Planning for Life Podcast

Can you confidently say that your children will be prepared to receive an inheritance? Save your family time, money, and…

Thanks to advancements in technology and medicine, our lifespans are now longer than ever. How does this increase in longevity…

Will you make less money if you get a raise into a higher tax bracket? These are just a few…

Do you know how to keep your financial house in order during the COVID-19 outbreak? In this special episode, Russell…

What drives you to spend money or save it? Why do people turn down vacations that they can well afford…

If you see everyone moving in one direction, how likely are you to change your own direction? Furthermore, will you…

In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our…

Jacobs, Coolidge & Company works with a wide range of clients, including ultra high-net-worth individuals. With a high net worth…

On December 20, 2019, Congress introduced a new act called the Setting Every Community Up for Retirement Enhancement Act —…

Today, Russell Jacobs is here to help you stay on track for the new year by covering what to consider…

As an entrepreneur, you probably spend most of your time growing your business. But being an entrepreneur isn’t always just…

Are you looking for a new financial advisor? When you’re on the lookout, it’s important to have as much knowledge…

Business owners spend most of their time focusing on day-to-day operations, sales, and growth. Considering how busy they are, their…

From different strategies for timing the market to the renting versus buying debate, there are many combatting beliefs about financial…

Are you guilty of practicing financial habits that could negatively impact your financial health? In this episode of Planning for…

Oftentimes, talking about money is an uncomfortable conversation to be had, especially with your parents. In this episode of Planning…

Many people believe that you can only transfer risk with an insurance company but, in actuality, you can also transfer…

As we go through our lives and our day-to-day routines, it can be easy to forget one thing: tomorrow is…

Are you saving enough money to eventually replace your income? Put down the calculator, because we have tried-and-true tools to…

Honey has been part of Ted Dennard’s life from the time he was a child — even though he was…

The Jacobs Coolidge and Company team love inspiring their clients to have “aha moments” by helping them look at the…

Diversity is the spice of life, and diversifying your skills through different careers helps to keep things interesting. In this…

Many business owners find moving their office to be a daunting task. In this episode of Planning for Life Podcast,…

We all have a vision of where we would like to be at some point down the line. However, sometimes…

Do you know how to use the 401(k) that is offered through your workplace? Many employees don’t, and that’s an…

It takes time to build wealth and very little time to lose it all — especially if your family doesn’t…

If you’re thinking about starting your own business, take notes from other entrepreneurs who have found their groove. In this…

Like life, retirement is not cookie cutter for each person. In this episode of Planning for Life Podcast, Carl Coolidge…

In this episode of the Planning for Life Podcast, Carl Coolidge sits down with physician and entrepreneur Kevin Coyle to…

Welcome back to another episode of the Planning for Life podcast with Russell Jacobs. In this episode, Russell shares the…

Are you making one of the 10 most common financial planning mistakes? Carl Coolidge is here to explain what these…

Anyone who knows anything about finance in America has heard the term “401(k).” However, not everyone knows exactly what they…

What does it mean to know your score and how can you use it plan for 2019? In today’s episode,…

Divorce can be time-consuming, messy, and emotionally draining, but it doesn’t always have to be that way. It can be…

Have you considered investing in real estate? In today’s episode, Carl Coolidge explains the potential positive and negative outcomes that…

A career with the CERTIFIED FINANCIAL PLANNER™ designation comes with many responsibilities. In this episode of the Planning for Life…

The world of 401(k)s can be tricky to maneuver, especially if you aren’t sitting in the C-suite, where most financial…

Do you know the real concepts you should be considering when it comes to your wealth management? Russell Jacobs highlights…

“Am I contributing enough money to my 401(k)?” That’s the number one question that clients ask special guest, Jim Jacobs,…

When you hire a financial advisor, you’re entering a long-term relationship. Since this person will know everything about your financial…

Right now, many Generation Xers are at a challenging point in their lives: they’re helping their kids get through college,…

Physicians need a financial planner who understands the joys and challenges that come with a career in medicine. Enter, Carl…

Do you cringe when you think about budgeting? If so, listening to this episode could make a world of difference.…

When it comes to life insurance, there isn’t a one-size-fits-all option. Today, Russell Jacobs brings you an enlightening and informative…

Today, Carl Coolidge walks you through the second part of the SECURE® process. The latter part of the acronym stands…

In this episode, Matt Halloran and Russell Jacobs discuss a holistic, four-step discovery and planning approach to total financial wellness…

Today, Carl Coolidge walks you through the first part of their SECURE® process. In this informative podcast, Carl covers the…

Life goals and financial goals are intertwined. It’s rare to have one without the other. That’s why Russell Jacobs, of Jacobs Coolidge & Company LLC, starts every new client relationship with the RICH® Planning Experience: a holistic approach to financial planning.Continue Reading What is the RICH® Planning Experience?

We all dream of having a secure retirement. If you’re a business owner, your dream probably extends to your employees;…

Russell Jacobs started his career in financial planning after graduating from the University of Georgia. He began working with his…

In this first episode of the Planning for Life Podcast, you’ll meet Carl Coolidge of Jacobs Coolidge & Company in…