Episodi

  • What Do You Do with the Money You Don't Need?
    Jun 3 2024

    Our retirement plans help people plan for and establish viable income plans for their retirement life. But, what do you do with the money you don't need? In this podcast, Ben Taatjes will breakdown the best and most-biblical ways to pass not only wealth, but wisdom to your heirs and beneficiaries.

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    25 min
  • Passing Wealth to the Next Generation
    May 30 2024

    At the heart level, retirees want to know they are stewarding their hard-earned financial resources to the best of their ability. But, how do retirees begin the process of passing down their wealth to the next generation? In this podcast, Ben Taatjes will begin to lay-out the exact questions you need to answer to steward your financial resources in the most honorable and impactful way.

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    25 min
  • Wealth Transfer Plans: Preparing the Next Steward
    May 20 2024

    At the heart level, retirees want to know they are stewarding their hard-earned financial resources to the best of their ability. However, many plans forget to methodically and intentionally prepare the next steward. In this podcast, Ben Taatjes will detail the difference between a wealth transfer plan and an estate plan – and give you ways to make sure your heirs get the best from you while you're still living.

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    25 min
  • Five Foundational Truths about Your Life and Your Stuff
    May 13 2024

    Today, we start tackling the question, "What do you with the rest of the money you don't need?" Most people jump right into the notion of a will. While a will certainly has its place, there's a better way. In this podcast, Ben Taatjes will layout five foundational truths retirees must understand regarding their life and money that will help answer the question, "What do I do with the rest?"

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    25 min
  • The Problem with Moving Goalposts
    May 8 2024

    The Bible warns repeatedly about the luring effect of more - more wealth, more riches, more stuff. While accumulating assets or having a sizable nest egg isn't wrong, the desire for more many times steers retirees off-course. In this podcast, Ben Taatjes will give you specific questions for you to answer so you don't fall victim to the problem with moving goalposts.

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    25 min
  • Why Every Retiree Needs a Budget
    Apr 29 2024

    The statement "every retiree needs a budget" may strike a chord with you and bring out misconceptions about your financial health. In this podcast, Ben Taatjes will explain why retirement one of the best times to budget because it helps identify how much is enough for your retirement and liberate you to enjoy the fruits of your labor.

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    25 min
  • How Much is Enough? Part 1: Wealth vs. Income
    Apr 23 2024

    Today, we begin tackling the question, "How much is enough?". However, before this question can be addressed there must be a fundamental understanding regarding your nest egg. In this podcast, Ben Taatjes breaks down the difference between your wealth and your income and the mindset shift required to properly answer the important question, "How much is enough?"

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    25 min
  • What Are You Stewarding?
    Apr 17 2024

    Today, we break down the question, "What are you stewarding?" Oftentimes, retirees are not exactly sure what or how much they own. Answering this question is a critical part in the retirement planning process. In this podcast, Ben Taatjes will not only show you how to answer, "What are you stewarding?", but he will also give you ways to identity exactly the goal for each of your assets and to assess the risk/return properties of your portfolio.

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    25 min