On this episode, Ben Taatjes and Kendra Peterson of Stewards Planning Group explain the difference between simply having wealth and confidently turning it into income. They walk through their three-step Steward's Plan process and share how intentional financial planning can give retirees the freedom to spend, give, and create meaningful family memories without fear of running out of money.

Through real client experiences, Kendra Peterson highlights how careful planning and organization transform complicated financial details into clarity and peace of mind for families. Planning isn't just about money—it's about preparing your loved ones for the future.

Ben Taatjes and Jonathan Shofner dive into the importance of understanding where your money goes—especially in retirement. By reviewing taxes, creating a spending plan and planning for retirement income can provide clarity and the freedom to use resources intentionally for the life you want.

Stewards Planning Group continues to grow with the addition of advisor Jonathan Shofner, who recently relocated from Texas to Minnesota to serve clients in a more personal and purposeful way. Drawing on lessons from his grandmother and years of experience in the financial industry, Jonathan brings a perspective that sees money as a tool—not the finish line.

What does it really mean to grow as a firm and as a steward? In this episode, Ben Taatjes sits down with Chief Growth Officer Mike Kobs to explore why true growth isn't about revenue or assets, but about people. This conversation is a reminder that stewardship is about impact and using this season of life to make a meaningful difference.

As a new year begins, Ben Taatjes reflects on the generosity of Stewards Planning Group clients and the power of viewing money as a tool, not a goal. He introduces the concept of "assets under mission"—how giving, thoughtful planning, and intentional stewardship turn money into meaningful impact.

Inspired by Atomic Habits and insights from Stewards advisor Claire Molden, this first episode of the year explores what's "in" and what's "out" for 2026—from using money as a tool and creating meaningful experiences to letting go of fear-based saving and unclear goals.

Are you coasting into retirement—or truly planning for it? In this episode, Ben Taatjes explains why "drifting" in retirement can be riskier than making mistakes and how to steward your money with purpose.

In this episode, Ben Taatjes does a solo reflection on stewardship at the close of 2025. A thoughtful reminder that good stewardship isn't just about what we accumulate—but what we choose to do with what's left.

From inspiring community connections to giving back with purpose, this episode shows that stewardship isn't just about money—it's about living intentionally, making memories, and leaving a legacy.