This week Aaron, Matt, and Sam join us to talk about something pretty SWEET. They also share a market update and some companies they're looking into. You don't want to miss this week's episode ..read more

Aaron, Matt, and Sam host this week’s episode to give us a market update, talk a little bit about technology, and more. You don't want to miss this week's episode of Black & White Market Chatter right here on Life Planning 101 ..read more

We're honored to have Lisa Hunter join us this week on our show. Lisa shares with us the Teepa Snow Positive Approach to Care and information about the GEMS State Model. You don't want to miss this ..read more

Every motion you make, whether with purpose or not, is compounding toward or away from a Life lived on purpose. Your financial health should be a priority today ..read more

Recently I was speaking with a client about how important it is to take preventative measures in regard to health - eating right, exercising, and taking the right supplements. It is just as important that we take preventative measures in regard to our finances - planning for the worst-case and best-case scenarios, exercising good financial habits, and revisiting your plan on a regular basis to make necessary changes ..read more

Are you nearing retirement? Are you already in retirement? Do you know someone who is? If so, then this week’s episode is for you. Guarantees may have a place in a retiree’s plan, but they may not. Proceed with caution, proceed with a plan, and proceed with a Life Planner ..read more

Aaron Kennedy, Matt Ervin, and Sam Barker join us this week to talk about investor fatigue, volatility, and changes in the market ..read more

Angela was honored to be a guest on the Real Wealth podcast with Jim Silbernagel to share the benefits and pitfalls that could occur when starting a financial strategy later in life. Please enjoy this gem from our archive ..read more

Preparation is the one thing that separates an unpromising outlook from a successful future for you and your family. And that preparation starts with one thing – you ..read more

Aaron Kennedy, Matt Ervin, and Sam Barker join us this week for a brief rundown of what's going on in the market and they share a little history lesson with us ..read more