Planning Made Simple

Today on the show, how business victories can actually further the message of God’s Kingdom. Tony Tennaro is here with us today to share personal business processes and stories of success as Chair of C12 Group. He’ll let us in on how these victories have inspired other employees, their families, and customers for the cause of Christ. Learn how to incorporate a work-life balance while keeping Christ at the forefront of it all. Tony is thrilled to share ways to work on your business and how to work on your ministry in a business that belongs to God. As a result, you’ll see an improved marriage, better family engagement, and enhanced professional relationships.

Considering a career in real estate? With the housing market the way it is, there’s an explosion of realtors entering the industry. Find out if you’d be a good fit for this business. Lars Hedenborg, Real Estate Advisor for High Performance Real Estate is here to answers questions you’ve likely had. Discover what’s required in order to have a strong business and who makes a good client. Lars will even share ways you can stand out as a realtor. With turbulence in respective markets, you’ll also learn the best approach in investing and selling in this current economy.

Each week we bring national caliber guests to the show. We’ve had Laurence Kotlikoff, author of Get What’s Yours, teaching how to max out your Social Security benefits. We’ve had a variety of guests explaining how to retire earlier with more income. We’ve also had David McKnight, author of The Power of Zero, explaining why it’s important to minimize your tax burden in retirement and how to do it! Then we take a few minutes at the end of the show trying to explain what it’s like working with us at Insight Folios. This week we’re doing something different. We’ve pulled a handful of case studies to show you the power of financial clarity with an effective planning system. Throughout these case studies, we are inviting you to see for yourself what it would look like if YOU used the Simplicitree planning system. Be empowered to make sound financial decisions to lead you into a retirement full of success and confidence.

Have you fallen into a societal trap that says you must wait until 65 to retire? Eric Gaddy, author of Retire Early – What Are You Waiting For?, believes that it’s time to grab hold of the freedom that comes from an early retirement. And he’s with us today to tell you how you can retire early! Eric will show you how to get your financial numbers in order so that you can retire before the age of 65. Gain the confidence you need to create a plan. Then set a goal age for retirement and do it! Take control of your life and do what you want, when you want, how you want, and from where you want. There’s still time.

There are 2,700 PLUS rules for Social Security. How many do you know? When it comes to getting what you’ve earned, the deck is stacked against you. This week on Simply Financial, meet Laurence Kotlikoff, author of Get What’s Yours. Will you do nothing and take less, or get help and get every penny?

Sharon Lipinski, the author of 365 Ways to Live Generously, answers your questions about charitable giving. Learn habits that encourage generosity toward yourself and others.

“Families with special-needs members have unique planning considerations,” according to Rob Wrubel, Senior Vice President of Cascade Investment Group and best-selling author. And Rob knows first-hand because not only does he work with families with special-needs members, he’s also the father of a special needs child. Finally, someone who truly understands the exceptional financial planning needs for families with these unique circumstances. Learn how your family can properly plan for the future, preserve benefits and achieve financial freedom. Discover what financial plans need to be in place that consider estate and legal issues, potential government benefits and the medical and social needs of the individual.

Get clarity to your questions in determining Social Security benefits. Social Security Public Affairs Officer, Lisa Wallace condenses some of the variables within benefits.

As a financial adviser since 1987, John Miller has prided himself in his goal of doubling his client’s money every three to five years. And then to have a new investment class (Bitcoin) rise some 1600% in one year, John sat right up to take notice. So, he listed all his favorite Blockchain stocks in his newly revised book, The Coming Gold, Silver & Block-Chain Share Explosion! The Block-Chain development has changed the world of investing. You won’t want to miss this because John is even going to share with you what he does with his own investments and how he intends to merge the recommended Block-Chain companies into their precious metals program.

During his practice as a financial advisor, Robb Hill has had to "clean up" quite a few situations involving financial services. He attributes this mostly to ignorance; which he believes can be corrected. In his book, Ask the Right Questions Get the Right Answers, Robb educates and guides consumers about how to precisely do exactly that. And he’ll expand all that and share 3 truths about the financial system you NEED to know. Let him show you how to be better prepared for retirement and how to start today!