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.

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, CRPC®, 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.

Founder Ben Taatjes and Stewards Planning Group Advisor, Jonathan Shofner, touch on the topic he pulled from a Pastor's sermon, Familiarity. Ben and Jonathan dive into how familiarity and comfort may be dangerous when it comes to financial planning. They believe that strategies that have worked in the past, may not be applicable today. Listen to them discuss how your financial plan should evolve with you.  

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.

If you’ve ever wondered whether your charitable giving actually impacts your taxes, this episode brings some timely clarity. Ben Taatjes and Jonathan Shofner break down itemizing vs. the standard deduction and a new 2026 rule that allows charitable deductions without itemizing, along with what qualifies and how to give more intentionally.

Tax season has a way of sneaking up, but there’s still time to make a few smart financial moves before the deadline. In this episode, Ben Taatjes and Jonathan Shofner share three simple but impactful strategies to consider before filing to help you make the most of your money and head into the next year with a stronger plan in place.

In this episode, Ben Taatjes and Jonathon Shofner walk through one of the most common questions retirees face: when and how to take required minimum distributions. They share practical guidance on whether to take your RMD all at once or spread it out, how these decisions can affect your taxes, and how strategies like Roth conversions and charitable giving can fit into your overall plan—helping you feel more confident and in control of your retirement income.

This week, Ben Taatjes and Jonathan Shofner discuss the recent market volatility driven by global headlines and why it’s important not to let fear dictate financial decisions. They break down what actually drives the market, what investors can and can’t control, and how having a clear financial plan can provide confidence and peace of mind during uncertain times.

On this episode, Ben Taatjes and Kendra Peterson explain the difference between simply having wealth and confidently turning it into income. They walk through their three-step Steward’s Plan process and share how intentional financial planning can give retirees the freedom to spend, give, and create meaningful family memories without fear of running out of money.

Through real client experiences, Kendra Peterson highlights how careful planning and organization transform complicated financial details into clarity and peace of mind for families. Planning isn’t just about money—it’s about preparing your loved ones for the future.

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.

Inspired by Atomic Habits and insights from Stewards 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.