Forethought Wealth Podcast

Look, it's February. I know a lot of times we wait until April 15 to have tax conversations, so if you missed our last episode of The Thrive For[e]ward podcast, we talked about what you should be doing right now in February, before April 15.
But on today's episode, we're going to actually talk about what you should be doing in 2022, to get yourself even more organized for next year.

The thought process, labels, and teams to help you get more organized and not overwhelmed when it comes to taxes.

Find out more about Forethought Planning: www.forethoughtplanning.com

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Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

We are talking today about something that some of us put off for a really long time,  and that has to do with Uncle Sam... and taxes.

Look, I know it's not everybody's favorite topic, and I know that you're like, oh, Shannon, this is kind of a big snoozefest. Look, I love seeing all of your posts on social media gathering all of your receipts, and doing everything last minute, but honestly, it gives me anxiety. So I can only imagine what it's doing for you.

So this week we are talking about making tax season easy for you this year, and next week, we'll plan ahead for next year.

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
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Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

I am thrilled for today's episode of the Thrive For[e]ward Podcast because we are going to be breaking down money behaviors and talking about how they specifically affect women.

Money behaviors start with the story we tell ourselves from an early age, and to help us define and refine our stories, I welcome wealth and money coach, as well as author and podcast producer, Kathleen Burns Kingsbury, aka KBK.
So if you have been wondering how your money behaviors impact all of the decisions you are making in your life, Well, today's episode is one you will want to listen to. Let's get to the good stuff.

Learn more about KBK's services here: https://www.kbkwealthconnection.com/about/about-kbk/

Learn more about our featured non-profit of the month, Urban Ventures here: https://urbanventures.org/

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
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Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Today's Thrive For[e]ward Podcast is focusing on whether you should handle it all yourself. And by that, we mean your financial planning. Should you handle your investment management or hire somebody? What's involved? Well, I break it all down and also offer up some resources to help if you do want to go it alone.

I'm also going to pull back the curtain and ask you a few questions to dig deeper into whether or not you're ready to take on this responsibility. So if you've been having some conversations and debates in your household or with friends on whether or not to manage your portfolios yourself, or to invest in an advisor, I encourage you to listen to the rest of this episode. And of course, we always appreciate it if you share on social media or with your friends. 

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
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Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

How should you prep for before you have that first meeting with your financial advisor?

 And I don't mean preparing statements or things of that sort.

I'm talking about the interview process.

What are the things that you should be asking that person?

I have a little strategy that you can do for yourself to make the process easy.

Something most financial advisors are probably not going to talk to you about, but we are pulling back the curtain as we work towards your financial goals in 2022.

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
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LinkedIn
YouTube channel

Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

I am excited you are joining us for our first episode of 2022.

You've probably been thinking of setting a new year's resolution, right?

Well, in today's episode, we're going to share with you the impact we want to make as an organization in 2022. And how those will impact you personally.

I want to share how you can join our mission moving financial empowerment for women and people of color forward.

We have so much goodness happening this year that I don't want you to miss out.
 
So if you set money as one of your goals, I don't care what type of category it is, this episode is for you, my dear friend.

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
Facebook
LinkedIn
YouTube channel

Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Unfortunately, we are still dealing with Covid, and the impact of Covid financially as we head into 2022.

How do you follow and keep up with the financial impact on your wallet? How do worldwide financial issues impact us?

Today we're going to talk about the supply chain, inflation, and taxes, and how the next year will impact each.

This is our last episode of 2021, and it's been an amazing year of growth for the Thrive For[e]ward Podcast, and I have you to thank.

So please, if you feel there are people in your world that could benefit from this free resource, pass along and share the podcast.

Enjoy!

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
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Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

As we are rounding out the year, I thought there's no better way for us to continue our conversation around giving than by associating yourself with a great community.

Well, the women at TeamWomen are doing just that. And they are led by their fierce Executive Director Katie Berke.
We are so excited to have her on today's episode of The Thrive For[e]ward podcast, where we'll talk about how they meet women where they are, and young girls are inspired to move from the classroom to the boardroom.

I'm sure you will leave this episode having a little bit more of a warm heart.

Reach out to Katy here: https://teamwomenmn.org/our-team/

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
Facebook
LinkedIn
YouTube channel

Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

I get the question all the time, "where should I volunteer my time?" So many folks can't write big checks to make huge impacts in our communities, and we realize that sometimes we need to utilize our skills and our talents, more so than even our wallets. So today we are going to talk about
*The organization that changed my life
*How to know when you're NOT ready to serve your community.
*And a website that will set you up with organizations that align with your time, location, and values. 

Websites mentioned:
https://www.volunteermatch.org/
https://greaternonprofits.com/
https://www.charitynavigator.org/

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
Facebook
LinkedIn
YouTube channel

Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

In today's episode of The Thrive For[e]ward podcast, I want to talk about giving gifts this holiday season that has true meaning. I will offer my suggestions on giving to yourself, your partner, your family, and your team. So join me as we dig into, and pull back the "wrapping paper," to see what's inside the box of giving for 2021.

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
Facebook
LinkedIn
YouTube channel

Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.