Best Lifeplanning Podcasts (2024)

1
How Risk Tolerance Can Change Over Time 16:14

2h ago16:14

16:14

Mike discusses the importance of understanding risk in retirement planning. He emphasizes the need for a balanced risk portfolio that takes into account risk tolerance, risk capacity, and risk requirement. Mike explains that risk tolerance can change based on market conditions and personal circumstances, and it should be considered alongside long-t…

1
Securing Their Future - Retiring with Special Needs Children 50:43

2h ago50:43

50:43

If you have a special needs child, you know that your retirement plan will need to include plans for their future. How do you create a great retirement while honoring and caring for your child with special needs who will most likely live beyond your years? That’s what we’ll be learning today. In this episode, Matt from Haystack Financial Planning j…

1
5 Ways "Getting Organized" Can Strengthen Us Financially [Episode 250] 16:10

37m ago16:10

16:10

There are a lot of things we can do to impact our financial life, but one of the most powerful (but overlooked) methods is to get organized. Today I'm sharing 5 ways that getting organized can help us to be more financially stable. Come listen--and share your suggestions, as well! Show Notes can be found at https://LearnDoBecome.com/Episode250…

1
Navigating Market Volatility and Understanding Risk 15:55

4h ago15:55

15:55

Mike addresses the volatility of the market and emphasizes the need to understand risk and have appropriate portfolio ratios. He explains the concept of fixed proportions and the role of fixed investments and equities in a portfolio. Mike also highlights the importance of understanding one's risk tolerance, capacity, and requirement. He encourages …

1
Service, Sacrifice, and Second Acts: Military Retirees 49:48

6d ago49:48

49:48

Military retirees have a unique set of circumstances and opportunities. In this episode, military retiree and retirement planner Scott Sanborn joins me to explore the financial and non-financial aspects that come with a military retirement. Over the next month, we’ll be exploring different ways of retiring. If you have special retirement circumstan…

1
Customize the Way You Organize! [Episode 249] 12:50

7d ago12:50

12:50

As humans, we love customizing things--stickers, license plates, and so much more. But do we know how powerful it can be to customize the way we organize? Today we're talking about the Context-Based Next Actions List--and how you can create specific contexts that work for your unique life! Show Notes can be found at https://LearnDoBecome.com/Episod…

1
Roth 401K or Not? When Should I Switch? 38:10

13d ago38:10

38:10

So many retirement questions have no right answers. They’re simply judgment calls. In this episode, we’ll explore whether it makes sense to switch to a Roth 401K. Don’t listen to find out the answer. Listen to learn the process to use to come up with your own answer. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [2:03] Doe…

1
How to Get Things Done in the Time You Have [Episode 248] 22:38

21d ago22:38

22:38

Do you ever try to estimate how long your tasks and projects will take, only to feel frustrated at the end of the day because everything took way longer than you thought? Today we're sharing some principles that will help--along with specific examples that will hopefully inspire you to move forward on the things in your life that matter most! Show …

1
Building A Well-Rounded Plan For Retirement 10:59

14d ago10:59

10:59

Mike explains the different aspects of a financial plan, such as taxes, estate planning, and risk management. He shares why it’s important for these factors need to work together to create success in retirement. Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement plan today! See omnystudio.com/listener for privacy …

1
What Income Sources are Included for the IRMAA Calculation? 1:00:41

20d ago1:00:41

1:00:41

You’ve got questions and we’ve got answers. On this episode of Retirement Answer Man, Taylor Schulte from the Stay Wealthy Podcast joins me to answer your retirement questions. Grab your earbuds and join us for this episode full of your questions. Make sure to listen to the pension or lump sum question to see how Taylor and I arrived at our differi…

1
An Invitation to Start Your "Butterfly Project" -- A Personal Transformation [Episode 247] 23:18

28d ago23:18

23:18

I received a beautiful letter from a mother who asked me how to pursue her personal purpose while also strengthening her family. And whatever your background or current family situation, if you would love to experience a personal transformation, today I'm sharing what I did for my personal "Butterfly Project" and offering some ideas for how you cou…

1
Financial Advisor Certifications - What They Mean for You 1:03:06

27d ago1:03:06

1:03:06

If you’ve ever searched for a financial professional you may have seen an endless string of letters after their names. Trying to figure out the financial advisor alphabet soup is exhausting. One listener threw his hands up and asked me what all those letters mean. On this episode, we’ll explore the meanings behind those designations and discuss wha…

1
What to Do When a Project "Balloons" [Episode 246] 12:01

1M ago12:01

12:01

We all know what it's like to start a project and think it's manageable--but then it grows and grows and becomes SO much more than we expected. What do we do at that point? How do we move forward and get things done when we don't have the bandwidth to do all that is required? Join us in today's episode! Show Notes are at https://LearnDoBecome.com/E…

1
Fun Announcement from April and Eric - ARISE 2-Month Free Trial AND a Great Way to Give Back! 18:16

1M ago18:16

18:16

Earlier this month, we announced our new, 60-day free trial of the ARISE membership! And as a special bonus--for every active ARISEr in the month of July, LearnDoBecome is donating the monthly membership payment (or its equivalent, if you are part of a free 60-day ARISE trial) to Village Impact to help them to build and sustain schools for children…

1
Steps to Secure Your Personal Information 1:04:17

1M ago1:04:17

1:04:17

The moment you’ve been waiting for is here! The Rock Retirement Club has opened its doors once again. Enrollment is open until July 18, so head on over to Rock Retirement Club to sign up today. After you do that, listen to this episode to learn how to protect yourself and your data from scammers. On this episode, Pete, a cybersecurity expert, joins…

1
5 Shifts that Improved My Life and Calmed My Anxiety [Episode 245] 20:57

1M ago20:57

20:57

Over the past year, I've been changing my brain and reducing my anxiety, and there have been several specific things that have made SUCH a difference. I'm sharing them today on the podcast! Show Notes can be found at https://LearnDoBecome.com/Episode245

1
The Five Key Areas Retirees Should Focus On 13:44

1M ago13:44

13:44

Mike identifies the five key areas when building out a comprehensive retirement plan: Income Planning Risk Management Investment Quality Taxes Estate Planning Mike discusses the importance of addressing these areas to avoid making the wrong choices in retirement. Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement …

1
Be a Super Communicator with Charles Duhigg 55:15

1M ago55:15

55:15

The best predictor of happiness and health at age 65 is how many close relationships you have at age 45. To really rock retirement you need to build quality relationships. To do that you need to learn to be a better communicator. On this episode of Retirement Answer Man, Super Communicators author, Charles Duhigg, joins me to discuss how to become …

1
A Bazillion Tasks Without a Home? [Episode 244] 10:20

1M ago10:20

10:20

Do you ever feel like you end up with a long lists of tasks that aren't related to projects, don't have a deadline, can't be done in two minutes or less, and end up sitting around forever--piling higher and higher and higher? Come listen to this week's episode where we share four different solutions for these kinds of things. :) Show Notes can be f…

1
Lessons from Mike and Judy’s Investment Experience 38:20

2M ago38:20

38:20

Every one of us has a different tolerance for risk. We even have different risk tolerances at different points in our lives. In this episode, we’ll learn about Mike and Judy’s comfort level with their investments. Learn how they’ll develop an investment approach that matches their risk tolerance. If you have been enjoying Mike and Judy’s journey cr…

1
5 Mistakes I Made When Trying to Do Too Much [Episode 243] 18:19

2M ago18:19

18:19

If you feel like time to rest, replenish, and simply enjoy your relationships is "impossible" because you have SO much to do, or if you find that you are always pushing yourself to do just a little bit more, today's podcast is for you! I'm sharing 5 key lessons I've learned (somewhat painfully), and my hope is that you can avoid making the same mis…

1
The Importance Of Regular Financial Check-Ins 15:32

2M ago15:32

15:32

Mike discusses the various issues that could come up in a retirement plan if they aren’t checked regularly, including debt to income ratio, living expenses, emergency savings, credit score, tax planning, and insurance. Mike provides insights and tips for each of these areas, highlighting the need for regular check-ins and updates to a financial pla…

1
Legal Tender: Tallying Their Resources 58:29

2M ago58:29

58:29

#544 - Legal Tender: Tallying Their Resources Planning for retirement isn’t about creating a new job for yourself, it’s about using what you have to create a great life. On this episode of Retirement Answer Man, I’ll help Mike and Judy tally up and organize their resources so they can come up with a feasible plan for retirement. Press play to hear …

1
Take a Trip Through Our Favorite Home Systems! [Episode 242] 13:35

2M ago13:35

13:35

I didn't grow up with home systems. It was more like "leave everything in a pile and pull from that pile as necessary." If you've been living like that and you want to make a change, today's podcast will hopefully give you some ideas you can customize! Show Notes can be found at https://LearnDoBecome.com/Episode242…

1
Avoiding Spending Regrets In Retirement 16:06

2M ago16:06

16:06

Mike explains how making informed financial decisions can help avoid spending regrets in retirement. He discusses the role of a financial advisor helping people navigate retirement decisions, such as purchasing an RV or vacation home. Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement plan today! See omnystudio.co…

1
The Lifestyle We Want in Retirement 1:07:50

2M ago1:07:50

1:07:50

We all have our own dreams for retirement and today, Mike and Judy share theirs. On this episode of Retirement Answer Man, you’ll hear Mike and Judy describe their ideal retirement, then in the Rock Life segment, Kevin Lyles will lay out the 4 pillars for a balanced life. As a bonus, you’ll hear Mark Ross interview me about my imperfect journey and…

1
This Book Calmed My Brain Surprisingly Quickly! Takeaways from "The Art of Power" [Episode 241] 15:48

2M ago15:48

15:48

When I picked this book up at a local bookstore a few months ago, I had no idea what a profound affect it would have on me. Today I'm sharing 5 very specific ways this books helped calmed my mind, and I hope it will give you a lift, as well! Show Notes can be found at https://LearnDoBecome.com/Episode241…

1
The Challenges And Complexities Of Retirement Planning 16:52

2M ago16:52

16:52

Mike discusses seeking financial help and the decision to change financial advisors during retirement. He emphasizes the importance of a holistic approach to financial planning and the need for professional guidance in preparation for retirement. Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement plan today! See o…

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