Stewards Planning Group

Time, Talent, Treasure Radio

Business EN ↓ 133 episodes

Ben Taatjes and Jerrid Sebesta of Stewards Planning Group in Willmar, MN build purposeful retirement plans that help you steward your life, money and retirement.

Author

Stewards Planning Group

Category

Business

Podcast website

sites.libsyn.com

Latest episode

May 19, 2026

Where to listen?

Podcasts in the app Replaio Radio Coming soon

Podcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts

Get it on Google Play Install for free Android 5M+ downloads · 4.8 rating iOS soon

Episodes

Money Mindset with Matt: How QCDs Can Change your Money Mindset 04.11.2025

In the studio today, Matt Hoekstra joins Ben Taatjes for another episode of Money Mindset with Matt. As the year comes to a close, they discuss the concept of RMDs and how we can utilize QCDs as a strategy. Tune in the this thought provoking episode.

YFC - How to Get Involved 28.10.2025

As a follow up episode with Sean Levesque, him and Ben Taatjes discuss all the ways a person can get involved with Youth for Christ and how their volunteers small acts of kindness affect the wellbeing of the kids. Listen and find out how you can get involved. 

Paddle Battle Tournament - Behind the Scenes with YFC 21.10.2025

This week's episode of Time Talent Treasure Radio is a special one. Rather than a talented advisor, Ben Taatjes is joined by Sean Levesque, Executive Director of West Central Minnesota Youth for Christ. Ben and Sean sit down and talk about the upcoming Pickleball tournament fundraiser for YFC. They also touch on some of the work YFC has been doing recently to better the lives of the youth in our c...

Maximizing Retirement Wealth - Roth Conversions 14.10.2025

It's the start of the final quarter of 2025, and Ben Taatjes is sitting down with Claire Molden in the studio to unpack one of the most talked-about retirement strategies — the Roth Conversion. What is it? Why do so many people use it? And how could it impact your financial future? Learn how this powerful financial tool can shape your retirement strategy.

Money Mindset with Matt: Hammers in Finances 07.10.2025

Matt Hoeskstra joins Ben Taatjes in the studio for another edition of Money Mindset with Matt. They spoke about how they teach to utilize money as a tool, rather than a collectible. Matt shares stories about clients who grow wealth and use that wealth to work for them. 

The StewardsPlan™ Seminar 30.09.2025

Kendra Peterson, CRPC™ joins Ben Taatjes this week to discuss and promote her upcoming seminar titled The StewardsPlan™ Seminar. The event will take plan on October 16th. Tune in to listen about the purpose, process and presentation of The StewardsPlan™. 

Marriage Counseling or Financial Planning? 23.09.2025

When it comes to planning, Claire Molden, CFP® has helped many clients feel prepared and ready for the future. She joins Ben Taatjes in the studio today as they discuss the top questions they ask clients as they prepare for the unexpected.  Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks  CFP ®, CERTIFIED FINANCIAL PLANNE...

What Do You Do When the Unexpected Happens? 16.09.2025

Just like recent weeks, Ben Taatjes is joined in the studio by Tim Mattern who shares a real life story about a client he recently met with who had a big life change. Tim's was confident in being able to help, knowing he has the Stewards Plan™ in his toolbox. 

Organizing A Plan: Life Changes 09.09.2025

With so many people going through unimaginable life changes, Kendra Peterson discusses with Ben Taatjes the importance of having a plan and communicating those plans with our loved ones. Every day, they come across clients who are 'in the dark' when it comes to their financial freedom and by utilizing the Stewards Plan we can shine as much light on it as possible. 

Money Mindset with Matt: Conflict and Inheritances 02.09.2025

With a Master's in Psychology, Matt Hoekstra is able to utilize his degree in his current role as a Financial Advisor. He shares some stories from clients who have dealt with conflict when it comes to inheritances.  

Money Account for Growth & Advancement 26.08.2025

While on the topic of educational planning, Ben Taatjes and Claire Molden touched on a new way of saving; the MAGA (Money Account for Growth & Advancement) account was introduced this year and Claire gives us insight on how this changes things for the future generations and how they view money. 

Education Planning: 529 Accounts 19.08.2025

In the studio with Ben Taatjes, Claire Molden anticipates the upcoming school year with her own kids, but also shares some insight into the tools we can utilize as parents and grandparents. These tools include the 529 investment account that is used by thousands of Americans. 

Big Beautiful Bill - Review Your Estate Plan 12.08.2025

This week's episode features Tim Mattern, in studio with Ben Taatjes, discussing the importance of having a plan when it comes to stewarding our wealth and knowledge to kids and grandkids. They also discuss the changes seen with the Big Beautiful Bill. 

Money Mindset with Matt: Planning Meets Purpose 05.08.2025

In this month's episode of Money Mindset, Matt Hoekstra joins Ben Taatjes in the studio and shares real life stories about clients who discovered that their wealth could help them meet their goals and how the Stewards Plan helped them navigate their wealth. 

Planning for Change: How We Can Prepare 29.07.2025

In this week's episode of Time, Talent, Treasure Tadio, Ben Taatjes is joined by Kendra Peterson to discuss the importance of financial planning and how we can plan for the future. Kendra shares her knowledge and experience by giving us insight. 

Tax & Planning with The One Big Beautiful Bill 22.07.2025

Tim Mattern joins Ben Taatjes again in the studio to go a bit deeper into the changes with the One Big Beautiful Bill. Tim shares his knowledge and expertise to show how it affects the average American and how we can utilize these changes to our advantage. 

Quarter 2 Recap Including a Big Beautiful Bill Update 15.07.2025

Tim Mattern joins Ben Taatjes in the studio as they discuss quarter 2 changes and what the 'Big Beautiful Bill' does to our investments.   

Ep 2 - Money Mindset with Matt Hoekstra: Stewarding our Legacy 08.07.2025

On this episode of Time Talent Treasure Radio, Matt Hoekstra joins Ben Taatjes in the studio for a special edition of Money Mindset with Matt Hoekstra. Matt shares some shocking statistics and research done on children and the effects that wealth has long term. Tune in today. 

Ep 1 - Money Mindset with Matt Hoekstra 08.07.2025

Join us as we explore Matt's background and how he utilizes that in his conversations with clients. 

Rebranding with Purpose: What Stewardship Means to Kendra Peterson 07.07.2025

Kendra Peterson joins Ben Taatjes in the studio today as they discuss her passion for giving back to the community and how retirees can add value to their community and lives. 

From Psychology to Finances: Matt's Story 07.07.2025

This episode of Time Talent Treasure radio brings advisor, Matt Hoekstra, in the studio as he introuduces a new series while we get insight into his background and passion as an advisor. 

The Big Reveal: Announcing Our New Name 10.06.2025

In the final episode of our Time, Talent, Treasure Radio rebrand series, Claire Molden returns to the host seat to interview Ben Taatjes for the big moment: the official announcement of our new name. 🎉 Ben shares the heart, the process, and the team conversations that led to this meaningful choice, rooted in purpose, growth, and the people we serve.

Rebranding with Purpose: What Stewardship Means to Matt 03.06.2025

On this week's Time, Talent, Treasure Radio, host Ben Taatjes continues the conversation about the firm's upcoming rebrand. He's joined by financial advisor Matt Hoekstra , who shares his personal view on stewardship and how it shapes the way he serves clients every day.

Preparing for Change Guided by Stewardship 28.05.2025

On this week's Time, Talent, Treasure Radio, host Ben Taatjes shares a glimpse into the future of the firm's name change, what's coming, and why it matters. He also sits down with Tim Mattern to ask a core question: What does stewardship mean to you? Tim offers a heartfelt perspective on what it truly means to guide others with purpose, care, and responsibility.

What Stewardship Means to Us: A Team Perspective 20.05.2025

This week on Time, Talent, Treasure Radio, host Ben Taatjes sits down with Claire Molden to ask a simple but powerful question: What does stewardship mean to you? Claire shares her personal perspective on living with purpose and responsibility. This is the first in a special series where Ben will be asking each advisor on the team to reflect on the meaning of stewardship in their work and lives

Listen to the Time, Talent, Treasure Radio podcast in Replaio

Radio and podcasts in one app - free, with no sign-up. Install today and do not miss the launch

Get it on Google Play

Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.