Stewards Planning Group
Time, Talent, Treasure Radio
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.
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Stewards Planning Group
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Podcast website
Latest episode
May 19, 2026
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Episodes
The Importance of Planning During Emotional Times 12.11.2024 9:37
In this show of Time, Talent, Treasure radio with Matt Hoekstra, a financial professional with a unique background in psychology, brings a refreshing, people-centered approach to financial planning. Matt explains his understanding that emotion often drives many of our most important decisions - whether in life or in our finances. As part of his financial planning process, Matt works with his clien...
Paddle Battle Pickleball Tournament 05.11.2024 8:01
Join us for our 3rd Annual Lakes Area Paddle Battle Pickleball Tournament on Saturday, December 14th starting at 8am! Sponsored by Taatjes Financial Group and Willmar Parks & Rec, will be a day filled with Pickleball fun with all proceeds going to West Central Minnesota Youth for Christ. We can't wait to see you there!
Wealth Transfer; the Three Essential Questions 29.10.2024 8:39
Join Ben Taatjes, CKA ® as he discusses the three essential questions when it comes to Estate Planning and Wealth Transfers: What am I stewarding? What do I need now and in the future to live on? And what do I do with the rest? Discover how to plan wisely to ensure that your assets serve your needs during your lifetime, and learn strategies to allocate what remains effectively.
Having an Estate Plan is Crucial 22.10.2024 8:30
In this radio show of Time, Talent, Treasure, Tim Mattern, NSSA ® discusses the importance of having an Estate Plan in place. He breaks down three key reasons why you should not wait: how it helps ensure your affairs are in order, how it takes less time and commitment than people think and the potential consequences of leaving decisions to the state when something happens.
Estate Planning Simplified 16.10.2024 8:25
Tim Mattern, NSSA ® discusses essential areas of estate planning. From Wills to Power of Attorney to Healthcare directives, Tim breaks down the key components that ensure your loved ones are taken care of when you are no longer able to. Whether you're just starting to think about it or looking to update an existing plan, Tim offers valuable insights into why consulting with an attorney and getting...
Wealth Transfers and Estate Planning 08.10.2024 9:46
Ben dives deep into the crucial difference between wealth transfer and traditional estate planning. Many Americans recieve their inheritance in their mid to late 60s, but what if that money could have made a difference earlier?
Legacy Matters: Navigating Wealth Transfers with a Purpose 01.10.2024 8:31
In our latest Time, Talent, Treasure radio show, Ben Taatjes discusses how legacy planning is more than just inheritance. Ben talks about this in his book, "Repurposed", the true meaning of legacy, people impact and making the most out of time with your family. He discusses how to steward one's assets while living fully and discovering the importance of transferring wealth with wisdom.
The Psychology of Money 24.09.2024 8:35
Today on Time, Talent, Trasure Radio, Matt Hoekstra explores the fascinating psychology of money. Ever wondered why we often feel the sting of loss more acutely than the thrill of gain? Matt delves into the principle of loss aversion, revealing how our brains are wired to react to financial gains and losses.
Money Matters: Navigating Market Volatility with Confidence 17.09.2024 7:36
Join Claire Molden, CFP ® as she delves into making clients feel secure and confident with their finances during unpredictable market times. Discover how Claire uses the innovative eMoney program to help clients visualize various personal and market scenarios, providing clarity and reassurance amidst financial uncertainty.
Every Penny, Every Paycheck 03.09.2024 9:38
In this segment, Ben Taatjes CKA® discusses the way he looks at retirement plans, the way he handles bussiness's retirement plans and dives into a montra of his, "Every Penny, Every Paycheck".
Investing in an Election Year 19.03.2024 8:17
Claire Molden, CFP® joins us to talk about what you will learn on our next webinar, Investing in an Election Year: Finding Clarity During Volatile Political and Market Seasons which is coming-up this Thursday at 12pm Central.
Powell's Pivot: Dovish Fed Sees Rate Cuts in '24 19.12.2023 10:09
For much of 2023, the financial markets had anticipated the Fed would drop rates in 2024. The table below was from October 2023, when market watchers anticipated two rate cuts in 2024. But two weeks later, at its November meeting, Powell said the Fed had no interest in cutting rates anytime soon. Ben Taatjes breaks-down how this affects investors and ways we consider market news.
Pickleball For a Cause! 05.12.2023 8:21
Sean Levesque from Youth for Christ is in-studio to talk about the 2nd Annual Lakes Area Paddle Battle Pickleball Tournament and all the wonderful work YFC does for our community.
Stewardship With Your Investments 28.11.2023 10:18
The 2nd Annual Lakes Area Pickleball Paddle Battle Tournament is coming up on December 9th. Also, It is "Giving Tuesday", this is following Thanksgiving and Black Friday. How you can use tactical and tax smart ways to utilize your investments to donate to charities.
Celebrate Thanksgiving by 'Thanks-Living' with Gratitude 21.11.2023 10:02
The 2nd annual Paddle Battle Pickleball Tournament is coming up on Saturday, December 9th. Ben Taatjes also discusses measuring your gains, not only financially, but in life, compared to where you may have been a year prior.
IRS Releases 2024 Tax Brackets, Retirement Contribution Limits 14.11.2023 9:08
The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start thinking ahead. Overall, more than 60 provisions have changed. Here are a few of the most critical tax bracket and retirement contribution limit changes.
Don't Let the Markets Determine Your Mood 07.11.2023 10:03
In this episode, Ben Taatjes discusses not letting the market fluctuations affect your day to day mood and speaks on end of year strategy. Also, Social Security can be a continual source of income for retirees and to learn more at Tim Mattern's Social Security event next Thursday, November 16th.
Looking at the Current Interest Rates in a Positive Manner 31.10.2023 9:40
How can you use these rates to make your money work for you? In this episode, Ben Taatjes speaks about the higher interest rates, how you can build your wealth to use as income in retirement and making sure that your goals, as a person, are aligned with your money.
Social Security is the Easiest Retirement Money You Will Spend 24.10.2023 10:16
Having reoccurring income in retirement is a crucial part of your overall plan. Social Security creates a regular paycheck that, in our experience, clients have had the easiest time spending. In this episode, Ben Taatjes explains the importance of spending versus saving in retirement.
Is Your 401(k) Unknowingly Supporting the Attacks on Israel 17.10.2023 9:52
In light of the recent attacks on Israel, many investors may ask, "How will the markets react and what affect will the war in Israel have on my 401(k)?" While we have to understand and prepare for all types of risks including geopolitical – another, perhaps more valuable question might be, "What affect does my 401(k) have on the war in Israel?"
Will Middle East Tensions Push Rates Higher? 10.10.2023 9:46
The Fed's ongoing pledge of "higher interest rates for longer" has rattled financial markets and raised the cost of everything from mortgages to credit cards. Now adding to tensions are the recent events in the occupied territories of Israel and Palestine which, in addition to a grievous loss of life, immediately pushed oil prices higher.
Bond Yields Rise; Government Shutdown Looms 02.10.2023 10:18
The bond market drove stock prices for much of last week as investors fretted about rising bond yields. After beginning the week with small gains, stocks resumed their September decline amid weak housing data and a decline in consumer confidence.
Adopting an Abundant Mindset with Money 26.09.2023 10:41
In this episode, Ben Taatjes CKA® shares how an abundant mindset paves the way to create, add value to others and not let money have a grip on a person's life.
Is Your Financial Advisor More than an Account Manager? 18.09.2023 10:27
Last week Taatjes Financial Group hosted our annual Fall Kick-off Open House. Not only was the open house a wonderful time of great wood-fired pizza and cupcakes, it was a reminder of the deep and meaningful relationships we have with our clients. In this episode, Ben Taatjes CKA® explains the role we desire to play during wonderful and difficult seasons of our clients' lives.
Investing Checklist: Things to Do by Now Autumn is Here 13.09.2023 9:49
Ben Taatjes CKA® share three to-do's to check off your list as an investor now that fall is upon us.
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