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Tuesday, October 15, 2019

The actual definition of retirement isn't flattering. Once you differentiate between retirement and Repurposed, chances are you won't have any desire to merely retire. Here's a breakdown of these these two concepts.

 

Tuesday, October 8, 2019

Retirement can be like a shiny new car in a showroom. It's something we want and save for many years. But, when we actually get it, it doesn't bring us the fulfillment we thought it would.

 

Wednesday, October 2, 2019

Retirement is a dramatic life-change. Retiring Repurposed not only deals with those changes, but helps retirees live with purpose, have impact on others, and leave a legacy. Here are some of the basics behind living a Repurposed retirement.

 

Wednesday, September 25, 2019

Retirement planning and taxes go hand-in-hand. Whether you're retired or not, it's critical that your retirement strategy weighs heavily on your current or future tax burden. Here are three things to consider so you don't disregard taxes.

 

Monday, September 16, 2019

Robo-advisors have been receiving lots of undeserved praise lately as a method of investment management mainly because of their low fees. But, as with many things in this world, you get what you pay for.

 

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Wednesday, September 11, 2019

So, you are on the verge of retirement and you are faced with a difficult choice regarding the defined-benefit pension plan you are fortunate enough to have. Before you make an irrevocable decision, here's three common pitfalls to avoid.

 

Friday, September 6, 2019

At age 19, Anthony ONeal was deep in debt and short on hope with no direction of where his life was headed. But after hitting rock bottom, he turned his life around and committed to helping students find and pursue their passion.

 

Tuesday, September 3, 2019

Many times we hear people say "why would I hire a retirement planner when I can do it myself?" Retirement is a big deal and you only get one shot at it. Here are three reasons you shouldn't have a DIY approach to retirement.

 

Tuesday, September 3, 2019

Sallie Graves and Jill Fellows founded Nolan’s Place after Sallie’s son, Nolan, was diagnosed with autism. It became increasingly evident their community lacked the facility Nolan needed. So, they quit their jobs to create one of their own.

 

Thursday, August 29, 2019

Redtail University is an in-depth technology training for Redtail Client Relationship Management (CRM) Technology. Utilizing this new CRM technology will enable the firm to work more efficiently and better serve our clients.

 

Monday, August 26, 2019

Life insurance is good and has a very specific role, but it's a bad choice for developing retirement income. Here are three reasons a whole life insurance policy is not a good idea for retirement income planning.

 

Tuesday, August 20, 2019

Having real estate as part of your retirement plan has plenty of advantages that compliment traditional retirement planning. Here are three forms of real estate to consider for your retirement income plan.

 

Friday, August 16, 2019

Emily Esfahani Smith breaks down the definition of living a happy life versus living a meaningful life. She also talks about what she calls the four pillars of meaningful life.

 

Tuesday, August 13, 2019

Just because you retire doesn't mean you can't work or shouldn't work. Part-time employment can benefit you in ways that stretch far beyond financial.

 

Tuesday, August 13, 2019

Ben Taatjes was recognized by HD Vest at its recent Premier Advisors’ Forum. As part of the top-15 performing HD Vest Advisors, he was also selected for membership in the forum’s prestigious President’s Advisory Council.

 

Wednesday, August 7, 2019

When considering retirement income, annuities are often a point of much debate and confusion, but they don't have to be. Understanding what they are and how they work is crucial in deciding if they are right in your retirement income plan.

 

Tuesday, July 30, 2019

You've been saving and investing for years. Now it's time to turn those investments into income sources when you retire. So, how do you do this and where do you start?

 

Tuesday, July 23, 2019

Social Security is one of the most common forms of retirement income for retirees today. It may also be the most important, especially for those retirees that won't have other streams of income.

 

Tuesday, July 23, 2019

Claire Molden is already a crucial member of the Taatjes Financial Group team. This designation gives our company even more horsepower to better service and guide our clients.

 

Monday, July 15, 2019

One of the biggest keys to retirement is understanding the difference between wealth and income. In fact, I dedicated an entire chapter to this topic in my book, "Repurposed: The Untold Story of Retirement in America".

 

Tuesday, July 9, 2019

Only a few generations ago, high-school graduates rarely went on to college. But, through the years, going to a 4-year college after graduating from high school has become the standard.

 

Tuesday, July 2, 2019

Postsecondary Enrollment Options (PSEO) is an option for eligible high school students to enroll in college or university courses to earn credit for both their high school diploma and their college degree at the same time.

 

Monday, July 1, 2019

Scott Riley is the founder of Be the Flow, a Chicago-based movement that is helping people struggling with depression, anxiety, trauma, addiction or self-doubt.

 

Friday, June 28, 2019

On November 23rd 1998, Bill Wiese had an out-of-body experience in hell. It was neither a dream nor a near death experience, but a “vision”.

 

Tuesday, June 25, 2019

Congratulations, you just graduated college! Besides looking for that first job, the next order of business is to begin paying back your students loans. Here are some tips to consider as you begin paying for that education.

 

Tuesday, June 18, 2019

The earlier you start planning for college, the better. However, even if you didn’t start when your child was a baby, there are ways for you and/or your child to pay for a college for a education.

 

Monday, June 17, 2019

Doug Griffiths, author of “13 Ways to Kill a Community”, has helped improve over 500 communities across North America. After retiring from politics in 2015, he founded 13 Ways, a company dedicated to helping community grow.

 

Sunday, June 16, 2019

Brian Orsten was severely injured in a house explosion that nearly took his life in May of 2018. In this podcast, Brian retells the harrowing details of surviving this fireball and the medical miracles that followed.

 

Tuesday, June 11, 2019

It's never too early to start saving for your kids' college education. Here are four ways you can begin building a college savings plan.

 

Tuesday, June 4, 2019

After meeting with hundreds of people that are shopping around for a retirement professional, I've noticed several common red flags in their retirement plans. Here are five of the most-common you need to make sure aren't in your plan.

 

Thursday, May 30, 2019

You've likely been told the more you contribute to your 401(k) the better. But, do situations exist where you are contributing too much? Here are three questions to consider when deciding how much money you should put into your 401(k).

 

Tuesday, May 28, 2019

Luke Mickelson, founder of Sleep in Heavenly Peace, found out there were children community that didn’t have their own beds. It was in 2012 he built and donated his first bunk bed.

 

Friday, May 24, 2019

Brent Silkey is the founder and director of 30 for Freedom, a movement dedicated to end sex trafficking. It started with Brent’s vision to get 30 of his friends to run 30 miles and raise $30,000 on his 30th birthday.

 

Monday, May 20, 2019

Unless your home is in foreclosure, we would never recommend you borrow against your 401(k). Here are five reasons to consider if you're in need of money and are considering borrowing against your 401(k).

 

Monday, May 13, 2019

Down markets offer a good time to move your money out of those tax-deferred accounts and into something that won’t be taxed when you retire. Sure, you’ll pay taxes as you make that conversion, but there’s a good...

 

Thursday, May 9, 2019

Lynne Raatz is a Leadership Coach and Consultant at GIANT Worldwide as well as a mother of three and former active duty Army Officer. She believes that living with purpose begins with identifying how each of us are uniquely hardwired.

 

Monday, May 6, 2019

As a small business owner, everything falls on your shoulders including a retirement plan for your employees. Here are three options we see many business owners use along with some pros and cons to each option.

 

Tuesday, April 30, 2019

Roth 401(k)s are becoming more common. In fact, over half of companies that offer a retirement savings plan offer a Roth 401(k). So, here's what you need to know regarding a 401(k) and a Roth 401(k).

 

Tuesday, April 23, 2019

Your company 401(k) is a big deal. It can be the most effective vehicle by which you save and build wealth for retirement. Chris Hogan, author of the book Everyday Millionaires, surveyed 10,000 people with a net worth of more than $1...

 

Monday, April 15, 2019

Now that we have officially passed the tax deadline for 2018, many people will be looking forward to their tax refund checks. Here are some smart things to consider doing with that money.

 

Monday, April 8, 2019

This is arguably the longest bull market in history. And while this is great, you need to understand what it means to your portfolio with regards to this aging bull market. {AUDIO} Dealing with an aging bull market Volatility is here...

 

Wednesday, April 3, 2019

Many people don't understand how their social security is taxed with regards to their retirement income plan. One of the benefits of working with Taatjes Financial Group is we understand and can help people look at the tax implications...

 

Monday, March 25, 2019

The hustle and bustle of tax season is upon us with the deadline quickly approaching. Here are a few things you can do this tax season to make sure you have the best understanding of the taxes you are paying.

 

Tuesday, March 19, 2019

Sara Carlson is the Executive Director of the Willmar Area Community Foundation. We sat down for a conversation about Donor Advised Funds and how the Willmar Area Community Foundation can partner with donors to create an effective...

 

Tuesday, March 12, 2019

Ken Coleman of Ramsey Solutions is the host of The Ken Coleman Show and author of the new book, The Proximity Principle.

 

Wednesday, March 6, 2019

Even though it's too late to give charitably for the 2018 tax year, now is a great time to begin planning your 2019 giving. Here are some ways and strategies that you can give to charity and put you in a tax-advantageous position....

 

Friday, February 22, 2019

Introduced into the Senate on 2/16/2017, Senator Bernie Sanders has recently re-introduced this amendment as part of his presidential campaign. It would amend the current social security system to help boost social security payouts,...

 

Friday, February 15, 2019

If, at any time within 12 months of receiving your first benefit check, you regret your decision to claim benefits early and wish you'd have been able to let your payout grow, here's what you can do and how the process works.

 

Monday, February 11, 2019

Applying for Social Security is a big deal and you only get one shot at it. So, you want to make sure you're making the best decision with regards to your retirement plan.

 

Monday, February 4, 2019

The Social Security system is complicated. And as an NSSA (National Social Security Advisor certificate) holder, I get lots of questions from people regarding Social Security benefits. Here are three of the main questions I've seen...

 

Tuesday, January 29, 2019

I often joke, money doesn't buy happiness, but pensions do. This statement is actually a chapter title from "Repurposed: The Untold Story of Retirement in America". Obviously this is a play on words, but, in all seriousness there's...

 

Wednesday, January 23, 2019

Legacy Planning: It's More than Money

 

Wednesday, January 23, 2019

We are happy to announce Tim Mattern has been chosen to serve on the Youth for Christ board of directors. Tim has been with Taatjes Financial Group since 2016. One the biggest reasons we brought him on our team was his desire to serve...

 

Wednesday, January 23, 2019

Recently I sat down with Jerrid Sebesta to discuss some of the changes to the Roth IRA in 2019. We covered how the contribution limits have changed as well as a "backdoor contribution" - strategies for getting money into a Roth IRA if...

 

Tuesday, January 15, 2019

Taatjes Financial Group welcomes new Director of First Impressions, Kendra Peterson to our team.

 

Friday, December 21, 2018

Matt Birk is a 15-year veteran of the National Football League. A six-time NFL Pro Bowl Selection and two-time All Pro, Matt proved to be an undisputed leader on the field and was named the sixth smartest athlete by Sporting News. He...

 

Friday, December 21, 2018

Holly Hoffman was the last remaining member of the Espada Tribe standing on Season 21 of CBS' hit reality show "Survivor Nicaragua". Through that experience, and others throughout her his, Holly was inspired to share her message of...

 

Wednesday, November 28, 2018

Within months of losing both of his hands in a 500-ton power press, Brad Hurting rejoined his high school football team. Within a year-and-a-half, he regained his starting linebacker position, led his team in tackles, and earned...

 

Friday, November 23, 2018

Leland Klassen has become recognized as Canada's premier clean comedian. He decided nearly 20 years ago at the beginning of his career he would remain clean despite what everyone else was doing. In this podcast, Leland talks about his...

 

Monday, November 19, 2018

We are thrilled to announce Cynthia Williams' promotion to Financial Services Assistant. Cynthia joined Taatjes Financial Group in August of 2017 as Director of First Impressions/Receptionist. Over the past year Cynthia has shown a...

 

Monday, November 12, 2018

Danny Silk serves on the Senior Leadership Team of both Bethel Church in Redding, CA and Jesus Culture in Sacramento, CA. He is the President and Co-Founder of Loving on Purpose a ministry to families and communities worldwide. Danny...

 

Monday, November 5, 2018

Tom Henderson, founder of Restoration Generation, was raised in a home shattered by divorce and addiction. Today, Tom delivers a life-changing message that brings hope and encouragement to high school students around the country.

 

Thursday, November 1, 2018

Dr. Charles Jackson is a creation scientist that believes purpose is found in the book of Genesis. In this podcast, Dr. Jackson addresses questions such as: Did dinosaurs and man coexist? What happened to our Earth during the flood?

 

Saturday, October 27, 2018

Most people like the idea of an advisor that has experience, been through the ups and downs of the market, and ultimately one that can relate to a retiree. What if I told you that considering hiring a younger advisor may hold some...

 

Wednesday, October 24, 2018

Dr. Charles Jackson is a creation scientist that believes our origins and purpose for life on Earth are found in the book of Genesis. In this podcast, Dr. Jackson addresses questions such as: Can science and faith coexist? Is the...

 

Friday, October 19, 2018

Dareth Ly survived the Cambodian genocide of the 1970s. When he was 7 years old, he and his family were driven out of their home and into the jungle by the Khmer Rouge, a radical communist regime.

 

Tuesday, October 16, 2018

Dareth Ly survived the Cambodian genocide of the 1970s. When he was 7 years old, he and his family were driven out of their home and into the jungle by the Khmer Rouge, a radical communist regime.

 

Monday, October 8, 2018

Tim Mattern of Taatjes Financial Group located in Willmar and Clara City has achieved National Social Security Advisor certificate from the National Social Security Association LLC in Cincinnati. The NSSA certificate promotes advanced...

 

Wednesday, October 3, 2018

Gary Steffes retired from professional hockey in 2017 after a successful 7-year career. Gary is now the Campus Director for FCA Hockey in Alexandria, MN where he helps young hockey players live with more purpose and significance.

 

Monday, September 24, 2018

Spencer Hutton is a licensed realtor in Minneapolis. He and his team are not only in the business of helping clients buy and sell homes, they are in the business of fighting human trafficking.

 

Thursday, September 13, 2018

Tom Truszinski is the Center Director for MN Adult & Teen Challenge in Rochester. Tom was the V.P. of a large financial firm in St. Paul. He was even featured in the Wall Street Journal. At the same time, he was a raging alcoholic.

 

Wednesday, September 5, 2018

Mark Whitacre exposed an international price fixing conspiracy to the FBI while working for Archer Daniel Midland, ADM, in the early 1990's. He later served 9 years in federal prison for fraud and tax invasion.

 

Thursday, August 30, 2018

Vince Miller, founder of Resolute, a non-profit focused on providing men with tools for discipleship and mentorship, believes our purpose is not found within ourselves, rather given to us by our Creator.

 

Thursday, August 23, 2018

Bob Willbanks is the founder of Ambassadors for Business, a non-profit based in Minneapolis which focuses on equipping people to walk with greater purpose and impact in life and at work.

 

Wednesday, August 15, 2018

Jamie Groen, Executive Director of Children of the Promise was changed forever on his first trip to Haiti. His purpose and calling were revealed to him which he now lives-out through his work and family. In this podcast, Jamie...

 

Friday, July 27, 2018

Lieutenant Colonel Robert J. Darling was working for the White House Military Office when 9/11 happened. He then spent the next 24 hours in the President's bunker beneath the White House rubbing shoulders with President Bush.

 

Monday, July 2, 2018

Mike Lindell, inventor and CEO of MyPillow struggled with addiction to alcohol and crack cocaine for years dating back to the 1980s. Even after starting MyPillow in 2004, he was a heavy crack user. But, today Mike is sober.

 

Tuesday, June 26, 2018

Jay Tornquist had leukemia and was given two months to live. Even with chemotherapy it appeared there was no hope. Jay and his wife, Kathy, decided to stop treatments and pray. Within a week Jay walked out of the hospital with no...

 

Monday, June 18, 2018

Jay Tornquist had leukemia and was given two months to live. Even with chemotherapy it appeared there was no hope. Jay and his wife, Kathy, decided to stop treatments and pray. Within a week Jay walked out of the hospital.

 

Monday, May 28, 2018

Joe Mayers, actor in the one-man dramatic presentation, The Bema Live, which is about a raptured man and his experience before the Judgement Seat of Christ. In this podcast, Joe talks about how his perspective on life and purpose has...

 

Monday, May 7, 2018

“Monster” Mike Schultz was injured during a snocross race in 2008 that led to the amputation of his left leg above the knee. To most pro athletes, this would have been a career-ending event, but not to Mike. Within months,...

 

Wednesday, April 18, 2018

Mark Henderson, founder of The Inspired Legacy, a platform dedicated to inspire and equip fathers to love unconditionally, lead boldly and live a life with no regrets. In this podcast Mark shares the ups and downs with three children...

 

Friday, April 13, 2018

Jason Ranck, author of Life Reimagined, says his work and home life used to be overwhelming, nearing burnout. His wife’s health was at rock-bottom with two small children at home. This set Jason on a mission to rethink his work...

 

Wednesday, April 4, 2018

Adam Trask, ministry director at The Fortress in Willmar, MN was a self-proclaimed heroin junky. Now, at 32 years old, he has the opportunity to pour his life into other men struggling with addiction. In this episode, Adam shares...

 

Monday, March 19, 2018

Colleen Batchelder is a young speaker and entrepreneur. She consults with companies and helps them create teams that function from a place of communication and reach the millennial generation. Colleen is also the Founder and Director...

 

Monday, March 5, 2018

Born with no arms or legs, Chris Koch established early in his life he would not be raised with pity or sympathy. Instead, he has made an intentional effort to live a fun, positive life with a strong sense of humor. In this podcast,...

 

Tuesday, February 20, 2018

J. Caleb Perkins is a compelling influential leader with a passion for people and a heart for stories. He is an audacious millennial and gifted orator who carries a timely message of change through the art of storytelling. J....

 

Wednesday, February 14, 2018

Dan Stoltz, CEO of SPIRE Credit Union, is a man dedicated to living-out his mission in and out of the marketplace. He describes the importance of having a personal mission statement and engaging with it on a daily basis. Dan also...

 

Monday, January 29, 2018

Courtney Godfrey, TV reporter for FOX9 in the Twin Cities, was recently involved in a boating accident leaving her an amputee. She discusses the physical and psychological challenges of being a young, active, up-and-coming broadcaster...

 

Wednesday, January 24, 2018

Dave Baker, Minnesota State Representative and small business owner, will admit he's not the most-polished leader. But, he has a knack for dreaming and instilling a vision. Dave attributes purpose in his life to pivot points including...

 

Wednesday, January 24, 2018

SEP-IRA stands for a Simplified Employee Pension Individual Retirement Arrangement. It provides business owners a method to contribute toward their employees' retirement as well as their own retirement savings. A SEP-IRA can still be...

 

Wednesday, January 17, 2018

Steve Masseth, administrator for Community Christian School in Willmar, MN knows the power of avoiding mission-drift. Steve shares his own testimony of how he and his wife wavered off-course. He gives advice for people looking to...

 

Wednesday, January 17, 2018

Recently, we've been talking about the enactment of the Tax Cuts and Jobs Act (TCJA) and the effects on individuals. Now, let's focus on the changes and the effects on corporations. Even if you don't own a company, the changes to the...

 

Tuesday, January 16, 2018

Adam Weber, founder of Embrace Church in Sioux Falls, SD and author of the book, Talking With God, admits being a pastor and a writer are two things he originally avoided. In this podcast, Adam gives practical tips for people...

 

Friday, January 12, 2018

When Jack Jablonski was 16 years old his life changed forever after he was hit during a high school hockey game. The resulting injury left him quadriplegic. Today, Jack continues down his road to recovery, believing that every day...

 

Thursday, January 11, 2018

Do you have a 529 plan? As you may know, we are huge fans of 529 plans - using them to impact your children and grandchildren. The new tax bill offers some exciting changes by which you can use those funds starting in 2018. Also, there...