The Life Planning 101 Podcast

By Angela Robinson

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Category: Investing

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Subscribers: 6
Reviews: 0
Episodes: 640

Description

Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning and much more.

Episode Date
Can I Still Retire? (Rebroadcast)
Jun 03, 2026
Should You Have a Family Meeting?
May 27, 2026
The Finance of Remarriage (Rebroadcast)
May 20, 2026
This Week in the Market - Episode 98 (5-15-26)
May 18, 2026
Decompress from Stress (Rebroadcast)
May 13, 2026
Family Disaster Planning (Rebroadcast)
May 06, 2026
Your Next Vacation - Retirement (Rebroadcast)
Apr 29, 2026
This Week in the Market - Episode 97 (4-24-26)
Apr 27, 2026
Life After Graduation - What Your Kids Should Know
Apr 22, 2026
Working with Wisdom (Rebroadcast)
Apr 15, 2026
The Insurance Insider
Apr 08, 2026
Finding Peace in Turbulent Times (Rebroadcast)
Apr 01, 2026
Why Every Business Owner Needs an Exit Plan (Rebroadcast)
Mar 25, 2026
The Power of Action
Mar 19, 2026
Do You Cut and Paste Your Money Decisions? (Rebroadcast)
Mar 10, 2026
Your Retirement Hinges on Your Younger Self
Mar 04, 2026
Financial Fitness
Feb 25, 2026
Estate Planning Lessons Learned from Celebrity Mistakes
Feb 20, 2026
Music for Your Soul
Feb 11, 2026
This Week in the Market - Episode 96 (2-6-26)
Feb 09, 2026
Finding Your Purpose
Feb 04, 2026
Have You Outgrown Your Advisor? (Rebroadcast)
Jan 28, 2026
The 5 Most Common Mistakes in Retirement Planning (Rebroadcast)
Jan 21, 2026
The Secret Sauce to Investing (Rebroadcast)
Jan 15, 2026
How Do You Live Your Best Life? (Rebroadcast)
Jan 08, 2026
If You Only Knew...(Rebroadcast)
Dec 31, 2025
Year-End Tax Savings
Dec 24, 2025
This Week in the Market - Episode 95 (12-19-25)
Dec 23, 2025
This Week in the Market - Episode 94 (12-19-25)
Dec 22, 2025
How Can I Give More? (Rebroadcast)
Dec 17, 2025
How Much is a Million Dollars Really Worth? (Rebroadcast)
Dec 11, 2025
This Week in the Market - Episode 93 (12-5-25)
Dec 08, 2025
Big Beautiful Tax Opportunities
Dec 04, 2025
Gratitude Isn't Always Easy (Rebroadcast)
Nov 25, 2025
Long-Term Healthcare Solutions (Rebroadcast)
Nov 18, 2025
The Dirty Dozen of Long-Term Care Stats (Rebroadcast)
Nov 05, 2025
This Week in the Market - Episode 92 (10-31-25)
Oct 31, 2025
AI and Retirement Planning
Oct 29, 2025
Debt, Corruption, and the Future of America's Economy
Oct 23, 2025
This Week in the Market - Episode 90 (10-17-25)
Oct 20, 2025
Pocketbook Power Plays
Oct 16, 2025
This Week in the Market - Episode 89 (10/10/25)
Oct 13, 2025
Your Estate Plan (Rebroadcast)
Oct 08, 2025
Two Reasons You Get Sued (Rebroadcast)
Oct 01, 2025
Do You Really Want a Successful Retirement?
Sep 25, 2025
This Week in the Market - Episode 88 (9/19/25)
Sep 22, 2025
Do You Really Have Enough Life Insurance?
Sep 18, 2025
What is Your Money Really Making?
Sep 10, 2025
What Do You Want Your Story to Be? (Rebroadcast)
Sep 04, 2025
This Week in the Market - Episode 87 (8/29/25)
Sep 02, 2025
How Much Will Uncle Sam Benefit from the Sale of Your Business?
Aug 28, 2025
3 Costly Mistakes When Transitioning Your Business
Aug 26, 2025
This Week in the Market - Episode 86 (8/22/25)
Aug 25, 2025
This Week in the Market - Episode 85 (8/15/25)
Aug 18, 2025
Where Are You Getting Advice?
Aug 13, 2025
This Week in the Market - Episode 84 (8/8/25)
Aug 11, 2025
This Week in the Market - Episode 83 (8/1/25)
Aug 04, 2025
Retirement Blunders
Jul 30, 2025
This Week in the Market - Episode 82 (7/18/25)
Jul 18, 2025
One Big Beautiful Bill Act - Part 2
Jul 16, 2025
One Big Beautiful Bill Act - Part 1
Jul 10, 2025
This Week in the Market - Episode 81 (7/2/25)
Jul 03, 2025
This Week in the Market - Episode 80 (6/27/25)
Jul 01, 2025
Retirement Accounts and Trusts
Jun 25, 2025
This Week in the Market - Episode 79 (6/20/25)
Jun 24, 2025
Financial Literacy (Rebroadcast)
Jun 18, 2025
This Week in the Market - Episode 78 (6/13/25)
Jun 16, 2025
Life Planning at 18
Jun 13, 2025
This Week in the Market - Episode 77 (6/6/25)
Jun 09, 2025
This Week in the Market - Episode 76 (5/30/25)
Jun 02, 2025
What is Your Relationship with Money? (Rebroadcast)
May 29, 2025
What Are You Stressed About?
May 21, 2025
Thinking About Gifting to Your Children?
May 15, 2025
Your Next Vacation - Retirement
May 07, 2025
This Week in the Market - Episode 75 (4/25/25)
Apr 29, 2025
Faith Over Fear
Apr 23, 2025
The Griever's To-Do List (Rebroadcast)
Apr 16, 2025
This Week in the Market - Episode 74 (4/11/25)
Apr 14, 2025
This Week in the Market - Episode 73 (4/4/25)
Apr 08, 2025
Paralyzed by Estate Planning
Apr 02, 2025
This Week in the Market - Episode 72 (3/28/25)
Mar 31, 2025
No Time to Die (Rebroadcast)
Mar 26, 2025
This Week in the Market - Episode 71 (3/21/25)
Mar 25, 2025
Why Every Business Owner Needs an Exit Plan
Mar 18, 2025
This Week in the Market - Episode 70 (3/14/25)
Mar 17, 2025
What Isn't New in D.C.?
Mar 12, 2025
Are You Taking Your Financial Supplements? (Rebroadcast)
Mar 06, 2025
This Week in the Market - Episode 69 (2/28/25)
Mar 05, 2025
This Week in the Market - Episode 68 (2/21/25)
Feb 26, 2025
Family Disaster Planning (Rebroadcast)
Feb 25, 2025
Getting in Financial Shape
Feb 20, 2025
Understanding How Other Generations Think About Money
Feb 12, 2025
Tell Me 'Bout the Good Old Days (Rebroadcast)
Feb 06, 2025
Are We There Yet? (Rebroadcast)
Jan 30, 2025
Why Haven't You Updated Your Estate Plan?
Jan 23, 2025
What is Your Money For?
Jan 16, 2025
How Do You Live Your Best Life?
Jan 07, 2025
How Can I Give More?
Dec 18, 2024
This Week in the Market - Episode 67 (12/13/24)
Dec 16, 2024
12 Tax-Smart Charitable Giving Strategies (Rebroadcast)
Dec 11, 2024
MicroStrategy
Nov 27, 2024
Long-Term Healthcare Solutions
Nov 21, 2024
This Week in the Market - Episode 66 (11/15/24)
Nov 19, 2024
Your Digital Legacy
Nov 13, 2024
The Dirty Dozen of Long-Term Care Stats
Nov 06, 2024
Family Support Checklist (Rebroadcast)
Oct 30, 2024
IRAs and Estate Planning
Oct 23, 2024
Are You Prepared for the Estate Tax Sunset?
Oct 16, 2024
Your Will is Not Enough (Rebroadcast)
Oct 09, 2024
This Week in the Market - Episode 65 (10/4/24)
Oct 08, 2024
My Estate Plan
Oct 02, 2024
This Week in the Market - Episode 64 (9/27/24)
Oct 01, 2024
5 Myths About Life Insurance
Sep 25, 2024
2024 Election and Taxes
Sep 19, 2024
What Do You Want Your Story to Be?
Sep 12, 2024
Tax Reform Sunset on the Horizon
Sep 03, 2024
What's Going On Right Now?
Aug 27, 2024
Are Your Assets Protected?
Aug 26, 2024
Retirement - The Easy Years Are Over
Aug 21, 2024
This Week in the Market - Episode 63 (8/16/24)
Aug 19, 2024
Have You Outgrown Your Advisor?
Aug 14, 2024
This Week in the Market - Episode 62 (8/9/24)
Aug 13, 2024
90 Reasons NOT to Invest in the Stock Market
Aug 07, 2024
Life After Graduation (Rebroadcast)
Jul 31, 2024
The Real 80/20 Rule
Jul 24, 2024
Is Your IRA a Tax Nightmare?
Jul 17, 2024
Is Your Life Dehydrated?
Jul 10, 2024
This Week in the Market - Episode 61 (7/5/24)
Jul 09, 2024
Economic Data and Portfolio Updates
Jun 25, 2024
This Week in the Market - Episode 60 (6/14/24)
Jun 18, 2024
This Week in the Market - Episode 59 (6/11/24)
Jun 14, 2024
Can I Still Retire?
Jun 12, 2024
This Week in the Market - Episode 58 (5/31/24)
May 31, 2024
My Farm & Ranch - Transitioning and Retirement Planning
May 29, 2024
College Saving Options
May 22, 2024
Are You Being Stuffed into an Insurance Box?
May 15, 2024
This Week in the Market - Episode 57 (5/10/24)
May 14, 2024
This Week in the Market - Episode 56 (5/7/24)
May 09, 2024
10 Questions Every Investor Needs to Ask (Rebroadcast)
May 07, 2024
What's Going On Right Now?
May 01, 2024
Finding Money to Save
Apr 23, 2024
This Week in the Market - Episode 55 (4/12/24)
Apr 16, 2024
Do You Have a Checkbox Mentality?
Apr 10, 2024
This Week in the Market - Episode 54 (4/5/24)
Apr 09, 2024
No Time to Die
Apr 03, 2024
Technology
Mar 26, 2024
Dementia Care and the GEMS State Model (Rebroadcast)
Mar 19, 2024
How is Your Financial Health?
Mar 13, 2024
Are You Taking Your Financial Supplements?
Mar 07, 2024
Are Guarantees Enough?
Feb 28, 2024
This Week in the Market - Episode 53 (2/23/24)
Feb 27, 2024
When to Start Planning (Rebroadcast)
Feb 21, 2024
Separation in Preparation
Feb 13, 2024
This Week in the Market - Episode 52 (2/9/24)
Feb 12, 2024
Investing in People
Feb 07, 2024
This Week in the Market - Episode 51 (2/2/24)
Feb 06, 2024
What is Your Money For?
Jan 31, 2024
This Week in the Market - Episode 50 (1/29/24)
Jan 29, 2024
Tapas Life (Rebroadcast)
Jan 24, 2024
Should I Be Giving My Kids Money?
Jan 18, 2024
Are You Moving Forward with Intention?
Jan 10, 2024
Cybersecurity Tips (Rebroadcast)
Jan 03, 2024
Elf on the Shelf Money Advice (Rebroadcast)
Dec 27, 2023
The Perfect Investment (Rebroadcast)
Dec 20, 2023
12 Tax-Smart Charitable Giving Strategies
Dec 13, 2023
Fiduciary Roles of a Retirement Plan
Dec 05, 2023
Are CDs Just as Good as Investing in the Markets?
Nov 22, 2023
2024 Tax Numbers Are Out
Nov 15, 2023
Myths and Mistakes of Estate Planning
Nov 08, 2023
This Week in the Market - Episode 49 (11/3/23)
Nov 03, 2023
Should You Convert to a Roth IRA?
Oct 31, 2023
Today’s Market Environment
Oct 25, 2023
Investment Advice for the Times
Oct 17, 2023
This Week in the Market - Episode 48 (10/13/23)
Oct 13, 2023
Two Reasons You Get Sued
Oct 11, 2023
This Week in the Market - Episode 47 (10/6/23)
Oct 06, 2023
Inflation and Your Retirement
Oct 03, 2023
This Week in the Market - Episode 46 (9/29/23)
Sep 29, 2023
The 8 Life Planning Issues
Sep 27, 2023
This Week in the Market - Episode 45 (9/22/23)
Sep 22, 2023
What’s Going on Right Now?
Sep 20, 2023
6 Things You Probably Didn’t Know About Life Insurance
Sep 13, 2023
5 Tax Matters You Need to Know About
Sep 06, 2023
This Week in the Market - Episode 44 (9/1/23)
Sep 01, 2023
HSA - The Ultimate Tax Benefit You May Be Using Wrong
Aug 15, 2023
529s - You Have More Options Now
Aug 08, 2023
This Week in the Market - Episode 43 (8/4/23)
Aug 04, 2023
Opportunities in the Market
Jul 26, 2023
What is Your Relationship with Money?
Jul 18, 2023
This Week in the Market - Episode 42 (7/10/23)
Jul 10, 2023
The Perfect Investment
Jul 05, 2023
This Week in the Market - Episode 41 (6/30/23)
Jun 30, 2023
The 70 Percent
Jun 27, 2023
This Week in the Market - Episode 40 (6/23/23)
Jun 23, 2023
Is Your Credit Score Important in Retirement?
Jun 21, 2023
Personal Liability Insurance
Jun 14, 2023
This Week in the Market - Episode 39 (6/9/23)
Jun 09, 2023
What Happens to Your Digital Assets When Something Happens to You?
Jun 05, 2023
This Week in the Market - Episode 38 (6/2/23)
Jun 02, 2023
87,000 New IRS Agents - What You Need to Know (Rebroadcast)
May 31, 2023
Planning Horizon
May 24, 2023
Decompress from Stress
May 16, 2023
This Week in the Market - Episode 37 (5/12/23)
May 12, 2023
How Much is a Million Dollars Really Worth?
May 10, 2023
Got Cash?
May 03, 2023
Confused Markets
Apr 26, 2023
Preventative Financial Care
Apr 18, 2023
This Week in the Market - Episode 36 (4/14/23)
Apr 14, 2023
Long-Term Care Insurance
Apr 11, 2023
Finding Peace in Turbulent Times
Apr 05, 2023
This Week in the Market - Episode 35 (3/31/23)
Mar 31, 2023
What’s Going On?
Mar 27, 2023
Are You Doing Everything You Can to Save Taxes?
Mar 22, 2023
This Week in the Market - Episode 34 (3/20/23)
Mar 20, 2023
Prioritizing Your Dollars
Mar 14, 2023
This Week in the Market - Episode 33 (3/10/23)
Mar 10, 2023
Do You Like Tax-Free Money?
Mar 07, 2023
This Week in the Market - Episode 32 (3/3/23)
Mar 03, 2023
Inflation & Diversification
Mar 01, 2023
This Week in the Market - Episode 31 (2/24/23)
Feb 24, 2023
When to Start Planning
Feb 21, 2023
This Week in the Market - Episode 30 (2/17/23)
Feb 17, 2023
This Week in the Market - Episode 29 (2/10/23)
Feb 10, 2023
Don’t Put All Your Eggs in One Basket...Or Should You?
Feb 07, 2023
This Week in the Market - Episode 28 (2/6/23)
Feb 06, 2023
This Week in the Market - Episode 27 (1/27/23)
Jan 27, 2023
Rebalancing Season
Jan 24, 2023
87,000 New IRS Agents - What You Need to Know
Jan 18, 2023
This Week in the Market - Episode 26 (1/13/23)
Jan 13, 2023
RMDs - New Year New Rules
Jan 11, 2023
If You Only Knew...
Jan 04, 2023
A Look Back at 2022
Dec 27, 2022
The Must Have Money Talk
Dec 20, 2022
This Week in the Market - Episode 25 (12/16/22)
Dec 16, 2022
A Giving Heart and a Skeptical Mind
Dec 12, 2022
Family Care
Dec 05, 2022
This Week in the Market - Episode 24 (12/2/22)
Dec 02, 2022
A Pleasant Downturn?
Nov 29, 2022
Gratitude Isn’t Always Easy
Nov 22, 2022
This Week in the Market - Episode 23 (11/18/22)
Nov 18, 2022
2022 Tax Season - Lessons Learned
Nov 15, 2022
This Week in the Market - Episode 22 (11/11/22)
Nov 11, 2022
The Time Value of Success Issues
Nov 07, 2022
Social Security and Tax Increases
Nov 01, 2022
This Week in the Market - Episode 21 (10/28/22)
Oct 28, 2022
Composure, Capacity, and Tolerance
Oct 25, 2022
This Week in the Market - Episode 20 (10/21/22)
Oct 21, 2022
Who is Your Personal CFO?
Oct 18, 2022
This Week in the Market - Episode 19 (10/14/22)
Oct 14, 2022
Saving for Retirement: A Different Take on Discipline
Oct 11, 2022
This Week in the Market - Episode 18 (10/7/22)
Oct 07, 2022
This Week in the Market - Episode 17 (9/30/22)
Sep 30, 2022
Interest Rates, Commodities, and Ideas
Sep 27, 2022
Investment Advice for the Times
Sep 19, 2022
This Week in the Market - Episode 16 (9/16/22)
Sep 16, 2022
Why NOT to Buy Life Insurance
Sep 12, 2022
This Week in the Market - Episode 15 (9/9/22)
Sep 09, 2022
Do You Have an I Love You Plan?
Sep 06, 2022
This Week in the Market - Episode 14 (9/2/22)
Sep 02, 2022
When Should I Take My Social Security?
Aug 29, 2022
This Week in the Market - Episode 13 (8/26/22)
Aug 26, 2022
Behavioral Biases
Aug 22, 2022
This Week in the Market - Episode 12 (8/19/22)
Aug 19, 2022
Estate Planning Isn’t Just for Your Kids
Aug 15, 2022
This Week in the Market - Episode 11 (8/12/22)
Aug 12, 2022
The Retirement Nightmare
Aug 08, 2022
This Week in the Market - Episode 10 (8/5/22)
Aug 05, 2022
401(k) Pitfalls and Opportunities
Aug 01, 2022
The Struggle is Real
Jul 27, 2022
This Week in the Market - Episode 9 (7/22/22)
Jul 22, 2022
A Tax Nightmare for Your Business
Jul 18, 2022
This Week in the Market - Episode 8 (7/15/22)
Jul 15, 2022
Are You Planning for a Financial Drought?
Jul 11, 2022
This Week in the Market - Episode 7 (7/8/22)
Jul 08, 2022
5 Hidden Dollar Dings in Post-Pandemic America
Jul 05, 2022
Starting to Feel the Stretch
Jun 30, 2022
This Week in the Market - Episode 6 (6/24/22)
Jun 24, 2022
The Caregiver’s Toll
Jun 21, 2022
This Week in the Market - Episode 5 (6/17/22)
Jun 17, 2022
Life After Graduation - What Should Your Kids Know?
Jun 13, 2022
This Week in the Market - Episode 4 (6/10/22)
Jun 10, 2022
Are Recession Fears Overblown?
Jun 06, 2022
This Week in the Market - Episode 3 (6/3/22)
Jun 03, 2022
Taking Advantage of This Market
Jun 01, 2022
This Week in the Market - Episode 2 (5/27/22)
May 27, 2022
Is Inflation Hurting Yet?
May 23, 2022
This Week in the Market - Episode 1 (5/20/22)
May 20, 2022
Another Down Market Opportunity
May 16, 2022
The Opportunity in a Volatile Market
May 09, 2022
Do You Have an Estate Plan?
May 02, 2022
How Do You Look at Your Money?
Apr 26, 2022
The Griever’s To-Do List
Apr 18, 2022
What Can You Delegate?
Apr 11, 2022
Rethinking Your Thinking
Apr 04, 2022
Keeping the Long-Term Focus of Investing
Mar 29, 2022
Spring Cleaning Your Financial House
Mar 21, 2022
Paying Taxes on Your Terms
Mar 14, 2022
Life Insurance Myths
Mar 01, 2022
Is Your Retirement Portfolio Built to Last?
Feb 22, 2022
Family Disaster Planning
Feb 14, 2022
3 New Risks to Your Retirement
Feb 07, 2022
Fed Update
Jan 31, 2022
Blake Briscoe Interview
Jan 24, 2022
COVID Fog
Jan 18, 2022
Getting Back to Simplicity
Jan 10, 2022
Are We There Yet?
Jan 04, 2022
The Gift That Gives
Dec 21, 2021
Cybersecurity Tips
Dec 13, 2021
Year-End Decisions
Dec 07, 2021
A 6 Figure Impact on Your Credit
Nov 29, 2021
Being Defensive Through the Froth (Online Exclusive)
Nov 24, 2021
Combating Inflation
Nov 22, 2021
What Are Your Calluses Worth?
Nov 16, 2021
Tapas Life
Nov 09, 2021
How Much Can I Afford?
Nov 01, 2021
Why to Stay Invested
Oct 26, 2021
Saving for Your Grandchildren
Oct 18, 2021
Medicare Annual Open Enrollment
Oct 11, 2021
How Do You Plan Right Now?
Oct 05, 2021
September Market Update
Sep 28, 2021
Attention S-Corp Owners
Sep 20, 2021
Legal Documents Aren‘t Just for Dying
Sep 13, 2021
Don‘t Begin with the End in Mind
Sep 08, 2021
Will Your Life Insurance Pay?
Aug 30, 2021
Transitory or Not
Aug 23, 2021
Inflation - Should We Be Concerned?
Aug 17, 2021
The Dangers of a 401(k)
Aug 10, 2021
Planning to Move in Retirement?
Aug 02, 2021
The Obvious Never Happens
Jul 27, 2021
Spinning Out of Control
Jul 20, 2021
2021 Tax Changes (Rebroadcast)
Jul 12, 2021
The 70 Percent
Jul 06, 2021
Inflation - It Still Exists
Jun 28, 2021
3 Rules for Simple Investing
Jun 22, 2021
The Three Legged Stool of Inflation (Part 2)
Jun 18, 2021
The Three Legged Stool of Inflation (Part 1)
Jun 17, 2021
Do You Have a Bucket List?
Jun 15, 2021
Have You Saved Enough for Retirement?
Jun 08, 2021
Is Disability a Threat to Me or My Family?
Jun 01, 2021
Market Commentary
May 24, 2021
Financial Literacy - Where Do We Start?
May 18, 2021
Saving Lives Saving Dignity
May 12, 2021
10 Questions You Need to Be Asking Your Financial Advisor
May 04, 2021
Considering Investment Risks
Apr 28, 2021
Did You Miss This in Your Retirement Plan?
Apr 20, 2021
2021 Tax Changes
Apr 13, 2021
Too Much Information
Apr 05, 2021
How to Lower Your Tax Bracket in Retirement
Mar 30, 2021
Reflation
Mar 23, 2021
Is Your Estate Plan What You Think It Is?
Mar 16, 2021
What Are You Retiring To?
Mar 08, 2021
2 Numbers You Need to Know
Mar 01, 2021
Has Investment Risk Changed?
Feb 22, 2021
Do You Cut and Paste Your Decisions About Money?
Feb 16, 2021
What is Your Relationship with Money?
Feb 09, 2021
What is Your Greatest Financial Fear?
Jan 26, 2021
I Don't Like Trusts
Jan 19, 2021
The Retirement Dream
Jan 04, 2021
Congress Update
Dec 28, 2020
Elf on the Shelf Money Advice
Dec 21, 2020
The Most Googled Money Questions in 2020
Dec 14, 2020
A New Season of Gift Giving
Dec 08, 2020
Are You in the Lifeboat with Your Investments?
Nov 24, 2020
College Funding in 2020
Nov 17, 2020
Election Results & Your Next Steps
Nov 10, 2020
Ag-Value and Estate Taxation
Nov 02, 2020
What You Should Be Doing With Your Investments Pre/Post Election
Oct 27, 2020
Money Doesn't Have to Be Complicated
Oct 20, 2020
The Opportunity in the Mirror
Oct 13, 2020
Real Financial Planning
Oct 06, 2020
Are You Where You Want to Be?
Sep 29, 2020
How Do You Successfully Transition the Family Business?
Sep 22, 2020
What is Probate and How Can You Avoid It?
Sep 15, 2020
Why NOT to Buy Life Insurance
Sep 08, 2020
10 Financial Questions Everyone Over 60 Should Ask
Sep 01, 2020
2020 Candidate Tax Policy Proposals
Aug 24, 2020
Ranch Entities
Aug 18, 2020
Finding the Perfect Investment
Aug 11, 2020
Legal Documents Aren't Just for Dying
Aug 03, 2020
Downsizing for Retirement
Jul 28, 2020
My Farm & Ranch - Transitioning and Retirement Planning
Jul 21, 2020
Nothing Changes if Nothing Changes
Jul 13, 2020
Is Your Life Insurance Another Victim of This Pandemic?
Jul 08, 2020
Tax Deadlines & Other Money Matters
Jun 30, 2020
How Do You Look at Your Money?
Jun 23, 2020
Rethinking Your Thinking
Jun 15, 2020
COVID 19 Q&A
Jun 09, 2020
Coronavirus, Children & Charities
Jun 03, 2020
Making the Most of a Full Nest
May 27, 2020
Corey Anderson - The Disability Geek
May 20, 2020
COVID-19 - The End of An Era
May 12, 2020
Dementia Care and the GEMS State Model
May 05, 2020
Down is Good
Apr 28, 2020
Thriving in Ambiguity
Apr 21, 2020
COVID-19: The Personal Finance Test of a Lifetime
Apr 14, 2020
The CARES Act and Other Relief Programs
Apr 08, 2020
A Crisis is a Terrible Thing to Waste
Mar 31, 2020
Market Update
Mar 24, 2020
A Down Market Opportunity
Mar 17, 2020
6 Lessons From An Estate Litigator
Mar 10, 2020
The SECURE Act - Revisited
Mar 04, 2020
Election Year: Countless Candidates but One Forecast
Feb 25, 2020
Which Guarantee Do You Want?
Feb 18, 2020
Understanding Life Insurance
Feb 11, 2020
Have You Checked Your Financial Vitals?
Feb 04, 2020
2019 Year In Review
Jan 28, 2020
The 5 Biggest Risks in 2020
Jan 21, 2020
Were You Sold Something or Do You Need It?
Jan 14, 2020
The SECURE Act - Is it Really a Good Thing?
Jan 09, 2020
20/20 Vision
Dec 31, 2019
A Giving Heart and a Skeptical Mind
Dec 23, 2019
The Gift of Giving
Dec 17, 2019
Estate Planning Lessons Learned from Celebrities
Dec 10, 2019
Tell Me 'Bout the Good Old Days
Dec 03, 2019
How Tax Efficient is Your Portfolio?
Nov 27, 2019
You Have Arrived
Nov 19, 2019
Be Done With Debt...
Nov 12, 2019
Your Year-End To-Do List
Nov 06, 2019
What Should I Expect from My Investments?
Oct 29, 2019
The Next Big Investment Scam
Oct 23, 2019
Are You Spending Enough in Retirement?
Oct 15, 2019
No Way Around It
Oct 08, 2019
Protecting Your Parents
Oct 01, 2019
I Don't Understand Investing
Sep 24, 2019
Will Tax Reform End Early?
Sep 18, 2019
A Simple Estate Plan?
Sep 10, 2019
Should You Take Your Social Security Now?
Sep 04, 2019
August Volatility Report
Aug 27, 2019
Turning 50 May Be Your Last Hurrah
Aug 20, 2019
The Secret to Multiplying Your Success
Aug 13, 2019
Life Insurance Isn't Just for Dying
Aug 06, 2019
Are You Getting Cash Out of Your Business?
Jul 30, 2019
How Do You Measure Your Wealth?
Jul 23, 2019
How Much Can I Afford?
Jul 17, 2019
What is Life Planning?
Jul 03, 2019
The Impact of Your Long-Term Health
Jul 03, 2019
Should You Be Worried About Your Investments?
Jun 26, 2019
Have You Outgrown Your Advisor?
Jun 18, 2019
Your IRA: The Good, The Bad, The Ugly
Jun 12, 2019
5 Things to Consider Before Moving in Retirement
Jun 05, 2019
How Much Should I Leave My Kids?
May 29, 2019
Is Organization Hurting Your Financial Future?
May 21, 2019
How to Use the Better Business Bureau
May 14, 2019
10 Questions Every Investor Needs to Ask
May 08, 2019
How Financially Well Are You?
Apr 30, 2019
The Top 5 Retirement Books
Apr 23, 2019
Understanding Medicare
Apr 17, 2019
How Do You Reach Your Money Goals?
Apr 10, 2019
Should I Prepare My Own Taxes?
Apr 02, 2019
Is Your Investment Portfolio Tax Smart?
Mar 26, 2019
AirMedCare Network
Mar 19, 2019
Death - It Happens...Is Your Family Ready for Yours?
Mar 11, 2019
Are You a Member of the Responsibility Club?
Mar 06, 2019
Are You Exposed to Any of These Risks?
Feb 27, 2019
Turning Crumbs into Cake for Your Financial Planning
Feb 26, 2019
What is ViaScan?
Feb 12, 2019
Giving with Benefits
Feb 05, 2019
The Secret Sauce to Investing
Jan 29, 2019
Common Questions About 199A
Jan 22, 2019
Is Retirement Really About a Dollar Amount?
Jan 14, 2019
Don't Die Like a Celebrity
Jan 08, 2019
The Fast Track for 2019
Jan 02, 2019
Seeking Your Purpose
Dec 26, 2018
Your Retirement or College for the Kids - Which Will It Be?
Dec 17, 2018
What Should I Do With My Required Minimum Distribution?
Dec 11, 2018
A Giving Heart and a Skeptical Mind
Dec 05, 2018
2018 Year End Planning
Nov 28, 2018
Medicare Advantage Plans
Nov 21, 2018
A Tax Nightmare for Your Business
Nov 13, 2018
Credit Cards Are Good for Your Financial Health
Nov 06, 2018
Should I Be Worried About the Market?
Oct 31, 2018
Is Your Estate Plan in Good Health?
Oct 23, 2018
Tax Reform - Clean Up on Aisle 3
Oct 16, 2018
If Not Now, Then When?
Oct 09, 2018
What Is Your Relationship With Money?
Oct 01, 2018
Why It Pays to Imagine the Worst
Sep 25, 2018
How Much is a Million Dollars Really Worth?
Sep 18, 2018
Securing Your Family's Success
Sep 11, 2018
Life Insurance Awareness
Sep 04, 2018
How Do You Do That? - Money Ideas No One Thinks Possible
Aug 28, 2018
When I Retire I Will Die
Aug 22, 2018
Planning All Alone
Aug 14, 2018
Veterans Administration Benefit Planning
Aug 07, 2018
Investments - Do You Have the Old Plan or the New One?
Aug 01, 2018
A Family Business is Still a Business
Jul 23, 2018
Retirement - Are We All on the Same Page?
Jul 17, 2018
Who Will Protect You?
Jul 10, 2018
When Do I Take Social Security?
Jul 03, 2018
Real Financial Planning
Jun 25, 2018
Is it Possible to Never Pay Taxes Again?
Jun 18, 2018
Attention Business Owners
Jun 12, 2018
Protecting Your Assets from Medicaid
Jun 05, 2018
The Secret to Financial Success
May 29, 2018
Naming Your Beneficiaries
May 21, 2018
What is Your Long-Term Healthcare Plan...Beyond the Money?
May 15, 2018
Behavioral Finance
May 08, 2018
Family-Centric Estate Planning
May 02, 2018
Tax Reform Memoirs
Apr 24, 2018
How Do You Look At Your Money?
Apr 16, 2018
Are CDs Making a Comeback?
Apr 10, 2018
Working with Wisdom
Apr 03, 2018
Have You Disinherited Anyone Unintentionally?
Mar 26, 2018
Will Your Retirement Plan Blow Up?
Mar 20, 2018
Tax Reform Windfall - Don't Let it Slip Through Your Fingers
Mar 14, 2018
The Financial Situation of Your Children and Grandchildren
Mar 06, 2018
Social Security and Medicare - Are They Promises the Government Can Keep?
Feb 27, 2018
Buyer Beware - Financial Products Sold With Bias
Feb 20, 2018
Planning With Crumbs
Feb 12, 2018
Done Beats Perfect Every Time
Feb 05, 2018
Identity Theft - What You Need to Know
Jan 30, 2018
Investing Risks
Jan 23, 2018
What Is Your Biggest Financial Concern?
Jan 17, 2018
Tax Reform - Plan Now or Pay Later
Jan 08, 2018
What Can You Delegate?
Jan 01, 2018
Are You Helping or Hurting Your Children When You Support Them Financially?
Dec 27, 2017
2011 Entrepreneurial Bash
Dec 19, 2017
Business Coaching
Dec 19, 2017
Are Your Investment Decisions Destructive?
Dec 11, 2017
The Gift That Gives...In More Ways Than One
Dec 04, 2017
Consider Family When Selecting Your Estate Fiduciary
Nov 28, 2017
I Don't Budget Because...
Nov 20, 2017
The 3 Rules for Simple Investing
Nov 14, 2017
Money Doesn't Have to Be Complicated
Nov 07, 2017
Estate Planning Isn't Just for Your Kids - It's for Your Spouse
Oct 31, 2017
Will You Be Ready for Taxes During Retirement?
Oct 23, 2017
Top 5 Mistakes Business Owners Make
Oct 16, 2017
We Are Due for a Market Correction
Oct 10, 2017
Family Support Checklist
Oct 03, 2017
Why NOT to Buy Life Insurance
Sep 26, 2017
6 Things You Probably Didn't Know About Life Insurance
Sep 18, 2017
A Lifetime Tool
Sep 11, 2017
Health Savings Account - The Best Kept Secret
Sep 05, 2017
Live with Purpose
Aug 29, 2017
An Unexpected College Planning Tool
Aug 22, 2017
Investing is Black & White
Aug 15, 2017
Saving for Your Grandchildren
Aug 08, 2017
Summer Tax Planning
Aug 01, 2017
Have You Outgrown Your Advisor?
Jul 25, 2017
Identity Theft Prevention for the 21st Century
Jul 18, 2017
Considering Investment Risk
Jul 10, 2017
Creating Financial Windfalls
Jul 05, 2017
Understanding Medicare
Jun 27, 2017
Charitable Gift Planning - Not Just for the Wealthy
Jun 19, 2017
Rejuvenation in June
Jun 13, 2017
The Goose That Laid the Golden Egg - Your Business
Jun 06, 2017
The Responsibility Club
May 30, 2017
Surprising Reasons to Be Proactive Towards College Planning
May 23, 2017
Do You Cut and Paste Your Decisions About Money?
May 17, 2017
Is Your Retirement Portfolio Built to Last?
May 09, 2017
Did You Miss This in Your Retirement Plan?
May 02, 2017
Long-Term Care Insurance
Apr 25, 2017
Estate Planning for Blended Families
Apr 18, 2017
Our Economy
Apr 10, 2017
Chance for Tax Reform Better Next Year
Apr 04, 2017
Family-centric Wealth Planning
Mar 29, 2017
Titling of Assets and Beneficiary Check
Mar 22, 2017
Too Much Information
Mar 15, 2017
Money Well Spent...or Saved
Mar 07, 2017
Risk Management
Feb 28, 2017
Debt - The Good...The Bad...The Ugly
Feb 21, 2017
Fear of Outliving Your Money
Feb 14, 2017
The Estate Tax Storm
Feb 07, 2017
Did You Set A New Year's Resolution?
Jan 31, 2017
The Risk of Longevity
Jan 24, 2017
ViaScan
Jan 17, 2017
Avoid These 3 Most Common Pitfalls of Investing
Jan 10, 2017
Saving for Retirement
Jan 04, 2017
Change is Certain
Dec 28, 2016
The Gift of Giving
Dec 21, 2016
Year End Tips
Dec 13, 2016
Why It Pays to Imagine the Worst
Dec 06, 2016
How Do You Measure Your Wealth?
Nov 29, 2016
Tax Savings Ideas
Nov 22, 2016
5 Ways President-Elect Donald Trump Could Move Markets
Nov 15, 2016
Tips to Prevent a Marital Rift
Nov 08, 2016
Presidential Candidates and Their Tax and Healthcare Plans
Nov 01, 2016
A 6 Figure Impact on Your Credit
Oct 24, 2016
The Opportunity in the Mirror
Oct 19, 2016
Uncle Sam is Knocking...and He's Getting Louder
Oct 12, 2016
My Farm & Ranch: Transitioning and Retirement Planning
Oct 04, 2016
September is Life Insurance Awareness Month
Sep 27, 2016
Stress Test Your Investments Before It's Too Late
Sep 20, 2016
Social Security Planning for Death and Divorce
Sep 13, 2016
Have the Urge to Own Your Home Free and Clear?
Sep 07, 2016
Naming Your Beneficiaries
Aug 28, 2016
Retirement - What Do You Do Now?
Aug 22, 2016
3 Great Ways to Help Your Child Save
Aug 15, 2016
What is Life Planning and Why?
Aug 08, 2016
Worried About College Savings?
Aug 01, 2016
What Will Happen if You Get Sued?
Jul 25, 2016
3 Questions About Your Retirement Income
Jul 18, 2016
Business Succession Planning
Jul 11, 2016
6 Lessons Learned from the Great Recession - Part 4
Jul 04, 2016
6 Lessons Learned from the Great Recession - Part 3
Jun 27, 2016
6 Lessons Learned from the Great Recession - Part 2
Jun 20, 2016
6 Lessons Learned from the Great Recession - Part 1
Jun 13, 2016
A Tightwad and a Spendthrift
Jun 06, 2016
The Finance of Remarriage
May 30, 2016
Healthcare and Retirement
May 23, 2016
Retirement Happiness
May 16, 2016
Is Not Having a Will That Big of a Deal?
May 09, 2016
The World Today is a Glass Half Full
May 02, 2016
Are You in the Lifeboat with Your Investments?
Apr 25, 2016
3 Ways to Escape a Student Debt Trend
Apr 18, 2016
Tax Season
Apr 11, 2016
Municipal Bond Math
Apr 04, 2016
Leap Year
Mar 28, 2016
Are You Planning for a Financial Drought?
Mar 21, 2016
Who Is Kennedy Financial Services?
Mar 14, 2016
The Most Important Question About Your Retirement
Mar 07, 2016
Are You Giving Your Money Away?
Feb 29, 2016
Will Recent Social Security Changes Affect You? - Revisited
Feb 22, 2016
Is Your Life Insurance Like a Bad Mattress?
Feb 16, 2016
Getting to the Basics of Trust Planning
Feb 08, 2016
81 Reasons Why Not to Invest in the Stock Market
Feb 01, 2016
The Financial Impact of Caregiving
Jan 25, 2016
Is Organization Hurting Your Financial Future?
Jan 18, 2016
Why Do I Need Life Planning?
Jan 11, 2016
Annuities - Good or Bad?
Jan 04, 2016
Unacceptable Regrets
Dec 28, 2015
What Is Your Biggest Financial Concern?
Dec 21, 2015
Will Recent Social Security Changes Affect You?
Dec 14, 2015
Can You Give More Without It Costing More?
Dec 07, 2015
Wealthy or Not...a Poor Credit Score Can Hurt You
Nov 30, 2015
How Do You Measure Your Wealth?
Nov 23, 2015
Estate Planning for Blended Families
Nov 16, 2015
Are You Taking Your Financial Supplements?
Nov 09, 2015
Did Your Taxes Go Up?
Oct 26, 2015
How Much is Too Much to Leave Your Kids?
Oct 19, 2015
Risk - What Can You Do About It?
Oct 12, 2015
Do You Have Something to Retire "To"?
Oct 05, 2015
Your Digital Estate - You Really Can Take It With You
Sep 28, 2015
Does Long Term Care Insurance Make Sense?
Sep 21, 2015
I Don't Budget Because...
Sep 14, 2015
Everyone Wants Success...But What Is Success?
Sep 07, 2015
It's Back...Market Volatility That Is
Aug 31, 2015
Tax Identity Fraud
Aug 24, 2015
A 10,000 Foot View of Investing
Aug 17, 2015
The Power of the Power of Attorney
Aug 10, 2015
5 Most Common Mistakes in Retirement Planning
Aug 03, 2015