The Life Planning 101 Podcast

Change is Certain

The old adage says that the only sure things in life are death and taxes…but there’s one other thing that’s pretty much a certainty. That certainty is change. Everything changes and successful people embrace change rather than fight it. In fact, the most successful people don’t wait for change to seek them out through accident or crisis – they are agents of change themselves.

The Gift of Giving

For most, the holidays represent a season of giving. Although giving to family and friends occupies most of our attention, charitable giving also plays a significant role at this time of year.

Year End Tips

What should you get done before the end of the year? Here are the only 5 things you need on that list.

Why It Pays to Imagine the Worst

It is our job to help the individuals and families we work with imagine the worst. This is how we progress toward our mission to give our clients confidence in their financial future and life plan so that they may enjoy “Living Life on Purpose.”

How Do You Measure Your Wealth?

If this were your last day on earth, where would you want to be, who would you want to be with, and what would you be doing? What about Spiritually? Mentally? Physically? Do you measure your wealth by the value of your assets or by your life's imprint?

Tax Savings Ideas

CPA Blake Briscoe is our special guest this week on our Life Planning 101 podcast. Blake discusses the changes in Fair Labor Exempt Wage threshold as well as some last minute tax savings ideas to watch out for. If you would like more information about Mr. Briscoe, you can check out his website: http://briscoecpa.com/

5 Ways President-Elect Donald Trump Could Move Markets

In this historic victory that shocked the political establishment and global financial markets alike, Donald J. Trump will become the 45th president of the United States. Here are 5 ways Trump could move markets.

Tips to Prevent a Marital Rift

In a recent study, 35% of people experiencing relationship stress said money was the primary reason. This could help explain why some experts say financial problems are the #1 reason marriages fail. Fortunately, couples may be able to head off many of the problems money can cause in a marriage. Here are 10 tips for married couples.

Presidential Candidates and Their Tax and Healthcare Plans

On this week's edition of Life Planning 101, we discuss a brief history of the Republican and Democratic parties and we compare the Trump and Clinton healthcare and tax plans.

A 6 Figure Impact on Your Credit

Your credit score is your financial reputation. It's a three-digit number that has a six-figure impact on your life. Fortunately, rebuilding your credit score is a lot easier than you think. Credit expert Philip Tirone has developed a step-by-step program to help you rebuild your credit score drastically.7 Steps to a 720 Credit Score exposes the rules of the credit game, giving consumers all the information they need to know to increase their credit scores and save thousands of dollars over the course of their life.

The Opportunity in the Mirror

The bottom line is that no matter who you want to pass the (economic crisis) buck to — the government, financial institutions, insurers, big business, regulators, etc — we all should take a close look in the mirror. We are a nation that lives beyond our means.It's time to quit living as if there’s no financial tomorrow, break the bad habits and take charge of our financial future.

Uncle Sam is Knocking...and He's Getting Louder

What most Americans don’t know is that, to a certain extent, taxes are voluntary. A small business owner has 171 deductions available to him. Did you know the average business owner only takes 23 of these deductions?