The Life Planning 101 Podcast

Junior Pacheco from Texas Bank joins us this week for our show to give us some helpful identity theft prevention tips. You don't want to miss this!

One of the most well-known investors of the 20th Century, Benjamin Graham, said that “the investor’s chief problem—and even his worst enemy—is likely to be himself.” What Graham understood—and modern research is catching up to—is the idea that we all have emotions and biases that affect our decision-making. The innate wiring built to survive pre-modern times can be counterproductive in our modern world, especially when it comes to investing. Jim and Aaron were special guests this week on our Life Planning 101 podcast. You don't want to miss what they had to say in regards to our emotions and investing.

Join us this week to learn about some important tips to help you have a strong financial foundation.

Tax reform was designed to boost the economy by lowering taxes for everyone. But you may not get to take advantage of it unless you do a little planning. Start today!

You can't delegate your time with family and friends. And you certainly can't delegate your relationship with God. You can't delegate being healthy. But as the book says, you don't have to sweat the small stuff either. Delegate it!

Being a parent is tough. It is your instinct to love your children unconditionally, support them in whatever they need, and protect them in any way you can. You put them before you. But helping them doesn’t always help them.

A few years ago we were blessed to have the opportunity to attend an intimate forum with several self-made billionaires featured in the book, How they Did It: Billion Dollar Insights from the Heart of America by Robert Jordan. We thought you would enjoy these takeaways we attained from this event.

Jim Kennedy, president and founder of Kennedy Financial Services, joins us this week to discuss some important tips for business owners.

Many investors make decisions because they think they have enough information when all they really have is nothing but cognitive noise. Don’t let that be you.

It seems we are all inspired to give back during the holidays even in the smallest way. Here are 5 strategies for giving to your your favorite causes and have Uncle Sam help you do it.

In order to ensure a successful transition of your wealth to those you love, it is important to consider the various responsibilities and relational challenges which may be presented when serving as Trustee or Executor of your estate.

You’re not alone-whatever your excuse may be. It’s too time consuming, complicated, not sure how… Unfortunately, a budget is the very foundation for your entire life plan.

Investing…Just the word can be intimidating. There are so many options available when it comes to investing. These 3 tips could possibly help you start growing your future and begin Living Life on Purpose!

Money oftentimes brings out the extreme in people. Let us help you make it simple today so you can live Life on purpose!

There is so much more to estate planning than having a will and telling your spouse where everything is. If you haven't made an estate plan with and for your spouse, there is still time…and we are here to help.