Best Lifeplanning Podcasts (2023)

R

Retirement Answer Man

1
Important Retirement Numbers for 2024 59:10

16m ago59:10

59:10

The way does not exist–there is no one correct way to do things. We are all finding our own ways in life and retirement. Working with an agile structure will help give you the scaffolding to create a retirement plan in an organized way. On this episode, you’ll hear how drafting your agile retirement plan can help you discover your unique way to roc…

L

LearnDoBecome Radio

1
Organization...How Can I Help My Family and Friends? [Episode 223] 17:29

1h ago17:29

17:29

Do you have a loved one who would really benefit from getting organized, but you don't want to do it all for them or hurt the relationship along the way? Here are 5 ideas that will hopefully offer some support! For related links, photos, and a written version, please visit https://LearnDoBecome.com/Episode223…

R

Retirement Answer Man

1
How Do I Refill My Retirement Income Floor? 36:40

5h ago36:40

36:40

Have you been wondering what you’re supposed to do when it comes to refilling your retirement income buckets? So has Michael. In this episode, I’ll go into further detail about how to do that. Stay tuned for the answer to Michael’s question and many others as well as a chat with Kevin Lyles on how to ease into retirement in the Bring It On segment.…

L

LearnDoBecome Radio

1
Simple, Steady, AMAZING Progress [Episode 222] 37:11

7d ago37:11

37:11

We have a treat today! Real experiences and direct quotes from our fellow community members here at LearnDoBecome–showing us what it actually looks like to live according to our values and make steady progress toward the things that matter most. Enjoy! For Show Notes and related links, please visit https://LearnDoBecome.com/Episode222…

R

Retirement Answer Man

1
My Retirement Planner Said No to a Report Request. What Should I Do? 35:25

14d ago35:25

35:25

What would you do if your retirement planner said no when you asked them for a report? I’ll address this question and many more on this episode of the Retirement Answer Man Show. We’ll also discuss the two things you need to find happiness. Are you curious as to what they are? Listen in to find out. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER …

L

LearnDoBecome Radio

1
5 Ways to Make Time For Projects + Secrets of the 2-Minute Rule! [Episode 221] 23:53

15d ago23:53

23:53

Does it seem like there's never enough time to work on or complete projects? We're sharing our best tips for making time for projects that will absolutely work in any stage of life--no matter how busy! These tried-and-true practices have made a difference for hundreds of thousands of LearnDoBecome community members, and we can't wait to share them …

R

Retirement Answer Man

1
Should I Consolidate My Accounts in Retirement? 33:35

20d ago33:35

33:35

If you have different retirement accounts at various brokerage firms, you may wonder whether you should consolidate them. One listener asked me that very question today. I’ll answer it along with several others–don’t miss the one about my finance book recommendations. Are you curious about how you can improve your relationship in retirement? Then, …

L

LearnDoBecome Radio

1
3 Organizing Skills that Actually Make a Difference [Episode 220] 35:52

23d ago35:52

35:52

There are some "organizing skills" that we wish were taught in every school and every profession--things that actually make a difference in how calm we feel and in how successfully we complete the tasks and responsibilities on our plate. Join us as we share three of those skills and show you how you can start implementing them today! For the full S…

R

Retirement Answer Man

1
How Should I Pay Taxes on My Roth Conversions? 34:30

21d ago34:30

34:30

“You do not rise to the level of your goals; you fall to the level of your systems.” James Clear I’ve been focusing on building up my systems lately and today I’ll provide you with an example of what that looks like for me. In addition, in this episode, you’ll hear several questions on how to optimize your tax burden. Then in the Bring It On segmen…

L

LearnDoBecome Radio

1
"I'm Busy, Exhausted, and Stuck with a Long List. How Do I NOT Feel Like a Failure?" -- ARISE Member Training with Mike Christensen [Episode 219] 1:12:52

22d ago1:12:52

1:12:52

We had one of the best ARISE conversations a few months ago with my personal coach and cognitive behavioral therapist, Mike Christensen. I have researched and personally experienced the power of the "TEAM-CBT" methods for 7+ years, and I'd say this is the #1 resource that I turn to whenever I'm feeling anxious, discouraged, angry, etc. It is incred…

R

Retirement Answer Man

1
Should I Continue to Own Bond Funds? 47:14

29d ago47:14

47:14

Bonds are a ubiquitous part of a balanced portfolio and in recent years bond funds have become even more attractive to many investors. However, due to rising interest rates, bond funds are now losing their appeal. One listener asks whether she should call it quits on her investment in bond funds. In this episode of Retirement Answer Man, Nichole an…

L

LearnDoBecome Radio

1
How Do I Manage Haphazard Routines? [Episode 218] 17:17

1M ago17:17

17:17

A really common question we get here at LearnDoBecome is, "What do I do if my life isn't set up for consistent routines?" I'm sharing some great community responses and insights to this question, and I hope they will be a source of encouragement for you! However YOU decide to look at your routines, I encourage you to create something that fuels and…

R

Retirement Answer Man

1
Wisdom for Our Children - Spending, Saving, and Investing 51:43

1M ago51:43

51:43

We often try to overcomplicate finances, but simplicity is the key. That’s not to say simplistic: simple doesn’t equal simplistic. On this episode, we wrap up our Wisdom for Our Children series by exploring your advice for spending, saving, and investing. We have tons of valuable guidance for the young people in our lives. Be sure to listen to hear…

L

LearnDoBecome Radio

1
Defining Happiness, Seeing the "Gain," and Having More Fun - 3 Ideas from 3 Great Books [Episode 217] 14:12

1M ago14:12

14:12

Three books I recently read have each given me a special lift, and today I'm sharing one idea from each book that I hope you will love, as well! For a list of the books and a written version of this podcast, please visit https://LearnDoBecome.com/Episode217

R

Retirement Answer Man

1
Wisdom for Our Children - Family and Friends 28:12

1M ago28:12

28:12

Your family and friends are the people you walk life with, so it is important to choose wisely. In this episode of our Wisdom for Our Children series, Nichole joins me to reflect on what the younger generation should keep in mind when forming these valuable relationships. Press play to hear what it takes to build meaningful relationships. OUTLINE O…

L

LearnDoBecome Radio

1
Where We're Planning to Go Together - The LearnDoBecome Journey with April and Eric [Episode 216] 26:52

2M ago26:52

26:52

Whenever I'm looking for a coach, a mentor, or a friend, the first thing I want to know is where they actually want to GO in life. Because if we're heading in different directions, that influences how closely I follow their advice or their examples. Today, Eric and I are sharing where WE are planning to go here at LearnDoBecome. We'll highlight thr…

R

Retirement Answer Man

1
Wisdom for Our Children - Career and Retirement 49:22

2M ago49:22

49:22

This month, as we meander through the different parts of life we are stopping to reflect on certain areas to pass on wisdom to our children. In this episode of the Retirement Answer Man Nichole Mills joins me to discuss career and retirement. Do you have a young person in your life who you would like to pass on some juicy nuggets of wisdom? If so, …

L

LearnDoBecome Radio

1
We Don't Need "More Time." We Need VISION. [Episode 215] 10:35

2M ago10:35

10:35

I'm sharing two inspiring community stories today that have shown me that we don't need "more time." We simply need vision--to see what is possible, to think creatively, and to work in ways that make sense so we can do the things that matter most. For Show Notes (and photos!) please visit https://LearnDoBecome.com/Episode215…

R

Retirement Answer Man

1
Wisdom for Our Children - Energy and Mindset 1:11:02

2M ago1:11:02

1:11:02

It is commonly said that youth is wasted on the young. Do you ever wish you could share the wisdom and perspective you have gained with someone young enough to benefit from it? As we approach our sunset years, many of us have a spiritual desire to give back to the next generation. There is an abundance of wisdom within this community which is why o…

L

LearnDoBecome Radio

1
Lists that Work WITH Our Humanness [Episode 214] 16:10

2M ago16:10

16:10

Do you ever feel like you're "lazy," or not getting as much done as you "should"? Would it help to learn some specific ways to work WITH your energy (and humanness)? That's what we're talking about in today's podcast! For Show Notes, please visit https://LearnDoBecome.com/Episode214 Have you learned about our STEP program? We'll help you to build y…

R

Retirement Answer Man

1
Should I Stop Contributing to My Pre-Tax Accounts? 29:49

2M ago29:49

29:49

What is the difference between a passion and an interest? Why is it important to have a passion in retirement? In the Bring It On segment with Mark Ross, we’re discussing passions. You’ve probably heard that it is important to have a purpose in retirement, but today you’ll learn how to develop your interests and turn them into passions. You’ll also…

L

LearnDoBecome Radio

1
Stories of Inspiring Progress--If They Can Do It, So Can You! [Episode 213] 13:35

2M ago13:35

13:35

I've been receiving some AMAZING stories and messages from members of our community, and today I thought, "I just need to share these on the podcast and let our members inspire one another!" So that's what you'll find today, and I hope you love it! For the Show Notes, please visit https://LearnDoBecome.com/episode213…

R

Retirement Answer Man

1
What Is the Ideal Mix Between Before and After Tax Retirement Accounts? 27:46

2M ago27:46

27:46

Is there an ideal mix of before and after-tax retirement accounts? If so, what is it? In this episode, we’ll find out. We’ll also explore a number of other questions that have been eating away at listeners like you. Check out this episode to listen to these listener questions and stick around until the end to hear Kevin Lyle’s relief at no longer h…

R

Retirement Answer Man

1
What Should I Consider When Transferring Investment Accounts? 39:52

3M ago39:52

39:52

What are you doing to make friends in retirement? Mark Ross and I explore this challenge in our Bring It On segment. Listen in to hear how I made a new friend this week and stick around to hear the listener questions and what you could be doing to improve your social life. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [2:3…

L

LearnDoBecome Radio

1
Do You Want to "Get By" or Do You Want to TRANSFORM? [Episode 212] 15:44

3M ago15:44

15:44

This might seem like a silly question, but "getting by" actually feels really comfortable sometimes, and "transforming" often feels like it will be way too hard. Today I'm sharing some stories that will hopefully inspire you and give you some new ideas that you can apply to your own life. For Show Notes, please visit https://LearnDoBecome.com/Episo…

R

Retirement Answer Man

1
Should I Borrow Against My Investments to Buy a House? 1:00:46

3M ago1:00:46

1:00:46

Did you know that there is another way to borrow money to purchase a home that is not a mortgage? Larry is thinking about using a securities-based line of credit against his after-tax investment account to borrow to buy a house. Discover my opinion on this optimization question on this episode of Retirement Answer Man. Listen in to also hear my Aug…

L

LearnDoBecome Radio

1
Four Criteria for Completing One-Off Tasks [Episode 211] 8:08

3M ago8:08

8:08

When you create a "Next Actions List" by CONTEXT--meaning where you are when you're getting the task done--it alleviates a LOT of pressure off your daily "to do" list. But how do you actually get those Next Actions done? What criteria can make this feel effortless? Join us today on the podcast! Visit the Show Notes page at https://LearnDoBecome.com…

L

LearnDoBecome Radio

1
If You Feel Guilty Taking Time for Yourself...THIS Changes Everything! [Episode 210] 12:20

3M ago12:20

12:20

Some people have no problem taking time for themselves. I admire that. I'm getting there, but I've had to make some pretty significant mindset changes, and today I'm sharing a perspective that I think will change your perspective and help you feel so much happier and more energetic. Enjoy! And for the Show Notes, please visit https://LearnDoBecome.…

L

LearnDoBecome Radio

1
I'm Pretty Organized, But I'm Still a Bit Overwhelmed...What Should I Do? [Episode 209] 10:12

3M ago10:12

10:12

Most people I meet fall into this category. They're talented, doing well in lots of areas, and feeling generally "successful," but when I tell them I help people get organized and create systems that carry all the details of life FOR them, they kind of light up. Here's what I'd suggest, if you find yourself in that category! For Show Notes, please …

R

Retirement Answer Man

1
Should I Realign My 401K Now That I’m Retired? 50:59

3M ago50:59

50:59

To really rock retirement you have to have the right mindset. On this episode of Retirement Answer Man, Kevin Lyles and I noodle on the power of wonder. You’ll learn why it is important to have a sense of wonder and learn three tips for digging into your own sense of wonder. We also have plenty of listener questions to answer. Press play to hear th…

L

LearnDoBecome Radio

1
How Command Centrals Can Transform the Workplace [Episode 208] 14:56

3M ago14:56

14:56

For many years, I exclusively taught people how to use a Command Central at home, and I would occasionally mention how it could also help in the workplace. But now that I've been running my own business for over a decade--and as I've seen Command Centrals truly TRANSFORM the way people work, I think it's time we collectively figure out how to make …

L

LearnDoBecome Radio

1
5 Tips for an Organized Life [Episode 207] 9:11

3M ago9:11

9:11

My hope with today's podcast is to give you a few specific things you could start doing TODAY to make a difference in your life. You absolutely can get organized. :) I hope this is helpful for you! A written version and show notes can be found at https://LearnDoBecome.com/Episode207 And if you'd love to work with Team LearnDoBecome to build your fu…

R

Retirement Answer Man

1
Historical vs. Projected Returns? 52:22

3M ago52:22

52:22

Should you use historical or projected returns in your retirement model? One of our listeners asks this question in a very eloquent way. On this episode of Retirement Answer Man, I’ll spend some time on this question and share my thoughts on which type of model you should use. You’ll also hear the answers to several other listener questions before …

Podcasts Worth a Listen

Lifeplanning Podcasts

Podcasts Worth a Listen

Quick Reference Guide