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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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Game Plan For Life

Skip Hall

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Game Plan For Life is a podcast hosted by Skip Hall. Skip is the former head football coach at Boise State University. During 30 years in coaching, his teams went to 12 bowl games, including 3 Rose Bowls and the Orange Bowl. Through interviews with coaches, players, business and ministry leaders, Skip seeks to show the importance of having a game plan in order to succeed in all areas of life.
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Plan for Life with Canby Financial Advisors

Canby Financial Advisoes

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Are you saving enough for major goals like retirement or your children’s higher education? Does your investment strategy align with your financial objectives? Do you have a plan for distributing your wealth to your heirs and favorite causes?Plan for Life with Canby Financial Advisors is a podcast designed to answer these and other questions to help you anticipate and manage financial challenges and opportunities at every stage of your life. In each episode, host Howard Caplan and a member of ...
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Securities lending lets you lend your stocks or bonds to someone else and earn interest in return. It’s legit and has been around for a long time, with the borrower often using your securities to "short sell." You could make some nice passive income, like $800 a month, without doing much. Plus, you still own your stocks and can sell them whenever y…
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Just in case you didn’t believe we were a Washington DC area firm, we decided to take the month of August off from podcasting. So we start with our summer recap, including Steve’s trip to Colorado and Dave’s rare use of the word “frothy” to describe the market’s big returns in July. We also give a stern warning on falling prey to presidential polit…
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https://mitchmcvicker.com/ Address 5446 Highway 16 Phone (208) 901-3925 Website dudedewalt.com September 19, 2024 7:00 pm McVicker’s vocational musical journey began by working with the late, great Rich Mullins. They performed concerts and wrote songs together. The two were roommates. Shortly after a car wreck killed Mullins and badly injured McVic…
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Game Plan For Life is a podcast and radio program hosted by Skip Hall. Tune in every Saturday morning on 94.1 FM at 10:00. And on KSPD AM 790 at 10:00 AM in the Boise, Idaho area. Skip is the former head football coach at Boise State University. During 30 years in coaching, his teams went to 12 bowl games, including 3 Rose Bowls and the Orange Bowl…
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In this episode, Matt Robison and Mike Morton consider the potential expiration of the Tax Cuts and Jobs Act (TCJA) in 2025 and what it could mean for your finances. They focus on three key areas: the possible reduction of the lifetime gifting exemption from $13 million to $6 million; the likely increase in tax rates due to a decrease in the standa…
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Athlete, Advocate, Woman Riley Gaines is a leader defending women’s single-sex spaces, advocating for equality and fairness, and standing up for women’s safety, privacy, and equal opportunities. Gaines graduated from the University of Kentucky, where she was a 12x All-American swimmer. Riley has made waves for speaking out after tying UPenn’s Lia T…
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In this episode, Matt Robison and Mike Morton dive into the world of investment fees and the truth behind the "no free lunch" adage. They explore how Wall Street packages seemingly attractive investment products with hidden fees that can erode returns. From Health Savings Accounts (HSAs) with unexpected management fees to interval funds with layers…
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In this episode, Matt Robison and Mike Morton go back-to-basics with a focus on Roth Conversions—a financial strategy that could potentially save you millions of dollars in retirement. Whether you've amassed significant savings in tax-deferred accounts like Traditional IRAs and 401(k)s or you're just starting to think about how to optimize your ret…
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Are you tired of being told to just "go with the flow"? Well, not today. In this episode, Matt Robison and I delve into why focusing on your net worth is more important than worrying about your cash flow. Have you ever scrambled to cover monthly expenses, or dipped into your investments for an unexpected charge, and felt the stress afterward? You'r…
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In this week's episode, I’m joined by financial coach Adam Koren, an expert in helping people overcome their money anxieties, to discuss the elephant in the room: your finances. No one likes to talk money, but it is monumentally important to pay attention to your finances, regardless of your income level. Stop feeling like you “should” know how and…
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The World Health Organization estimates that roughly 785,000,000 people around the world lack access to clean, safe, drinking water. Over 800,000 die every year due to health complications caused by unclean drinking water. 300,000 of those are children under the age of five. This reality of clean water scarcity is commonly endemic to regions of the…
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It could be Trump. It could be Biden. As of this recording, it could even be someone not born during the Roosevelt administration (Franklin, not Teddy, although it seems like Teddy). In any case , Steve and Dave debate whether this election will lead to a market correction. Plus, you’ll meet Harry Dent-The Bear of all Bears. Forget “Nervous Nellie”…
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In this episode, Mike Morton and Matt Robison discuss the incredible benefits of Health Savings Accounts (HSAs), which offer a unique way to save money without losing any to taxes. Learn how HSAs provide a "triple whammy" of tax advantages: contributions are tax-deductible, funds grow tax-free, and withdrawals for qualified medical expenses are tax…
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Game Plan For Life is a podcast and radio program hosted by Skip Hall. Tune in every Saturday morning on 94.1 FM at 10:00. And on KSPD AM 790 at 10:00 AM in the Boise, Idaho area. Skip is the former head football coach at Boise State University. During 30 years in coaching, his teams went to 12 bowl games, including 3 Rose Bowls and the Orange Bowl…
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Dreaming of establishing your own dynasty? While you may not control a nation, you can create a long-lasting educational legacy with a 529 plan! Join Matt Robison and me, Mike Morton, on this week’s podcast as we delve into funding education for your children, grandchildren, and even beyond. We'll explore how 529 plans, tax-advantaged savings accou…
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In this week's podcast episode, "10 Financial Hot Topics for 2024: Boring and Painful," join me and Matt Robison as we delve into Allan Roth's latest financial insights for 2024. We cover critical topics my clients often ask about, from understanding the difference between real and nominal returns,and managing cash to avoid inflation's eroding effe…
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Join Tracy and Rebecca for a conversation about Lifesharing. Tracy is a Lifesharing Participant and Rebecca is a Lifesharing Coordinator with Cares Lifesharing means living with and sharing life experiences with supportive persons who form a caring household. Lifesharing is recognized as both a close personal relationship and a place to live. Lifes…
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Wendy Davis, Director of Marketing and Outreach for Pennsylvania Assistive Technology Foundation (PATF), joins us to discuss the life-changing funding PATF helps Pennsylvanians receive. Pennsylvania Assistive Technology Foundation (PATF) is a statewide, non-profit organization that helps individuals with disabilities and older Pennsylvanians acquir…
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Wellness can mean something different to everyone. What's important, is finding what works for you! PA Family Network advisors, June Morris, Chris Gaus, and Ernie Roundtree, join us to discuss what activities and habits they do for wellness. Wellness is the act of practicing healthy habits on a daily basis to attain better physical and mental healt…
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For decades, concerns have circulated that the U.S. The Social Security system would run out of money. While headlines continue to warn of imminent depletion, the political implications, especially during election years, fuel much of this fear. Join Matt Robison and Mike Morton this week as they discuss the efforts currently underway to ensure the …
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https://www.resoluteman.com/podcast Game Plan For Life is a podcast and radio program hosted by Skip Hall. Tune in every Saturday morning on 94.1 FM at 10:00. And on KSPD AM 790 at 10:00 AM in the Boise, Idaho area. Skip is the former head football coach at Boise State University. During 30 years in coaching, his teams went to 12 bowl games, includ…
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Terri Spry joins us to discuss her role as a Caregiver and her experience using a Supports Broker. A Supports Broker is paid to perform a variety of duties to support a person in self-directing services and supports. They can offer assistance with employer-related functions, enhancing natural supports, and service and supports continuity and mainte…
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Join us for an honest conversation about the impacts of Medical Trauma. As caregivers and individuals, it's a challenge many of us will inevitably encounter. Chou Hallegra and Diana Smaglik, both Program Managers at Vision for Equality, offer invaluable insights shaped by their personal experiences. With professional experience and family members w…
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An emergency can happen at any time, and being prepared is important. This is even more true for those who use devices that may need charged, or have medications that need to be taken daily. Join PA Family Network Advisor, Rachel Frometa, as we discuss the importance of preparing for emergencies and how to get started. For More Information: https:/…
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Assistive Technology(AT) is ever-evolving- but how did it get it's start? Join Pierce Meire and Paul Smaglick as they chat about the history of AT. Pierce studied technology in school and is a PA Family Network Advisor. Paul is the dad of a man who receives services through the ODP System and uses assistive technology daily. He is also an IT profes…
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Isaac and Angie have been married for twenty-four years and have nine children ages two - twenty-three years old, are now grandparents, and are experiencing Godly fruitfulness in their children. They are sought after speakers on marriage and family with the top-rated Christian podcast called Courageous Parenting and the fast growing Resolute Man sh…
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PA Family Network Advisors, Joan Nery and Gabe Smaglik, join us to chat about Lifesharing and the potential benefits! Lifesharing supports individuals with intellectual disabilities to live with qualified adults who provide support in their home. It means living with and sharing life experiences with supportive persons who form a caring household.…
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Join us to hear Ernest Roundtree, a PA Family Network Advisor and certified reflexologist, discuss his journey to independent living and the daily choices that help him live a life he loves. Ernie is also actively involved in his community and the Special Olympics.
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After a brief epilogue on Tony Robbins’ out of touch financial advice (great tips if you’re “The Billionaire Next Door”, not so hot for the bottom 99.9999%), we delve into what may be the next great investment bubble, AI. Dave’s a big fan of Professor Scott Galloway, and he is predicting that the AI bubble will burst. So if you’re not quite ready f…
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Join us this week as Matt Robison and I discuss the strategies for minimizing capital gains taxes in today’s profitable housing market. We'll share a real-life client story that highlights how a couple saved thousands in tax liability by leveraging home improvement receipts and the primary residence exclusion. Discover how meticulous record-keeping…
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Game Plan For Life is a podcast and radio program hosted by Skip Hall. Tune in every Saturday morning on 94.1 FM at 10:00. And on KSPD AM 790 at 10:00 AM in the Boise, Idaho area. Skip is the former head football coach at Boise State University. During 30 years in coaching, his teams went to 12 bowl games, including 3 Rose Bowls and the Orange Bowl…
  continue reading
 
Going to the Emergency Room can be scary for anyone. For those with an intellectual disability/autism, it can be even more daunting. Rachel Chitswara, a physician's assistant in Wilkes-Barre, joins us to discuss the importance of being prepared for a medical visit.द्वारा PA Family Network
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Chele and Melissa join us to share their unique perspectives and experience with Post Tramatic Stress Disorder (PTSD) and trauma. We discuss the importance of seeking help, sharing in safe spaces, and breaking the stigma. Chele Abraham-Montgomery and Melissa Suarez are both family support specialists with Vision for Equality. If you or someone you …
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Lt. David Godfrey joins us to discuss the innovative program, Project Lifesaver. Project Lifesaver is a 501 (C)(3) community based, public safety, non-profit organization that provides law enforcement, fire/rescue, and caregivers with a program designed to protect, and when necessary, quickly locate individuals with cognitive disorders who are pron…
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To-do or not to-do? Take a calendar approach Ever feel like your to-do list never ends? Constantly moving unfinished tasks to the next day? In this episode, Matt Robison and I explore a game-changing productivity hack: scheduling tasks directly on your calendar. Forget the overwhelming to-do list that grows endlessly. Instead, allocate specific tim…
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Spencer Danielson was elevated to the full-time head coach of Boise State football on Dec. 3, 2023 following a three-week stint as interim head coach where he guided the Broncos to three consecutive wins and a Mountain West Conference Championship. Danielson becomes the 12th head coach in Boise State’s history as a four-year institution, subject to…
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Gabe Smaglik and Ursula Lesic join us to discuss the role that self-advocacy has played in their lives. Self-advocacy raises awareness. It makes others aware of the challenges you’re facing. Speaking up for yourself and communicating needs identifies gaps, blocks, and issues earlier, allowing your support system to help you find a solution Join us …
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My ODP is a great hub of information for anyone with a disability in Pennsylvania. Join Carey, a PA Family Network Advisor, as she discusses the importance of using and exploring My ODP. MyODP.org provides a single place for people to access the Office of Developmental Programs' virtual trainings, resources and communications, as well as to registe…
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When asked who decides what activities he does every day, Billy quickly and clearly answers "I do". A life of choice is important to living a good life, and a cornerstone of the self-directed model. Join us as Billy and Lynn dive into 'A Day in the life of Participant Directed Services". Billy is a 37 year-old man who self-directs his services. Lyn…
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Join Matt Robison and me as we delve into the intricate world of inherited IRAs. In the first quarter of 2023, Americans held over $12 trillion in IRAs, and if you've inherited some of that wealth, there's a lot you need to know. We'll clarify who qualifies as an Eligible Designated Beneficiary (EDB), the impact of the Secure Act 1.0's 10-year rule…
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Joan Endicott is an Award-Winning Keynote Speaker, Author and Coach. Her expertise is in influencing individuals and organizations to experience Higher Performance – personally and professionally. Her trademarked message and book, “I Get To!”® The Power of Perspective is changing lives across the globe. Joan is also proud to be one of only 200 Cert…
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Mary Elks and Sara Nye join us to discuss the importance of Roommate Interviews and finding the right match for you. Sara and Mary are both Family Advisors with the PA Family Network and Self Advocates. Check out this resource to get ideas on questions to ask during a Roommate Interview. https://www.apartmentguide.com/blog/critical-questions-ask-po…
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Cheryl Parker joins us to discuss the effects of Trauma, prevention, and seeking help. Cheryl is the Western Region Director of Person Driven Clinical Solutions. With a Masters of Education, she uses her 29 years of experience and education in Human Services to the benefit of those who use Autism/ID/DD services.…
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Jeremy Yale and Lauren House (ODP) join us for a two-part podcast to discuss the benefits of Assistive Technology and accessing it through the waiver system Jeremy is the Director of the Bureau of Policy and Quality Management on behalf of ODP and Lauren House is the Director of the Bureau of Community Services on behalf of ODP. The Office of Devel…
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Jeremy Yale and Lauren House (ODP) join us for a two-part podcast to discuss the benefits of Assistive Technology and accessing it through the waiver system Jeremy is the Director of the Bureau of Policy and Quality Management on behalf of ODP and Lauren House is the Director of the Bureau of Community Services on behalf of ODP. The Office of Devel…
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In this week’s podcast, Matt Robison and I delve into the world of "home hacking," a trend that's gaining traction in the realm of real estate. But forget about the usual DIY tricks to boost your home's value – we're talking about doubling your net worth through unconventional living arrangements. Imagine living with your mom as the key to unlockin…
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Joan Endicott is an Award-Winning Keynote Speaker, Author and Coach. Her expertise is in influencing individuals and organizations to experience Higher Performance – personally and professionally. Her trademarked message and book, “I Get To!”® The Power of Perspective is changing lives across the globe. Joan is also proud to be one of only 200 Cert…
  continue reading
 
Nicole and Linda Sue, two PA Family Network advisors with decades of experience in the ID/A field, discuss their experience as Common Law Employers through the Vendor Fiscal model of Participant Direction. The Vendor Fiscal/Employer Agent (VF/EA) Financial Management Services (FMS) model is a self-directed service delivery approach. The model is in…
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Wellness isn't one 'set' action or method- it's all-encompassing. Chou Hallegra joins us to discuss Wellness as a Way of Life. Chou oversees the Philadelphia Family Support Projects at Vision for Equality. She is a mental health specialist and a Diversity, Equity, and Inclusion (DEI) trainer and consultant passionate about promoting wellbeing and b…
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