Time, Talent, Treasure Radio

In this episode of Time, Talent, Treasure Radio, host Ben Taatjes is joined by Claire Molden, Financial Advisor, to explore the differences between Trump Accounts, 529 plans, and Roth IRAs for children. Together, they discuss the unique benefits of each option and how families can make informed decisions when planning for the next generation's financial future. Ben and Claire emphasize that true stewardship is about more than passing down wealth—it's about passing down wisdom, values, and the knowledge needed to manage resources with purpose.

What does it look like to give the next generation a strong financial start? In this week's episode, Certified Financial Planner Claire Molden joins Ben Taatjes to talk about a new opportunity for families to begin building wealth for the next generation. Whether you're a parent, grandparent, or simply thinking ahead, Claire shares practical strategies to consider when planning for your family's financial future.

In this week's episode, Certified Financial Planner Claire Molden joins host Ben Taatjes to discuss a new opportunity for families to begin building wealth for the next generation. Whether you're a parent, grandparent, or simply planning for your family's future, this episode highlights practical strategies to help the next generation get off to a strong financial start.

In this episode of Time, Talent, Treasure Radio, host Ben Taatjes is joined by Mike Koobs, President and Chief Growth Officer, to explore business owner stewardship and the potential threats entrepreneurs should be prepared to navigate. Ben highlights that for many business owners, their business is more than just an asset—it is the most valuable asset. Together, Ben and Mike discuss three critical areas of risk every business owner should consider protecting against: cybersecurity, human resources, and crisis management.

In this week's episode, host Ben Taatjes and financial advisor Jonathan Schoffner discuss why protecting your assets is an essential first step in any financial plan. They cover the importance of regularly reviewing health, homeowners, and auto insurance, highlighting common coverage gaps that can leave families financially vulnerable. The conversation emphasizes that insurance isn't something to set and forget—it should be reviewed alongside your financial plan to ensure you're protecting what you've worked so hard to build.

In this episode of Time, Talent, Treasure Radio, host Ben Taatjes sits down with Kendra Peterson, Financial Advisor, to continue the conversation about creating a Stewards Plan. Together, they explore why stewardship goes beyond investments, highlighting the importance of income and maintaining a plan for financial stability. Ben and Kendra discuss strategies for protecting income, creating a flexible financial plan, and preparing for the unexpected.

In this episode of Time, Talent, Treasure Radio, host Ben Taatjes reflects on the first year since rebranding Taatjes Financial Group to Stewards Planning Group. He shares the vision behind the name change, the firm's renewed emphasis on financial planning rooted in stewardship, and the three core questions every financial plan should answer: What am I stewarding? How much is enough? And what should I do with the rest? Ben also discusses the firm's recent growth, new team members, and its continued commitment to helping clients steward their time, talent, and treasure with purpose.

Following up on last week's conversation on the radio show, host Ben Taatjes and financial advisor Kendra Peterson explore the deeper questions behind financial planning and stewardship. They discuss why understanding your relationship with money, your upbringing, and your financial goals can lead to more meaningful planning decisions. The episode serves as a reminder that wealth is more than something to accumulate. It's a tool to support your values, care for your loved ones, and make a lasting impact.

This week, host Ben Taatjes and financial advisor Kendra Peterson discuss why every asset you own should have a clear purpose. Building on last week's conversation about the flexibility of 529 plans, they explore the three-step Stewards Plan process: understanding what you're stewarding, determining what you need now and in the future, and deciding what to do with what's left. They also share how organizing your assets into one comprehensive view can provide clarity, reveal new planning opportunities, and help families steward their wealth with greater intention. Whether you're planning for retirement, future generations, or charitable giving, this episode offers practical insights to help you make every dollar count.

In this episode of Time, Talent, Treasure Radio, host Ben Taatjes is joined by Kendra Peterson, Financial Advisor, to explore 529 plans and the important changes they have undergone over the past year. Kendra explains how families can use these accounts to help prepare their children for future educational expenses while also exploring opportunities to support their long-term financial goals, including potential retirement savings options. Together, Ben and Kendra discuss how thoughtful planning today can create greater financial opportunities for the next generation.