Every Dollar Needs a Purpose
from Time, Talent, Treasure Radio
This week, host Ben Taatjes and financial advisor Kendra Peterson discuss why every asset you own should have a clear purpose. Building on last week's conversation about the flexibility of 529 plans, they explore the three-step Stewards Plan process: understanding what you're stewarding, determining what you need now and in the future, and deciding what to do with what's left. They also share how organizing your assets into one comprehensive view can provide clarity, reveal new planning opportunities, and help families steward their wealth with greater intention. Whether you're planning for retirement, future generations, or charitable giving, this episode offers practical insights to help you make every dollar count.
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