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...
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...
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...
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...