Time, Talent, Treasure Radio

Wisdom Through Continued Learning

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

Financial Evolution & Exercise

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.

Wisdom Through Continued Learning

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.

What Is The StewardsPlan™?

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.

Life After Tax Season

In this episode, Ben Taatjes and Jonathan Shofner discuss the April 15 tax filing deadline, that extensions apply to filing NOT payments, how the firm shifts from tax work to deeper planning afterward, and why life changes—like a child moving—require updates to estate documents and powers of attorney. They cover special-needs trusts and outline the StewardsPlan™: inventory what you steward, determine current and future income needs, and decide how to use any surplus for intentional wealth transfer to heirs or charities. This is an episode is a conversation between Ben Taatjes, Founder & CEO of Stewards Planning Group, and Jonathan Shofner, Financial Advisor at Stewards Planning Group. 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.