Life-Centered Planning Archives - Page 5 of 7

Jun 25, 2024 11:36 pm

Should You Buy or Build Your Dream Home?

By Steve Sanduski, CFP®|2025-04-07T15:07:21-05:00June 25th, 2024|Categories: Uncategorized|Tags: family, Life-Centered Planning, Residence|

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The choice between buying and building a house hasn’t become much easier in 2024. While expert predictions that the housing market would cool off this year have mostly borne out, that’s due in large part to high costs and interest rates turning off prospective buyers. On the other hand, builders are facing construction costs that have surpassed the rate of inflation. According to Forbes, the average cost to build a new house […]

Financial Therapy Bridges the Gap (Part 2 of 2)
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Mar 23, 2023 1:30 pm

Financial Therapy Bridges the Gap (Part 2 of 2)

By Steve Sanduski, CFP®|2023-03-23T13:30:22-05:00March 23rd, 2023|Categories: ROL Blog|Tags: behavior, communication, financial therapy, Life-Centered Planning, sonya lutter|

Mitch Anthony & Steve Sanduski, CFP® interview Sonya Lutter about Financial Therapy and how past behavior predicts future behavior.

Financial Therapy Bridges the Gap (Part 1 of 2)
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Mar 9, 2023 12:41 pm

Financial Therapy Bridges the Gap (Part 1 of 2)

By Steve Sanduski, CFP®|2023-03-23T11:50:09-05:00March 9th, 2023|Categories: ROL Blog|Tags: communication, financial therapy, Life-Centered Planning, sonya lutter|

Mitch Anthony & Steve Sanduski, CFP® interview Sonya Lutter about Financial Therapy and how to identify financial stresses in clients’ lives.

Maslow Meets Retirement (Part 3 of 3)
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Feb 23, 2023 10:57 am

Maslow Meets Retirement (Part 3 of 3)

By Steve Sanduski, CFP®|2023-02-23T11:16:34-06:00February 23rd, 2023|Categories: ROL Blog|Tags: communication, ideal clients, Life-Centered Planning, Maslow|

In Part 3 of this three-part video series, Mitch Anthony covers how to use the Income/Outcome Worksheet with your clients.

Maslow Meets Retirement (Part 2 of 3)
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Feb 9, 2023 2:08 pm

Maslow Meets Retirement (Part 2 of 3)

By Steve Sanduski, CFP®|2023-02-23T11:16:20-06:00February 9th, 2023|Categories: ROL Blog|Tags: communication, ideal clients, Life-Centered Planning, Maslow|

In Part 2 of this video series, Mitch Anthony discusses the bottom 3 rungs of the ROL Retirement Hierarchy: Survival, Safety and Freedom.

Maslow Meets Retirement (Part 1 of 3)
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Jan 26, 2023 2:28 pm

Maslow Meets Retirement (Part 1 of 3)

By Steve Sanduski, CFP®|2023-02-23T11:16:03-06:00January 26th, 2023|Categories: ROL Blog|Tags: communication, ideal clients, Life-Centered Planning, Maslow|

In Part 1 of this three-part video series, Mitch Anthony provides an overview of Maslow's Hierarchy of Needs and the reimagined ROL Retirement Hierarchy.