The Life Planning 101 Podcast

There's a lot packed into the 3 phases of the Relief Act that was signed into law. Some will apply to you and some will not. We’re here to help.

We’re faced with two facts: we’re in a pandemic and we were not prepared for it. Which leaves us with two options - go through it or grow through it.

Hey everyone, hope you all are staying safe out there. We just wanted to let you know that we're thinking about you and we know you have questions and concerns. Aaron and Jim recorded a podcast this week that will help explain everything that's been going on. Just know that our phone lines are always open and we're always here to help answer any questions that you may have. Be sure to check out th...

The past couple of weeks have been treacherous for the markets. The market often climbs a wall of worry. What opportunities should you be looking at?

Will your family have good Christmases and Thanksgivings after you are gone? Our Legacy Planning Process isn’t about just writing the documents that you need done. It is about your Legacy—preserving that Legacy and ensuring that good Christmases and Thanksgivings will continue after you are gone. Don’t just have a wish. Have a plan!

Due to popular demand, this week we revisit the show we recorded in January where we discuss the SECURE Act. You don't want to miss this!

If November does swing our nation to the left, it will be almost impossible to get the tax planning you have needed to complete done before things begin changing in 2021. Also...our in-house CFA Aaron Kennedy joins us to discuss the volatility in the market.

Most people work extremely hard to get to retirement. The greatest risks occur as they begin their descent into retirement. Find out more on this week's episode of Life Planning 101.

Life Insurance - Most people own it, but do they really understand it? Life insurance may be the most complex financial product in existence – but why should this matter to you?

Get your Vitals checked. Get your Financial Vitals checked. Make 2020 the year you start living Life on purpose…rather than default!

Considering the kind of year we had in 2019, what can we expect for 2020? Our in-house CFA Aaron Kennedy joins us this week on our show. You don't want to miss this!

What are the 5 biggest risks in 2020? Can you see them? If you truly desire that 20/20 Vision for your future, go to the financial optometrist as soon as you can. Find out more on this week's episode of Life Planning 101.

It's 2020...Take control of your future so you can live Life on purpose! Don’t be sold something you don’t need. Invest in something you do need. Find out more on this week's episode of Life Planning 101.

The SECURE Act passed with flying colors at the end of 2019 and dictated several MAJOR changes to the rules around retirement plans.

2020 is upon us. I challenge you to make it a year in which you focus on your vision being 20/20. This week we share some important questions you need to ask as you get ready to start the new year.

It seems the more we are blessed with, the more we want to give. So is there a way to know if the money you give will be used the way you intended? Find out more on this week's episode of Life Planning 101.

We were honored to have speaker and bestselling author Arlene Cogen, CFP® join us this week on our show. Arlene shares with us some important information on charitable giving. Be sure to listen to the end of the show to learn about how you can get a FREE values exercise from Arlene.

We were honored to have Eido Walny from Walny Legal Group as our special guest on our show. This week we discuss helpful tips learned from celebrity estate plans gone wrong.

There are people and things that you hold very dear to your heart. Take some time this week to write them down and share them with your family.

Mutual funds aren’t the only investment vehicle that can help you accomplish your goals. Let us help you learn how to make your portfolio tax-smart.   Our in-house CFA Aaron Kennedy joins us this week on our LifePlanning101 podcast to give us a market commentary.

Allow 2020 to be your year of clarity, sharpness, awareness, and coordination so that you may begin seeing more clearly and ‘living LIFE on purpose’.

…or at least bad debt. You can be done with bad debt with a little direction and a lot of accountability. So why not make a plan and make it happen?

Wow! Where has 2019 gone? We’d like to offer you some generic nuggets of advice. Here are the top five planning priorities for the rest of the year.

Whether you are fearful or greedy right now, remember to stay disciplined. It's important that you know your long-term plan and stay consistent.

Could you fall victim to it? Emotions coupled with decisions will decide your fate 99 percent of the time. Stay rational and keep educating yourself.