Episodes
138
Latest episode
Jul 2026
Language
EN-US
Ben Taatjes and Jerrid Sebesta of Stewards Planning Group in Willmar, MN build purposeful retirement plans that help you steward your life, money and retirement.
In this week's episode, Certified Financial Planner Claire Molden joins host Ben Taatjes to discuss a new opportunity for families to begin building wealth for the next generation. Whether you're a parent, grandparent, or simply planning for your family's future, this episode highlights practical strategies to help the next generation get off to a strong financial start.
In this week's episode, host Ben Taatjes and financial advisor Jonathan Schoffner discuss why protecting your assets is an essential first step in any financial plan. They cover the importance of regularly reviewing health, homeowners, and auto insurance, highlighting common coverage gaps that can leave families financially vulnerable. The conversation emphasizes that insurance isn't something to set and forget—it should be reviewed alongside your financial plan to ensure you're protecting what you've worked so hard to build.
In this episode of Time, Talent, Treasure Radio , host Ben Taatjes reflects on the first year since rebranding Taatjes Financial Group to Stewards Planning Group. He shares the vision behind the name change, the firm's renewed emphasis on financial planning rooted in stewardship, and the three core questions every financial plan should answer: What am I stewarding? How much is enough? And what should I do with the rest? Ben also discusses the firm's recent growth, new team members, and its continued commitment to helping clients steward their time, talent, and treasure with purpose.
Following up on last week's conversation on the radio show, host Ben Taatjes and financial advisor Kendra Peterson explore the deeper questions behind financial planning and stewardship. They discuss why understanding your relationship with money, your upbringing, and your financial goals can lead to more meaningful planning decisions. The episode serves as a reminder that wealth is more than something to accumulate. It's a tool to support your values, care for your loved ones, and make a lasting impact.
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.
In this episode of Time, Talent, Treasure Radio , host Ben Taatjes and financial advisor Jonathan Schoffner discuss "financial infidelity"—the act of being dishonest or non-transparent about money with a spouse. They explore how small habits, like misreporting purchase prices or hiding accounts, can erode trust and create misalignment in a relationship. To combat this, they emphasize the importance of a team approach to financial planning, suggesting that couples meet with advisors together and have open conversations about their upbringing and financial goals to ensure long-term alignment and trust. This is an episode is a conversation between Ben Taatjes, Financial Advisor, Founder & CEO of Stewards Planning Group, and Jonathan Shofner, CRPC®, Financial Advisor at SPG. The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Wealth Services, LLC cannot guarantee or represent that it is accurate or complete. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services LLC nor any of its representatives may give legal or tax advice. 1104 19th Ave SW Willmar, MN 56201320-222-4236
Ben Taatjes and Jonathan Shofner explore tax review as a forward‑looking exercise rather than merely a compliance task — even revisiting Ben's 2002 returns to trace how investments and strategies have evolved over time. Jonathan also brings exciting news: he is now a Chartered Retirement Planning Counselor®. This designation reflects Stewards Planning Group's commitment to excellence and ensures their advisors remain exceptionally equipped to serve clients. This is an episode is a conversation between Ben Taatjes, CKA®, Financial Advisor, Founder & CEO of Stewards Planning Group, and Jonathan Shofner, CRPC®, Financial Advisor at SPG. The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Wealth Services, LLC cannot guarantee or represent that it is accurate or complete. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services LLC nor any of its representatives may give legal or tax advice. 1104 19th Ave SW Willmar, MN 56201320-222-4236
Ben Taatjes and Jonathan Shofner explore tax review as a forward‑looking exercise rather than merely a compliance task — even revisiting Ben's 2002 returns to trace how investments and strategies have evolved over time. Jonathan also brings exciting news: he is now a Chartered Retirement Planning Counselor®. This achievement reflects Stewards Planning Group's commitment to excellence and ensures their advisors remain exceptionally equipped to serve clients. This is an episode is a conversation between Ben Taatjes CKA®, Founder & CEO of Stewards Planning Group, and Jonathan Shofner, CRPC®, AAMA®, Financial Advisor at SPG. The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Wealth Services, LLC cannot guarantee or represent that it is accurate or complete.
Ben Taatjes and Jonathan Shofner explore tax review as a forward‑looking exercise rather than merely a compliance task — even revisiting Ben's 2002 returns to trace how investments and strategies have evolved over time. Jonathan also brings exciting news: he is now a Chartered Retirement Planning Counselor®. This achievement reflects Stewards Planning Group's commitment to excellence and ensures their advisors remain exceptionally equipped to serve clients. This is an episode is a conversation between Ben Taatjes, Founder & CEO of Stewards Planning Group, and Jonathan Shofner, CRPC®, Financial Advisor at SPG. The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Wealth Services, LLC cannot guarantee or represent that it is accurate or complete.
With tax season behind them, Ben Taatjes and Kendra Peterson of Steward's Planning Group discuss using the post‑filing lull to tackle meaningful financial projects—particularly estate and wealth‑transfer planning. They outline the StewardsPlan™'s three steps (catalog your assets, determine current and future income needs, then decide how to allocate the remainder) and walk through a real client example where beneficiary designations were rearranged so a tax‑burdened IRA benefits a church while life insurance passes to family. Practical, relationship‑driven advice for turning tax‑season momentum into thoughtful, tax‑efficient stewardship. This is an episode is a conversation between Ben Taatjes, Founder & CEO of Stewards Planning Group, and Kendra Peterson, CRPC® Financial Advisor at SPG. The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Wealth Services, LLC cannot guarantee or represent that it is accurate or complete.
Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.
Claim this listing
Valerie Hail
Mediaite
PodcastOne
Russ Mathews
