The Life Planning 101 Podcast

No matter your lot in life or the bad advice you have taken in the past, remember one thing: Today is the first day of the rest of your life. Find out more on this week's episode of Life Planning 101.

Are you a business owner? How do you successfully transition the family business? Off the cuff conversations and verbal handshakes are a recipe for disaster. Remember to treat your business like a business.

A reality that loved ones must face when someone passes is the responsibility of dealing with the departed’s estate. Can probate really be avoided? Find out the answer to this and more on this week's episode of Life Planning 101.

September is Life Insurance Awareness Month. If you died today, what would happen to your family, your business or ranch? How would everyone you love be affected? What are the reasons why NOT to buy life insurance? Find out more on this week's episode of Life Planning 101.

Did you realize that reactive and creative are an anagram? We’ve realized that far too many people fail to ask the “right” questions regarding their unique situations. The result: reactive. We encourage you to spend a little time being creative so you don't have to be reactive. You can begin by asking these 10 questions:

Tax policy will be a critical point of differentiation in the 2020 presidential race. Here are the key tax law changes each candidate is suggesting.

Are you a farmer, rancher, or business owner? Then you don't want to miss this week's episode of Life Planning 101. The Working Ranch Radio Show interviewed us recently and a listener asked a question: What type of legal ownership should you have for your ranch and property?

Our in-house CFA Aaron Kennedy and CFP Matt Ervin join us this week on our show to share a market update and possibly the perfect investment...you don't want to miss this!

Once you reach 18 years old, you need to obtain the basic legal documents. It's astonishing how many families we meet without a single legal document.

Successful retirees are the ones who retire and stay retired because they had a plan. Not just a plan for their dollars - a plan for their life. Find out more on this week's episode of Life Planning 101.

Are you a farmer, rancher, or even a business owner? Have you thought about how you're going to transition into retirement? Don't miss this week's episode! If you haven’t thought about your own legacy, here are some important things to consider. We call it the “Who, What, When, How, Sam and Plan Approach.”

COVID-19 has given many of us the gift of time. Are you using that time wisely? Are you focusing on the changes that you want to make?

Is your life insurance another victim of this pandemic? Imagine buying a permanent life insurance policy only to find out that it's not so permanent and learn that you will most likely outlive the policy.

Here are some common Q&A about the updated tax deadline and other money matters. If you have any questions, give us a call – we’re here to help.

Do you look at your money for what it is or do you look at it for what it is for? Plan for what your money is for. Know holistically what your money needs to be doing, plan for it, and stay disciplined.

You have a golden opportunity right now to press the reset button on your life and your life plan. Make the decision to rethink your thinking and make sure that your future you won’t end up with any unacceptable regrets.

We were honored to have CPA Brian T. Kofford join us as our special guest this week on our Life Planning 101 podcast to discuss some common Q&A of the COVID-19 environment.

Interestingly enough, COVID-19 has opened up some doors to help protect both your children and the charities that are near and dear to your heart.

Every generation has the capability to be just as great or even greater than the generation before them. They just need the tools, encouragement, and a little motivation. We have the tools to help. Our in-house CFA Aaron Kennedy also joins us this week to share a market update.

We were honored to have Corey Anderson, owner/founder of Disability Geek, as our special guest this week on our show. May is Disability Insurance Awareness Month and Corey shares some important information that you don't want to miss! For more information on Corey and the services he provides, you can check out the Disability Geek website at: www.disabilitygeek.com

We're entering a new age. It has been creeping into our lives for years. The only difference now is that COVD-19 has forced it upon us. Are you ready?

We're honored to have Lisa Hunter with Interim HealthCare join us this week on our show. Lisa shares with us the Teepa Snow Positive Approach to Care and information about the GEMS State Model. You don't want to miss this!

Capitalism is alive and well in America. Don’t let your emotions get in the way and be sure to stick to your disciplines - buy low and sell high. Our in-house CFA Aaron Kennedy joins us this week on our show. You don't want to miss this!

Do you want to simply cope with ambiguity or thrive in it? This week leadership coach Jeff Moore joins us on our show as our special guest. You don't want to miss this!

Perhaps you'll be able to weather through this pandemic financially, but chances are someone close to you will not. Be sure to pass this info along. Here are 3 things you can do financially in the midst of the chaos.