Best Lifeplanning Podcasts (2024)

1
Think Smart, Retire Smarter: Inversion 54:26

2h ago54:26

54:26

Welcome to another insightful episode where we kick off a month-long series on improving your decision-making abilities. This week, we delve into the concept of inversion, a powerful mental model that can significantly enhance your retirement planning. Learn how to avoid common unforced errors and make better decisions to ensure a successful retire…

1
Less Stress, More Joy: The Power of Early Holiday Planning [Episode 259] 20:10

11h ago20:10

20:10

Looking to have a stress-free holiday season? This podcast is all about the free LearnDoBecome Holiday Workshop, where we share our favorite tips and tricks for reducing the holiday overwhelm. Let’s make this the most enjoyable holiday season ever! Show Notes can be found at https://LearnDoBecome.com/Episode259 LearnDoBecome Holiday Workshop https:…

1
Economic Downturns: What Retirees Need to Know 16:53

6h ago16:53

16:53

Mike discusses the implications of recent interest rate cuts by the Federal Reserve. The discussion highlights the importance of understanding economic indicators, preparing for potential market corrections, and creating a secure retirement plan that can withstand economic downturns. Mike emphasizes the need for proactive financial strategies to en…

1
CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Passion and Relationships 39:03

6d ago39:03

39:03

In this episode of the Retirement Answer Man, Roger Whitney wraps up his series on the eight pillars of a great retirement plan by diving into the last two non-financial pillars: passion and relationships. Discover how your hobbies, curiosities, and social connections can significantly impact your retirement happiness. Roger also shares personal st…

1
Unlock the Fun of Organization by Getting Creative [Episode 258] 15:29

7d ago15:29

15:29

I used to give up whenever I made something that wasn't "perfect," but over the years--and especially with the encouragement from this amazing LearnDoBecome community, I've learned that the joy of organization isn't perfection. It's the opportunity to CREATE. Here are four ideas to help unlock your creativity, as well! Show Notes can be found at ht…

1
Simplifying Your Retirement and Financial Future 16:21

7d ago16:21

16:21

Mike discusses the importance of comprehensive financial planning as individuals approach retirement. He draws parallels between the convenience and holistic approach of Costco and his financial planning services, emphasizing the need for a one-stop solution for income, taxes, estate planning, risk management, and wealth management. The discussion …

1
Tax Loss Harvesting: A Year-Round Strategy 16:39

12d ago16:39

16:39

Mike discusses the importance of having a comprehensive retirement plan beyond just a 401k. He delves into the concept of tax loss harvesting, explaining its relevance throughout the year, not just at year-end. Mike elaborates on the different types of investment accounts and their tax implications, emphasizing the significance of understanding sho…

1
CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Energy and Mindset 41:21

13d ago41:21

41:21

This week, we continue our journey through the eight pillars of rocking retirement, shifting our focus to the non-financial realm. We delve into the first two non-financial pillars: Energy and Mindset. These pillars are crucial for showing up fully in life and maintaining a growth-oriented perspective. We'll explore how to overcome obstacles like s…

1
Squashing the Fear of "Out of Sight, Out of Mind" [Episode 257] 18:52

14d ago18:52

18:52

Do you leave things on flat surfaces because you're afraid you'll forget to deal with them if they're put away somewhere? Join us today as we discuss a few habit changes that will leave your spaces calm and clear--without the worry! Show Notes can be found at https://LearnDoBecome.com/Episode257

1
Social Security Breach: Protecting Your Personal Information 10:59

14d ago10:59

10:59

Mike discusses the recent data breach affecting three billion individuals, emphasizing the importance of understanding the dark web and protecting personal information. He provides insights on how to check if one's data has been compromised and offers practical steps to safeguard against identity theft. Visit NPD Breach Check to see if your sensiti…

1
CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Resilience and Optimization 46:04

20d ago46:04

46:04

This month, we're revisiting the eight pillars of rocking retirement. Today, we focus on the second two financial pillars: having a resilient plan of record and optimizing the plan to enhance the journey. Many people are good at setting goals and determining feasibility, but often overlook the importance of resilience in their retirement plan. We d…

1
How to Organize All the Organizing Advice :) [Episode 256] 16:44

21d ago16:44

16:44

Learning new organizing skills can give us a huge boost, but it can also cause overwhelm if we learn a lot, but never implement those new ideas. Today I'm featuring three great YouTube videos by professional organizers--and sharing how you can actually implement what they teach! (And you can apply these skills to other areas of your life, as well!)…

1
CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Vision and Feasibility 50:47

27d ago50:47

50:47

This September, we're doing something a bit different. We're revisiting the basics with a refresher on the eight pillars of rocking retirement—four financial and four non-financial pillars that form the foundation for a great life. Too often, retirement planning gets bogged down with too many details and the pressure to get everything right. But in…

1
The Role of a Financial Advisor in Retirement Planning 12:32

1M ago12:32

12:32

In this conversation, Mike discusses the importance of having a proper financial plan in place for retirement. He uses the analogy of music to explain the different approaches to retirement planning, comparing the disciplined and rule-following classical musicians to the more improvisational jazz musicians. Mike emphasizes the need for a retirement…

1
I Built a Machine that Makes Order Out of Chaos [Episode 255] 18:11

29d ago18:11

18:11

If it were SIMPLE to transform chaos into order, would you do it? What if you could build a system that would make that transformation FOR you? Today I'm sharing exactly how I built mine and giving specific examples of how it works! Show Notes can be found at https://LearnDoBecome.com/Episode255

1
Stories from Unique Retirements 1:11:41

1M ago1:11:41

1:11:41

If you are exploring a unique retirement, it is important to do your research. The best way to research something is to talk to someone who has walked the walk. That’s why, on this episode of Retirement Answer Man, I chat with people who are living their own unique retirements. Press play to hear these unique stories. OUTLINE OF THIS EPISODE OF THE…

1
Being Prepared For Long-Term Economic Downturns 19:11

1M ago19:11

19:11

Mike discusses the importance of preparing for a recession and offers advice on how to recession-proof your retirement. He emphasizes the need to minimize discretionary spending, raise your cash position, and de-risk your future portfolio. Mike also highlights economic indicators to watch for, such as consumer credit card spending, layoffs, and cha…

1
Teaching with STEP: Community Ideas and Strategies for a More Organized Classroom [Episode 254] 16:20

1M ago16:20

16:20

Ready to discover how STEP principles and the power of community has been transformational for teachers across the world? In today's podcast, I'm sharing several great ideas, success stories, and practical tips from educators who have created balance and organization with their Command Centrals. STEP Momentum is starting on August 28th, 2024! Ready…

1
Teamwork and Consistency: How We Create Brand-New Routines That Stick! [Episode 253] 35:17

1M ago35:17

35:17

In today’s podcast, I (Alia) share my favorite way to establish and maintain new routines amidst life changes--sharing insights following a big move and my husband starting medical school. I'm sharing our step-by-step process for creating effective routines, our daily calendar structure, and the apartment reset routine that keeps things feeling org…

1
Nightly Reset with Alia: Extract, Process, and Relax! [Episode 252] 36:08

1M ago36:08

36:08

How are we supposed to handle all the "stuff" that comes into our lives each day? The emails, papers, messages, phone calls, new ideas, and physical things can seem endless, but with a STEP Command Central, everything has a place and you can trust that each of these items will be safe until they're needed again! Join me today as I do my end-of-the-…

1
Retire Without Borders: An Expat Primer 1:02:38

1M ago1:02:38

1:02:38

Have you ever thought about retiring abroad? It seems like a fun adventure, but how do you begin? On this episode of Retirement Answer Man, expat expert, Jane Mepham from Elgon Financial Advisors, joins me to discuss the financial and nonfinancial considerations of moving abroad in retirement. Press play to learn whether retiring abroad would be ri…

1
5 Positive Psychology Hacks that Really Work! [Episode 251] 14:22

1M ago14:22

14:22

I've been reading the book Flourish by Martin Seligman, and the ideas about positive psychology that I've already put into practice have truly made a difference. If you want to feel closer to the people in your life--and do things that will lift your own mood, as well, don't miss this episode! Show Notes can be found at https://LearnDoBecome.com/Ep…

1
How Risk Tolerance Can Change Over Time 16:14

1M 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

2M 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

2M 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

2M 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

2M 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

2M 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…

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