Time, Talent, Treasure Radio

           In this episode of Time, Talent, Treasure Radio , host Ben Taatjes and financial advisor Jonathan Schoffner discuss "financial infidelity"—the act of being dishonest or non-transparent about money with a spouse. They explore how small habits, like misreporting purchase prices or hiding accounts, can erode trust and create misalignment in a relationship. To combat this, they emphasize th...

  Ben Taatjes and Jonathan Shofner explore tax review as a forward‑looking exercise rather than merely a compliance task — even revisiting Ben's 2002 returns to trace how investments and strategies have evolved over time. Jonathan also brings exciting news: he is now a Chartered Retirement Planning Counselor®. This designation reflects Stewards Planning Group's commitment to excellence and ensures...

Ben Taatjes and Jonathan Shofner explore tax review as a forward‑looking exercise rather than merely a compliance task — even revisiting Ben's 2002 returns to trace how investments and strategies have evolved over time. Jonathan also brings exciting news: he is now a Chartered Retirement Planning Counselor®. This achievement reflects Stewards Planning Group's commitment to excellence and ensures t...

Ben Taatjes and Jonathan Shofner explore tax review as a forward‑looking exercise rather than merely a compliance task — even revisiting Ben's 2002 returns to trace how investments and strategies have evolved over time. Jonathan also brings exciting news: he is now a Chartered Retirement Planning Counselor®. This achievement reflects Stewards Planning Group's commitment to excellence and ensures t...

With tax season behind them,   Ben Taatjes and Kendra Peterson of Steward's Planning Group discuss using the post‑filing lull to tackle meaningful financial projects—particularly estate and wealth‑transfer planning. They outline the StewardsPlan™'s three steps (catalog your assets, determine current and future income needs, then decide how to allocate the remainder) and walk through a real client...

In this episode, Ben Taatjes and Jonathan Shofner discuss the April 15 tax filing deadline, that extensions apply to filing NOT payments, how the firm shifts from tax work to deeper planning afterward, and why life changes—like a child moving—require updates to estate documents and powers of attorney. They cover special-needs trusts and outline the StewardsPlan™: inventory what you steward, determ...

Founder Ben Taatjes and Stewards Planning Group Advisor, Jonathan Shofner, touch on the topic he pulled from a Pastor's sermon, Familiarity. Ben and Jonathan dive into how familiarity and comfort may be dangerous when it comes to financial planning. They believe that strategies that have worked in the past, may not be applicable today. Listen to them discuss how your financial plan should evolve w...

If you've ever wondered whether your charitable giving actually impacts your taxes, this episode brings some timely clarity. Ben Taatjes and Jonathan Schaffner break down itemizing vs. the standard deduction and a new 2026 rule that allows charitable deductions without itemizing, along with what qualifies and how to give more intentionally.

Tax season has a way of sneaking up, but there's still time to make a few smart financial moves before the deadline. In this episode, Ben Taatjes and Jonathan Shofner share three simple but impactful strategies to consider before filing to help you make the most of your money and head into the next year with a stronger plan in place.

In this episode, Ben Taatjes and Jonathon Shofner walk through one of the most common questions retirees face: when and how to take required minimum distributions. They share practical guidance on whether to take your RMD all at once or spread it out, how these decisions can affect your taxes, and how strategies like Roth conversions and charitable giving can fit into your overall plan—helping you...

This week, Ben Taatjes and Jonathan Schaffner discuss the recent market volatility driven by global headlines and why it's important not to let fear dictate financial decisions. They break down what actually drives the market, what investors can and can't control, and how having a clear financial plan can provide confidence and peace of mind during uncertain times.

On this episode, Ben Taatjes and Kendra Peterson of Stewards Planning Group explain the difference between simply having wealth and confidently turning it into income. They walk through their three-step Steward's Plan process and share how intentional financial planning can give retirees the freedom to spend, give, and create meaningful family memories without fear of running out of money.

Through real client experiences, Kendra Peterson highlights how careful planning and organization transform complicated financial details into clarity and peace of mind for families. Planning isn't just about money—it's about preparing your loved ones for the future.

Ben Taatjes and Jonathan Shofner dive into the importance of understanding where your money goes—especially in retirement. By reviewing taxes, creating a spending plan and planning for retirement income can provide clarity and the freedom to use resources intentionally for the life you want.

Stewards Planning Group continues to grow with the addition of advisor Jonathan Shofner, who recently relocated from Texas to Minnesota to serve clients in a more personal and purposeful way. Drawing on lessons from his grandmother and years of experience in the financial industry, Jonathan brings a perspective that sees money as a tool—not the finish line.

What does it really mean to grow as a firm and as a steward? In this episode, Ben Taatjes sits down with Chief Growth Officer Mike Kobs to explore why true growth isn't about revenue or assets, but about people. This conversation is a reminder that stewardship is about impact and using this season of life to make a meaningful difference.

As a new year begins, Ben Taatjes reflects on the generosity of Stewards Planning Group clients and the power of viewing money as a tool, not a goal. He introduces the concept of "assets under mission"—how giving, thoughtful planning, and intentional stewardship turn money into meaningful impact.

Inspired by  Atomic Habits and insights from Stewards advisor Claire Molden, this first episode of the year explores what's "in" and what's "out" for 2026—from using money as a tool and creating meaningful experiences to letting go of fear-based saving and unclear goals.

Are you coasting into retirement—or truly planning for it? In this episode, Ben Taatjes explains why "drifting" in retirement can be riskier than making mistakes and how to steward your money with purpose.

In this episode, Ben Taatjes does a solo reflection on stewardship at the close of 2025. A thoughtful reminder that good stewardship isn't just about what we accumulate—but what we choose to do with what's left.

From inspiring community connections to giving back with purpose, this episode shows that stewardship isn't just about money—it's about living intentionally, making memories, and leaving a legacy.

In this throwback episode Ben Taatjes and Jared Sebesta get back behind the mic together for a reflective and energizing conversation on stewardship, purpose, and living fully. The two revisit their journey working together, discuss stepping into who you're called to be, and explore how stewarding your time and talents can lead to a more meaningful life at any age.

Ben Taatjes and Claire Molden continue their conversation from last week regarding the One Big Beautiful Bill Act and it's changes it has brought to the table for those taking RMDs and QCDs. 

Ben Taatjes is joined in the studio today by one of his talented advisors, Claire Molden. Claire brings her knowledge to the table on this week's episode as they discuss the changes made from the One Big Beautiful Bill Act (OBBBA). Join us for part one of this discussion. 

This week's episode of Time Talent Treasure Radio is a bit different than the rest. Ben Taatjes records a solo episode and reflects back on gratitude and what we have been praying for might be right under our noses.