With tax season behind them, Ben Taatjes and Kendra Peterson of Steward's Planning Group discuss using the post‑filing lull to tackle meaningful financial projects—particularly estate and wealth‑transfer planning. They outline the StewardsPlan™'s three steps (catalog your assets, determine current and future income needs, then decide how to allocate the remainder) and walk through a real client example where beneficiary designations were rearranged so a tax‑burdened IRA benefits a church while life insurance passes to family. Practical, relationship‑driven advice for turning tax‑season momentum into thoughtful, tax‑efficient stewardship.
This is an episode is a conversation between Ben Taatjes, Founder & CEO of Stewards Planning Group, and Kendra Peterson, CRPC® Financial Advisor at SPG. The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Wealth Services, LLC cannot guarantee or represent that it is accurate or complete.
