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.
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.
Episodes

Aug 10, 2015
The Power of the Power of Attorney
Aug 10, 2015
Aug 10, 2015
22 min
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.

Aug 3, 2015
Aug 3, 2015
22 min
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.










