Life Planning 101

This week, Aaron, Sam, and Kade discuss the Federal Reserve's recent interest rate hike, rising energy prices and their inflationary impact, and the market's reaction. They also cover the strategic petroleum reserve, AI...

This week on the show, Angela discusses the importance of having something to retire to beyond financial planning. She shares a story about a 105-year-old woman who lifts weights, introduces the concept of writing your...

In this episode, Aaron, Sam, Tanner, and Kade discuss the recent market downturn, attributing it to rising oil prices due to geopolitical tensions in the Middle East, and explore the impact of inflation on investments...

In this episode, Angela discusses the concept of an 'I Love You Plan'—a comprehensive estate and financial plan that expresses love and care for family members. She highlights alarming statistics about the lack of...

In this episode, Aaron, Kade, Sam, and Tanner discuss the current market's lack of direction, the influence of Treasury Secretary Scott Bessent and Fed Chair Kevin Warsh on interest rates, and the potential for rising...

Angela discusses the concept of living with purpose and finding true happiness. She draws insights from Gary Keller's book 'The One Thing' and shares personal stories and practical advice on how to align daily actions...

Aaron, Sam, and Kade discuss the volatile market quarter, the impact of AI on productivity and investments, and global economic events such as the Japanese yen carry trade and Iran's economic situation. They also touch...

This week, Angela discusses the complexity of life insurance and the importance of understanding your policy to ensure it meets your family's needs. She shares a cautionary story about a couple whose permanent policies...

This week, Angela discusses the importance of both spouses being involved in financial planning, sharing a cautionary tale of a man who left his wife unprepared after his sudden death. She explores the psychological...

This week, Angela discusses the importance of estate planning to ensure family harmony after death. She shares six lessons from an estate litigator to help listeners avoid common pitfalls that lead to family conflict...

This week, Angela discusses the concept of downsizing in retirement, challenging the notion that it is always the right choice. She shares personal stories and client examples to illustrate the pitfalls of downsizing...

This week, Angela discusses the real 80/20 rule, contrasting the commonly misapplied Pareto principle with two practical 80/20 rules for living life on purpose. She introduces a list of 80/20 rules for areas like...

Angela discusses five major blunders retirees and pre-retirees often make. She emphasizes the importance of planning for retirement beyond just finances, including having a purpose and managing taxes and social...

This week, Angela discusses the true meaning of success, emphasizing that it's not about money but about focusing on what matters most, like faith and family. She shares insights from a coaching program called Strategic...

This week, Angela discusses the true meaning of success, emphasizing that it's not about money but about focusing on what matters most, like faith and family. She shares insights from a coaching program called Strategic...