Podcasts about life planning

“[Death] can happen to anybody anytime. So just have something in place for the loved ones, just to make it smoother and easier for them.” —Lindsey NickelDeath comes for us all, but how we remember those we've lost can be beautiful and healing. Yet our culture often treats death as a taboo subject, leaving families feeling lost and unprepared. But what if we could transform grief into a celebration that truly honors a life lived?Lindsey Nickel started as a wedding planner in Napa and discovered a calling in helping families create meaningful goodbye celebrations. With over a decade of event planning experience, she's now helping people reimagine how we say farewell to our loved ones.Listen as Heather and Lindsey break down the raw, real, and surprisingly hopeful world of celebrating life after loss, covering everything from planning a killer memorial to dealing with grief, understanding end-of-life wishes, and turning a tough moment into a powerful tribute that feels like a big, loving group hug. Connect with Heather: WebsiteFacebook InstagramLinkedInEpisode Highlights:01:34 Meet Lindsey: Going on a Sabbatical07:00 Transitioning to Celebrations of Life 11:44 Navigating Grief and Client Relationships 15:08 Funerals vs Celebrations of Life18:22 Perspectives on Death, Legacy, and Preparing for End of Life21:08 Unique Ways of Honoring Loved Ones 24:57 Advice for Families Dealing with Impending Loss28:47 Resources for End-of-Life Planning 31:52 Death Doulas and Support Services Connect with  Lindsey: Lindsey Nickel is a seasoned wedding planner based in Napa, California, specializing in creating stylish, low-stress events that leave a lasting impression. With a background in event planning and outdoor adventure, Lindsey founded Lovely Day Events in 2010, bringing her organizational expertise and passion to create unforgettable celebrations. Known for her warm and meticulous approach, she invests deeply in her clients' special moments, ensuring every detail is thoughtfully executed. When she's not crafting extraordinary events, Lindsey enjoys traveling, hiking, dining outdoors, and fostering rescue dogs—including her beloved dog, Basil.WebsiteLinkedInInstagramFacebookPinterestSupport the show

In Part 1 of our discussion on Louisa May Alcott's Little Women, we welcome editor Sarah Blackwood to discuss the importance of Alcott's family background; her distinct authorial voice in books, journals, and letters; and how her time as a Civil War nurse led to her emergence into the publishing world. Sarah Blackwood is Professor of English at Pace University, where she teaches courses on nineteenth-century US literature, visual culture, and representations of selfhood. She is the author of The Portrait's Subject: Inventing Inner Life in the Nineteenth-Century United States (2019), as well as the introductions to the Penguin Classics editions of Edith Wharton's The Custom of the Country (1913) and The Age of Innocence (1920). Her criticism has appeared in The New York Review of Books, The New Yorker, The New Republic, and elsewhere. She lives with her family in Brooklyn, New York.To learn more or purchase a copy of the Norton Library edition of Little Women, go to https://wwnorton.com/books/9780393876734.Learn more about the Norton Library series at https://wwnorton.com/norton-library.Have questions or suggestions for the podcast? Email us at nortonlibrary@wwnorton.com or find us on Twitter at @TNL_WWN and Bluesky at @nortonlibrary.bsky.social. 

It's a super-sized episode today—and for good reason. We spend the bulk of the show in a deep, insightful conversation with Dr. Meir Statman, a leading voice in behavioral finance. I also walk you through the four non-financial pillars of retirement: mindset, energy, passions, and relationships. We'll talk about how to manage what you can control—and how to respond when life throws you the stuff you can't. Plus, we answer a few of your questions. There's a lot here, but it's worth every minute. Let's get to it.SUMMARY OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This podcast is dedicated to helping you survive retirement with confidence(00:34) Today on the show we are going to focus on the non-financial realm as we continue talking about process and things we can control versus what we can't control.ROCKIN RETIREMENT IN THE WILD(02:14) Roger shares an anonymous message from a listener about her husband retiring and the confidence they have built in their retirement.PRACTICAL PLANNING SEGMENT(04:50) Sometimes in retirement planning, we tend to overemphasize the financial side of things and forget about the rest of our lives.(06:23) Roger identifies controllables and non-controllables within the non-financial pillars of retirement. (14:50) Roger talks about some examples of people who focused on things that they could control and found success.(16:19) Roger says that the Rock Retirement Club has been a source of inspiration for him.INTERVIEW WITH MEIR STATMAN(18:13) Roger introduces Meir Statman, author of A Wealth of Wellbeing.(19:34) Roger asks what motivated Dr. Statman to write his latest book.(22:10) Dr. Statman talks about his relationship with Nobel Prize winner, Harry Markowitz(25:57) Roger talks about behavioral finance and what it means from his perspective.(30:02) We talk about financial wellbeing but you also need to focus on life wellbeing.(31:06) Dr. Statman discusses a u-curve in life wellbeing.(37:25) Roger and Dr. Statman talk about accepting who you are.(39:30) Dr. Statman talks about the components of wellbeing.(41:49) Roger asks about social capital in retirement.(49:00) Starting a conversation is really important, Meir says(51:19) What is cultural capital?(57:32) Developing social, cultural, and personal capital becomes harder as you get older.(01:01:38) What is personal capital?LISTENER QUESTIONS(01:04:42) Listener Brian sends a question about generating his retirement paycheck.(01:17:52) Another listener named Brian asks about investing in annuities.SMART SPRINT(01:22:20) In the next seven days, before you get out of bed, smile and tell yourself it is going to be a great day!BONUS(01:22:48) Roger reads from his grandfather's WWII journal.REFERENCESNick Vujicic- Motivational SpeakerNelson Mandela Mier StatmanRetirement Answer ManSign up for The Noodle (previously known as Six Shot Saturday) BOOKSMan's Search for Meaning by Viktor FranklI Know Why the Caged Bird Sings by Maya AngelouA Wealth of Well-Being: A Holistic Approach to Behavioral Finance by Meir StatmanThe Second Mountain: The Quest for a Moral Life by David BrooksBowling Alone: Revised and Updated: The Collapse and Revival of American Community by Robert PutnamThe How of Happiness: A Scientific Approach to Getting the Life You Want by Sonja LyubomirskyThinking in Bets: Making Smarter Decisions When You Don't Have All the Facts by Annie Duke

In this episode, Dr. Jimmy Turner and Justin Harvey CFP discuss a common journey from financial independence, retire early (FIRE) to Die with Zero mentalities as doctors learn more about money and have more lived experience. They discuss specific tools to help you determine what you should be spending money on (and how much), financial arrival fallacies, and the importance of using money as means to an end and not the end itself.Every doctor needs own-occupation disability insurance.  To get it from a source you can trust? Visit https://moneymeetsmedicine.com/disabilityWant a free copy of The Physician Philosopher's Guide to Personal Finance?  Visit  https://moneymeetsmedicine.com/freebook 

George Kinder is the pioneering mind behind Life Planning and founder of the Kinder Institute. He joins us for the second half of our enlightening conversation about the essence of financial freedom from last week. George is best known as the Father of Life Planning and creator of The Three Kinder Questions that probe deeper into our hopes, dreams, and fears. This episode brings you: The real meaning behind the Kinder Questions A little live therapy session with Bill & Jackie as they share thier answers to the Kinder Questions The EVOKE life‑planning process (Exploration – Vision – Obstacles – Knowledge – Execution) The Three Domains of Freedom: the freedom of each moment, the freedom to live one's life purpose, and the freedom of civilization 'The Freedom Song' — written and performed by George Kinder & his daughter London Kinder  Be sure to go back and listen to last week's episode 140 to catch the first part of our conversation with George Kinder.  

This week, we continue our Process Over Panic theme by focusing on how to take back control in uncertain times. Learn how to shift your energy toward what you can control—and let go of what you can't. Plus, Marcia Mantell joins us to break down the latest updates on Social Security and what they mean for your retirement plan. Tune in and take one more step toward a confident, purposeful retirement.SUMMARY OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This show is dedicated to helping you not just survive retirement, but rock it!(01:58) We have to focus on things we can control and manage the things that we can't.(3:08) Today we are going to talk about social security- what we can control and what we can't. ROCKIN' RETIREMENT IN THE WILD(03:52) Roger shares a “Rockin' Retirement in the Wild” story from a listener and member of the RRC.PROCESS OVER PANIC- SOCIAL SECURITY WITH MARCIA MANTELL(06:30) There have been a lot of changes coming out of the Social Security Administration.(07:40) What is controllable with Social Security?(09:56) What are the uncontrollables with Social Security?(13:51) To help us understand the current state of Social Security, we're talking with Marcia Mantell.(15:38) Marcia says facts over fear are SO important and she is not fearful but watchful.(18:49) What changes have happened recently with social security?(23:00) There are different proposals floating around regarding Social Security to improve the implementation of the program.(25:10) Marcia discusses her thoughts on the idea that Social Security will run out by 2033.(28:55) How easy is it to create a sustainable Social Security system?(31:47) The goal of Social Security is to provide a basic income, roof over our head, and food on the table.(33:10) Over 50% of people rely on Social Security for their primary source of income.(36:10) If you are 55 or older, should you make a material change related to what you anticipate your Social Security to be?SMART SPRINT(40:56) In the next seven days, identify one thing in your retirement planning you can't control that's draining your energy. Then, take one small action to shift that focus toward what you can control. Awareness is the first step to rocking retirement—and life.BONUS(41:49) Next installment from missions flown by Roger's grandfather in World War IIREFERENCESRetirement Answer ManSign up for The Noodle (previously known as Six Shot Saturday)Mantell Retirement ConsultantsSocial Security AdministrationShow notes created by https://headliner.app

In this episode of The Tactical Empire, Jeff Smith and Shawn Rider discuss tools and strategies to build a life of abundance, discipline, and high achievement. They reflect on the importance of keeping one's word as a fundamental practice for consistency and success. The conversation touches upon daily habits, the importance of consistent routines, and the value of presence in personal and professional life. They also emphasize the balance between being a provider and being present for one's family, offering insights on how to achieve financial freedom and maintain high productivity levels. Listen in for practical advice on structuring your day, building discipline, and creating a fulfilling life. 00:00 Introduction: Finding the Will to Fight Back00:27 Welcome to The Tactical Empire00:32 Catching Up with Shawn Rider05:40 The Importance of Keeping Your Word13:12 Consistency and Daily Habits18:18 The Balance Between Providing and Presence22:24 Empowering High Achieving Men22:45 Closing Remarks and How to Connect

In part one of this enlightening two-part series, we are joined by George Kinder, founder of the Kinder Institute. He's best known as the Father of Life Planning and creator of The Three Kinder Questions that probe deeper into our hopes, dreams, and fears. In this episode we discuss: ✅ The essence of financial maturity ✅ The profound practice of living in the present moment to achieve true freedom ✅ The power of envisioning meaningful goals and the practical steps to integrate them into your financial planning ✅ Tips to embark on your own hero's journey towards financial and personal fulfillment  

147 Understanding End-of-Life Planning and the Cloud 9 Care System In episode 147 of Hospice Explained, host Marie Betcher, a former hospice RN, discusses the importance of end-of-life planning. She encourages listeners to prepare essential documents and communicate their wishes clearly to loved ones. Marie also highlights the collaboration with Cloud 9 Care System, explaining its innovative approach to preventing pressure injuries for bedridden patients. Additionally, she recommends a PBS documentary titled 'Going Your Way' for more insights into end-of-life planning. The episode concludes with a teaser for the next week's interview with Erin Waylen, who integrates grief improv theater to help teams process grief through creative expression. 00:00 Introduction and Disclaimer 00:29 Host Introduction and Podcast Purpose 00:49 PBS Documentary Recommendation https://www.ninepbs.org/goingyourway/ 01:11 Importance of End-of-Life Planning 02:15 POLST Form and Medical Choices 03:29 Introducing Cloud 9 Care System 05:10 Upcoming Episode Preview 05:27 Closing Remarks and Call to Action               Hospice Explained Affiliates & Contact Information Buying from these Affilite links will help support this Podcast.  Maire introduces a partnership with Suzanne Mayer RN inventor of the  cloud9caresystem.com,  When patients remain in the same position for extended periods, they are at high risk of developing pressure injuries, commonly known as bedsores. One of the biggest challenges caregivers face is the tendency for pillows and repositioning inserts to easily dislodge during care.(Suzanne is a former guest on Episode #119) When you order with Cloud 9 care system, please tell them you heard about them from Hospice Explained.(Thank You)  If you would, you can donate to help support Hospice Explained at the Buy me a Coffee link  https://www.buymeacoffee.com/Hospice Marie's Contact Marie@HospiceExplained.com www.HospiceExplained.com   Finding a Hospice Agency 1. You can use Medicare.gov to help find a hospice agency, 2. choose Find provider 3. Choose Hospice 4. then add your zip code This should be a list of Hospice Agencies local to you or your loved one.  

In this episode, Rory speaks with Christine Nicholson, award-winning succession strategist, and Randy Fox, founder of Two Hawks Family Office and editor-in-chief of the Planned Giving Design Center, about their contributions to The Holistic Guide to Wealth Management and how to help business owners exit with clarity, purpose, and peace of mind. Christine explains why only 3 in 10 family businesses survive to the next generation and how role-identity fusion—the trap of tying self-worth to business worth—can stand in the way of successful succession. Randy shares how tools like personal goodwill, charitable trusts, and purpose-driven giving can help families maximize outcomes while minimizing taxes. Together, they explore how to help clients let go, reconnect with their passions, and structure legacies that reflect both financial and emotional goals. Are you curious how to guide clients from burnout to freedom? Want to learn how to build purpose and family continuity into the exit process? Find out the answers to these questions and more in this powerful conversation with Christine Nicholson and Randy Fox.

Saving for education can feel overwhelming, especially when you're juggling military life, moves, and everything in between. Whether it's understanding your military benefits, choosing the right savings plan, or figuring out how to afford college for multiple kids at once, it can get complicated quickly. In this episode, Joe Brown shares strategies to help you plan for education expenses while making the most of your military benefits. We talk about how to use the GI Bill smartly, what to know about Chapter 35, and why scholarships and merit money should be a big part of your family's game plan. Plus, Joe breaks down 529 plans, education savings accounts, and tips for blending everything together without the stress. Joe is a CFP® Professional, an MQFP®, and a visiting professor of personal finance at the U.S. Coast Guard Academy, where his work is supported by the USAA Educational Foundation. He's the founder and lead planner at Always Ready Financial Planning. https://milmo.co/podcast/smarter-college-and-life-planning-for-military-families For more MILMO, follow at: MILMO.co ItsMILMO on YouTube @itsmilmo on X @itsmilmo Instagram @itsmilmo LinkedIn @itsmilmo Facebook

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Cady North, Author and Founder of North Financial Advisors about changing the way we think about money and why we need to dare to dream big. In this episode we discussed:It takes courage to make big changes like taking a sabbatical or starting a business. Women are more intentional and tend to think longer term.You should be a partner with your client. Why you should help your clients learn about money so that they are empowered.Understand your money habits, ask yourself why you are making certain decisions. Take the time to review your employee benefits. Connect with Cady North:Cady North Website (here)North Financial Advisors Website (here)LinkedIn (here) Books: The Art of the Sabbatical: A Money and Mindset Guide for Your Next Work Break (Bookshop)The Resiliency Effect: How to Own Your Adversity to Act on Your Biggest Dreams (Bookshop) Resources mentioned:The Power of Compound Interest on The Get Ready Money Podcast (here)Kinder Institute of Life Planning (here) Investopedia (here)Bio: Cady North is a CERTIFIED FINANCIAL PLANNER™ professional, author, and entrepreneur. Her parents were small business owners, and she learned to balance a business checkbook by the age of 13. She spent more than a decade advising high-level executives of Fortune 500 companies while working for industry giants such as Bloomberg and Financial Executives International. In 2015, after a life-changing sabbatical, Cady took the leap to start a financial planning business, North Financial Advisors, helping women act on their biggest dreams and build resilience for the future. As an investment advisor, international public speaker and author, her work has been featured in Bustle, Business Insider, The Washington Post, and Forbes. Her book, "The Resiliency Effect" teaches us how to own our adversity to act on our biggest dreams. Her latest work, "The Art of the Sabbatical," is a money and mindset guidebook for taking a life-changing work break. She is also a Registered Life Planner® and has an MBA from Georgetown University and BA from The University of Texas at Austin.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Learn how the art of Visual Storytelling can enhance end-of-life education and serve as a tool for advance care planning. My guest Jill Greenbaum is a contemplative chaplain and advocate of conscious living and dying. She completed chaplaincy training at the Upaya Zen Center and integrates her experience in psychology, education, visualization, and trauma-informed teaching… Continue reading Ep. 496 Visual Storytelling for End-of-Life Planning with Jill Greenbaum

Buckle up Model FAs! In this episode David sits down with Phil Weiss to discuss the critical importance of talking to your clients about Life Planning. Phil shares his 3 favorite questions that will change your life as he and David discuss discovering your potential and the nuances of financial planning from overcoming college debt to planning for financial freedom through the late stages of life. Connect with Phil: Email: philweiss@apprisewealth.com Website: https://apprisewealth.com/ LinkedIn: https://www.linkedin.com/in/philip-weiss/ About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.  

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Congratulations on your remarriage! How do you ensure that your finances are in order as you step into this next phase of your life?   Our hosts Stephanie McCullough and Kevin Gaines explore the vital legal and financial considerations of remarriage, from beneficiary designations to tax implications, with guidance from fellow Financial Planner at Sofia Financial, Janice Guinn!   There are legal considerations aplenty when deciding between cohabitation and remarriage. Money talks can often be the elephant in the room, but they're essential for maintaining harmony in marriage. A partner's reluctance to engage in these conversations could be a red flag. Financial transparency is key to building a healthy and lasting partnership.   Our hosts also get into the nitty-gritty on taxes and retirement plans, trusts and long-term care, as well as pre and post-nuptial agreements!   Key Topics: The Most Important Step: Discussing Your Goals and Expectations (04:10) Financial Obligations to Children and Parents When Remarrying (08:39) Joint or Separate Bank Accounts? (16:16) Long-Term Care as You Age (20:00) Estate Planning and Pre/Post-Nuptial Agreements (23:02) How Remarriage Impacts Your Taxes (31:12) “If You Are Under 60, Think Twice About Getting Remarried.” (41:06) Retirement Plans and Beneficiaries (45:00) To Marry or Cohabit? (55:55) What About Trusts? (1:00:22)   Resources: Take Back Retirement Episode 66: Transform Your Relationship with Money: Lessons from Bari Tessler Take Back Retirement Episode 43: The Psychology of Money and Marriage with Special Guest Ed Coambs Take Back Retirement Episode 31: What the Heck is a Trust, and Why Might I Need One?     If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

Autism Family Resource Podcast Episode 44 Episode Title: Embracing the Autism Voyage: Parenting, Life Planning, and Entrepreneurship with Michael Pereira Welcome Back! Parenting a neurodivergent child is a journey filled with unique challenges, unexpected turns, and moments of profound growth. In this episode, we embark on an insightful conversation with Michael Pereira, founder of The Autism Voyage, as he shares his personal parenting experiences, practical daily living strategies, and financial planning insights for families with special needs. We'll also explore how entrepreneurship can offer parents greater flexibility, allowing them to create a lifestyle that supports both their family's well-being and their professional aspirations. Guest: Michael Pereira Michael Pereira is a father, autism advocate, and founder of The Autism Voyage, a blog and newsletter dedicated to supporting families on their autism journey. With expertise in financial and insurance planning, he provides guidance on life insurance, disability income insurance, and long-term financial security for families raising children with autism. Key Takeaways: The Autism Voyage Blog and Newsletter: In both the The Autism Voyage blog and the newsletter, Michael offers practical guidance tailored for special needs families with topics in three key areas—Daily Living, Life Planning, and Entrepreneurship. Daily Living Strategies: Learn effective approaches for managing everyday challenges, from sensory-friendly haircuts to preparing for new experiences like swimming lessons. Financial & Life Planning: Understand why life insurance, disability income insurance, and long-term care planning are crucial for securing your child's future. Entrepreneurship & Flexibility: Discover ways Entrepreneurship can provide the freedom and flexibility to balance work and family life while being present for your child. Building a Supportive Community: Learn how The Autism Voyage is creating a network of support for families navigating similar challenges. Resources: My Autism Voyage Website The Autism Voyage Blog Michael Pereira on LinkedIn   Subscribe Now & Leave a Review Apple Podcasts, Spotify, Google Podcasts,    Visit our Website: www.pureheartstherapy.com   Follow Us: Facebook: Pure Hearts Therapy  

Like the title of a James Bond movie, we live in a day and age where it can seem like there is no time to die. There seems to be so many obligations that need our attention. Do you care about your family? Then you don't want to miss this week's episode of Life Planning 101.

What are the key differences between palliative care and hospice care in the UK and the US? David Holmes discusses the distinctions between palliative and hospice care from the UK and US perspectives. He reflects on his wife Heather's cancer journey and their experience navigating these systems after moving from the UK to the US. Holmes describes how palliative care in the UK considers holistic care from an early stage. He contrasts this with the US where palliative care often transitions only when curative treatment ends. Hospice care requirements in the US seemed more restrictive, as Holmes found when navigating Heather's final days in a US hospital. He advises listeners on choosing hospice providers, understanding their policies, and making early preparations. Key Questions Answered What is the main focus of this episode featuring David Holmes? How does David Holmes describe the difference between healthcare systems in the US and the UK? What are some key statistics mentioned regarding healthcare budgets in the US and the UK? How does the UK approach palliative care compared to the US? What was David's experience with the transition to hospice care for Heather in the US? How did Heather use her professional background in palliative care during her cancer journey? What were some of the challenges faced when trying to access hospice care in the US healthcare system? What role did Heather's fight to maintain quality of life play in her decisions regarding her treatment? How did the family handle the arrangements for Heather's end-of-life care and funeral? How did David and his children organize the celebration of Heather’s life after her passing? Timestamped Overview 00:00 UK Health Service Objectives Unveiled 04:09 Evolving Palliative Care Approach 08:41 "Hospice Business Development Concerns" 12:47 Out-of-Network Healthcare Nightmare 15:05 Hospice Care: Important Considerations 18:38 Hospice Care: Support and Challenges 23:26 Unexpected End-of-Life Planning 26:19 Global Event Livestreamed From Houston 28:08 "Family Tribute to Heather"See omnystudio.com/listener for privacy information.

Many people set goals, but only a few actually achieve them. What makes the difference? In this episode, Michael and Christian explore the psychology and strategy behind setting and achieving life goals. They reveal how aligning goals with your core values and breaking them down into realistic steps increases the likelihood of success. You'll learn why some goals remain unfulfilled, how to avoid common pitfalls, and how to develop a goal-setting framework that actually works. Whether you're striving for personal or professional growth, this episode provides the tools you need to turn your dreams into reality.

Discover how to avoid costly mistakes in real estate investing with insights from Bharat Singhani, a practicing cardiologist turned successful real estate investor. From mastering strategic renovations to building generational wealth, this episode of the REI Mastermind Network dives deep into actionable strategies for creating a thriving investment portfolio. Bharat shares his journey, the importance of mentorship, and how planning ahead can make all the difference in achieving long-term success.Key takeaways from this episode:- Common pitfalls real estate investors face and how to avoid them.- The power of building a strong team and fostering accountability.- Insights into multifamily assets, Section 8 properties, and investment strategies that work.- The importance of leveraging your day job while growing your real estate empire.Connect with Bharat Singhani! Learn more about his innovative real estate projects and philosophies at encore.bz. Don't miss out—subscribe to the REI Mastermind Network for more expert advice on real estate investment strategy and building generational wealth. If you found value, please support the show! Like, share, and subscribe to stay updated, and leave a review to help others discover this incredible resource.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with George Kinder, author and founder of the Fiduciary In All Things (FIAT) Movement about the FIAT movement. In this episode we discussed:Why FIAT is essential for the future of civilization.Imagine if we lived in a trustworthy world. A great first step is to reflect and listen more. How we can integrate FIAT into our lives, and lead from our personal integrityWithout a fiduciary standard, democracy is undermined and civilization can die. Why institutions have a higher obligation and need to be trustworthy. George Kinder is an author and international thought leader. Known in the financial industry as the Father of Life Planning, George has authored 12 books, including three books on money as he revolutionized client-centered financial advice through experiential trainings for thousands of advisors from over 30 countries across six continents. A mindfulness teacher for thirty-five years, Kinder has led weekly meditation classes and residential retreats around the world. In his latest book, The Three Domains of Freedom, he inspires readers to experience three profound freedoms: the freedom of each moment, the freedom to pursue one's life purpose, and the freedoms of civilization. He advocates a sustainable approach for institutions to prioritize humanity, democracy, the Earth, and the truth above their own self-interest, a concept he terms Fiduciary In All Things (FIAT).Financial Planning Association's first Heart of Financial Planning Award in 2006, recognizing “individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public.”The Transparency Task Force's Transparency Trophy (2017), recognizing his role in “helping to navigate the industry towards a more transparent, competitive and enlightened state.““One of 20 People Who Shaped the Financial Planning Industry” (“50th Anniversary of Financial Planning” Special Edition, InvestmentNews, 2019).Connect with George Kinder:Website (here)LinkedIn (here) Instagram, Facebook, X and YouTube: @georgedkinderThe Fiduciary in All Things website (here) The Kinder Institute website (here)Life Planning for You website (here) Books:The Three Domains of Freedom: Each Moment Is Yours, Your Life Is Yours, Civilization Is YoursLife Planning for You: How to Design & Deliver the Life of Your DreamsLighting the Torch: The Kinder Method(TM) of Life PlanningThe Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your LifeA Golden Civilization and The Map of MindfulnessA Song for Hana & the Spirit of Leho'ulaTransforming Suffering into Wisdom: Mindfulness aSupport the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Retirement is more than just numbers—it's about creating a fulfilling life beyond work. How can you build a financial plan that supports your goals, while also considering purpose, health, and personal fulfillment? What strategies can help you balance your portfolio and minimize risks as you prepare for retirement? In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar.  Christine shares her journey in the financial industry, key insights from her book How to Retire, and practical advice for building a balanced, sustainable retirement plan. Christine discusses: The importance of planning beyond just finances, including visualizing your retirement lifestyle and finding purpose How simplifying investment portfolios and focusing on cost-efficient funds can improve long-term financial outcomes The risks of holding too much company stock and strategies for maintaining diversification How women can strengthen their financial future, especially in light of caregiving responsibilities and potential impacts of divorce Why a phased approach to retirement, rather than an abrupt stop, can lead to greater fulfillment and longevity in both career and life And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Christine Benz:  Website: Morningstar LinkedIn: Christine Benz X: @christine_benz How to Retire: 20 lessons for a happy, successful, and wealthy retirement by Christine Benz The Long View Podcast About our Guest: Christine Benz is director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. In that role, she focuses on retirement and portfolio planning for individual investors. Benz is author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement (Harriman House, September 2024). She also wrote 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010) and Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success, published in 2005. She also co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance. She is a frequent public speaker and is widely quoted in the media, including The New York Times, The Wall Street Journal, Barron's, CNBC, and PBS. In 2020, Barron's named her to its inaugural list of the 100 most influential women in finance; she appeared on the 2021 list as well. In 2021, Barron's named her as one of the 10 most influential women in wealth management. Before assuming her current role in 2008, she served as Morningstar's director of mutual fund analysis and was editor of Morningstar Mutual Funds and Morningstar FundInvestor. Benz holds a bachelor's degree in political science and Russian from the University of Illinois at Urbana-Champaign. She is president of the board for the John C. Bogle Center for Financial Literacy. Benz is also a member of The Alpha Group, a group of thought leaders from the wealth management industry from across the country. In her free time, she works with underprivileged women to improve their understanding of personal finance concepts. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

In this episode, we break down the fundamentals of comprehensive life planning, starting with optimizing your tax strategy and building a solid retirement foundation. We'll explore how to navigate complex financial decisions, from insurance to estate planning, ensuring your future is secure. Finally, we'll discuss the importance of aligning your financial goals with your personal values, creating a roadmap for a fulfilling life beyond retirement.

In this episode, we break down the fundamentals of comprehensive life planning, starting with optimizing your tax strategy and building a solid retirement foundation. We'll explore how to navigate complex financial decisions, from insurance to estate planning, ensuring your future is secure. Finally, we'll discuss the importance of aligning your financial goals with your personal values, creating a roadmap for a fulfilling life beyond retirement.

Send us a textAbout Dr. Jade CoatsDr. Jade Coats is a 2016 of the Southern College of Optometry in Memphis, TN, and since graduation has worked in an OD/MD cataract/refractive surgery practice (McDonald Eye Associates, Rogers, Arkansas) in which she dedicates the majority of her clinical practice to ocular disease, comprehensive eye care, and contact lenses. Honored as a Contact Lens Institute Visionary in both 2023 and 2024, Dr. Coats is also a board member for Women in Optometry, the Intrepid Eye Society, and YoungODsConnect. She is an active member of the American Optometric Association as a graduate of the AOA Leadership Institute 1.0 and 2.0 programs, and was also elected in 2024 to serve as a Director on the Arkansas Optometric Association board.   In addition to her clinical work, Dr. Coats serves on the advisory board and/or as a speaker for over ten pharmaceutical companies and is an editorial board member for numerous publications.  She also regularly contributes to leading industry publications, with her work appearing in Advanced Ocular Care, Primary Care Ocular News, Healio, Review of Optometry, Optometry Times, Optometric Management, and Modern Optometry, to name a few. Receiving several local, state, and national awards for her dedication to philanthropy and her profession, Dr. Coats has also recently been honored as one of NWA Celebrate Arkansas Magazine's 'Ones to Watch' in 2023.  https://digitaleditions.walsworth.com/publication/?m=9337&i=805683&p=80&ver=html5.   In Dr. Coats' spare time, she serves on the Board of Directors for Hope Cancer Resources and Circle of Life Hospice in Northwest Arkansas and has established a non-profit organization known as “Caton's Cubs” that works in coordination with Arkansas Hospice. You may find Dr. Coats enjoys calling the Hogs at Razorback games, scuba diving, traveling the world, or volunteering in her community. (Or, hanging out with her husband, Jeff Coats, who is also an Optometrist!)

Greg Harkavy, a veteran coach, shares his journey from being a workaholic in the mortgage industry to finding balance through life planning in today's episode of the Building Bigger Lives podcast. He emphasized the importance of setting boundaries, prioritizing personal life, and regularly updating one's life plan to reflect changing values and priorities. The discussion highlighted the significance of intentional living, making a meaningful impact, and leaving a lasting legacy, with Greg encouraging listeners to explore life planning as a tool for personal and professional development. Building Bigger Lives Podcast- https://www.instagram.com/buildingbiggerlives Contact Coach Michael Regan- www.facebook.com/CoachMichaelRegan www.instagram.com/coachmichaelregan/ www.linkedin.com/in/mregan/ Contact Kathryn Pedersen- http://www.instagram.com/steamboatmortgage

Send us a textAbout Dr. Jade CoatsDr. Jade Coats is a 2016 of the Southern College of Optometry in Memphis, TN, and since graduation has worked in an OD/MD cataract/refractive surgery practice (McDonald Eye Associates, Rogers, Arkansas) in which she dedicates the majority of her clinical practice to ocular disease, comprehensive eye care, and contact lenses. Honored as a Contact Lens Institute Visionary in both 2023 and 2024, Dr. Coats is also a board member for Women in Optometry, the Intrepid Eye Society, and YoungODsConnect. She is an active member of the American Optometric Association as a graduate of the AOA Leadership Institute 1.0 and 2.0 programs, and was also elected in 2024 to serve as a Director on the Arkansas Optometric Association board.   In addition to her clinical work, Dr. Coats serves on the advisory board and/or as a speaker for over ten pharmaceutical companies and is an editorial board member for numerous publications.  She also regularly contributes to leading industry publications, with her work appearing in Advanced Ocular Care, Primary Care Ocular News, Healio, Review of Optometry, Optometry Times, Optometric Management, and Modern Optometry, to name a few. Receiving several local, state, and national awards for her dedication to philanthropy and her profession, Dr. Coats has also recently been honored as one of NWA Celebrate Arkansas Magazine's 'Ones to Watch' in 2023.  https://digitaleditions.walsworth.com/publication/?m=9337&i=805683&p=80&ver=html5.   In Dr. Coats' spare time, she serves on the Board of Directors for Hope Cancer Resources and Circle of Life Hospice in Northwest Arkansas and has established a non-profit organization known as “Caton's Cubs” that works in coordination with Arkansas Hospice. You may find Dr. Coats enjoys calling the Hogs at Razorback games, scuba diving, traveling the world, or volunteering in her community. (Or, hanging out with her husband, Jeff Coats, who is also an Optometrist!)

Grief in its many forms is very present right now for many. To honor this, we have on the Ceremonial & Decolonial Deathcare duo Floripondio, Batul True Heart (they/them/aapo) and Melissa (they/them). Listen in as V and Floripondio discuss the traditional roles of Two Spirit individuals in ancestral practices, and how moving through the emotions of grief through ceremony can bring you closer to yourself and your community. We hope this episode brings you comfort

In this episode, we tackle the complexities surrounding private equity in retirement portfolios. Join Roger as he navigates a listener's inquiry about the necessity and implications of investing in private equity, especially in light of recent discussions and literature on the topic. With insights from investment expert Peter Lazaroff, we explore the pros and cons, the importance of having a solid retirement plan, and whether private equity is truly a beneficial addition to your portfolio. Tune in to gain clarity and confidence in your retirement investment strategy!OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) Complexity is your enemy. Any fool can make something complicated. It is hard to keep things simple.-Richard Branson(00:38) Today's episode is about private equity.(01:33) Roger reads an email from listener Dave with a question about investing in private equity.(02:28) Roger says that this episode features his opinion and judgment on private equity.(06:45) Don't think about private equity until you have a vision for what you want your retirement to look like. (10:20) Consider the second order consequence of making an investment.(12:00) Unless you are significantly overfunded and have an interest in private equity- Roger thinks private equity is unnecessary for creating a great life.INTERVIEW WITH PETER LAZAROFF(14:10) Introduction of Peter Lazaroff, author of Making Money Simple(16:39) What is private equity?(17:38) Who is traditionally invested in private equity?(26:12) When markets are under stress, private equity correlations go a lot higher.(27:49) What is the normal fee structure for investing in private equity?(31:15) What you're seeing more often these days are semi-liquid funds that offer liquidity windows.(34:30) There is no evidence to suggest that fewer companies going public is causing an issue.(40:15) We can't predict when a bad decade of returns is going to come.(41:35) Peter: I am more concerned about implementing a bad idea than missing out on a good one.SMART SPRINT(42:39) In the next seven days, take a moment and remind yourself of the purpose of retirement planning which is to create a great life.BONUS(43:20) Roger reads an excerpt from his grandfather's WWII journal.REFERENCESTony RobbinsPeter LazaroffWall Street JournalBook- Making Money SimpleRetirement Answer ManThe Retirement Answer Man Free Worksheet LibrarySign up for 6-Shot Saturday!Show notes created by https://headliner.app

What do Life Planning and Dream of Freedom have to do with being a Fiduciary? In this episode, Adam Holt & Derek Notman speak with successful advisor turned speaker and author Derrick Kinney to chat about our obsession with technology over humanity. A fun conversation covering things from to differentiate ourselves through stories to what people (clients) actually want.Join us as we talk about:Coming up with a different elevator pitchCreating focus time and disconnecting from digitalFocusing on less technology and more conversationsGetting clear on what problem you solve and who you solve it forAnd moreResources: Follow RethinkFA on LinkedInConnect With Derrick Kinney:Follow Derrick Kinney on LinkedInCheck out SuccessForAdvisors.comConnect With Adam Holt:Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Connect With Derek Notman:Check out Couplr AILinkedIn: Derek NotmanAbout Our Guest:Derrick Kinney is a financial educator, author, and speaker known for simplifying complex financial topics. He founded and led Derrick Kinney & Associates, a financial planning firm, for over 25 years before selling it to focus on broader financial education initiatives. As the CEO of Good Money Framework and host of the Good Money Podcast, Kinney encourages individuals to earn more and leverage their wealth for positive impact. His book, "Good Money Revolution," is a Wall Street Journal and USA Today bestseller. Kinney has been featured on major media outlets, including CNBC, FOX News, CNN, and The Wall Street Journal. Hosted on Acast. See acast.com/privacy for more information.

Unlocking the Guardian's Gift: Your Guide to Peaceful End-of-Life Planning with Dr. Judy Butler Theguardiansgift.org About the Guest(s): Dr. Judy Butler is a pastoral psychotherapist, pastor, chaplain, spiritual director, and scientist with a profound commitment to the spiritual wellbeing and psychological understanding of individuals. She is the founder of The Guardian's Gift, where she assists clients in legacy estate planning. Through her unique expertise in both psychology and spirituality, Dr. Butler helps individuals and families prepare for end-of-life matters while maintaining a grounded spiritual foundation. Episode Summary: In this dynamic episode of The Chris Voss Show, Chris is joined by the insightful Dr. Judy Butler, who brings a wealth of expertise in pastoral psychotherapy and end-of-life planning through her initiative, The Guardian's Gift. Dr. Butler shares her personal journey, which inspired her to create a service dedicated to helping individuals and families navigate the complexities of legacy estate planning and end-of-life decisions. As Chris and Dr. Butler engage in a lively discussion, they delve into the importance of telling one's life story, acknowledging trauma, and preparing not only wills but comprehensive plans for the inevitable. Listeners will gain valuable insights into strategic legacy planning and the often-overlooked financial, legal, and personal aspects of preparing for death. They explore the intricacies of creating wills, understanding long-term care insurance, and dealing with family dynamics in estate planning. Dr. Butler emphasizes that discussing death does not hasten its arrival but rather ensures a smoother transition for loved ones left behind. For those intimidated by the thought of end-of-life planning, she breaks it down into manageable steps with The Guardian's Gift, offering peace of mind and clarity. This episode is an enlightening guide towards taking proactive steps in legacy estate planning. Key Takeaways: The Guardian's Gift Planning: Dr. Judy Butler provides a structured process for end-of-life planning through her initiative, facilitating everything from personal stories to military documents. Comprehensive Storytelling: Encouraging individuals to record their life's journey, including pivotal moments and family health history, for a meaningful legacy. Practical Solutions: Offering guidance on legal documents, navigating probate, and long-term care insurance for a seamless transition of assets and wishes. Empowerment Through Information: Emphasizing that knowledge and preparation relieve families from undue stress during emotional periods. Accessible Resources: Options range from self-guided modules to personalized doula guidance, accommodating diverse needs in estate planning. Notable Quotes: "People don't realize is when they don't have their legal documents, it ends up with the state getting involved." "No one's afraid to be dead. They're afraid of dying." "We help people with their legacy estate plans, I help them tell their story." "People think that Medicare will pay for them to be in a nursing home. It doesn't work that way." "Start this journey… it is an overwhelming thing to undertake."

In this final episode of the Retirement Plan Live series, we welcome back Laura and Nick to discuss their unique perspectives on investment risk and aging, particularly from the viewpoint of individuals without a traditional support network. They share their insights on how to navigate financial planning while maintaining a fulfilling life in retirement. Join us as we explore the importance of resilience and community in retirement planning, and don't miss the upcoming live events for deeper engagement!OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) Today is the last in the Retirement Plan Live series with Laura and Nick.(00:45) On this episode Roger will talk about retiring as a single person with no children.LAURA'S VIEWS(01:58) Laura says she doesn't want to spend her retirement just managing finances.(06:52) Roger asks Laura about her experience with markets and risks in investment.(12:15) Roger asks Laura what her ideal situation would be for housing and how she plans to maintain her home as she ages.(15:50) "As we age, the current pulls us to isolation." Roger talks about Laura's social plans in retirement.(18:25) One area that Laura is going to have more evolved skills is living alone and navigating socially as a single person.(21:19) On January 30th, Roger and Laura are going to review Laura's vision in a LIVE webinar.NICK'S VIEWS(22:36) Roger asks Nick if there is anything else that has come to mind from previous conversations on the show.(25:30) Roger and Nick talk about investing when it comes to risk in stocks and bonds.(29:05) Roger weighs in on becoming more financially conservative in early retirement.(35:52) Nick reflects on aging and maintaining his home as a single man with no children.(37:45) Nick says he lives in a multifamily home with a robust community with a senior center.(47:50) Roger talks to Nick about living in a metropolitan area and volunteering in retirement.(53:12) On February 3, Roger and Nick are going to review Nick's vision in a LIVE webinar.SMART SPRINT(55:22) In the next seven days, visit the Hartford website link that we share in Six Shot Saturday to explore the MIT Age Lab studies.BONUS(56:58) Roger reads from his grandfather's WWII journal.REFERENCESRetirement Answer ManRegister for the Retirement Plan Live results webinars!The Retirement Answer Man Free Worksheet LibrarySign up for 6-Shot Saturday!Meals on WheelsShow notes created by https://headliner.app

Welcome to the latest episode of the Retirement Answer Man Show, where we explore the journey to a fulfilling retirement. Join us as we continue our live case studies with Laura and Nick, who share their goals and aspirations for their ideal retirement life. This episode offers insights into planning for a future that aligns with your values, including discussions on long-term care, financial independence, and the importance of self-reflection. Plus, we tackle a listener's question about retirement planning conferences and share details about our upcoming Rock Retirement Club Roundup.OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:30) We are on week 2 of our LIVE case studies with Laura and Nick.(01:30) Question from listener Brad about retirement planning conferences.(03:35) We will share the agenda from the 2024 Roundup in our Six Shot Saturday email.LAURA'S GOALS FOR RETIREMENT(04:30) Laura reflects on talking about herself on the show.(08:30) Laura talks about her mom and helping her navigate old age.(12:20) This week we're going to focus on turning your values into goals.(13:35) Laura shares her estimated monthly expenses to maintain a base great life.(16:07) Laura talks about her transportation and car buying habits(18:40) Laura discusses potential home improvements in the next 10 years.(20:05) Laura estimates the cost for her moms continued care.(23:12) We estimate an annual travel expense for 15 years.(28:00) Next week, we'll examine what resources you have to pay for your lifeNICK'S GOALS FOR RETIREMENT(28:35) Today we're going to talk about what Nick wants for retirement(30:15) What does it cost to live the life of Nick on an annual basis?(31:24) Nick talks about healthcare costs.(33:25) We talk about other nonnegotiables for Nick.(34:20) Nick talks about travel plans in retirement.(36:33) Nick discusses his desire to be able to leave some money to his nieces and nephews.(39:40) Nick plans to leave some money for the charitable organizations he supports.(41:55) Nick talks about purchasing longterm care as he ages versus joining a continuing care community.(46:25) Are you planted community wise? Is this where you're going to be longterm?(48:17) Was there anything that you wanted to put on that lifestyle design worksheet that you didn't?SMART SPRINT(50:55) In the next seven days, grab the retirement lifestyle workbook from our Six Shot Saturday email and start to think about what it is that you want in retirement.BONUS(51:55) Roger reads from his grandfather's WWII log.RESOURCESRetirement Podcast NetworkRetirement Answer ManRegister for the Retirement Plan Live results webinars!The Retirement Answer Man Free Worksheet LibrarySign up for 6-Shot Saturday!BooksDie With Zero: Getting All You Can from Your Money and Your Life by Bill PerkinsThe Five Regrets of the Dying by Bronnie WareAuthor- Arthur BrooksShow notes created by https://headliner.app

Michelle Underwood Gass is the Founding Principal of Paradigm Advisors, an RIA based out of Dallas that oversees approximately $110 million in assets under management for 80 client households. What's unique about Michelle is how she developed a structured meeting process to guide new clients through her in-depth planning system, ensuring a standardized experience while retaining the flexibility to customize each client's financial plan, prioritizing their unique needs and goals. Listen in as Michelle shares her 5-part planning process, beginning with a “Get to Know You” meeting that incorporates Life Planning exercises to uncover client priorities and ensure a mutual fit, followed by a tech-enabled “Uncluttering” process to streamline document collection and onboarding. She explains how her “Intrinsic Discovery” and “Discovering Opportunities” meetings prioritize key planning areas, avoiding overwhelm for busy working-age clients, while tools like eMoney's Decision Center and Hubly workflow management software support efficient plan implementation. Michelle also discusses her combined flat planning and AUM-based fee structure that allows her to serve high-earning professionals and hedge fund veterans, and how launching her financial planning business brought her a renewed sense of purpose after stepping away from managing a hedge fund. For show notes and more visit: https://www.kitces.com/420