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
Monday Sep 07, 2015
Monday Sep 07, 2015
Everyone has a slightly different definition when it comes to success. Recently we attended a forum that is made up of some of the most “successful” people in our industry. Interestingly enough, this was the focus the forum which lasted almost two hours. One of the definitions I heard, "Success is reducing the“have to’s” and increasing the “want to’s," hit the nail on the head for me. Who wouldn't want this?!...
Monday Aug 31, 2015
Monday Aug 31, 2015
If you thought the market was going to keep climbing steadily without any hiccups, I am sad to say that’s what we call a pipe dream. We all wish this dream could be a reality, but the reality is market volatility is normal and what we have experienced in the market since 2011 is not normal...
Monday Aug 24, 2015
Monday Aug 24, 2015
The threat of identity theft was already bad enough, yet now we even have to worry about it when filing our taxes: The latest news from the IRS, released on August 17th, reported that thieves used personal information acquired elsewhere to access IRS website tax records and actually succeeded in about 220,000 cases. (It is interesting to note...
Monday Aug 17, 2015
Monday Aug 17, 2015
You may have heard that a confused mind says “No.” So today my goal is to simplify investing so that you can perhaps say “Yes.”
There is no doubt that investing in today’s world is complicated. It is no longer “just” stocks,bonds and cash. In fact, on a broad spectrum we look at 49 different chassis for investing. Yes, 49…and that is only the beginning.
Monday Aug 10, 2015
Monday Aug 10, 2015
I am on a little bit of a soap box about this lately, but for very good reason. We have encountered a few situations that one could hardly imagine. They have been stressful, cumbersome and worst of all--absolutely gut-wrenching.
Monday Aug 03, 2015
Monday Aug 03, 2015
Coach John Wooden stated, “It is what we learn after we know it all that counts.” As human beings we like to feel respected and knowledgeable… and we sure don’t like to be wrong. A feeling that usually grows stronger as we get older. Sadly,this overconfidence or pride or whatever you might call it, can have disastrous results - especially when it comes to your health and to your money.