The Life Planning 101 Podcast

We will always live in interesting times. It is sticking to our disciplines that will allow us to make the most of it. Remember today is the first day of the rest of your life. Plan for it!

Everyone wants the same thing—good Christmases and Thanksgivings. Everyone wants to pay no more than their fair share to Uncle Sam. This is what we do. Let us be vessel to help get your estate plan to good health in 2018 before it is too late.

Have you ever wished you had a “Clean Up Button” in life? We all have messes and well…they’re messy. Believe it or not, Tax Reform has created a “Clean Up Button” for a lot of people.

We encourage you to take action so that you, your family, and your business can live Life on purpose.  After all, people don’t plan to fail, they fail to plan.

Life isn’t about money, it is about living. Allow yourself to live Life on purpose. Do yourself a favor and control your money so it doesn’t control you.

I truly don’t believe any person plans to fail. It is true that we merely fail to plan. We can’t worry about the future. All we can do is plan for the “what ifs” in life. It is our job to help the individuals and families we work with imagine the worst. This is how we progress toward our mission to give our clients confidence in their financial future and life plan so that they may enjoy “Living L...

Just how long will the rest of your life be? How long will your windfall need to last? Remember that reality will set in eventually - it will be your choice whether it is a gratifying reality or a harsh one.

What is the most important thing you desire to pass to your children: values or money?

September is Life Insurance Awareness Month. Jim Kennedy joins us this week on our show to share some important information that you don't want to miss!

As a Life Planning Firm, we are the financial quarterback for the families we work with. We spend tens of thousands of dollars each year to continue our education and keep up with the ever-changing information. We spend even more to retain access to some of the very best specialists, attorneys, and CPAs. We know who is needed, what is needed, and when things are needed to do the job so the familie...

What or who decided that retirement means you’re old? Especially today, retirement means a new chapter, a new adventure, the start of what may be the greatest part of your life.

When it comes to your money, your retirement, or your Life plan…shouldn't you get a second opinion? You may be on the right track, but if you are not, don’t you want to know?

VA claim specialist Brian Byars joins us this week on our Life Planning 101 podcast to share some important information regarding VA program aid. Please contact our office if you have any questions or would like a copy of the VA Claim Checklist. 254-629-3863.

Are you investing the old way or the new way? Unfortunately you could purchase an insurance policy today - and it could turn out to be the ‘old policy’. Likewise, an investment plan today very well may be the old plan. The old plan consisted of one, two, or three components when it comes to investing. The new plan has five.

When you have a family business, you often need a reality check to keep your business what it it—a business.

Everyone wants to get rid of the complexity and stress in their life so that they can have the freedom to focus on the things in life that are most important to them. The recipe for “Living Retirement on Purpose” is no different. It begins with communication between you and your spouse. Talk about your future and goals. What direction do you want to be headed?

Do you have a plan in place to protect yourself from the 'what ifs' in life? It doesn't pay to try to do the job alone.

Don’t take Social Security on a whim or an assumption. Make sure you know your facts for the sake of your pocketbook, your tax return and your family.

Planning is not always about the answers or even the right answers. It is about knowing the right questions to ask and addressing those.

There are seasons for everything in life. You can either let them pass you by or you can thrive in them. Now is the season for planning.

3 planning strategies utilized to potentially help business owners protect assets, plan for their futures, and take care of their families.

Attorney Clinton Nix joins us this week on our show to discuss Medicaid and estate planning.

Think about this—when do you go see a doctor? That’s right - when something is wrong. The same is true for when people go see their financial specialist – when the pain is bad enough. Why do we do this to ourselves?

Jim Kennedy joins us this week on our show as our special guest to answer some important questions regarding your beneficiary designations. You don't want to miss this!

Bret Robinson joins us this week on our show to discuss the importance of having a plan in place to address long-term healthcare needs. You don't want to miss this!