Ben Taatjes and Jonathan Shofner dive into the importance of understanding where your money goes—especially in retirement. By reviewing taxes, creating a spending plan and planning for retirement income can provide clarity and the freedom to use resources intentionally for the life you want. 

Stewards Planning Group continues to grow with the addition of advisor Jonathan Shofner, who recently relocated from Texas to Minnesota to serve clients in a more personal and purposeful way. Drawing on lessons from his grandmother and years of experience in the financial industry, Jonathan brings a perspective that sees money as a tool—not the finish line.

What does it really mean to grow as a firm and as a steward? In this episode, Ben Taatjes sits down with Chief Growth Officer Mike Kobs to explore why true growth isn’t about revenue or assets, but about people. This conversation is a reminder that stewardship is about impact and using this season of life to make a meaningful difference.

As a new year begins, Ben Taatjes reflects on the generosity of Stewards Planning Group clients and the power of viewing money as a tool, not a goal. He introduces the concept of “assets under mission”—how giving, thoughtful planning, and intentional stewardship turn money into meaningful impact.

A Year of Alignment Inspired by Atomic Habits and insights from advisor Claire Molden, this first episode of the year explores what’s “in” and what’s “out” for 2026—from using money as a tool and creating meaningful experiences to letting go of fear-based saving and unclear goals.

Taking Control of Your Retirement Are you coasting into retirement—or truly planning for it? In this episode, Ben Taatjes explains why “drifting” in retirement can be riskier than making mistakes and how to steward your money with purpose.

What Are You Doing With What You’ve Been Given? In this episode, Ben Taatjes does a solo reflection on stewardship at the close of 2025. A thoughtful reminder that good stewardship isn’t just about what we accumulate—but what we choose to do with what’s left.

Stewardship in Action From inspiring community connections to giving back with purpose, this episode shows that stewardship isn’t just about money—it’s about living intentionally, making memories, and leaving a legacy.

Giving, Growing, and Getting Back on Track In this throwback episode Ben Taatjes and Jared Sebesta get back behind the mic together for a reflective and energizing conversation on stewardship, purpose, and living fully. The two revisit their journey working together, discuss stepping into who you’re called to be, and explore how stewarding your time and talents can lead to a more meaningful life at any age.

Using RMDs As A Tool In Stewardship This week's episode of Time Talent Treasure Radio is a bit different than the rest. Ben Taatjes records a solo episode and reflects back on gratitude and what we have been praying for might be right under our noses. 

Money Mindset with Matt: How QCDs Can Change your Money Mindset In the studio today, Matt Hoekstra joins Ben Taatjes for another episode of Money Mindset with Matt. As the year comes to a close, they discuss the concept of RMDs and how we can utilize QCDs as a strategy. Tune in the this thought provoking episode.

YFC - How to Get Involved As a follow up episode with Sean Levesque, him and Ben Taatjes discuss all the ways a person can get involved with Youth for Christ and how their volunteers small acts of kindness affect the wellbeing of the kids. Listen and find out how you can get involved. 

Paddle Battle Tournament - Behind the Scenes with YFC This week's episode of Time Talent Treasure Radio is a special one. Rather than a talented advisor, Ben Taatjes is joined by Sean Levesque, Executive Director of West Central Minnesota Youth for Christ. Ben and Sean sit down and talk about the upcoming Pickleball tournament fundraiser for YFC. They also touch on some of the work YFC has been doing recently to better the lives of the youth in our community. 

Maximizing Retirement Wealth - Roth Conversions It’s the start of the final quarter of 2025, and Ben Taatjes is sitting down with Claire Molden in the studio to unpack one of the most talked-about retirement strategies — the Roth Conversion. What is it? Why do so many people use it? And how could it impact your financial future? Learn how this powerful financial tool can shape your retirement strategy.

Money Mindset with Matt: Hammers in Finances Matt Hoekstra joins Ben Taatjes in the studio for another edition of Money Mindset with Matt. They spoke about how they teach to utilize money as a tool, rather than a collectible. Matt shares stories about clients who grow wealth and use that wealth to work for them. 

The StewardsPlan™ Seminar Kendra Peterson, CRPC™ joins Ben Taatjes this week to discuss and promote her upcoming seminar titled The StewardsPlan™ Seminar. The event will take plan on October 16th. Tune in to listen about the purpose, process and presentation of The StewardsPlan™. 

Marriage Counseling or Financial Planning? When it comes to planning, Claire Molden, CFP® has helped many clients feel prepared and ready for the future. She joins Ben Taatjes in the studio today as they discuss the top questions they ask clients as they prepare for the unexpected. 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 
 

What Do You Do When the Unexpected Happens? Just like recent weeks, Ben Taatjes is joined in the studio by Tim Mattern who shares a real life story about a client he recently met with who had a big life change. Tim's was confident in being able to help, knowing he has the Stewards Plan™ in his toolbox. 

Organizing a Plan: Life Changes With so many people going through unimaginable life changes, Kendra Peterson discusses with Ben Taatjes the importance of having a plan and communicating those plans with our loved ones. Every day, they come across clients who are 'in the dark' when it comes to their financial freedom and by utilizing the Stewards Plan we can shine as much light on it as possible. 

Money Mindset with Matt: Conflict and Inheritances With a Master's in Psychology, Matt Hoekstra is able to utilize his degree in his current role as a Financial Advisor. He shares some stories from clients who have dealt with conflict when it comes to inheritances.  

Money Account for Growth & Advancement While on the topic of educational planning, Ben Taatjes and Claire Molden touched on a new way of saving; the MAGA (Money Account for Growth & Advancement) account was introduced this year and Claire gives us insight on how this changes things for the future generations and how they view money.

Education Planning: 529 Accounts In the studio with Ben Taatjes, Claire Molden anticipates the upcoming school year with her own kids, but also shares some insight into the tools we can utilize as parents and grandparents. These tools include the 529 investment account that is used by thousands of Americans. 

Big Beautiful Bill - Review Your Estate Plan This week's episode features Tim Mattern, in studio with Ben Taatjes, discussing the importance of having a plan when it comes to stewarding our wealth and knowledge to kids and grandkids. They also discuss the changes seen with the Big Beautiful Bill. 

Money Mindset with Matt: Planning Meets Purpose In this month's episode of Money Mindset, Matt Hoekstra joins Ben Taatjes in the studio and shares real life stories about clients who discovered that their wealth could help them meet their goals and how the Stewards Plan helped them navigate that wealth. 

Planning for Change: How We Can Prepare In this week's episode of Time, Talent, Treasure Tadio, Ben Taatjes is joined by Kendra Peterson to discuss the importance of financial planning and how we can plan for the future. Kendra shares her knowledge and experience by giving us insight. 

Tax & Planning with The One Big Beautiful Bill Tim Mattern joins Ben Taatjes again in the studio to go a bit deeper into the changes with the One Big Beautiful Bill. Tim shares his knowledge and expertise to show how it affects the average American and how we can utilize these changes to our advantage. 

Quarter 2 Recap Including a Big Beautiful Bill Update Tim Mattern joins Ben Taatjes in the studio as they discuss quarter 2 changes and what the 'Big Beautiful Bill' does to our investments. 

Ep 2 - Money Mindset with Matt Hoekstra On this episode of Time Talent Treasure Radio, Matt Hoekstra joins Ben Taatjes in the studio for a special edition of Money Mindset with Matt Hoekstra. Matt shares some shocking statistics and research done on children and the effects that wealth has long term. Tune in today. 

Ep 1 - Money Mindset with Matt Hoekstra Join us as we explore Matt's background and how he utilizes that in his conversations with clients. 

Rebranding with Purpose: What Stewardship Means to Kendra Peterson Kendra Peterson joins Ben Taatjes in the studio today as they discuss her passion for giving back to the community and how retirees can add value to their community.

From Psychology to Finances: Matt's Story: This episode of Time Talent Treasure radio brings advisor, Matt Hoekstra, in the studio as he introduces a new series while we get insight into his background and passion as an advisor. 

The Big Reveal: Announcing Our New Name: In the final episode of our Time, Talent, Treasure Radio rebrand series, Claire Molden returns to the host seat to interview Ben Taatjes for the big moment: the official announcement of our new name. 🎉

Ben shares the heart, the process, and the team conversations that led to this meaningful choice, rooted in purpose, growth, and the people we serve.