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Financial Life Planning for Busy Parents

Mike Morton, CFP®, RLP®, ChFC®

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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
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Learn how to make the most of your life planning strategies with The Life Planning Show. Real, useful information for everyday people that can be translated into daily life and thought. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.
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Intentional Mom life with Jesus: Scheduling, Planning, Productivity, Mindset, Selfcare, Time Management

Sasha Star Robertson - Child of God, Wife, Mom, Intentionality Coach, Productivity Coach, Biblical Mindset Coach, Planner Creator, Coach for Moms, Speaker

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Do you struggle to manage your time? Are you tired of feeling overwhelmed or mom guilt because everything on your never-ending todo list feels important? Is it a constant struggle to connect with God in your busy life as a stay at home/work from home mom? Do you wish you could find a balance and flow in your mom life? Well momma, I’m glad you’re here! This podcast is here to help you connect with God so that you can balance your life and schedule, get organized, and be that living example as ...
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Welcome to the Go-to Podcast for Christian Midlife Women Entrepreneurs & Solopreneurs who are ready to go from Random BUSYNESS to Faithful FRUITFULNESS. Here you'll find Time Management Tips using Time Blocking and Productivity Planning to create success in your business along with work-life balance so you can be more present in this season… and in light of eternity! You're juggling A LOT as an Over 40 Woman in Midlife- from supporting launching kids to aging parents to everything in between ...
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Your Money & Your Story will cover investments and financial planning topics. Russ Story, President, and CEO of Story Wealth Management Group will take you on a Financial Odessey each week and give you the secrets of Wall Street. As a Financial Advisor with 27 years of experience, Russ has much information and insite to share...we have more fun than an investment podcast should... enjoy. Russ Story, Financial Advisor, RFC, CWS, https://www.storywealth.com/Story Wealth Management Group is an ...
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Life Beyond Clinical Practice - Healthcare Careers, Professional Growth, Career Planning, Career Pivot, Healthcare Leadership

Dr Diane | Career Strategist, Health Professions Coach & Boundary Breaking Champion

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The Go-To podcast for health professionals who want to shift their careers to new levels of impact and fulfillment! ** Top 2.5% Global Ranking ** Are you unfulfilled professionally and wonder what other career opportunities may be out there for you? Do you long to engage in more meaningful work, but don’t know which direction to go in, or what next steps to take? Do you feel stuck because you’re unsure how to pivot your career in line with your interests, skills or values? Then this podcast ...
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Hey Girl Hey! Are you ready to Overcome that daily Overwhelm and anxiety?! Are you excited to create and achieve new goals without the stress? How about finding the harmony not only in Mom life but in your business?! Well you’re in the right place! Welcome to Stress Less in MomLife & Business! I’m Sara! Jesus loving wife, multi passionate boy mom, Speaker and Coach! I remember that anxious feeling of ”Hot mess mom life” and at some point had accepted that I was just going to fly by the seat ...
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This Thanksgiving, I am so grateful for the over 1500+ podcast downloads from listeners in the USA!! In this episode, I share 3 things I am grateful for and challenge you to do the same. Eager for More? Here are some Next STEPS: >>> Join the Wait list for the Pivot with Purpose course https://forms.gle/hk5Euy9neeP8pGRz7 >>> Grab your copy of our Ca…
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Hey CEO- How GRATEFUL do you feel this year as we head into Thanksgiving week? How EXPECTANT are you about what God will do in the year to come? And more importantly, how are you expressing GRATEFUL EXPECTATION to God + others? I get it…It’s easy to just go through the motions of day-to-day living with all that’s on your plate with juggling life + …
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The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering. Real Life Plan…
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In this episode of Practical Finance for Parents, Mike Morton and Matt Robison explore how grandparents can effectively save for their grandchild’s college education using 529 plans. They break down the best strategies, including whether grandparents should contribute to an existing parent-owned 529 or open their own account. With recent FAFSA chan…
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Join host Sasha Star Robertson on the Intentional Mom Life with Jesus podcast as she shares a heartfelt testimony that inspired the creation of the Abide Journal. Discover how this tool aims to transform daily interactions with God's Word into meaningful experiences that bear spiritual fruit. In this episode, Sasha opens up about her childhood expe…
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Too often, when we are unhappy in our jobs, we think that changing jobs will solve the problem. As a result, we spend countless hours scouring job boards for a new opportunity (which depending on your level of success could leave you feeling worse about yourself and your professional value). In today’s episode I will share why that is the number 1 …
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Hey CEO- Tempted to put off thinking about your time till after the holidays? I’ve got news for you…NOW is the best time to think about your time. Yes, even with the holidays upon us. Cuz otherwise once they’re over, your calendar is just gonna fill up like it always does and NOTHING is gonna change about your time…am I right? That’s why I’m excite…
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In Episode 39, Vekevia Tillman-Jones shares her journey into semi-passive income through Turo, a peer-to-peer car-sharing platform, and how it became a flexible addition to her family's financial strategy. She explains the practical steps, low barriers to entry, and key considerations for anyone looking to start a similar venture while balancing a …
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Did you know 70% of adults age 65 will need long-term care in their lifetime. 20% will require LTC for more than 5 years. Roger Cantu with OneAmerica join us this week as our special guest to share some shocking statistics about Long-Term Care and offers some creative solutions.بقلم Angela Robinson
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Hey CEO- Do YOU have a VISION of where you’re going in your Life + Biz? If you’ve been around the REDEEM Her Time Podcast for any length of time, you’ve heard me talk about creating a WITH-God Vision. But with so much on your mind these days and so much flashing across our screens on the daily, what’s a girl to do to keep your vision top-of-mind an…
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Hey CEO- Wondering why your results in business are lacking, non-existant… or LESS-THAN what you’re praying for? It’s NOT because you need that one more marketing method or sales strategy or social media secret sauce like the gurus want you to believe….it’s because of how you’re approaching your TIME. You see, TIME is a Business Owner’s most valuab…
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Many clinicians feel frustrated by the artificial ceiling that exists in clinical practice which seems to limit their career potential. Identifying ways to exploit your full potential, either through carving out a specific niche that will allow you to grow and scale your professional impact, or by pivoting your career in a particular direction whic…
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The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering. Real Life Plan…
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The loss of a loved one can be a difficult time for someone. And not knowing the details associated with their loved one’s digital legacy can make an already challenging time potentially more difficult and more expensive. Kate Hufnagel, The Digital Wrangler, joins us this week to share some tips.بقلم Angela Robinson
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Hey CEO- Just one more sleep till you can officially get your hands on the REDEEM Her Time Planner. I don’t know who’s more excited…me or those of you here in the REDEEM Her Time Community…probably both! So before you click add-to-cart this time tomorrow (Nov 12th) I wanted to take a few min to not only share the story behind creating the REDEEM He…
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In the second part of my interview with Dr Greg Gilbaugh, he shares his personal insights on work-life integration, having a purpose centred career, and the pursuit of professional fulfillment. Eager for More? Here are some Next STEPS: >>> Join the Wait list for the Pivot with Purpose course https://forms.gle/hk5Euy9neeP8pGRz7 >>> Grab your copy of…
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In this episode, Mike Morton and Matt Robison dive into a commonly overlooked step in managing rollover and inherited IRAs: making sure your funds are invested and not just sitting in cash. They share practical tips on how to avoid leaving money idle, like setting a yearly reminder to check your accounts, opting for simple investment choices, and k…
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Hey CEO- Do you struggle to find time to PRAY? I know, I know, as Christian women we know that prayer is important to grow in our relationship WITH God…and let’s be honest it’s the key to everything else in life + biz, but often our hectic schedules and demands on our time, we’re tempted to push prayer to the back burner or to check-the-box status …
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Have you ever thought about what it could mean for your family if you needed care? What decisions would need to be made? Who would make them? How would things look? What impact would this have on your spouse and kids? Let us help you walk through the Quality-of-Life Planning Process™ to develop a true long-term healthcare plan. It is a gift beyond …
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Hey CEO- Let me ask you an important question…do you have MARGIN built into your life? It’s been said that MARGIN is the space between your load and your limits. Now before you click skip cuz with all that’s on your plate you don’t got time for all you need to do let alone adding in something that feels like a luxury… Let me just say, MARGIN is not…
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Dr Greg Gilbaugh is an American Dentist who established multiple successful practices. His career as a clinician and successful dentist was upended by a health condition, forcing him to leave clinical practice. In part 1 of my interview with him, he shares his story on how he had to navigate a new professional path, and how he found a way to do so …
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Make the most of your employee benefits and unlock “free money” that could add up to thousands yearly! In this episode, we break down essential perks, from maximizing retirement savings with 401(k) matching to the tax advantages of Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs). We also explore the value of education and tuiti…
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Hey CEO- Be honest…how do you feel about your numbers (as in the numbers in your biz bank account)? Do you feel UN-comfortable and avoid them like the plague… Or do you feel Confident and approach them with intention? Taking time to not only look at, but understand your finances is always time well spent because then you can make what I like to cal…
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As a life planning firm, it is our mission to help you take the essential steps needed to face each of life’s stages with confidence and clarity. We were asked if we could compile a list of the things that need to be addressed on every level when you find it necessary to assume physical, emotional, and financial responsibility for your parents.…
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Welcome back to the Intentional Mom Life with Jesus podcast, hosted by Sasha Star Robertson. In this episode, Sasha delves into the profound truth that motherhood is not just a role but a divine ministry and essential kingdom work. She passionately discusses the vital calling of nurturing, protecting, and discipling children as a mother, emphasizin…
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Your body speaks to you. Problem is that most of us simply ignore our internal messaging system - or try to drown out the signals that keep trying to flag us down because we just want to get on with doing life. But turning a blind eye to what you are sensing, feeling or even know emphatically, and tuning out of your intuition... eventually comes at…
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Hey CEO- It’s Monday, so let me ask…what does YOUR week look like? Chances are as you look ahead you’re wondering how it’s all gonna fit… ...spending time with the Lord, loving your family, connection with friends, building your business, balancing your bank account, prioritizing your wellness, finding enjoyment, keeping up with your house… Feel li…
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As Halloween approaches, it's not just ghosts and ghouls that can be scary—financial planning can have its own terrifying elements. Join Mike Morton and Matt Robison as they demystify the top five fears in managing money. The risk of running out of funds in retirement, the uncomfortable reality of planning for death and inheritance, the rising cost…
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Hey CEO- Do you choose a Word-of-the-Year? Maybe you have in the past and it really kept you grounded. Or maybe you have in the past but forgot it somewhere along the way. Or maybe you’ve never put much thought into choosing a word…cuz how much can just 1 word do anyway? No matter where you find yourself right now, you’re in the right place. Becaus…
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Part 4! *If you haven't listened to part 1 -3 , go back to episode 220 - 222 to listen about life leading Sasha to take a sabbatical, how it started out, how it wasn't like what she thought. Sasha is back after a 4+ month sabbatical away from work, podcasting, etc. Today begins a new mini series all about sabbatical; what led to it, how it went, wh…
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Hey CEO, It’s almost the end of another year so let me ask….is your business where you wanted it to be by now? No, I’m not trying to make you break out in a sweat! Now, some of you may be further than you had dreamed when the ball dropped on 2024…if that’s you, YEAH for you! But chances are, most of you are not quite as far as you envisioned you’d …
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In this follow-up to episode 64 I provide some tangible steps on how to get unstuck in your career so you can continue on a path of professional growth and career advancement. The truth is that healthcare needs more than just clinical expertise to deliver effective and efficient services to patients and populations. And sometimes your opportunity t…
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"How are you going to pay for college?" “How much should you save now?” Matt and Mike break down the current costs of higher education, from public in-state schools to high-end private institutions, and offer strategies for saving. Whether you're just getting started or have significant resources to allocate, you’ll get actionable advice on how to …
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Part 3! *If you haven't listened to part 1 & 2, go back to episode 220 & 221 to listen about life leading Sasha to take a sabbatical and how it started out. Sasha is back after a 4+ month sabbatical away from work, podcasting, etc. Today begins a new mini series all about sabbatical; what led to it, how it went, what she learned, what God did, and …
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Hey CEO- Are you leveraging Kingdom Connections (in a good way) to grow your reach? You should. TRUE STORY: Somewhere along the way, my guest and I crossed paths and even done a pod swap, but just recently I heard her on another podcast and felt that Holy Spirit nudge to reach out and invite her to another swap now that our missions are even more a…
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Part 2! *If you haven't listened to part 1, go back to episode 220 to listen about life leading Sasha to take a sabbatical. Sasha is back after a 4+ month sabbatical away from work, podcasting, etc. Today begins a new mini series all about sabbatical; what led to it, how it went, what she learned, what God did, and so much more! In part 2 of this m…
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Welcome Back! Sasha is back after a 4+ month sabbatical away from work, podcasting, etc. Today begins a new mini series all about sabbatical; what led to it, how it went, what she learned, what God did, and so much more! Tune in to hear her story, see yourself in it, watch God move, and see what coming next for Intentional Abundance Co. and all the…
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Hey CEO…Just curious- are you a Planner Girl? I find I run into 3 types of women- Those who ARE a proud and loud Planner Girl… and swear by a planner to keep them on track. Those who say they’re NOT a Planner girl… and just hope to get through the week without dropping too many balls Those who WANT to be a Planner Girl…and pick up a new one with gr…
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Career Advancement is critical to professional growth and fulfillment. When you become stagnant, you lose your enthusiasm for the work you do and start to feel disillusioned about your career prospects. More especially if you want to pivot your career, you need to have a professional advancement plan in order to keep growing in a direction you feel…
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In this episode, Mike Morton and Matt Robison dive into the often-overlooked topic of homeowners insurance and why spending just five minutes reviewing your policy could save you thousands of dollars. They explain the importance of ensuring your coverage is adequate, especially with rising costs of rebuilding due to inflation and natural disasters.…
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In episode 37 of the Real Life Planning Podcast, Cynthia Meyer introduces new Real Life Planning team member, Vekevia Tillman-Jones, MBA, CFP®, a senior financial planner and business coach, who shares her journey of building multiple income streams through real estate and a peer-to-peer car sharing business. They discuss balancing family life with…
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In Episode 31, I speak with executive chef turned entrepreneur, Lucia Robles of Lucia and Compan, about the philosophy of gifting to clients and customers. INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL IN…
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In Episode 30, I discuss when you should consider downsizing to a smaller home and how to lower the maintenance costs of your space. INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PL…
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In Episode 34, I'm discussing the relevance of revocable living trusts for real estate investors and common situations where they are used. INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE R…
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In Episode 29, I discuss owning real estate in self-directed retirement accounts, and tackle the potential benefits and challenges of this strategy. INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMEN…
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In Episode 35, I'm discussing the advantages and disadvantages of using permanent life insurance as a source of liquidity to purchase a real estate property, fund renovation expenses, or create retirement income. INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE …
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