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Episodes
Tuesday Dec 19, 2017
Tuesday Dec 19, 2017
A few years ago we were blessed to have the opportunity to attend an intimate forum with several self-made billionaires featured in the book, How they Did It: Billion Dollar Insights from the Heart of America by Robert Jordan. We thought you would enjoy these takeaways we attained from this event.
Tuesday Dec 19, 2017
Tuesday Dec 19, 2017
Jim Kennedy, president and founder of Kennedy Financial Services, joins us this week to discuss some important tips for business owners.
Monday Dec 11, 2017
Monday Dec 11, 2017
Many investors make decisions because they think they have enough information when all they really have is nothing but cognitive noise. Don’t let that be you.
Monday Dec 04, 2017
Monday Dec 04, 2017
It seems we are all inspired to give back during the holidays even in the smallest way. Here are 5 strategies for giving to your your favorite causes and have Uncle Sam help you do it.
Tuesday Nov 28, 2017
Tuesday Nov 28, 2017
In order to ensure a successful transition of your wealth to those you love, it is important to consider the various responsibilities and relational challenges which may be presented when serving as Trustee or Executor of your estate.
Monday Nov 20, 2017
Monday Nov 20, 2017
You’re not alone-whatever your excuse may be. It’s too time consuming, complicated, not sure how… Unfortunately, a budget is the very foundation for your entire life plan.
Tuesday Nov 14, 2017
Tuesday Nov 14, 2017
Investing…Just the word can be intimidating. There are so many options available when it comes to investing. These 3 tips could possibly help you start growing your future and begin Living Life on Purpose!
Tuesday Nov 07, 2017
Tuesday Nov 07, 2017
Money oftentimes brings out the extreme in people. Let us help you make it simple today so you can live Life on purpose!
Tuesday Oct 31, 2017
Tuesday Oct 31, 2017
There is so much more to estate planning than having a will and telling your spouse where everything is. If you haven't made an estate plan with and for your spouse, there is still time…and we are here to help.
Monday Oct 23, 2017
Monday Oct 23, 2017
Don’t live by default—live Life on Purpose and remember that the young person you are today will be the only one to take care of the old person you will be some day. Every year you wait is another year you put yourself at risk. Start planning today!
Monday Oct 16, 2017
Monday Oct 16, 2017
Are you passionate about your business? Do you want to see your business succeed? Here are the top 5 mistakes that we've found that business owners make.
Tuesday Oct 10, 2017
Tuesday Oct 10, 2017
There is no crystal ball when it comes to investing, but a correction will occur at some point. Do you have a plan in place for when it does?