Planning For Life Podcast

Physicians need a financial planner who understands the joys and challenges that come with a career in medicine.   Enter, Carl Coolidge. Carl and his team specialize in creating comprehensive financial plans that meet physicians’ unique needs. Carl has been serving physicians for over 20 years and finds great enjoyment working with this clientele. In this … Continue reading Episode 10 – How to Succeed Financially as a Physician →

Do you cringe when you think about budgeting? If so, listening to this episode could make a world of difference. And even if you don’t mind setting a budget and sticking with it, you may find Carl Coolidge’s approach to be quite refreshing. In this episode, Carl explains how he keeps budgeting conversations with clients … Continue reading Episode 9 – Here’s a Refreshing Approach to Budgeting →

When it comes to life insurance, there isn’t a one-size-fits-all option. Today, Russell Jacobs brings you an enlightening and informative episode about the ins and outs of life insurance. During this episode, Russell explains everything you should know about the set-up process; differences between term, whole, and universal life insurance; common misconceptions about whole life … Continue reading Episode 8 – How to Understand Life Insurance as a Part of Risk Management →

Today, Carl Coolidge walks you through the second part of the SECURE® process. The latter part of the acronym stands for Understand, Retain, and Evaluate. In contrast to episode 5, these last letters are your application steps to succeeding within the SECURE® process. Don’t miss out on learning how you can finally execute this process … Continue reading Episode 7 – The SECURE® Process: Part 2 →

Today, Carl Coolidge walks you through the first part of their SECURE® process. In this informative podcast, Carl covers the first three letters of the SECURE® acronym:  study, explore, and compelling you to action. Carl and his team designed this holistic process to help clients plan for retirement as efficiently as possible. Carl is here … Continue reading Episode 5 – The SECURE® Process: Part 1 →

In this episode, Matt Halloran and Russell Jacobs discuss a holistic, four-step discovery and planning approach to total financial wellness called the RICH® Process. Learn more about this intuitive process, which intertwines life coaching with financial planning to help you live a meaningful life.   Tune in to find out how you can use the … Continue reading Episode 6 – RICH® Process in Depth →

Life goals and financial goals are intertwined. It’s rare to have one without the other. That’s why Russell Jacobs, of Jacobs Coolidge & Company LLC, starts every new client relationship with the RICH® Planning Experience: a holistic approach to financial planning. The RICH® Planning Experience is a four-step discovery process: relate, inspire, compose, and hold … Continue reading Episode 4 – What is the RICH® Planning Experience? →

We all dream of having a secure retirement. If you’re a business owner, your dream probably extends to your employees; you want your team to achieve a secure retirement too. Carl Coolidge and his team at Jacobs Coolidge & Company, LLC feel strongly about helping their clients and clients’ employees retire with security. This desire, … Continue reading Episode 3 – How To Be Secure At The End Of The Rainbow – Your Retirement →

Russell Jacobs started his career in financial planning after graduating from the University of Georgia. He began working with his father and then went on to take his Chartered Financial Consultant®, Chartered Life Underwriter® and CERTIFIED FINANCIAL PLANNER™ certifications. Russell eventually took over the business from his father, where both Russell and Carl continue his … Continue reading Episode 2 – Introduction – Russell Jacobs →

In this first episode of the Planning for Life Podcast, you’ll meet Carl Coolidge of Jacobs Coolidge & Company in Brunswick, Georgia. Impassioned by his work, Carl discusses the personalized and creative approach that he and his colleagues take to address all of their clients’ financial needs. While he enjoys working with a diverse range … Continue reading Episode 1 – Introduction to Carl Coolidge →