Shows
The Life Planning 101 PodcastFinding Your PurposeIn this episode, Angela discusses the importance of addressing personal 'messes' that hinder progress and living life on purpose. She explores the concept of focusing on the present and making positive changes in one's life, drawing inspiration from a song and a book about doing business God's way. She also encourages listeners to define their vision for success and to focus on progress rather than perfection.
Key Takeaways đź’ˇ
Cleaning Up Your Messes: Messes, whether physical or emotional, can prevent individuals from moving forward and living intentionally. Addressing these messes involves identifying obstacles and actively working to resolve them, all...
2026-02-0420 minThe Life Planning 101 PodcastFinding Your PurposeIn this episode, Angela discusses the importance of addressing personal 'messes' that hinder progress and living life on purpose. She explores the concept of focusing on the present and making positive changes in one's life, drawing inspiration from a song and a book about doing business God's way. She also encourages listeners to define their vision for success and to focus on progress rather than perfection.
Key Takeaways đź’ˇ
Cleaning Up Your Messes: Messes, whether physical or emotional, can prevent individuals from moving forward and living intentionally. Addressing these messes involves identifying obstacles and actively working to resolve them, all...
2026-02-0420 min
Life Planning 101Finding Your PurposeIn this episode, Angela discusses the importance of addressing personal 'messes' that hinder progress and living life on purpose. She explores the concept of focusing on the present and making positive changes in one's life, drawing inspiration from a song and a book about doing business God's way. She also encourages listeners to define their vision for success and to focus on progress rather than perfection. Key Takeaways đź’ˇ Cleaning Up Your Messes: Messes, whether physical or emotional, can prevent individuals from moving forward and living intentionally. Addressing these messes involves identifying obstacles and actively working to resolve them, allowing for a c...
2026-02-0420 min
The Life Planning 101 PodcastHave You Outgrown Your Advisor? (Rebroadcast)This week, Angela discusses how to determine if you've outgrown your financial advisor. She shares anecdotes and insights to help listeners evaluate their current advisory relationships and understand the importance of holistic financial planning. The episode emphasizes the need for advisors who proactively work with other professionals and offer comprehensive solutions.
Key Takeaways đź’ˇ
Communication and holistic advice: An 88-year-old woman was nearly on the verge of running out of money because her advisor wasn't providing adequate communication or a comprehensive financial plan. The advisor was primarily focused on selling investments rather than offering holistic advice tailored to her spe...
2026-01-2824 minThe Life Planning 101 PodcastHave You Outgrown Your Advisor? (Rebroadcast)This week, Angela discusses how to determine if you've outgrown your financial advisor. She shares anecdotes and insights to help listeners evaluate their current advisory relationships and understand the importance of holistic financial planning. The episode emphasizes the need for advisors who proactively work with other professionals and offer comprehensive solutions.
Key Takeaways đź’ˇ
Communication and holistic advice: An 88-year-old woman was nearly on the verge of running out of money because her advisor wasn't providing adequate communication or a comprehensive financial plan. The advisor was primarily focused on selling investments rather than offering holistic advice tailored to her spe...
2026-01-2824 min
Life Planning 101Have You Outgrown Your Advisor? (Rebroadcast)This week, Angela discusses how to determine if you've outgrown your financial advisor. She shares anecdotes and insights to help listeners evaluate their current advisory relationships and understand the importance of holistic financial planning. The episode emphasizes the need for advisors who proactively work with other professionals and offer comprehensive solutions. Key Takeaways đź’ˇ Communication and holistic advice: An 88-year-old woman was nearly on the verge of running out of money because her advisor wasn't providing adequate communication or a comprehensive financial plan. The advisor was primarily focused on selling investments rather than offering holistic advice tailored to her specific needs, hig...
2026-01-2824 min
The Life Planning 101 PodcastThe 5 Most Common Mistakes in Retirement Planning (Rebroadcast)This week, Angela discusses common mistakes in retirement planning. She emphasizes the importance of humility and continuous learning, even after years of experience. The episode aims to provide listeners with insights to avoid pitfalls and plan effectively for a secure retirement.
Key Takeaways đź’ˇ
Begin with the end in mind: It's important to start with the end in mind when planning for retirement, similar to planning a vacation. People often spend more time planning vacations than their retirement. Envisioning a successful retirement and considering what needs to happen to achieve that success is crucial for effective life planning.
Number one...
2026-01-2120 minThe Life Planning 101 PodcastThe 5 Most Common Mistakes in Retirement Planning (Rebroadcast)This week, Angela discusses common mistakes in retirement planning. She emphasizes the importance of humility and continuous learning, even after years of experience. The episode aims to provide listeners with insights to avoid pitfalls and plan effectively for a secure retirement.
Key Takeaways đź’ˇ
Begin with the end in mind: It's important to start with the end in mind when planning for retirement, similar to planning a vacation. People often spend more time planning vacations than their retirement. Envisioning a successful retirement and considering what needs to happen to achieve that success is crucial for effective life planning.
Number one...
2026-01-2120 min
Life Planning 101The 5 Most Common Mistakes in Retirement Planning (Rebroadcast)This week, Angela discusses common mistakes in retirement planning. She emphasizes the importance of humility and continuous learning, even after years of experience. The episode aims to provide listeners with insights to avoid pitfalls and plan effectively for a secure retirement. Key Takeaways đź’ˇ Begin with the end in mind: It's important to start with the end in mind when planning for retirement, similar to planning a vacation. People often spend more time planning vacations than their retirement. Envisioning a successful retirement and considering what needs to happen to achieve that success is crucial for effective life planning.Number one threat: You...
2026-01-2120 min
The Life Planning 101 PodcastThe Secret Sauce to Investing (Rebroadcast)This week Angela and Aaron discuss investment strategies amidst market volatility and political noise. They emphasize the importance of understanding market cycles, the pitfalls of chasing trends, and the need for a disciplined investment approach. They advocate for aligning investment strategies with personal risk tolerance and long-term financial goals, rather than reacting to short-term market fluctuations or political events.
Key Takeaways đź’ˇ
Value Investing vs. Growth: Value investing, traditionally buying undervalued companies, has been historically successful, but growth investing has recently surged. Jumping between investment styles often leads to losses, as investors buy high after a run. Value stocks are...
2026-01-1524 minThe Life Planning 101 PodcastThe Secret Sauce to Investing (Rebroadcast)This week Angela and Aaron discuss investment strategies amidst market volatility and political noise. They emphasize the importance of understanding market cycles, the pitfalls of chasing trends, and the need for a disciplined investment approach. They advocate for aligning investment strategies with personal risk tolerance and long-term financial goals, rather than reacting to short-term market fluctuations or political events.
Key Takeaways đź’ˇ
Value Investing vs. Growth: Value investing, traditionally buying undervalued companies, has been historically successful, but growth investing has recently surged. Jumping between investment styles often leads to losses, as investors buy high after a run. Value stocks are...
2026-01-1524 min
Life Planning 101The Secret Sauce to Investing (Rebroadcast)This week Angela and Aaron discuss investment strategies amidst market volatility and political noise. They emphasize the importance of understanding market cycles, the pitfalls of chasing trends, and the need for a disciplined investment approach. They advocate for aligning investment strategies with personal risk tolerance and long-term financial goals, rather than reacting to short-term market fluctuations or political events. Key Takeaways đź’ˇ Value Investing vs. Growth: Value investing, traditionally buying undervalued companies, has been historically successful, but growth investing has recently surged. Jumping between investment styles often leads to losses, as investors buy high after a run. Value stocks are less vol...
2026-01-1524 min
The Life Planning 101 PodcastHow Do You Live Your Best Life? (Rebroadcast)Angela discusses how to live your best life by identifying and committing to your core values. She emphasizes the importance of clarity, communication, and commitment in aligning your decisions with your values. The episode provides a framework for listeners to define their core values and integrate them into their daily lives and financial planning.
Key Takeaways đź’ˇ
Living life on purpose: Many people go through life fulfilling obligations and desires without truly understanding why they are doing what they do, or whether it aligns with their overall direction. It's important to intentionally plan and work towards a life that ref...
2026-01-0815 min
Life Planning 101How Do You Live Your Best Life? (Rebroadcast)Angela discusses how to live your best life by identifying and committing to your core values. She emphasizes the importance of clarity, communication, and commitment in aligning your decisions with your values. The episode provides a framework for listeners to define their core values and integrate them into their daily lives and financial planning. Key Takeaways đź’ˇ Living life on purpose: Many people go through life fulfilling obligations and desires without truly understanding why they are doing what they do, or whether it aligns with their overall direction. It's important to intentionally plan and work towards a life that reflects personal val...
2026-01-0815 minThe Life Planning 101 PodcastHow Do You Live Your Best Life? (Rebroadcast)Angela discusses how to live your best life by identifying and committing to your core values. She emphasizes the importance of clarity, communication, and commitment in aligning your decisions with your values. The episode provides a framework for listeners to define their core values and integrate them into their daily lives and financial planning.
Key Takeaways đź’ˇ
Living life on purpose: Many people go through life fulfilling obligations and desires without truly understanding why they are doing what they do, or whether it aligns with their overall direction. It's important to intentionally plan and work towards a life that ref...
2026-01-0815 min
The Life Planning 101 PodcastYear-End Tax SavingsThis week, Angela discusses five tax savings strategies to consider before the end of 2025. She emphasizes the importance of planning and understanding tax implications for financial success. The topics include charitable gifting, itemized deductions, investment and retirement portfolios, business equipment purchases, and seeking professional advice.
Key Takeaways đź’ˇ
Charitable Gifting Strategies: Due to upcoming changes in 2026, individuals in higher tax brackets should consider accelerating charitable gifts to maximize tax benefits this year. Using a donor-advised fund allows for immediate tax deductions while distributing the funds to charities later. Gifting appreciated stocks or securities to a donor-advised fund offers a dou...
2025-12-2422 minThe Life Planning 101 PodcastYear-End Tax SavingsThis week, Angela discusses five tax savings strategies to consider before the end of 2025. She emphasizes the importance of planning and understanding tax implications for financial success. The topics include charitable gifting, itemized deductions, investment and retirement portfolios, business equipment purchases, and seeking professional advice.
Key Takeaways đź’ˇ
Charitable Gifting Strategies: Due to upcoming changes in 2026, individuals in higher tax brackets should consider accelerating charitable gifts to maximize tax benefits this year. Using a donor-advised fund allows for immediate tax deductions while distributing the funds to charities later. Gifting appreciated stocks or securities to a donor-advised fund offers a dou...
2025-12-2422 min
Life Planning 101Year-End Tax SavingsThis week, Angela discusses five tax savings strategies to consider before the end of 2025. She emphasizes the importance of planning and understanding tax implications for financial success. The topics include charitable gifting, itemized deductions, investment and retirement portfolios, business equipment purchases, and seeking professional advice. Key Takeaways đź’ˇ Charitable Gifting Strategies: Due to upcoming changes in 2026, individuals in higher tax brackets should consider accelerating charitable gifts to maximize tax benefits this year. Using a donor-advised fund allows for immediate tax deductions while distributing the funds to charities later. Gifting appreciated stocks or securities to a donor-advised fund offers a double benefit: a c...
2025-12-2422 min
The Life Planning 101 PodcastHow Can I Give More? (Rebroadcast)This week, Angela discusses charitable giving and how individuals can maximize their donations to causes they care about while also benefiting themselves from a tax perspective. She emphasizes the importance of asking questions and seeking holistic financial planning to understand how to give more effectively.
Key Takeaways đź’ˇ
Giving back during the holidays: The holiday season is a time for giving, inspired by the gift of Jesus Christ. Many people want to give more to charitable causes but may not know how. It's important to explore ways to give back and support causes that are meaningful to you during thi...
2025-12-1723 minThe Life Planning 101 PodcastHow Can I Give More? (Rebroadcast)This week, Angela discusses charitable giving and how individuals can maximize their donations to causes they care about while also benefiting themselves from a tax perspective. She emphasizes the importance of asking questions and seeking holistic financial planning to understand how to give more effectively.
Key Takeaways đź’ˇ
Giving back during the holidays: The holiday season is a time for giving, inspired by the gift of Jesus Christ. Many people want to give more to charitable causes but may not know how. It's important to explore ways to give back and support causes that are meaningful to you during thi...
2025-12-1723 min
The Life Planning 101 PodcastHow Much is a Million Dollars Really Worth? (Rebroadcast)This week, Angela discuss the real value of a million dollars in retirement and how to approach financial planning in a personalized way. She emphasizes that financial advice should not be cookie-cutter and must consider individual circumstances, risk tolerance, and future goals.
Key Takeaways đź’ˇ
Cookie-cutter financial advice, even from reputable sources like Dave Ramsey or Suze Orman, may not be suitable for everyone due to unique family dynamics, health considerations, cash flow potential, and risk tolerance. Financial plans should be tailored to fit individual circumstances rather than applying a one-size-fits-all approach.
Retirees, especially business owners who receive a lar...
2025-12-1123 minThe Life Planning 101 PodcastHow Much is a Million Dollars Really Worth? (Rebroadcast)This week, Angela discuss the real value of a million dollars in retirement and how to approach financial planning in a personalized way. She emphasizes that financial advice should not be cookie-cutter and must consider individual circumstances, risk tolerance, and future goals.
Key Takeaways đź’ˇ
Cookie-cutter financial advice, even from reputable sources like Dave Ramsey or Suze Orman, may not be suitable for everyone due to unique family dynamics, health considerations, cash flow potential, and risk tolerance. Financial plans should be tailored to fit individual circumstances rather than applying a one-size-fits-all approach.
Retirees, especially business owners who receive a lar...
2025-12-1123 min
The Life Planning 101 PodcastBig Beautiful Tax OpportunitiesThis week, Angela joins the Slice Podcast to talk about the latest tax legislation and how it impacts families, business owners, and retirees. She discusses the extension of current tax rates, the SECURE Act 2.0, 529 plans, charitable giving, Roth conversions, estate tax exemptions, and Trump accounts. She also emphasizes the importance of planning and optimizing financial strategies to take advantage of available opportunities and achieve long-term financial confidence.
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Key Takeaways đź’ˇ
The extension of current tax rates is a significant benefit, as reverting to old rates would have negatively impacted many, especially middle-class married couples. Under the old rate...
2025-12-0439 minThe Life Planning 101 PodcastBig Beautiful Tax OpportunitiesThis week, Angela joins the Slice Podcast to talk about the latest tax legislation and how it impacts families, business owners, and retirees. She discusses the extension of current tax rates, the SECURE Act 2.0, 529 plans, charitable giving, Roth conversions, estate tax exemptions, and Trump accounts. She also emphasizes the importance of planning and optimizing financial strategies to take advantage of available opportunities and achieve long-term financial confidence.
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Key Takeaways đź’ˇ
The extension of current tax rates is a significant benefit, as reverting to old rates would have negatively impacted many, especially middle-class married couples. Under the old rate...
2025-12-0439 min
The Life Planning 101 PodcastGratitude Isn't Always Easy (Rebroadcast)This week Angela discusses the importance of gratitude, especially during challenging times. She shares insights from her coach, Lee Brower, about the different levels of gratitude and how to cultivate intentional gratitude to create a positive ripple effect in the world. The episode encourages listeners to practice random acts of kindness and shift their focus from consumption to making a meaningful impact.
2025-11-2521 minThe Life Planning 101 PodcastGratitude Isn't Always Easy (Rebroadcast)This week Angela discusses the importance of gratitude, especially during challenging times. She shares insights from her coach, Lee Brower, about the different levels of gratitude and how to cultivate intentional gratitude to create a positive ripple effect in the world. The episode encourages listeners to practice random acts of kindness and shift their focus from consumption to making a meaningful impact.
2025-11-2521 min
The Life Planning 101 PodcastThe Dirty Dozen of Long-Term Care Stats (Rebroadcast)This week Angela discusses the importance of long-term health care planning. She shares statistics about the likelihood of needing long-term care and the associated costs, emphasizing the need to create a comprehensive plan that goes beyond just financial aspects.
Key Takeaways đź’ˇ
Medicare typically covers the first 90 days of long-term health care services, but after that, individuals are responsible for covering the costs. Medicaid is a welfare program that requires individuals to have limited income and assets, potentially putting a spouse at financial risk and forcing them to spend down their assets before qualifying for assistance.
Individuals who are 65 yea...
2025-11-0524 minThe Life Planning 101 PodcastThe Dirty Dozen of Long-Term Care Stats (Rebroadcast)This week Angela discusses the importance of long-term health care planning. She shares statistics about the likelihood of needing long-term care and the associated costs, emphasizing the need to create a comprehensive plan that goes beyond just financial aspects.
Key Takeaways đź’ˇ
Medicare typically covers the first 90 days of long-term health care services, but after that, individuals are responsible for covering the costs. Medicaid is a welfare program that requires individuals to have limited income and assets, potentially putting a spouse at financial risk and forcing them to spend down their assets before qualifying for assistance.
Individuals who are 65 yea...
2025-11-0524 min
The Life Planning 101 PodcastAI and Retirement PlanningThis week Angela discusses whether retirement planning is different today with the advent of artificial intelligence compared to the past. She shares her experiences from 2006 and emphasizes that while the tools and technology have evolved, the fundamental principles of successful retirement planning remain the same.
Key Takeaways đź’ˇ
Retirement planning software has evolved significantly since 2006, but advisors still need to understand the underlying principles and manually adjust the software's output to create accurate plans. Relying solely on software without understanding the fundamentals can lead to incorrect plans, highlighting the importance of hands-on experience and a deep understanding of financial mec...
2025-10-2921 minThe Life Planning 101 PodcastAI and Retirement PlanningThis week Angela discusses whether retirement planning is different today with the advent of artificial intelligence compared to the past. She shares her experiences from 2006 and emphasizes that while the tools and technology have evolved, the fundamental principles of successful retirement planning remain the same.
Key Takeaways đź’ˇ
Retirement planning software has evolved significantly since 2006, but advisors still need to understand the underlying principles and manually adjust the software's output to create accurate plans. Relying solely on software without understanding the fundamentals can lead to incorrect plans, highlighting the importance of hands-on experience and a deep understanding of financial mec...
2025-10-2921 min
The Life Planning 101 PodcastPocketbook Power PlaysInflation has made everything feel tighter—but there are ways to put money back in your pocket. In this episode, Angela shares five practical strategies to help you stretch your dollars without sacrificing your lifestyle:
âś… Reevaluate home and auto insurance
âś… Use credit card rewards wisely
âś… Make your cash actually earn interest
âś… Cut interest costs on existing debt
âś… Adjust your tax planning before 2026 hits
Talk is cheap—action saves money. Tune in and start putting these ideas to work today!
2025-10-1622 minThe Life Planning 101 PodcastPocketbook Power PlaysInflation has made everything feel tighter—but there are ways to put money back in your pocket. In this episode, Angela shares five practical strategies to help you stretch your dollars without sacrificing your lifestyle:
âś… Reevaluate home and auto insurance
âś… Use credit card rewards wisely
âś… Make your cash actually earn interest
âś… Cut interest costs on existing debt
âś… Adjust your tax planning before 2026 hits
Talk is cheap—action saves money. Tune in and start putting these ideas to work today!
2025-10-1622 min
The Life Planning 101 PodcastYour Estate Plan (Rebroadcast)Angela discusses the importance of estate planning, particularly focusing on the differences between will-based and trust-based plans. She emphasizes the significance of having a well-organized estate plan to ensure that your assets are distributed according to your wishes and to avoid complications for your family after you're gone. The episode aims to demystify the concept of trusts and help listeners understand whether a trust-based plan is necessary for their specific situation.
Key Takeaways đź’ˇ
Estate planning is crucial because without a proper plan, settling an estate can take months or even years due to difficulties in locating and retitling ass...
2025-10-0826 minThe Life Planning 101 PodcastYour Estate Plan (Rebroadcast)Angela discusses the importance of estate planning, particularly focusing on the differences between will-based and trust-based plans. She emphasizes the significance of having a well-organized estate plan to ensure that your assets are distributed according to your wishes and to avoid complications for your family after you're gone. The episode aims to demystify the concept of trusts and help listeners understand whether a trust-based plan is necessary for their specific situation.
Key Takeaways đź’ˇ
Estate planning is crucial because without a proper plan, settling an estate can take months or even years due to difficulties in locating and retitling ass...
2025-10-0826 min
The Life Planning 101 PodcastTwo Reasons You Get Sued (Rebroadcast)In this episode, Angela discusses the importance of asset protection planning in today's litigious society. She emphasizes that anyone can be sued, regardless of their wealth, and highlights the need for preventative measures to safeguard one's assets. The episode aims to educate listeners on how to create a holistic asset protection plan to mitigate risks and live life on purpose.
Key Takeaways đź’ˇ
There are an estimated 40 million lawsuits filed every year in the United States, highlighting the importance of being prepared for potential legal action. It's crucial to consider whether you could afford to defend yourself in a law...
2025-10-0124 minThe Life Planning 101 PodcastTwo Reasons You Get Sued (Rebroadcast)In this episode, Angela discusses the importance of asset protection planning in today's litigious society. She emphasizes that anyone can be sued, regardless of their wealth, and highlights the need for preventative measures to safeguard one's assets. The episode aims to educate listeners on how to create a holistic asset protection plan to mitigate risks and live life on purpose.
Key Takeaways đź’ˇ
There are an estimated 40 million lawsuits filed every year in the United States, highlighting the importance of being prepared for potential legal action. It's crucial to consider whether you could afford to defend yourself in a law...
2025-10-0124 min
The Life Planning 101 PodcastDo You Really Want a Successful Retirement?In this episode, Angela discusses the importance of truly wanting a successful retirement and being willing to make the necessary sacrifices to achieve it. She shares a personal story about her grandparents' disciplined approach to finances and uses an analogy of an elite pianist to illustrate the dedication required for success.
Key Takeaways đź’ˇ
Angela shares a story about her grandmother, who meticulously kept a budget in a little green book ever since retirement. Despite not having a lot of money, her grandmother never worried about finances because she had a clear understanding of her income and expenses, which all...
2025-09-2518 minThe Life Planning 101 PodcastDo You Really Want a Successful Retirement?In this episode, Angela discusses the importance of truly wanting a successful retirement and being willing to make the necessary sacrifices to achieve it. She shares a personal story about her grandparents' disciplined approach to finances and uses an analogy of an elite pianist to illustrate the dedication required for success.
Key Takeaways đź’ˇ
Angela shares a story about her grandmother, who meticulously kept a budget in a little green book ever since retirement. Despite not having a lot of money, her grandmother never worried about finances because she had a clear understanding of her income and expenses, which all...
2025-09-2518 min
The Life Planning 101 PodcastDo You Really Have Enough Life Insurance?On this week's episode, Angela discusses the importance of life insurance and addresses common misconceptions about its cost and coverage. She emphasizes the need to assess whether individuals are adequately insured, especially considering that many Americans are either uninsured or underinsured. The episode aims to educate listeners on making informed decisions about life insurance to protect their families' financial futures.
Key Takeaways đź’ˇ
A significant number of Americans, estimated at 42%, believe they are either uninsured or underinsured, according to a 2024 LIMRA study; however, this is a self-diagnosed statistic, suggesting the actual number of underinsured individuals may be even higher, hig...
2025-09-1819 minThe Life Planning 101 PodcastDo You Really Have Enough Life Insurance?On this week's episode, Angela discusses the importance of life insurance and addresses common misconceptions about its cost and coverage. She emphasizes the need to assess whether individuals are adequately insured, especially considering that many Americans are either uninsured or underinsured. The episode aims to educate listeners on making informed decisions about life insurance to protect their families' financial futures.
Key Takeaways đź’ˇ
A significant number of Americans, estimated at 42%, believe they are either uninsured or underinsured, according to a 2024 LIMRA study; however, this is a self-diagnosed statistic, suggesting the actual number of underinsured individuals may be even higher, hig...
2025-09-1819 min
The Life Planning 101 PodcastWhat is Your Money Really Making?In this episode, Angela discusses the importance of considering taxes and inflation when evaluating investment returns. She emphasizes that ignoring these factors can significantly reduce the real rate of return and impact long-term financial planning. She also touches on the potential financial challenges facing future generations due to factors like boomer spending habits, healthcare costs, and tax implications on inherited retirement plans.
Key Takeaways đź’ˇ
When evaluating investment returns, it's crucial to consider the impact of taxes and inflation to determine the real after-tax rate of return. A seemingly good return of 10% can be significantly reduced to around 2.9% when fac...
2025-09-1018 minThe Life Planning 101 PodcastWhat is Your Money Really Making?In this episode, Angela discusses the importance of considering taxes and inflation when evaluating investment returns. She emphasizes that ignoring these factors can significantly reduce the real rate of return and impact long-term financial planning. She also touches on the potential financial challenges facing future generations due to factors like boomer spending habits, healthcare costs, and tax implications on inherited retirement plans.
Key Takeaways đź’ˇ
When evaluating investment returns, it's crucial to consider the impact of taxes and inflation to determine the real after-tax rate of return. A seemingly good return of 10% can be significantly reduced to around 2.9% when fac...
2025-09-1018 min
The Life Planning 101 PodcastWhat Do You Want Your Story to Be? (Rebroadcast)In this episode, Angela encourages listeners to reflect on their lives and consider whether they are living with purpose. She shares an unusual obituary as a starting point for reflection and challenges listeners to envision their own lives and legacies, urging them to take steps to align their actions with their desired stories.
Key Takeaways đź’ˇ
Reflecting on others' lives, such as through obituaries, can provide valuable insights into our own lives and help us consider our purpose. The story of Pat Stocks, a 94-year-old woman whose obituary was shared on the podcast, serves as a reminder that life is...
2025-09-0423 minThe Life Planning 101 PodcastWhat Do You Want Your Story to Be? (Rebroadcast)In this episode, Angela encourages listeners to reflect on their lives and consider whether they are living with purpose. She shares an unusual obituary as a starting point for reflection and challenges listeners to envision their own lives and legacies, urging them to take steps to align their actions with their desired stories.
Key Takeaways đź’ˇ
Reflecting on others' lives, such as through obituaries, can provide valuable insights into our own lives and help us consider our purpose. The story of Pat Stocks, a 94-year-old woman whose obituary was shared on the podcast, serves as a reminder that life is...
2025-09-0423 min
The Life Planning 101 PodcastHow Much Will Uncle Sam Benefit from the Sale of Your Business?In this episode, Angela discusses tax planning strategies for business owners considering transitioning or selling their business. She emphasizes the importance of proactive tax planning to maximize benefits and avoid common mistakes that could negatively impact the sale and future financial security. The episode outlines three critical 'don'ts' related to tax planning when transitioning a business.
Key Takeaways đź’ˇ
Business owners should not be ignorant about potential taxes when selling their business, as guessing or adding estimated taxes to the business price can deter serious buyers. Understanding the tax implications for both the seller and the buyer can create neg...
2025-08-2818 minThe Life Planning 101 PodcastHow Much Will Uncle Sam Benefit from the Sale of Your Business?In this episode, Angela discusses tax planning strategies for business owners considering transitioning or selling their business. She emphasizes the importance of proactive tax planning to maximize benefits and avoid common mistakes that could negatively impact the sale and future financial security. The episode outlines three critical 'don'ts' related to tax planning when transitioning a business.
Key Takeaways đź’ˇ
Business owners should not be ignorant about potential taxes when selling their business, as guessing or adding estimated taxes to the business price can deter serious buyers. Understanding the tax implications for both the seller and the buyer can create neg...
2025-08-2818 min
The Life Planning 101 Podcast3 Costly Mistakes When Transitioning Your BusinessIn this episode, Angela discusses costly mistakes business owners make when transitioning their businesses. She emphasizes the emotional aspect of business ownership and how it can lead to poor decision-making during the transition process. The episode focuses on three common mistakes: running on empty, building a honeybee business, and prioritizing everything, and provides tips for avoiding these pitfalls to ensure a successful transition and retirement.
Key Takeaways
Many business owners drive themselves too hard without planning for the future, leading to burnout, health issues, or even death, which forces them to transition their business under less than ideal...
2025-08-2618 minThe Life Planning 101 Podcast3 Costly Mistakes When Transitioning Your BusinessIn this episode, Angela discusses costly mistakes business owners make when transitioning their businesses. She emphasizes the emotional aspect of business ownership and how it can lead to poor decision-making during the transition process. The episode focuses on three common mistakes: running on empty, building a honeybee business, and prioritizing everything, and provides tips for avoiding these pitfalls to ensure a successful transition and retirement.
Key Takeaways
Many business owners drive themselves too hard without planning for the future, leading to burnout, health issues, or even death, which forces them to transition their business under less than ideal...
2025-08-2618 min
The Life Planning 101 PodcastWhere Are You Getting Advice?In this episode, Angela discusses the importance of seeking sound advice and avoiding common pitfalls. She shares humorous anecdotes of bad advice and emphasizes the need to be cautious about the voices influencing our decisions. Angela highlights the significance of having a trusted team of professionals to address various aspects of life planning, including business, finances, and legacy.
Key Takeaways đź’ˇ
It is important to be mindful of the sources of advice we receive and how they impact our decisions, not only in faith but also in relationships, raising children, business, and financial matters. There is a lot of adv...
2025-08-1317 minThe Life Planning 101 PodcastWhere Are You Getting Advice?In this episode, Angela discusses the importance of seeking sound advice and avoiding common pitfalls. She shares humorous anecdotes of bad advice and emphasizes the need to be cautious about the voices influencing our decisions. Angela highlights the significance of having a trusted team of professionals to address various aspects of life planning, including business, finances, and legacy.
Key Takeaways đź’ˇ
It is important to be mindful of the sources of advice we receive and how they impact our decisions, not only in faith but also in relationships, raising children, business, and financial matters. There is a lot of adv...
2025-08-1317 min
The Life Planning 101 PodcastRetirement BlundersAngela discusses common blunders people make when planning for or entering retirement. She emphasizes the importance of planning and avoiding mistakes that can jeopardize financial stability and overall well-being in retirement. The episode covers five key blunders and offers advice on how to avoid them.
Key Takeaways đź’ˇ
Many people mistakenly treat their first year of retirement as a windfall, especially ranchers, farmers, and business owners who are used to spending when they have cash available. Spending too much money early in retirement can be devastating to long-term financial stability, so it's important to avoid this common pitfall.
To avo...
2025-07-3020 minThe Life Planning 101 PodcastRetirement BlundersAngela discusses common blunders people make when planning for or entering retirement. She emphasizes the importance of planning and avoiding mistakes that can jeopardize financial stability and overall well-being in retirement. The episode covers five key blunders and offers advice on how to avoid them.
Key Takeaways đź’ˇ
Many people mistakenly treat their first year of retirement as a windfall, especially ranchers, farmers, and business owners who are used to spending when they have cash available. Spending too much money early in retirement can be devastating to long-term financial stability, so it's important to avoid this common pitfall.
To avo...
2025-07-3020 minThe Life Planning 101 PodcastOne Big Beautiful Bill Act - Part 2This week Angela continues the discussion on the One Big Beautiful Bill Act. This episode focuses on student loans, charitable gifting, new tax legislation for individuals, and new tax legislation for businesses and farmers. The aim is to provide a broad overview to prompt listeners to inquire about potential impacts on their financial situations.
Key Takeaways đź’ˇ
The One Big Beautiful Bill Act introduces a lifetime borrowing cap for student loans, with graduates capped at $100,000 and medical/law students at $200,000, and further limitations for part-time students. Parent Plus loans now have a cap of $65,000, and repayment options have been sim...
2025-07-1621 minThe Life Planning 101 PodcastOne Big Beautiful Bill Act - Part 2This week Angela continues the discussion on the One Big Beautiful Bill Act. This episode focuses on student loans, charitable gifting, new tax legislation for individuals, and new tax legislation for businesses and farmers. The aim is to provide a broad overview to prompt listeners to inquire about potential impacts on their financial situations.
Key Takeaways đź’ˇ
The One Big Beautiful Bill Act introduces a lifetime borrowing cap for student loans, with graduates capped at $100,000 and medical/law students at $200,000, and further limitations for part-time students. Parent Plus loans now have a cap of $65,000, and repayment options have been sim...
2025-07-1621 minThe Life Planning 101 PodcastOne Big Beautiful Bill Act - Part 1In this episode, Angela discusses the "One Big Beautiful Bill Act" and its implications for individuals, business owners, farmers, and ranchers. She provides an overview of the bill, focusing on key aspects such as permanence and stability in the tax code, student and child-focused provisions, charitable gifting, state and local taxes, and new tax legislation.
Key Takeaways đź’ˇ
The extension and expansion of the 2017 Tax Cuts and Jobs Act brings permanence to several provisions, preventing taxes from reverting to 2016 rates and rules, which includes the alternative minimum tax (AMT). This stability allows families and business owners to make informed dec...
2025-07-1020 minThe Life Planning 101 PodcastOne Big Beautiful Bill Act - Part 1In this episode, Angela discusses the "One Big Beautiful Bill Act" and its implications for individuals, business owners, farmers, and ranchers. She provides an overview of the bill, focusing on key aspects such as permanence and stability in the tax code, student and child-focused provisions, charitable gifting, state and local taxes, and new tax legislation.
Key Takeaways đź’ˇ
The extension and expansion of the 2017 Tax Cuts and Jobs Act brings permanence to several provisions, preventing taxes from reverting to 2016 rates and rules, which includes the alternative minimum tax (AMT). This stability allows families and business owners to make informed dec...
2025-07-1020 min
The Life Planning 101 PodcastRetirement Accounts and TrustsIn this episode, Angela discusses the implications of the SECURE Act and its amendments on retirement accounts, particularly when trusts are named as beneficiaries. She emphasizes the importance of reviewing trusts written before July 2024 to ensure compliance with the IRS's final RMD regulations and to avoid unintended tax consequences. The episode aims to educate listeners on the complexities of tax laws and the need for professional guidance in estate planning.
Key Takeaways đź’ˇ
Naming a trust as a beneficiary of a retirement account can be beneficial for several reasons, such as managing inheritances for underage children, protecting assets from spe...
2025-06-2516 minThe Life Planning 101 PodcastRetirement Accounts and TrustsIn this episode, Angela discusses the implications of the SECURE Act and its amendments on retirement accounts, particularly when trusts are named as beneficiaries. She emphasizes the importance of reviewing trusts written before July 2024 to ensure compliance with the IRS's final RMD regulations and to avoid unintended tax consequences. The episode aims to educate listeners on the complexities of tax laws and the need for professional guidance in estate planning.
Key Takeaways đź’ˇ
Naming a trust as a beneficiary of a retirement account can be beneficial for several reasons, such as managing inheritances for underage children, protecting assets from spe...
2025-06-2516 min
The Life Planning 101 PodcastLife Planning at 18In this episode, Angela addresses 18-year-olds and their parents about essential financial and legal considerations as they transition into adulthood. She emphasizes the importance of financial literacy and proactive planning to secure a stable future. The discussion covers medical and financial powers of attorney, building excellent credit, planning for the future, and investing in oneself through financial education.
Key Takeaways đź’ˇ
Upon turning 18, parents no longer have automatic access to their child's medical information or the ability to make medical decisions on their behalf; therefore, it is crucial for 18-year-olds to establish a medical power of attorney with HIPAA pri...
2025-06-1321 minThe Life Planning 101 PodcastLife Planning at 18In this episode, Angela addresses 18-year-olds and their parents about essential financial and legal considerations as they transition into adulthood. She emphasizes the importance of financial literacy and proactive planning to secure a stable future. The discussion covers medical and financial powers of attorney, building excellent credit, planning for the future, and investing in oneself through financial education.
Key Takeaways đź’ˇ
Upon turning 18, parents no longer have automatic access to their child's medical information or the ability to make medical decisions on their behalf; therefore, it is crucial for 18-year-olds to establish a medical power of attorney with HIPAA pri...
2025-06-1321 min
The Life Planning 101 PodcastShould You Have a Family Meeting?In this episode Angela discusses the importance of having family meetings, especially as children grow older and move out. She emphasizes the need for proactive communication within families to address important life decisions, end-of-life wishes, and potential conflicts that may arise after a parent's passing. She also encourages families to have open and honest conversations to ensure continued harmony and support.
Key Takeaways đź’ˇ
Family meetings are often perceived negatively due to past experiences, but they become increasingly important as children leave home to proactively address family matters, rather than reactively dealing with issues as they arise. Husbands and wiv...
2025-06-0617 minThe Life Planning 101 PodcastShould You Have a Family Meeting?In this episode Angela discusses the importance of having family meetings, especially as children grow older and move out. She emphasizes the need for proactive communication within families to address important life decisions, end-of-life wishes, and potential conflicts that may arise after a parent's passing. She also encourages families to have open and honest conversations to ensure continued harmony and support.
Key Takeaways đź’ˇ
Family meetings are often perceived negatively due to past experiences, but they become increasingly important as children leave home to proactively address family matters, rather than reactively dealing with issues as they arise. Husbands and wiv...
2025-06-0617 min
The Life Planning 101 PodcastWhat is Your Relationship with Money? (Rebroadcast)In this episode, Angela discusses the concept of "money scripts" and how our beliefs about money, often formed in childhood, can significantly impact our financial and overall health. Drawing from the work of Dr. Brad Klontz, a psychologist and certified financial planner, the episode explores four common money scripts and offers advice on how to identify and break free from negative patterns to achieve a healthier relationship with money.
Key Takeaways đź’ˇ
Money avoidance is a belief that money is inherently bad, leading to anxiety and disgust towards wealth and successful people. Individuals with this script often unconsciously sabotage the...
2025-05-2924 minThe Life Planning 101 PodcastWhat is Your Relationship with Money? (Rebroadcast)In this episode, Angela discusses the concept of "money scripts" and how our beliefs about money, often formed in childhood, can significantly impact our financial and overall health. Drawing from the work of Dr. Brad Klontz, a psychologist and certified financial planner, the episode explores four common money scripts and offers advice on how to identify and break free from negative patterns to achieve a healthier relationship with money.
Key Takeaways đź’ˇ
Money avoidance is a belief that money is inherently bad, leading to anxiety and disgust towards wealth and successful people. Individuals with this script often unconsciously sabotage the...
2025-05-2924 min
The Life Planning 101 PodcastThinking About Gifting to Your Children?This week Angela discusses the complexities and risks involved in gifting significant assets to children, such as land or businesses. She emphasizes the importance of proper planning and professional advice to avoid costly tax consequences and unintended liabilities. The episode focuses particularly on the tax implications of gifting versus inheriting assets and the importance of understanding cost basis.
Key Takeaways đź’ˇ
Many parents consider gifting significant assets like land, money, or business interests to their children as they age, but often do so without seeking comprehensive advice, which can lead to costly mistakes. Even when advice is sought, it is...
2025-05-1520 minThe Life Planning 101 PodcastThinking About Gifting to Your Children?This week Angela discusses the complexities and risks involved in gifting significant assets to children, such as land or businesses. She emphasizes the importance of proper planning and professional advice to avoid costly tax consequences and unintended liabilities. The episode focuses particularly on the tax implications of gifting versus inheriting assets and the importance of understanding cost basis.
Key Takeaways đź’ˇ
Many parents consider gifting significant assets like land, money, or business interests to their children as they age, but often do so without seeking comprehensive advice, which can lead to costly mistakes. Even when advice is sought, it is...
2025-05-1520 min
Black Like MeS11 E202: "Now The Role Will ALWAYS Be Black!": - Revealing The True Colors Of Wicked With Broadway and TV Star Angela Robinson Whitehurst Angela Robinson Whitehurst returns to the show to bring her Broadway experience to discussing Wicked and the translation from stage to screen. Dr. Gee and Angela discuss the timing of seeing race brought to the forefront of this version of Wicked, compared to when the stage musical was first a part of our culture. The power of fantasy and musical stories is that deep ideas about culture can be explored through an alternate version of our world. It allows us to see the realities of our world through a different lens. Angela also exposes the way that B...
2025-05-131h 12
The Life Planning 101 PodcastYour Next Vacation - RetirementThis week Angela discusses the importance of intentional retirement planning compared to the time people spend planning vacations. She highlights the irony that people often invest far more time planning short vacations than their entire retirement, emphasizing the need for early and purposeful retirement preparation beyond just finances.
Key Takeaways đź’ˇ
Travelers spend an average of 303 minutes per day on travel content during the 45 days before booking a vacation, totaling about 227 hours or over five and a half work weeks. This highlights how much time people invest in planning short-term leisure activities compared to retirement planning.
Most people spend litt...
2025-05-0718 minThe Life Planning 101 PodcastYour Next Vacation - RetirementThis week Angela discusses the importance of intentional retirement planning compared to the time people spend planning vacations. She highlights the irony that people often invest far more time planning short vacations than their entire retirement, emphasizing the need for early and purposeful retirement preparation beyond just finances.
Key Takeaways đź’ˇ
Travelers spend an average of 303 minutes per day on travel content during the 45 days before booking a vacation, totaling about 227 hours or over five and a half work weeks. This highlights how much time people invest in planning short-term leisure activities compared to retirement planning.
Most people spend litt...
2025-05-0718 min
The Life Planning 101 PodcastFaith Over FearThis week, Angela discusses the current financial market volatility in April 2025, emphasizing the theme 'Faith Over Fear.' She explores how investors can navigate uncertainty by understanding the nature of investing, the composition of financial markets, and the importance of having a solid financial plan.
Key Takeaways đź’ˇ
The current financial markets are experiencing significant volatility due to factors like tariffs, interest rates, and political noise, which understandably creates fear among investors. However, such turbulence is part of the economic cycle, and historically, crises have presented investment opportunities rather than just risks. Angela cautions against simply hiding from the mar...
2025-04-2320 minThe Life Planning 101 PodcastFaith Over FearThis week, Angela discusses the current financial market volatility in April 2025, emphasizing the theme 'Faith Over Fear.' She explores how investors can navigate uncertainty by understanding the nature of investing, the composition of financial markets, and the importance of having a solid financial plan.
Key Takeaways đź’ˇ
The current financial markets are experiencing significant volatility due to factors like tariffs, interest rates, and political noise, which understandably creates fear among investors. However, such turbulence is part of the economic cycle, and historically, crises have presented investment opportunities rather than just risks. Angela cautions against simply hiding from the mar...
2025-04-2320 min
The Life Planning 101 PodcastThe Griever's To-Do List (Rebroadcast)This episode focuses on the importance of life planning to prepare for unforeseen circumstances like illness or death. Through the story of Maria and her husband Tom, the episode highlights the emotional, financial, and logistical challenges faced by families without proper planning.
Key Takeaways đź’ˇ
The episode emphasizes the importance of taking action to prepare for unforeseen life events, such as illness or death, to reduce the burden on loved ones. Angela encourages listeners to reflect on their responsibilities and take proactive steps to care for their families.
Maria's story illustrates the challenges of navigating life after her husband Tom...
2025-04-1623 minThe Life Planning 101 PodcastThe Griever's To-Do List (Rebroadcast)This episode focuses on the importance of life planning to prepare for unforeseen circumstances like illness or death. Through the story of Maria and her husband Tom, the episode highlights the emotional, financial, and logistical challenges faced by families without proper planning.
Key Takeaways đź’ˇ
The episode emphasizes the importance of taking action to prepare for unforeseen life events, such as illness or death, to reduce the burden on loved ones. Angela encourages listeners to reflect on their responsibilities and take proactive steps to care for their families.
Maria's story illustrates the challenges of navigating life after her husband Tom...
2025-04-1623 min
The Life Planning 101 PodcastParalyzed by Estate PlanningThis episode focuses on estate and legacy planning. Angela discusses the challenges of estate planning, including procrastination and complexity, and provides actionable steps to simplify the process using a structured approach.
Key Takeaways đź’ˇ
Angela highlights that 68% of Americans lack a valid Will, with procrastination being a major factor, especially among those earning over $80,000 annually. She emphasizes the importance of addressing this issue to avoid leaving loved ones unprepared.
The concept of a legacy planning process is introduced to help individuals navigate the complexities of estate planning. Angela stresses that taking the first step and engaging actively in the pro...
2025-04-0219 minThe Life Planning 101 PodcastParalyzed by Estate PlanningThis episode focuses on estate and legacy planning. Angela discusses the challenges of estate planning, including procrastination and complexity, and provides actionable steps to simplify the process using a structured approach.
Key Takeaways đź’ˇ
Angela highlights that 68% of Americans lack a valid Will, with procrastination being a major factor, especially among those earning over $80,000 annually. She emphasizes the importance of addressing this issue to avoid leaving loved ones unprepared.
The concept of a legacy planning process is introduced to help individuals navigate the complexities of estate planning. Angela stresses that taking the first step and engaging actively in the pro...
2025-04-0219 min
The Life Planning 101 PodcastWhat Isn't New in D.C.?This week, Angela discusses key financial and legislative updates, including the Corporate Transparency Act, Social Security Fairness Act, Secure Act 2.0, the impact of executive orders on financial markets, and more.
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Key Takeaways đź’ˇ
The Corporate Transparency Act, though not currently enforced, could impose significant fines and prison time for non-compliance. A new rule is expected by March 21st, and Congress is discussing potential changes or elimination of the act, which could benefit businesses.
The Social Security Fairness Act addresses unfair provisions like the windfall elimination provision and government pension offset, benefiting 3.2 million people retroactively from January 2024. Listeners are...
2025-03-1220 minThe Life Planning 101 PodcastWhat Isn't New in D.C.?This week, Angela discusses key financial and legislative updates, including the Corporate Transparency Act, Social Security Fairness Act, Secure Act 2.0, the impact of executive orders on financial markets, and more.
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Key Takeaways đź’ˇ
The Corporate Transparency Act, though not currently enforced, could impose significant fines and prison time for non-compliance. A new rule is expected by March 21st, and Congress is discussing potential changes or elimination of the act, which could benefit businesses.
The Social Security Fairness Act addresses unfair provisions like the windfall elimination provision and government pension offset, benefiting 3.2 million people retroactively from January 2024. Listeners are...
2025-03-1220 min
The Life Planning 101 PodcastGetting in Financial ShapeGetting in financial shape is tough. The problem with getting in financial shape is that most people don’t really give it a go until the pain is bad enough. Here’s a news flash…this is not good!
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About the Podcast 🎙
Angela discusses the challenges of achieving financial stability and compares it to physical fitness. The episode focuses on the importance of discipline, prioritization, and long-term planning to improve financial health. Angela shares insights, real-life examples, and actionable tips to motivate listeners to take control of their financial future.
Key Takeaways đź’ˇ
Angela highlights the common st...
2025-02-2015 minThe Life Planning 101 PodcastGetting in Financial ShapeGetting in financial shape is tough. The problem with getting in financial shape is that most people don’t really give it a go until the pain is bad enough. Here’s a news flash…this is not good!
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About the Podcast 🎙
Angela discusses the challenges of achieving financial stability and compares it to physical fitness. The episode focuses on the importance of discipline, prioritization, and long-term planning to improve financial health. Angela shares insights, real-life examples, and actionable tips to motivate listeners to take control of their financial future.
Key Takeaways đź’ˇ
Angela highlights the common st...
2025-02-2015 minThe Life Planning 101 PodcastUnderstanding How Other Generations Think About MoneyThere is an ongoing disconnect between generations and the way they think about a lot of things, including money. This is evident in any family, so the good news is that you are not alone.
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About the Podcast 🎙
Angela discusses generational perspectives on money, exploring how different generations approach finances, savings, and legacy planning. The episode emphasizes the importance of understanding these differences to foster better communication and financial planning within families.
Key Takeaways đź’ˇ
The Silent Generation's financial habits were shaped by the Great Depression and World War II, leading to frugality, hoarding, and a reluc...
2025-02-1222 minThe Life Planning 101 PodcastUnderstanding How Other Generations Think About MoneyThere is an ongoing disconnect between generations and the way they think about a lot of things, including money. This is evident in any family, so the good news is that you are not alone.
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About the Podcast 🎙
Angela discusses generational perspectives on money, exploring how different generations approach finances, savings, and legacy planning. The episode emphasizes the importance of understanding these differences to foster better communication and financial planning within families.
Key Takeaways đź’ˇ
The Silent Generation's financial habits were shaped by the Great Depression and World War II, leading to frugality, hoarding, and a reluc...
2025-02-1222 min
The Life Planning 101 PodcastTell Me 'Bout the Good Old Days (Rebroadcast)More than just lyrics to a song, these words really hit home. The only way our country and our world will get better is by each of us starting in our own homes and own communities. It starts with us. There are people and things that you hold very dear to your heart. Take some time this week to write them down and share them with your family. This week we revisit our most downloaded podcast of all time.
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About the Podcast 🎙
This episode explores the concept of addressing life's 'messes' to live purposefully. The disc...
2025-02-0619 minThe Life Planning 101 PodcastTell Me 'Bout the Good Old Days (Rebroadcast)More than just lyrics to a song, these words really hit home. The only way our country and our world will get better is by each of us starting in our own homes and own communities. It starts with us. There are people and things that you hold very dear to your heart. Take some time this week to write them down and share them with your family. This week we revisit our most downloaded podcast of all time.
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About the Podcast 🎙
This episode explores the concept of addressing life's 'messes' to live purposefully. The disc...
2025-02-0619 min
The Life Planning 101 PodcastAre We There Yet? (Rebroadcast)What is it about our minds that make us more impatient the closer we get to our goal? We all want to get where we are going “yesterday.” The problem sometimes develops that we become so focused on “getting there,” that we forget to be a human being in the midst of it. We become a human doing instead.
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About the Podcast 🎙
This episode explores the importance of living intentionally and enjoying the journey of life rather than rushing toward goals. Angela reflects on themes like impatience, the overwhelming nature of to-do lists, and the need...
2025-01-3020 minThe Life Planning 101 PodcastAre We There Yet? (Rebroadcast)What is it about our minds that make us more impatient the closer we get to our goal? We all want to get where we are going “yesterday.” The problem sometimes develops that we become so focused on “getting there,” that we forget to be a human being in the midst of it. We become a human doing instead.
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About the Podcast 🎙
This episode explores the importance of living intentionally and enjoying the journey of life rather than rushing toward goals. Angela reflects on themes like impatience, the overwhelming nature of to-do lists, and the need...
2025-01-3020 min
The Life Planning 101 PodcastWhy Haven't You Updated Your Estate Plan?Updating your estate plan may be hard. Scratch that. It will be hard. Family dynamics aren’t always easy. And when you add money to the equation, well...it can change everything and not always for the better.
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About the Episode 🎙
Angela discusses the complexities of estate planning, focusing on family dynamics, fairness versus equality, and the importance of proactive communication. She shares a cautionary tale to highlight the consequences of procrastination and offers actionable advice for addressing common estate planning challenges.
Key Takeaways đź’ˇ
Procrastination in updating estate plans often stems from emotional or family-re...
2025-01-2315 minThe Life Planning 101 PodcastWhy Haven't You Updated Your Estate Plan?Updating your estate plan may be hard. Scratch that. It will be hard. Family dynamics aren’t always easy. And when you add money to the equation, well...it can change everything and not always for the better.
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About the Episode 🎙
Angela discusses the complexities of estate planning, focusing on family dynamics, fairness versus equality, and the importance of proactive communication. She shares a cautionary tale to highlight the consequences of procrastination and offers actionable advice for addressing common estate planning challenges.
Key Takeaways đź’ˇ
Procrastination in updating estate plans often stems from emotional or family-re...
2025-01-2315 min
The Life Planning 101 PodcastRetirement - The Easy Years Are OverIn this episode, Angela discusses the complexities of retirement planning and why the traditional view of retirement as "easy years" may no longer be accurate. She shares anecdotes and stories to illustrate common misconceptions and provides advice on how to proactively plan for a successful retirement.
Key Takeaways đź’ˇ
Many people mistakenly believe that simply saving diligently and budgeting prudently will guarantee an easy retirement, but this is often not the case due to the complexities of the financial world and unforeseen circumstances. Financial jargon and the intricacies of the tax code can be overwhelming, leading individuals to underestimate the...
2024-08-2122 minThe Life Planning 101 PodcastRetirement - The Easy Years Are OverIn this episode, Angela discusses the complexities of retirement planning and why the traditional view of retirement as "easy years" may no longer be accurate. She shares anecdotes and stories to illustrate common misconceptions and provides advice on how to proactively plan for a successful retirement.
Key Takeaways đź’ˇ
Many people mistakenly believe that simply saving diligently and budgeting prudently will guarantee an easy retirement, but this is often not the case due to the complexities of the financial world and unforeseen circumstances. Financial jargon and the intricacies of the tax code can be overwhelming, leading individuals to underestimate the...
2024-08-2122 min
Eric's Perspective : A podcast series on African American artEric's Perspective Feat. Angela Robinson WitherspoonIn this episode, Eric sits down with actress, filmmaker & artist Angela Robinson Witherspoon. They discuss her early exposure to art and her experience of living in the Netherlands as young girl. How she followed her heart to live a life in the arts. Studying art, taking jobs where she used her artistic abilities, being a model in New York City, to studying acting. How she broke into the entertainment industry and has since cultivated such a long-lasting career as an actress in Hollywood! She reflects on her beautiful marriage to the late celebrated comedian John Witherspoon and the life...
2024-08-091h 07
The Life Planning 101 PodcastWhen to Start Planning (Rebroadcast)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.
2024-02-2135 minThe Life Planning 101 PodcastWhen to Start Planning (Rebroadcast)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.
2024-02-2135 min
The Life Planning 101 PodcastLong-Term Care InsuranceThis week we rebroadcast an episode from 2017 with special guest Scott Conley from Crump Life Insurance Services. Angela and Scott discuss the importance of having Long-Term Care Insurance as a part of your estate strategy.
2023-04-1123 minThe Life Planning 101 PodcastLong-Term Care InsuranceThis week we rebroadcast an episode from 2017 with special guest Scott Conley from Crump Life Insurance Services. Angela and Scott discuss the importance of having Long-Term Care Insurance as a part of your estate strategy.
2023-04-1123 min
Real Faith Stories140: From Death to Life - Angela BellarDesperate to know the truth, Angela started getting up every morning at 4:00am to handwrite one chapter a day from the New Testament. It took her 18 months to completely copy it. This was the beginning of what would lead to a series of miraculous changes bringing her out of death into a life she could have only imagined.Special Guest: Angela Bellar.Links:Meet AngelaAngela's WebsiteAngela Bellar | FacebookAngela Bellar | Instagram Angela's podcastMore About the Real Faith Stories PodcastMeet the Host of Real Faith Stories
2023-02-2340 min
The Life Planning 101 PodcastWhen to Start PlanningAngela was honored to be a guest on the Real Wealth podcast this week to share the benefits and pitfalls that could occur when starting a financial strategy later in life. You don't want to miss this.
2023-02-2135 minThe Life Planning 101 PodcastWhen to Start PlanningAngela was honored to be a guest on the Real Wealth podcast this week to share the benefits and pitfalls that could occur when starting a financial strategy later in life. You don't want to miss this.
2023-02-2135 min
Building A Celebrity Brand with Clifton AlexanderAngela Robinson-Witherspoon - Building Strong RelationshipsIn this episode, I sit down with Angela Robinson-Witherspoon and we discuss all things industry and the importance of building strong relationships, and why it's important to say YES and give back to those coming up.Angela Robinson Witherspoon is an American actress, producer, and director famously known as the wife of actor and comedian John Witherspoon.As an actress, Witherspoon has portrayed caretaker Cassie Campbell in the Season Twelve episodes “Surface Tension”, “A Good Husband”, and “Green Light”.Angela Robinson Witherspoon Films Criminal Minds – 3 episodes (2017) TV episodes – Cassie Campbell Like Family (2017) as Ursula (3 epi...
2022-01-0337 minBlack Like MeS6 Ep143: Black Joy Is About Authenticity...Everywhere!: A Candid Conversation With Tyler Perry's The Haves & The Have Nots Star Angela RobinsonDr. Alex Gee welcomes his friend and actress Angela Robinson to continue his exploration of the many sides of Black Joy. For Robinson, Black Joy means embracing your culture with a lack of pretense. Robinson also provides advice on having a strong career and the importance of life experience, as she share about her own career. This is an inspiring conversation that you don't want to miss. A native of Jacksonville, FL, Angela Robinson is best-known as The Ice Queen Veronica Harrington of Tyler Perry's The Haves and The Have Nots. For her work as Veronica she...
2021-12-2152 min
Roll With Peace, In MindAre You On The Right Train? Riding On The Urge, SPOTLIGHT ON: Angela RobinsonI had the JOY of sitting down and talking with the MAGNIFICENT Artist and Human Being, Ms. Angela Robinson. You are in for a HUGE treat--Inspiration, Wisdom and good ole fun as we kee kee it up!! Angela's beautiful Spirit shines through to touch everyone, she has GOT to be one of the nicest, most Loving, Giving, Gracious and kindest Souls I know. Long time sistah-friends, the Love just pours forth as we share Chapters in our Life Stories, trials, tribulations, triumphs. And as we say in the industry, we talk about the Business of Show.
This...
2020-04-2354 min