In our “Planning for Life” podcasts we share strategies & ideas for overcoming challenges in your personal and financial life.
Inevitably “Life Happens” and that is why we want to educate and provide you the insight and awareness to know how to creatively plan, now and in the future, so you’re always striving to live the life that you desire.
Please find a list of our “Planning for Life” Podcasts below, your source for creative financial strategies. Please check back regularly for new episodes!!!
Can you confidently say that your children will be prepared to receive an inheritance? Save your family time, money, and…Continue Reading Don’t Wait to Talk to Your Family About Your Will
Thanks to advancements in technology and medicine, our lifespans are now longer than ever. How does this increase in longevity…Continue Reading Managing Longevity Risk in the Modern Age
Will you make less money if you get a raise into a higher tax bracket? These are just a few…Continue Reading Common Finance Myths, Debunked
Do you know how to keep your financial house in order during the COVID-19 outbreak? In this special episode, Russell…Continue Reading 5 Financial Actions to Take Right Now
What drives you to spend money or save it? Why do people turn down vacations that they can well afford…Continue Reading What is Your Money Mindset?
If you see everyone moving in one direction, how likely are you to change your own direction? Furthermore, will you…Continue Reading Did You Read the Headline? Guess What, You Already Have An Opinion
In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our…Continue Reading COVID-19 UPDATE
Jacobs, Coolidge & Company works with a wide range of clients, including ultra high-net-worth individuals. With a high net worth…Continue Reading Financial Planning for Ultra High-Net-Worth Individuals
On December 20, 2019, Congress introduced a new act called the Setting Every Community Up for Retirement Enhancement Act —…Continue Reading What Does the SECURE Act Mean for Americans?
Today, Russell Jacobs is here to help you stay on track for the new year by covering what to consider…Continue Reading Russell Jacobs’ Year-End To-Do List
As an entrepreneur, you probably spend most of your time growing your business. But being an entrepreneur isn’t always just…Continue Reading Strategies for the Financial Challenges of Entrepreneurship
Are you looking for a new financial advisor? When you’re on the lookout, it’s important to have as much knowledge…Continue Reading Questions to Ask When on the Hunt for a Financial Advisor
Business owners spend most of their time focusing on day-to-day operations, sales, and growth. Considering how busy they are, their…Continue Reading Our Top Recommended Financial Moves for Business Owners
From different strategies for timing the market to the renting versus buying debate, there are many combatting beliefs about financial…Continue Reading Fact or Fiction? Challenging Popular Financial Beliefs
Are you guilty of practicing financial habits that could negatively impact your financial health? In this episode of Planning for…Continue Reading Bad Financial Habits to Break
Oftentimes, talking about money is an uncomfortable conversation to be had, especially with your parents. In this episode of Planning…Continue Reading How to Talk to Your Parents About Money
Many people believe that you can only transfer risk with an insurance company but, in actuality, you can also transfer…Continue Reading What Does “Transferring Risk” Really Mean?
As we go through our lives and our day-to-day routines, it can be easy to forget one thing: tomorrow is…Continue Reading Tomorrow is Not Guaranteed — Planning for the Lives You Leave Behind
Are you saving enough money to eventually replace your income? Put down the calculator, because we have tried-and-true tools to…Continue Reading 2 Powerful 401(k) Tools You Probably Aren’t Using
Honey has been part of Ted Dennard’s life from the time he was a child — even though he was…Continue Reading Meet Ted Dennard, Founder and CEO of Savannah Bee Company
The Jacobs Coolidge and Company team love inspiring their clients to have “aha moments” by helping them look at the…Continue Reading The All-Encompassing Planning Process
Diversity is the spice of life, and diversifying your skills through different careers helps to keep things interesting. In this…Continue Reading Diversify Your Career With Peter Strauss
Many business owners find moving their office to be a daunting task. In this episode of Planning for Life Podcast,…Continue Reading 10 Things You Need to Know Before Moving Your Business
We all have a vision of where we would like to be at some point down the line. However, sometimes…Continue Reading How to Reach for Better
Do you know how to use the 401(k) that is offered through your workplace? Many employees don’t, and that’s an…Continue Reading How to Use a 401(k) Offered Through Your Employer
It takes time to build wealth and very little time to lose it all — especially if your family doesn’t…Continue Reading Preparing Your Family to Be Responsible Stewards
If you’re thinking about starting your own business, take notes from other entrepreneurs who have found their groove. In this…Continue Reading Meet Attorney Jason Tate
Like life, retirement is not cookie cutter for each person. In this episode of Planning for Life Podcast, Carl Coolidge…Continue Reading Making Your Retirement the Best It Can Be
In this episode of the Planning for Life Podcast, Carl Coolidge sits down with physician and entrepreneur Kevin Coyle to…Continue Reading Get to Know Entrepreneur Kevin Coyle
Welcome back to another episode of the Planning for Life podcast with Russell Jacobs. In this episode, Russell shares the…Continue Reading The Single Greatest Challenge We All Face in Finance (and in Life)
Are you making one of the 10 most common financial planning mistakes? Carl Coolidge is here to explain what these…Continue Reading 10 Common Mistakes in Financial Planning
Anyone who knows anything about finance in America has heard the term “401(k).” However, not everyone knows exactly what they…Continue Reading Breaking Down the Basics of 401(k)s
What does it mean to know your score and how can you use it plan for 2019? In today’s episode,…Continue Reading Knowing Your Score
Divorce can be time-consuming, messy, and emotionally draining, but it doesn’t always have to be that way. It can be…Continue Reading How to Prepare for a Divorce
Have you considered investing in real estate? In today’s episode, Carl Coolidge explains the potential positive and negative outcomes that…Continue Reading The Benefits and Drawbacks of Investing in Real Estate
A career with the CERTIFIED FINANCIAL PLANNER™ designation comes with many responsibilities. In this episode of the Planning for Life…Continue Reading Risk Management and Insurance Planning: The Basics
The world of 401(k)s can be tricky to maneuver, especially if you aren’t sitting in the C-suite, where most financial…Continue Reading Why Your Business Needs to Analyze Its 401(k) Planning
Do you know the real concepts you should be considering when it comes to your wealth management? Russell Jacobs highlights…Continue Reading 8 Topics a CERTIFIED FINANCIAL PLANNER™ Practitioner Knows Inside Out
“Am I contributing enough money to my 401(k)?” That’s the number one question that clients ask special guest, Jim Jacobs,…Continue Reading What You Need to Know About Your 401(k) — With 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…Continue Reading 10 Questions You Should Ask Any Financial Advisor
Right now, many Generation Xers are at a challenging point in their lives: they’re helping their kids get through college,…Continue Reading Generation X, Don’t Forget to Prioritize Yourself
Physicians need a financial planner who understands the joys and challenges that come with a career in medicine. Enter, Carl…Continue Reading How to Succeed Financially as a Physician
Do you cringe when you think about budgeting? If so, listening to this episode could make a world of difference.…Continue Reading Here’s a Refreshing Approach to Budgeting
When it comes to life insurance, there isn’t a one-size-fits-all option. Today, Russell Jacobs brings you an enlightening and informative…Continue Reading How to Understand Life Insurance as a Part of Risk Management
Today, Carl Coolidge walks you through the second part of the SECURE® process. The latter part of the acronym stands…Continue Reading The SECURE Retirement Plan Process®: Part 2
In this episode, Matt Halloran and Russell Jacobs discuss a holistic, four-step discovery and planning approach to total financial wellness…Continue Reading RICH® Planning Experience in Depth
Today, Carl Coolidge walks you through the first part of their SECURE® process. In this informative podcast, Carl covers the…Continue Reading The SECURE® Process: Part 1
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;…Continue Reading How To Be Secure At The End Of The Rainbow – Your Retirement
Russell Jacobs started his career in financial planning after graduating from the University of Georgia. He began working with his…Continue Reading Introduction to Russell Jacobs III
In this first episode of the Planning for Life Podcast, you’ll meet Carl Coolidge of Jacobs Coolidge & Company in…Continue Reading Introduction to Carl Coolidge