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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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The Life Planning Show

Joe Clark

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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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Business Development Series: Life Planning | Role as Business Owner | Growth | Profit | Value

Sarah Power and Chris Reed: Directors, Business Concepts Group

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The Business Development Series is hosted by BCG’s Chris Reed and Sarah Power. The ten-part podcast series is for business owners who are looking to review their business for improved outcomes, increased profits, and enhanced value.
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Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
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REDEEM Her Time | Time Management Tips, Christian Solopreneur, Work-Life Balance, Productivity Planning, Time Blocking, Midlife Women Over 40

Lissa Figgins, Christian Time Management Coach, Priorities Protector, Recovering Should-Do List Girl

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Welcome to the Go-to Podcast for Christian Midlife Women 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 like... * Growi ...
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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 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 you train up y ...
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Stress Less in Mom Life & Business | Faith | Journaling | Planning | Prioritizing | Habits | Wellness | Schedule

Sara Jimenez | Soloprenuer | Speaker | Coach | Multi-passionate Mom

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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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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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Are you a health professional facing a crossroads in your career, but feeling unsure of which direction to go in, or what next steps to take? Are you tired of working hard and not seeing results in terms of career growth? Do you long to build purpose into your work, but feel stuck as you don’t have a clear focus, are unsure how to package your value, or are uncertain about what professional development opportunities may be needed to carve out a new path? Then you’re in the right place; becau ...
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In this week's podcast, Matt Robison and I, Mike Morton, delve into the world of charitable giving and the benefits of using a Donor Advised Fund (DAF) into your philanthropic strategy. A DAF functions like a personal account where you can deposit various assets, such as cash, stocks, or cryptocurrencies, which then become charitable donations. We …
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Hey C.E.O. Feeling a little off or a lot out of balance? Just wanna say it can happen to the best of us. In fact, it happened to ME in the last few weeks and I’m a time management coach who helps women build work-life balance….but I WASN'T. You see, after a few months of being in head-down, blinders-on, get-er-done mode, I wasn’t paying attention t…
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In this episode I interview a rising star in health professions education who through his own experience of cultural incompetence in the clinical practice context, has now carved out an academic career in this niche. Eager for More? Here are some Next STEPS: >>> Book a 1 hour Career Clarity coaching Call https://calendly.com/lbcp/coaching-call >>> …
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Planning is a gift. It is a gift of peace of mind and the ability to not just survive, but to thrive. Provide your family with the tools to take care of you and your wishes with confidence because you love them. Please enjoy this gem from our archive.Angela Robinson
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Is your never–ending to-do list weighing on you? Did you know that your to-do list could be the very thing keeping you overwhelmed? Are you ready to kick the to-do list for good? In this episode I share some neurological details about what happens in your brain when you live off a to-do list. Please note, I'm not a neurologist, but I've lived a lif…
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Hey C.E.O.- Ever had a WAKEUP CALL in life that made you RETHINK your time…where it went and the return (or lack thereof) on how you spent it? As busy Christian women, constantly pulled in a million directions, time feels like it flies… And it’s easy to look back and feel REGRET. As a result of a big life change in midlife, Chesney of Health, Hope …
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In this episode, I give an overview of what career coaching is, and the general purpose of this important part of professional career planning. I also discuss why career clarity is an important part of career coaching in order for you to design a fulfilling career aligned with your values, interests and life goals. Eager for More? Here are some Nex…
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Hey C.E.O.- Feel like you're constantly on the hamster wheel, going in circles, carrying the responsibility of running a BIZ on top of ALL the other roles you fill...but NOT feeling successful at ANY of them? You’re not alone. Out of desperation for something to change, Danielle Foxx of 4F Accounting Associates, tried it ALL- the planners, the prog…
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In today's episode, Mike Morton and Matt Robison introduce a revolutionary solution to alleviate financial anxiety: the Joker Fund. Inspired by the infamous line from The Dark Knight, "Nobody panics when things go according to plan," they emphasize the importance of planning ahead to tackle irregular expenses that often leave individuals feeling fi…
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Your gift is meant not only to be nurtured, but also to be shared. In this episode, I highlight how we ought to be good stewards of our gifts, within and outside of our professions and through this, serve others. Next STEPS: >>> Book a 1 hour Career Clarity coaching Call https://calendly.com/lbcp/coaching-call >>> Join our Private Facebook Group ht…
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BONUS: CEOs DECLUTTER SHOULD-DOs Workshop Series Hey C.E.O.- Welcome to the BONUS SESSION of the CEOs DECLUTTER SHOULD-DO’s Workshop Series where we’re asking the question... WHAT NOW? But that’s where we run into a problem…often we leave a workshop like this filled up with CONFIDENCE, CLARITY & CONSISTENCY… but over time we start hearing all the n…
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In this episode I interview Dr Gail Gazelle - accomplished physician, academic and author who talks about burnout and how mindfulness training can help health professionals continue to thrive in their professions. Next STEPS: >>> Book a 1 hour Career Clarity coaching Call https://calendly.com/lbcp/coaching-call >>> Join our Facebook Community https…
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DAY 3: CEOs DECLUTTER SHOULD-DOs Workshop Series Hey C.E.O.- Welcome to DAY 3 of the CEOs DECLUTTER SHOULD-DO series where now that we’ve shifted our belief around WHO we are and WHAT we’re called to in Biz…it’s time to start DOING. But that’s where we run into a problem… we often know WHAT we should do, but do we do it with FOCUS + CONSISTENCY? Or…
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DAY 2: CEOs DECLUTTER SHOULD-DOs Workshop Series Hey C.E.O.- Welcome back to DAY 2 of the series where instead of adding (or allowing) more SHOULD-DOs to clutter up our calendars & to-do lists, we’re taking time to honestly look at what tasks are filling our time and discerning what we SHOULD DO as a C.E.O…and what we shouldn’t! CLARITY around WHAT…
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DAY 1 : CEOs DECLUTTER SHOULD-DOs Workshop Series… Hey C.E.O.- You’re in luck cuz whether you joined us LIVE or are now catching the replay, this is for YOU if you are wanting to invest your time where it matters to go from random Busyness to Faithful FRUITFULNESS in your life + biz… and stop wasting it chasing your SHOULD-DO list. And contrary to …
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In this week’s episode, hosts Mike Morton and Matt Robison discuss IRA Beneficiaries. They delve into the critical decision of choosing a beneficiary for your Individual Retirement Account(s) (IRA) and its financial ramifications. Through a real-life example, you will see how one of Mike’s clients' strategic maneuver saved her family $150k in taxes…
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Career growth and development can be seen as a project, as there are many to-do's and actionable steps which need to take place, along with tracking one's progress against your goals in order to reach your ultimate objective. In today's episode we will talk about why having a system which takes the stress out of managing these additional responsibi…
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Hey C.E.O.- Feeling a little (or a lot) burdened by all the things on your SHOULD-DO List? You know… ALL the platforms, the programs, the people, the posts, the plans, the podcasts, the protocols you feel like you SHOULD be using to grow a successful biz… Plus ALL the Bible studies, the family time, the coffee dates, the investments, the workouts, …
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Like the title of a James Bond movie, we live in a day and age where it can seem like there is no time to die. There seems to be so many obligations that need our attention. Do you care about your family? Then you don’t want to miss this week’s episode of Life Planning 101.Angela Robinson
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Hey C.E.O.- Do you truly believe you’re a C.E.O.- a Christ Empowered Operator of your WITH-God Life + Biz? If you were hiring a CEO of a Fortune 500 Company, wouldn’t it make sense that you’d be looking for someone who BELIEVES she’s the right girl for the job? Of course it would. She would put together a resume with references showing her proven t…
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In this episode Dr Levi Osuagwu shares nuggets from his inspirational leadership journey and how giving back using a legacy-building approach outside of personal gain has benefits for a host of other individuals and the many lives who will be touched through their work Next STEPS: >>> Book a 1 hour Career Clarity coaching Call https://calendly.com/…
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ABOVE ALL ELSE #14 Hey Friend- Over the past 13 episodes in this ABOVE ALL ELSE Lent series, we’ve addressed a number of potential idols to let go of that many of us struggle with in both our lives + businesses… Our Busyness. Our Comfort + Control. Our Self-sufficiency. Our People-pleasing. Our Success + Work. Our Security + Wealth. Our Stuff + Dwe…
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In this week’s episode, Mike Morton is joined by financial coach Adam Koren to discuss strategies for overcoming the stress and shame often associated with managing personal finances. They delve into the emotional aspects of money management, emphasizing the importance of recognizing societal barriers to financial literacy and fostering open dialog…
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ABOVE ALL ELSE #13 Hey Friend, What comes up inside when you hear the phrase, “Done is better than perfect”? Great, I don't care anyway. Perfection is overrated, and honestly, I've got better things to do than fuss over every little detail. Let's just get it done and move on. Good, I'm tired of trying. I'm exhausted from striving for perfection and…
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Do you struggle to stay consistent? Does everything feel pressing like you're constantly running around putting out fires then wondering at the end of the day where any time was for you? In this episode I dive into 4 of the common struggles I hear moms talking about. Things like consistency, unclear or undefined healthy habits, so many things to do…
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In this episode I outline a simple 4step process to clarifying your niche so you can elevate your professional profile. Next STEPS: >>> Book a 1 hour Career Clarity coaching Call https://calendly.com/lbcp/coaching-call >>> Join our Facebook Community https://www.facebook.com/groups/897241125152990/ >>> Sign up for our monthly newsletter lifebeyondc…
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ABOVE ALL ELSE #12 Hey Friend, Do you know how many times the average smartphone user touches her phone in a day doing actions like typing, tapping, and swiping? What’s your guess…100 times, 500 times, 1000 times a day? All of those are a LOT. But actually it’s worse- studies find an average user touches their phone 2,617 times every day, with heav…
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ABOVE ALL ELSE #11 Hey Friend- We live in a world full of PLEASURABLE things- from a delightful meal or cup of coffee, to a good book or beautiful work of art, to a breathtaking landscape or historic architecture- as well as many things that stir the PASSIONS often buried deep inside- from building & creating, to teaching & leading to exploring & t…
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Does Health Feel Like ‘Another Thing’ You’re Trying to Prioritize? Do you feel spread thin? Are everyone else's needs and priorities coming before your own? In this episode I bring back my dear friend Robin Rhine McDonald (she's been a guest before) and we dive into all things time, priorities, & health! This is a super fun conversation where you g…
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In this episode, Dr Ioana Popa shares her experiences of leaving practice as a psychiatrist to teach in elementary school after reaching the point of burnout twice. She shares how her journey to wholeness has brought her full circle where she now uses her medical and psychiatry training and purposefully blends that with spiritual care in her work w…
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As moms we all have quote a bit that falls under our stewardship responsibility. I recently asked my audience what are the most important things we have to steward over in mom life. Those who responded gave a list of their top few. While I don't disagree with their answers, I believe there are two particular areas that we as moms must steward over …
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ABOVE ALL ELSE #10 Hey Friend- Would you say one of the most influential guiding factors behind how you spend your time each day is the PEOPLE you love? Your kids, your spouse, your friends are all probably near the top of the list, not to mention your parents, in laws, small group members, ministry teammates, neighbors, clients, peers, mentors, an…
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Do you struggle with your meal planning game? Are you tired of dinner time rolling around to have no idea what you're feeding your family? Are you ready to ditch the take out and instead save on empty calories as well as your budget because you KNOW what's for dinner?!? This episode is for you! In this episode I share some simple tips to quickly an…
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Join Matt Robison and I this week as we discuss the various ‘buckets’ your finances are in and if you have the right ratios for your needs. Inspired by a real client’s story, we talk about portfolio holdings such as real estate, brokerage and retirement. Having too much money “locked up” in assets such as your house and your 401k could make it diff…
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ABOVE ALL ELSE #9 Hey Friend- Looked in the mirror lately? Let’s be honest, we probably can’t even count the number of times we glance at our reflection in a day…but regardless of what you see staring back at you… The TIME spent looking the wrong direction can lead to a HEART looking in the wrong direction too. Cuz we live in a world where we’re te…
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In this episode I discuss in-demand transferrable skills within the mainstream job market and how we as health professionals organically develop many of these in the course of our clinical professions. Next STEPS: >>> Book a 1 hour Career Clarity coaching Call https://calendly.com/lbcp/coaching-call >>> Join our Facebook Community https://www.faceb…
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Recently I was speaking with a client about how important it is to take preventative measures in regard to health - eating right, exercising, and taking the right supplements. It is just as important that we take preventative measures in regard to our finances - planning for the worst-case and best-case scenarios, exercising good financial habits, …
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ABOVE ALL ELSE #8 Hey Friend- this week we’re going rogue on the REDEEM Her Time Podcast- no we’re not falling off our rocker, but up till now each episode of this ABOVE ALL ELSE SERIES about the Lesser things that have our hearts has been inspired by the More than Anything Study by the Daily Grace Co. But I noticed they missed something... You see…
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Are you desiring more balance in your life? Could you be striving for balance, but it's actually creating more stress and overwhelm in mom life? What if there was another way? In this episode I take a look at balance and share why I honestly dislike the word. You literally cannot balance ‘all the things’ and whenever you think you can/are… you drop…
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Above All Else #6 Houston, we have a problem. Our treasure (aka our material and financial wealth) has our heart. As people living in a very uncertain world with who knows what coming down the line financially, politically, biologically, environmentally, we often grasp for whatever we think will keep us safe when things come crashing down- savings …
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In this week's episode, Matt Robison and I, Mike Morton, delve into the concept of asset location. No, we aren’t revealing CIA operatives' whereabouts but rather discussing the strategic placement of investments, which can significantly impact returns, potentially yielding a $74k difference. Asset location refers to where investments are held, such…
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In this episode I talk about why gaining clarity is an important first step towards building a fulfilling career. I also offer some strategies on how you can start developing the clarity you need to move forward. Next STEPS: >>> Book a 1 hour Career Clarity coaching Call https://calendly.com/lbcp/coaching-call >>> Join our Facebook Community https:…
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Welcome to our latest episode of "Intentional Mom Life with Jesus". In this enlightening and heartfelt conversation, our host, Sasha Star Robertson, sits down with Katelyn Silva - a successful mompreneur, accomplished writer, and the driving force behind 'We Write Books'.Katelyn Silva is the author of eleven books, some under a pen name, and four t…
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