The Plan Wisely Resource Library
The Plan Wisely Resource Library is full of articles, videos, podcasts, and guides designed to help you navigate complex financial issues and make wise decisions. Explore topics like retirement planning, investing, taxes, insurance, debt, and long-term planning—so you can focus on what matters most and move forward with confidence.
Podcast
Champion People With Jeff Roy
By Erik Garcia
Whoa! Mind blown. Rescuing donkeys from the side of the road, funding hospitals, training hockey players, and so much more. Jeff and Una Roy live by the mantra, “Give with no expectation of anything in…
Podcast
Leave the World Better Than How You Found It With Vonda Copeland
By Erik Garcia
Entering into the personal pain of others is no easy feat. Hear how Vonda found personal healing through her involvement with crime stoppers and foster summer camp. Welcome to “Insurance Professionals Are Givers,” a podcast…
Podcast
Surprise and Delight With Erin Richardson
By Erik Garcia
“Listen intently and respond creatively”. Listen to how Erin and Mike Richardson deepen relationships through intentional listening and then responding to other’s needs. Welcome to “Insurance Professionals Are Givers,” a podcast series led by Erik…
Podcast
Serving Veterans With Rob Bowen
By Erik Garcia
Rob is passionate about veterans. Hear how he meets their needs, from mental health to dressing nicely. Thank you for your service. Welcome to “Insurance Professionals Are Givers,” a podcast series led by Erik…
Podcast
Going Where Others Won’t With Mohamad Momin
By Erik Garcia
Hear how at an early age, giving to others was instilled in Mohamad as a value. He’s driven to make a positive impact in the lives of others the way THEY need to be helped….
Podcast
Changing lives through swimming with Margaret Rutherford
By Erik Garcia
Hear how Margaret connects her 3 agency locations to different organizations she supports. And you do not want to miss her story about the Special Tigers swim team! Oh my goodness, grab your Kleenex. Welcome…
Podcast
Welcome to America with Michael Overstreet
By Erik Garcia
Michael’s mom taught him to consider others who have less. Hear Michael’s heart for the refugee. “Withhold judgment until you hear other’s stories”. Welcome to “Insurance Professionals Are Givers,” a podcast series led by Erik…
Podcast
Always be giving with Gertha Jean
By Erik Garcia
Hear how Gertha passionately serves her community and meets the needs of others. She says, “Bless others as you are blessed”, and “If we have and you need it, come and get it”. Welcome to…
Podcast
“My heart is smiling,” with Chris Paradiso
By Erik Garcia
Chris shares his dad’s wisdom “The greatest gift we can give is to someone who could never repay us.” Hear how Chris involves his team and his family in giving. Welcome to “Insurance Professionals Are…
Podcast
“Give To Others” with Billy Wagner
By Erik Garcia
Join Erik Garcia, CFP®, and guest co-host Billy Wagner in their new mini-podcast series, “Insurance Professionals Are Givers,” as they explore Erik’s fifth pillar of financial security: “Give To Others.” Discover how generosity isn’t just…
Podcast
Impacting Community Through Giving With Inman Houston
By Erik Garcia
Discover how $350,000,000 is making a profound impact in New Orleans! In this episode, Inman Houston, President and CEO of Baptist Community Ministries (BCM), sheds light on how BCM is transforming lives by financially supporting…
Article
Year-End Charitale Gift Giving and You
By Erik Garcia
Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to both you…
Topics Give to Others, Taxes
