We help people who are drowning in the details of life to create simple systems so they can do what matters most! (Come learn how to build a STEP Command Central and get totally out of the overwhelm...)
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Retire with confidence! Introducing "Michigan's Retirement Coach," podcast- one of Feedspot's "Top Retirement Podcasts You Must Follow!" Join Mike Douglas and his engaging series as he draws upon insights from real clients and their stories to help you make the most of a fulfilling retirement. Mike and the whole team at LifePlan Financial Design can help you navigate the complexities of retirement planning in Michigan. Click for your personalized Retirement Roadmap here! Follow on Facebook, ...
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Work Pants Finance is the show for MBAs, entrepreneurs, and other professionals who want their financial plan to work as hard as they do. Work Pants Finance's theme is learning through experience - the good, the bad, and the ugly! Work Pants Finance sits at the center of life, business, career, and money and brings it all together with humanity, wit, and wisdom.
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The Physician Philosopher Podcast was created to help empower doctors to create a life they love. Join in as we dive into all things physician coaching in mindset, money, and life. Start before you're ready; Start By Starting; Start Now. To book a coaching consult with Jimmy for the Alpha Coaching Experience, click here-- thephysicianphilosopher.com/consult To sign up for the Medical Degree Financial University visit: https://thephysicianphilosopher.com/mdfu
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*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
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Independent Financial Advice - Words of Wisdom and Guidance
Interface Financial Planning & Alan Moran
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
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Join Rob Wolf on the 'Wolf Financial Podcast' as he delves into the world of finance, showcasing the powerful partnership between financial advisors and featured charities each month. In each episode, you'll uncover innovative financial strategies, explore the impact of philanthropy, and see how financial expertise can drive meaningful change in communities
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What Do I Do About the Clutter in My Head? [Episode 288]
32:30
32:30
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32:30You might not have physical clutter in your home or office. Maybe your desk is clear, your home looks tidy, and everyone thinks you're doing great! But if there is clutter in your MIND, you're going to feel overwhelmed. THIS is how you find relief! For Show Notes, please visit https://LearnDoBecome.com/Episode288…
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Are You Using Outdated Financial Rules for Your Retirement?
18:36
18:36
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18:36With retirement around the corner, it's time to rethink outdated financial rules. In today's world, applying strategies from 1995 to your retirement could leave you unprepared and vulnerable. Mike Douglas emphasizes the importance of personalized retirement planning, considering your unique needs, risk tolerance, and goals. Key actions include dete…
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5 Key Questions Before Rolling Over Your 401K
15:14
15:14
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15:14Are you ready to roll over your 401k without falling into tax pitfalls? Mike Douglas goes through the complexities of 401k rollovers. He explores essential questions to ask, such as understanding the type of money in your account and evaluating fees. He also discusses whether it’s better to leave some money behind for early access and how identifyi…
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Preparing for the Unexpected in Your Golden Years
19:36
19:36
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19:36Retirement can be full of surprises, and not all of them are welcome. Certified Financial Planner Mike Douglas discusses the importance of planning for the curveballs that life may throw at you after you retire. From market volatility to health care costs, he explores how to build a solid financial plan that anticipates both the expected and the un…
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Key Takeaways from the "Remarkable You" Event with Jon Acuff [Episode 287]
27:47
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27:47In today's podcast, Eric and I are sharing powerful takeaways from Jon Acuff’s “Remarkable You” event—including insights on motivation, focus, and how small, consistent actions can lead to big change. This episode is full of practical wisdom that will resonate with anyone striving for personal growth and intentional living. For Show Notes, please v…
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Ever wondered how retirement planning is like picking the perfect avocado? Certified Financial Planner Mike Douglas explores the balance between enjoying life now and saving for the future. It emphasizes the importance of making the most out of healthy years and not delaying gratification too much, while also ensuring financial security for later y…
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8 Simple Principles to Guide Our Decluttering [Episode 286]
16:22
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16:22We truly believe that decluttering not only improves our physical, digital, and mental spaces, but also transforms our ability to work on meaningful projects, focus on our relationships, and move forward on what matters most. Here are 8 of my favorite, simple principles that can guide us as we declutter. Enjoy! For Show Notes, please visit https://…
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Retirement Planning: The Essential Checklists
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14:25Are you emotionally and financially ready to retire? Certified Financial Planner Mike Douglas explores the crucial emotional and logical checklists needed for retirement. He discusses the importance of having a clear purpose after leaving work, managing depleting accounts, and communicating with your spouse about retirement plans. He also emphasize…
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Your Ideal Planning Spectrum [Episode 285]
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25:17Sometimes we don't plan because we think it will take FOREVER, and if we can't do it "perfectly," why try at all, right? Actually, once we've identified our ideal planning spectrum, it becomes a JOY to plan ahead, and we can do it in whatever time we have available. Come learn how! For Show Notes, please visit https://LearnDoBecome.com/Episode285 J…
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Retirement planning doesn't have to be intimidating. Certified Financial Planner Mike Douglas explains how to protect your savings from market volatility and ensure a steady income throughout your retirement. By focusing on securing monthly income first and safeguarding future money, Mike emphasizes that retirees should aim for stability no matter …
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"I truly never thought that I could be organized." Member Spotlight of Claire Crawford [Episode 284]
41:19
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41:19In this inspiring episode, we sit down with Claire, a member of our LearnDoBecome community, as she shares her experiences creating and using a STEP Command Central. Once feeling overwhelmed and constantly rushing through tasks, Claire now walks through life with clarity and peace of mind. Her journey is a beautiful example of how a simple, streaml…
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Tariffs Simplified: Explaining the Trade Deficit Plainly
17:52
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17:52Mike Douglas gives an objective overview of Trump’s tariff strategy and how the United States got into the trade deficits it’s currently in. He sheds light on how China and other countries have put themselves in advantageous positions regarding trade. Mike also provides historical context of where Nancy Pelosi once stood on trade imbalance with Chi…
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Addressing the Market Downturn | The 5 Things You Need To Do
15:37
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15:37Trump’s retaliatory tariffs have taken effect, and the markets have significantly dropped. So, what does this mean for your portfolio? Certified Financial Planner Mike Douglas shares 5 actionable things we need to do to keep our emotions in check amid market volatility: Stay focused on the long-term plan Review Your Withdraw Strategies Assess Your …
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Catching Life's Curveballs with a STEP System [Episode 283]
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33:39When life throws unexpected challenges your way, having a solid system in place can make all the difference. In this episode, Alia shares how her Command Central helped her stay calm and organized during two surprise surgeries and a hospital stay--allowing her to rest, recover, and know that all life's details were safe and sound. For Show Notes, p…
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Are You Timing Your Roth Conversions Right? | Avoid Common Roth Mistakes
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14:54Retirement planning can be a maze, and navigating Roth conversions is a crucial part of it. In this episode, Certified Financial Planner Mike Douglas dives into the complexities of Roth IRAs, discussing deadlines for contributions and conversions, and the impact on taxes, Social Security, and Medicare. Mike explains how to time your conversions to …
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Four Keys to Stress-Free Digital Filing [Episode 282]
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34:35Because digital files are basically invisible, it's easy for them to turn into a cluttered mess. :) But what if there was a way to make digital filing feel SIMPLE? These four rules might seem basic, but consistently implementing them will make a huge difference! For Show Notes, please visit https://LearnDoBecome.com/Episode282 Join us for our Free …
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The Cost of “Set It and Forget it” | Uncovering Hidden Fees in Your Retirement Plan
17:31
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17:31Are you aware of the hidden fees in your retirement savings? Certified Financial Planner Mike Douglas discusses the importance of cleaning out financial closets and drawers to uncover potential fees that may be costing you thousands each year. He explains that a thorough review can help identify unnecessary costs and ensure your investments are ali…
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Three A-ha Moments that Calmed My Mind [Episode 281]
32:21
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32:21One of the BEST ways to get into overwhelm is by having a frenzied mind. But how do we create CALM minds? It's partly done by creating systems, but without a healthy mindset, those systems can potentially drive us into overwhelm more "efficiently." These three a-ha moments have had a big impact on me, and I"m excited to share them today! For the Sh…
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How to Weather Market Volatility in Retirement | Tariffs and Turbulence
18:16
18:16
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18:16Are you prepared for market fluctuations in retirement? Certified Financial Planner Mike Douglas explains how to protect your income streams and diversify your savings in times of uncertainty. As the news cycle accelerates during Trump’s second term, retirees face unique challenges, especially when drawing from portfolios affected by market volatil…
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Are You Missing Out on Smart Tax Planning for Retirement?
15:10
15:10
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15:10Tax planning is not just a yearly task but a crucial long-term strategy for a secure retirement. Certified Financial Planner Mike Douglas discusses the difference between tax preparation vs. tax planning and emphasizes the importance of proactive decisions that can significantly reduce lifetime tax liabilities. He explains why intentional investmen…
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You're Not Getting Organized Alone -- AMAZING Community Highlights! [Episode 280]
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29:31When you're clearing clutter and setting up systems in your home, it's really easy to feel isolated. But there is a whole community here at LearnDoBecome cheering you on and working alongside you! Join us for some incredible celebrations and community stories today! For Show Notes and links, please visit https://LearnDoBecome.com/Episode280 Join us…
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4 Principles of Financial Success for Everyone! [Episode 279]
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32:21There’s often SO much stress behind the scenes regarding our finances. But how would it feel if you felt AMAZING about your money situation and confident about your financial future? Join us in this fun conversation that will help you build a strong financial foundation. Show Notes and related links can be found at https://LearnDoBecome.com/Episode…
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Avoid These Common 401k Mistakes | Risk Tolerance in Retirement
20:25
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20:25Are you unknowingly risking your retirement? Managing your 401(k) properly is crucial for a financially secure future. Certified Financial Planner Mike Douglas discusses the common mistakes people make with their 401(k)s and provides practical steps to optimize their retirement savings. He explains balancing risk and security, the importance of con…
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"If I Try to Get Organized, That's One More Way I'm Failing." [Episode 278]
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29:25If getting organized feels like “one more way you will fail,” then I think it’s time to get to the bottom of what the real issue is. The way we define “getting organized” here at LearnDoBecome is probably different than what you are imagining, and I can't wait to dive deeper into this in today's episode! Show Notes and related links can be found at…
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The Roth Rule You May Not Know About | Withdrawing from Your Roth IRA
14:51
14:51
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14:51Ever wondered how Roth IRAs can transform your retirement? Certified Financial Planner Mike Douglas explores the ins and outs of Roth IRAs, including the crucial five-year rule that many people may not know about regarding withdrawals. He explains the distinction between contributions and conversions, detailing how each affects your retirement plan…
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Turning Tiny Tasks Into Big Wins - The 2-Minute Rule in Action! [Episode 277]
22:31
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22:31In this episode, Alia shares how she grouped several "home" tasks and turned them into a mini project. When the "2 minutes or less" tasks in our lives start to build up, there's an easy way to gather, sort, and accomplish them! Show Notes and related links can be found at https://LearnDoBecome.com/Episode277 Join us for our Free training, "How to F…
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