Time, Talent, Treasure Radio

Kendra Peterson, CRPC™ joins Ben Taatjes this week to discuss and promote her upcoming seminar titled The StewardsPlan™ Seminar. The event will take plan on October 16th. Tune in to listen about the purpose, process and presentation of The StewardsPlan™.

When it comes to planning, Claire Molden, CFP® has helped many clients feel prepared and ready for the future. She joins Ben Taatjes in the studio today as they discuss the top questions they ask clients as they prepare for the unexpected.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Just like recent weeks, Ben Taatjes is joined in the studio by Tim Mattern who shares a real life story about a client he recently met with who had a big life change. Tim's was confident in being able to help, knowing he has the Stewards Plan™ in his toolbox.

With so many people going through unimaginable life changes, Kendra Peterson discusses with Ben Taatjes the importance of having a plan and communicating those plans with our loved ones. Every day, they come across clients who are 'in the dark' when it comes to their financial freedom and by utilizing the Stewards Plan we can shine as much light on it as possible.

With a Master's in Psychology, Matt Hoekstra is able to utilize his degree in his current role as a Financial Advisor. He shares some stories from clients who have dealt with conflict when it comes to inheritances.

While on the topic of educational planning, Ben Taatjes and Claire Molden touched on a new way of saving; the MAGA (Money Account for Growth & Advancement) account was introduced this year and Claire gives us insight on how this changes things for the future generations and how they view money.

In the studio with Ben Taatjes, Claire Molden anticipates the upcoming school year with her own kids, but also shares some insight into the tools we can utilize as parents and grandparents. These tools include the 529 investment account that is used by thousands of Americans.

This week's episode features Tim Mattern, in studio with Ben Taatjes, discussing the importance of having a plan when it comes to stewarding our wealth and knowledge to kids and grandkids. They also discuss the changes seen with the Big Beautiful Bill.

In this month's episode of Money Mindset, Matt Hoekstra joins Ben Taatjes in the studio and shares real life stories about clients who discovered that their wealth could help them meet their goals and how the Stewards Plan helped them navigate their wealth.

In this week's episode of Time, Talent, Treasure Tadio, Ben Taatjes is joined by Kendra Peterson to discuss the importance of financial planning and how we can plan for the future. Kendra shares her knowledge and experience by giving us insight.