The Life Planning 101 Podcast

If living retirement to the fullest is important to you, get help—professional help. It’s worth it! Don’t fall victim to your behavioral inclinations.

Why is it human nature to do nothing until the pain is bad enough? Why do we not take preventative measures for our health, our business, and future?

Elder abuse is real! Research estimates nearly 5 million elderly people are abused each year and only 1 in 14 of abuse cases are actually reported. This week we discuss preventative steps you can take to protect your aging parents.

Many people get caught up in the news, economic conditions or watching the volatility in the markets, confusing that with the true basis of investing.

Tax Reform is a once-in-a-generation opportunity. This is your generation. This is your opportunity. Own it. Start planning right now before it’s too late.

Estate planning is something that too often people lose sleep over when they shouldn't. Procrastination surfaces from the complexity of the task. This week we talk about the 5 steps of estate planning. You don't want to miss this!

Your Social Security may be the windfall you have been earning your entire adult life. After all, it may be your last windfall to do the things you know you need to do or have always wanted to do. Don’t let it slip through your fingers.

August has not been fun.  As humans, we tend to feel pain much stronger than we feel joy.  In other words, we can lose that feel good feeling about the market from just one bad month.

Fifty is a defining time in your life. You get one last hurrah to help the old person you will be some day. Here are top five “Turning Fifty” tools to help you live LIFE on purpose!

Everyone has a slightly different definition when it comes to success. Most of us tend to get so busy in life that we lose the focus of our success. Take an hour out of your life to reset and get aimed back in the right direction.

Don’t get me wrong. When you buy life insurance, you are buying a benefit to pay out upon your death - a benefit “you” will never see. However, life insurance may be just the tool you need BEFORE you’re six feet under. Consider these five concepts:

A lot of business owners believe that being stuck between a rock and hard place regarding cash flow is an expected, necessary evil to building a business. And truth be told—sometimes it is. But not always. If you have a successful business, you need to get help.

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? Picture yourself at that point. I would be willing to bet you aren’t worried about money.

I think most of us ask ourselves this at one time or another in our lives, or at least we should. Honestly though, I fear that the majority of us don’t really have an answer before we pull the trigger on a major purchase.

Over 35 years of working in various fields of Life Planning has shown me that most people don’t plan to fail –they just fail to plan. And one reason behind this procrastination is that they are overwhelmed by the complexity of the task and don’t know where to start. I feel it is very important for every family to seek help and take the time to focus on the questions that need to be addressed. I en...

Imagine working and saving your entire life only to find your income cut in half when you finally retire. Chose diligence to protect the ones you love the most. 

June 13th marked the ten-year anniversary of the end of The Great Recession and broke the long-standing record as the longest economic expansion in US history. So, what does that mean? Are we headed for a recession? Our in-house CFA Aaron Kennedy joins us this week on our show.

I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Because of this I thought I might take a minute to educate you a little about our industry.

In many cases we are finding Tax Reform has created a perfect storm for some serious tax planning. Unwiring this tax bomb can be very complex, but it can be done. Don’t wait for the bomb to explode—there won’t be a way to turn back. Let us help you today.

Moving in retirement -or even right before you retire - can bring its own set of surprises… and some may not be so pleasant. Here are five things you may want to consider before moving in retirement.

One of the most valuable things we can pass on to our children is our wisdom. Make a plan for them so they too can live LIFE on purpose!

We take a look at behavioral finance on this week's episode. Let us help you visualize your entire financial layout and develop the best course for your financial future.

John Riggins, president of the Abilene Better Business Bureau joins us this week on our show. You don't want to miss this!

Wisdom isn’t always about knowing the answers. More often than not it's about knowing the right questions to ask. Here are questions every investor should be asking. You don't want to miss this Q&A session with our in-house CFA, Aaron Kennedy.

It doesn’t matter if you are just starting out in life, have a family and established career, or nearing/in retirement; the foundation of financial wellness is the same. The key to improvement is also the same. The key is your commitment to make progress, and progress can only start one way—telling yourself the truth. This little assessment is a great way to do just that. Just follow these instruc...