Shows / The Life Planning 101 Podcast
The Life Planning 101 Podcast
Life Planning 101 from Kennedy Financial Services helps you navigate the financial and life decisions that matter most. Each episode brings practical insights and real-world conversations about financial planning, retirement, investments, life insurance, Social Security, estate planning, and living life with purpose.
We believe financial planning isn’t just about numbers—it’s about creating a plan that supports the life you want to live. Whether you’re preparing for retirement, protecting your…
Episodes
The Life Planning 101 PodcastLong-Term Care: Planning Beyond the Money
This week, Bret talks about long-term care planning beyond just the financial aspect, emphasizing the emotional, physical, and family impacts of care needs…
The Life Planning 101 PodcastThe Time Value of Success: Why Waiting to Plan Can Cost You More Than Money
This week Angela explores 'the time value of success issues'—how unaddressed financial, tax, insurance, and legal problems compound over time as wealth grows…
The Life Planning 101 PodcastSaving for Retirement: A Different Take on Discipline (Rebroadcast)
This week Angela discusses the role of self-discipline in retirement saving, offering a practical strategy to overcome common financial habits. She shares…
The Life Planning 101 PodcastWhat Do You Want Your Story to Be?
This week Angela discusses the importance of living life on purpose by reflecting on one's own story and obituary. She shares a humorous obituary, encourages…
The Life Planning 101 PodcastThis Week in the Market - Episode 105 (10-16-26)
In this episode, Aaron, Sam, and Kade discuss recent market volatility driven by AI-related debt concerns, particularly the financial troubles of CoreWeave…
The Life Planning 101 PodcastCybersecurity Tips (Rebroadcast)
This week we take a dive into our archive for this gem. In 2021, Angela interviewed IT specialist Mike Ahern from Kennedy Computer Solutions about…
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This Week in the Market - Episode 104 (10-9-26)
In this episode, Aaron, Sam, Tanner, and Kade discuss current stock market conditions, earnings reports, and the impact of AI on market concentration. They…
The Life Planning 101 PodcastProtecting Your Parents (Rebroadcast)
Angela discusses the serious issue of elder abuse, sharing a real client story and practical steps to protect aging parents. She highlights the prevalence of…
The Life Planning 101 PodcastYour Estate Plan
This week, Angela discusses estate planning during Estate Planning Awareness Month, focusing on the differences between will-based and trust-based plans. She…
The Life Planning 101 PodcastSaving for Your Grandchildren (Rebroadcast)
This week, Angela discusses strategies for grandparents to save for their grandchildren, emphasizing the power of compound interest and the importance of…
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This Week in the Market - Episode 103 (9-18-26)
This week, Aaron, Sam, and Kade discuss the Federal Reserve's recent interest rate hike, rising energy prices and their inflationary impact, and the market's…
The Life Planning 101 PodcastDo You Have Something to Retire To?
This week on the show, Angela discusses the importance of having something to retire to beyond financial planning. She shares a story about a 105-year-old…
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This Week in the Market - Episode 102 (9-11-26)
In this episode, Aaron, Sam, Tanner, and Kade discuss the recent market downturn, attributing it to rising oil prices due to geopolitical tensions in the…
The Life Planning 101 PodcastDo You Really Have Enough Life Insurance?
On this week's episode, Angela discusses the importance of life insurance and addresses common misconceptions about its cost and coverage. She emphasizes the…
The Life Planning 101 PodcastDo You Have an I Love You Plan? (Rebroadcast)
In this episode, Angela discusses the concept of an 'I Love You Plan'—a comprehensive estate and financial plan that expresses love and care for family…
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This Week in the Market - Episode 101 (8-28-26)
In this episode, Aaron, Kade, Sam, and Tanner discuss the current market's lack of direction, the influence of Treasury Secretary Scott Bessent and Fed Chair…
The Life Planning 101 PodcastLive with Purpose (Rebroadcast)
Angela discusses the concept of living with purpose and finding true happiness. She draws insights from Gary Keller's book 'The One Thing' and shares personal…
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This Week in the Market - Episode 100 (8-21-26)
Aaron, Sam, and Kade discuss the volatile market quarter, the impact of AI on productivity and investments, and global economic events such as the Japanese yen…
The Life Planning 101 PodcastUnderstanding the Complexity of Life Insurance
This week, Angela discusses the complexity of life insurance and the importance of understanding your policy to ensure it meets your family's needs. She shares…
The Life Planning 101 PodcastAre You Planning All Alone?
This week, Angela discusses the importance of both spouses being involved in financial planning, sharing a cautionary tale of a man who left his wife…
The Life Planning 101 Podcast6 Lessons from an Estate Litigator (Rebroadcast)
This week, Angela discusses the importance of estate planning to ensure family harmony after death. She shares six lessons from an estate litigator to help…
The Life Planning 101 PodcastDownsizing for Retirement
This week, Angela discusses the concept of downsizing in retirement, challenging the notion that it is always the right choice. She shares personal stories and…
The Life Planning 101 PodcastThe Real 80/20 Rule: Why Progress Beats Perfection
This week, Angela discusses the real 80/20 rule, contrasting the commonly misapplied Pareto principle with two practical 80/20 rules for living life on…
The Life Planning 101 PodcastRetirement Blunders (Rebroadcast)
Angela discusses five major blunders retirees and pre-retirees often make. She emphasizes the importance of planning for retirement beyond just finances…
The Life Planning 101 PodcastThe Secret to Multiply Your Success
This week, Angela discusses the true meaning of success, emphasizing that it's not about money but about focusing on what matters most, like faith and family…
The Life Planning 101 PodcastWhat Are the 8 Life Planning Issues?
In this episode, Angela discusses the concept of 'preventative financial care' to avoid common financial pitfalls. She emphasizes the importance of seeking…
The Life Planning 101 PodcastIs Your Credit Score Important in Retirement? (Rebroadcast)
This week, Angela discusses the importance of maintaining a good credit score in retirement. She explains why credit remains relevant even after paying off…
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This Week in the Market - Episode 99 (6-18-26)
This week, Aaron, Kade, Sam, and Tanner discuss the recent resolution of the conflict in Iran, the opening of a key oil strait, and the market's positive…
The Life Planning 101 PodcastIs Your Life Dehydrated? (Rebroadcast)
This week, Angela discusses the concept of 'life dehydration' versus living life on purpose. She draws parallels between physical dehydration and spiritual or…
The Life Planning 101 PodcastCan I Still Retire? (Rebroadcast)
This week, Angela discusses the significant impact of inflation on retirement planning. The conversation emphasizes the importance of proactive financial…
The Life Planning 101 PodcastShould You Have a Family Meeting?
In this episode Angela discusses the importance of having family meetings, especially as children grow older and move out. She emphasizes the need for…
The Life Planning 101 PodcastThe Finance of Remarriage (Rebroadcast)
Angela discusses the financial complexities of remarriage. The conversation emphasizes the importance of proactive financial planning, estate management, and…
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This Week in the Market - Episode 98 (5-15-26)
This week, Aaron and Kade discuss the historical patterns of market anxiety and investment opportunities. They highlight how current economic fears echo those…
The Life Planning 101 PodcastDecompress from Stress (Rebroadcast)
Angela discusses financial, business, and life stress. She uses 'mom-isms' and personal anecdotes to illustrate how modern life, particularly technology, has…
The Life Planning 101 PodcastFamily Disaster Planning (Rebroadcast)
This week, Angela discusses the importance of estate planning, reframing it as "family disaster planning." She emphasizes that true estate planning goes beyond…
The Life Planning 101 PodcastYour Next Vacation - Retirement (Rebroadcast)
This week Angela discusses the importance of intentional retirement planning compared to the time people spend planning vacations. She highlights the irony…
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This Week in the Market - Episode 97 (4-24-26)
In this episode, Aaron, Kade, and Sam discuss the current market conditions, focusing on the impact of geopolitical events like the war in Iran and the rapid…
The Life Planning 101 PodcastLife After Graduation - What Your Kids Should Know
This week, Angela discusses essential life skills for young adults after graduation. The episode focuses on practical advice for parents to help their children…
The Life Planning 101 PodcastWorking with Wisdom (Rebroadcast)
This week, we feature an interview with Angela and Jim. They discuss the importance of wisdom in financial planning. They use anecdotes and real-life examples…
The Life Planning 101 PodcastThe Insurance Insider
This week, we feature an interview with insurance instructor Rodney Schultz. He talks about common misconceptions in insurance coverage. He discusses why…
The Life Planning 101 PodcastFinding Peace in Turbulent Times (Rebroadcast)
This week, Angela discusses how to find peace amidst turbulent times. The episode explores the impact of rapid change and uncertainty on the brain's stress…
The Life Planning 101 PodcastWhy Every Business Owner Needs an Exit Plan (Rebroadcast)
This episode features Certified Exit Planning Advisor Rich Hall. He discusses the importance of preparing businesses for sale. The conversation focuses on the…
The Life Planning 101 PodcastThe Power of Action
This episode features an interview with Dr. John Terry, who shares insights from his journey from being bullied to becoming a three-time martial arts hall of…
The Life Planning 101 PodcastDo You Cut and Paste Your Money Decisions? (Rebroadcast)
This week, Angela discusses the pitfalls of 'cut and paste' financial and life planning advice, emphasizing that a holistic approach is necessary because one…
The Life Planning 101 PodcastYour Retirement Hinges on Your Younger Self
In this episode, Tom Hegna, retirement expert and author of "Tom Hegna's Who Wants to Be a Millionaire", is the special guest. He discusses the importance of…
The Life Planning 101 PodcastFinancial Fitness
This week, Angela discusses the importance of getting in financial shape and sticking to financial goals. She emphasizes that achieving financial health…
The Life Planning 101 PodcastEstate Planning Lessons Learned from Celebrity Mistakes
In this episode, Angela interviews attorney Eido Walny about estate planning lessons learned from the mistakes of celebrities. Walny emphasizes that despite…
The Life Planning 101 PodcastMusic for Your Soul
In this episode, David Blake talks about his work with the Kanikapila Project, an organization that brings music and ukuleles to people in need. David…
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This Week in the Market - Episode 96 (2-6-26)
In this episode, Aaron, Sam, Kade, and Tanner discuss the recent market volatility and the impact of AI on software companies and the job market. They explore…
The Life Planning 101 PodcastFinding Your Purpose
In this episode, Angela discusses the importance of addressing personal 'messes' that hinder progress and living life on purpose. She explores the concept of…
The Life Planning 101 PodcastHave You Outgrown Your Advisor? (Rebroadcast)
This week, Angela discusses how to determine if you've outgrown your financial advisor. She shares anecdotes and insights to help listeners evaluate their…
The Life Planning 101 PodcastThe 5 Most Common Mistakes in Retirement Planning (Rebroadcast)
This week, Angela discusses common mistakes in retirement planning. She emphasizes the importance of humility and continuous learning, even after years of…
The Life Planning 101 PodcastThe Secret Sauce to Investing (Rebroadcast)
This week Angela and Aaron discuss investment strategies amidst market volatility and political noise. They emphasize the importance of understanding market…
The Life Planning 101 PodcastHow Do You Live Your Best Life? (Rebroadcast)
Angela discusses how to live your best life by identifying and committing to your core values. She emphasizes the importance of clarity, communication, and…
The Life Planning 101 PodcastIf You Only Knew...(Rebroadcast)
As our wisdom grows so does our passionate desire to impart this wisdom on our loved ones. After all, I think most of our wisdom was gained by some hard knocks…
The Life Planning 101 PodcastYear-End Tax Savings
This week, Angela discusses five tax savings strategies to consider before the end of 2025. She emphasizes the importance of planning and understanding tax…
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This Week in the Market - Episode 95 (12-19-25)
In this continuation episode, Aaron, Sam, Tanner, and Kade discuss potential market fears and imbalances, including concerns about high valuations…
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This Week in the Market - Episode 94 (12-19-25)
In this episode, Aaron, Sam, Tanner, and Kade discuss the potential for a good market in the coming year, highlighting factors such as the changing job market…
The Life Planning 101 PodcastHow Can I Give More? (Rebroadcast)
This week, Angela discusses charitable giving and how individuals can maximize their donations to causes they care about while also benefiting themselves from…
The Life Planning 101 PodcastHow Much is a Million Dollars Really Worth? (Rebroadcast)
This week, Angela discuss the real value of a million dollars in retirement and how to approach financial planning in a personalized way. She emphasizes that…