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 PodcastWhat Can You Delegate?
You can't delegate your time with family and friends. And you certainly can't delegate your relationship with God. You can't delegate being healthy. But as the…
- The Life Planning 101 Podcast
Are You Helping or Hurting Your Children When You Support Them Financially?
Being a parent is tough. It is your instinct to love your children unconditionally, support them in whatever they need, and protect them in any way you can…
- The Life Planning 101 Podcast
2011 Entrepreneurial Bash
A few years ago we were blessed to have the opportunity to attend an intimate forum with several self-made billionaires featured in the book, How they Did It…
- The Life Planning 101 Podcast
Business Coaching
Jim Kennedy, president and founder of Kennedy Financial Services, joins us this week to discuss some important tips for business owners.
- The Life Planning 101 Podcast
Are Your Investment Decisions Destructive?
Many investors make decisions because they think they have enough information when all they really have is nothing but cognitive noise. Don’t let that be you.
- The Life Planning 101 Podcast
The Gift That Gives...In More Ways Than One
It seems we are all inspired to give back during the holidays even in the smallest way. Here are 5 strategies for giving to your your favorite causes and have…
- The Life Planning 101 Podcast
Consider Family When Selecting Your Estate Fiduciary
In order to ensure a successful transition of your wealth to those you love, it is important to consider the various responsibilities and relational challenges…
- The Life Planning 101 Podcast
I Don't Budget Because...
You’re not alone-whatever your excuse may be. It’s too time consuming, complicated, not sure how… Unfortunately, a budget is the very foundation for your…
- The Life Planning 101 Podcast
The 3 Rules for Simple Investing
Investing…Just the word can be intimidating. There are so many options available when it comes to investing. These 3 tips could possibly help you start growing…
- The Life Planning 101 Podcast
Money Doesn't Have to Be Complicated
Money oftentimes brings out the extreme in people. Let us help you make it simple today so you can live Life on purpose!
- The Life Planning 101 Podcast
Estate Planning Isn't Just for Your Kids - It's for Your Spouse
There is so much more to estate planning than having a will and telling your spouse where everything is. If you haven't made an estate plan with and for your…
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Will You Be Ready for Taxes During Retirement?
Don’t live by default—live Life on Purpose and remember that the young person you are today will be the only one to take care of the old person you will be…
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Top 5 Mistakes Business Owners Make
Are you passionate about your business? Do you want to see your business succeed? Here are the top 5 mistakes that we've found that business owners make.
- The Life Planning 101 Podcast
We Are Due for a Market Correction
There is no crystal ball when it comes to investing, but a correction will occur at some point. Do you have a plan in place for when it does?
- The Life Planning 101 Podcast
Family Support Checklist
Recently, we were asked if we could compile a list of the things that need to be addressed on every level when you find it necessary to assume physical…
- The Life Planning 101 Podcast
Why NOT to Buy Life Insurance
If you died today, what would happen to your family, your business or ranch? How would everyone you love be affected? What if something happened today that…
- The Life Planning 101 Podcast
6 Things You Probably Didn't Know About Life Insurance
Today there are thousands of insurance carriers, tens of thousands of products and even more bells and whistles on top of that. How do you know what you truly…
- The Life Planning 101 Podcast
A Lifetime Tool
September is life insurance awareness month. We recommend talking to a financial expert that knows the right questions to ask to assure the correct steps are…
- The Life Planning 101 Podcast
Health Savings Account - The Best Kept Secret
Since health savings accounts (HSAs) became available in 2004, we have found that very few people really understand their power.
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Live with Purpose
What is your purpose? Is it leading? Is it serving? Is it being a good parent, grandparent or teacher? Is it giving back? Is it simply being a good friend? Or…
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An Unexpected College Planning Tool
The college experience is simply not was it was when most of you were attending - and it continues to evolve. When beginning your conversations about planning…
- The Life Planning 101 Podcast
Investing is Black & White
This week we sit down and interview our in-house CFA, Aaron Kennedy. He explains why we do what we do when it comes to investing.
- The Life Planning 101 Podcast
Saving for Your Grandchildren
What do you really want to help your grandchildren accomplish? Is it higher education, a windfall for their retirement, taking care of the family they will…
- The Life Planning 101 Podcast
Summer Tax Planning
What if taking a little time today to do some tax planning was able to save you half of what you owe for the remaining five months of the year? Would it be…
- The Life Planning 101 Podcast
Have You Outgrown Your Advisor?
I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Here's a little education about our industry.
- The Life Planning 101 Podcast
Identity Theft Prevention for the 21st Century
Identity theft doesn’t have to claim another victim. At Kennedy Financial Services, we strive to offer the best services and practices for our clients so they…
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Considering Investment Risk
The Dow hit another all-time high last week! Should you be celebrating… or worried? The market highs of last week will eventually be just a blip in history…
- The Life Planning 101 Podcast
Creating Financial Windfalls
Would You Like a Financial Windfall? We all would! The good news is you can create one. Remember...Watch your pennies and your dollars will be there.
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Understanding Medicare
It is not an easy feat to understand all the aspects of Medicare, much less choosing the plan that is right for you. And unfortunately, we cannot sum up in one…
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Charitable Gift Planning - Not Just for the Wealthy
Do you want to be able to leave money to your heirs and be able to leave money to the charities and organizations that are near to your heart? Here are some…
- The Life Planning 101 Podcast
Rejuvenation in June
Hall of Fame Dallas Cowboy Roger Staubach one said: "There are no traffic jams along the extra mile." Are you up for the Greatness Challenge? Check out this…
- The Life Planning 101 Podcast
The Goose That Laid the Golden Egg - Your Business
As a business owner, you spend a lot of time working to make your business succeed. But have you spent the time to protect it or the “golden egg” your business…
- The Life Planning 101 Podcast
The Responsibility Club
With around 80 million Baby Boomers in retirement or entering retirement, it doesn’t matter if you are one of them or part of Generation X, you might not be…
- The Life Planning 101 Podcast
Surprising Reasons to Be Proactive Towards College Planning
When it comes to funding college education there is not a one size fits all formula. Planning early for college can be life changing. Not only are there…
The Life Planning 101 PodcastDo You Cut and Paste Your Decisions About Money?
Many individuals make the assumption that money is about money. Well, it is and it isn’t. Money is a tool…but how it is earned, saved, invested, maximized…
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Is Your Retirement Portfolio Built to Last?
The only guarantee is that there are no guarantees in life. When you retire there is no guarantee what the next three years will be. And, if you are retired…
- The Life Planning 101 Podcast
Did You Miss This in Your Retirement Plan?
Have you considered your marital status during retirement – and its financial and social impact on you? According to the US Census Bureau, 42.4% of people over…
- The Life Planning 101 Podcast
Long-Term Care Insurance
I urge you to consider long-term care planning as a chapter in your estate plan. Yes, long-term care insurance is lousy, but it may be the only option. Would…
- The Life Planning 101 Podcast
Estate Planning for Blended Families
According to the US Bureau of Census, 1,300 new blended families form every day. Sadly, too many estate planners employ a canned estate plan that only employs…
- The Life Planning 101 Podcast
Our Economy
If today is the first day of the rest of your life, how long will that be? 20 years…30 years…40, 50? People don’t plan to fail; they just fail to plan.
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Chance for Tax Reform Better Next Year
Don’t let Uncle Sam stick you with another 2016 tax bill. Here are 7 deductions that allow you to not only keep, but potentially grow your money.
- The Life Planning 101 Podcast
Family-centric Wealth Planning
Frank Mullins, CFP, Chartered Advisor in Philanthropy, Family Wealth Consultant with Legacy Wealth Counselors is our special guest this week. Find out what…
- The Life Planning 101 Podcast
Titling of Assets and Beneficiary Check
Every year during our Life Planning Reviews, we take a look at the titling of assets and beneficiaries and list these out for the families we work with to find…
- The Life Planning 101 Podcast
Too Much Information
There is no doubt that the instant availability of information has been life changing. However - if we aren’t careful - it could be our demise.
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Money Well Spent...or Saved
Someone important in my life once told me to spend my money on two things: other people and experiences. Giving to people gives back to you and experiences are…
- The Life Planning 101 Podcast
Risk Management
The base, or foundation, of your Life Planning Pyramid consists of the measures you take to protect everything you build in life: your emergency savings, your…
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Debt - The Good...The Bad...The Ugly
“Debt” The word alone makes most people cringe. After all, at some point in our life most of us have felt overwhelmed by debt. So how do we distinguish between…
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Fear of Outliving Your Money
What choices do you need to make to mitigate the fear of running out of money? We commonly ask families these three questions when it comes to their financial…
- The Life Planning 101 Podcast
The Estate Tax Storm
There are tools still available to you which, if implemented, could possibly allow you to weather out the upcoming estate tax storms. It may be now or never to…
- The Life Planning 101 Podcast
Did You Set A New Year's Resolution?
With the beginning of each new year, we set resolutions to set ourselves on a better, more productive path… but oftentimes after we set them, we become…
- The Life Planning 101 Podcast
The Risk of Longevity
Is “Longevity” a Risk You Need to be Thinking About? Perhaps a question we need to start with is… What are the risks of “longevity?" Check out this week's…
- The Life Planning 101 Podcast
ViaScan
We at Kennedy Financial Services care not only about your financial health, but your physical health as well. We had the privilege of having Dr. John Duncan…
- The Life Planning 101 Podcast
Avoid These 3 Most Common Pitfalls of Investing
When it comes to investing, you have one of two emotions working in you at all times: fear or greed. Unfortunately, when you let these manage your portfolio…
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Saving for Retirement
In regards to your retirement planning, it's important to determine what you want your retirement to look like and set goals to achieve that reality. Here are…
- The Life Planning 101 Podcast
Change is Certain
The old adage says that the only sure things in life are death and taxes…but there’s one other thing that’s pretty much a certainty. That certainty is change…
- The Life Planning 101 Podcast
The Gift of Giving
For most, the holidays represent a season of giving. Although giving to family and friends occupies most of our attention, charitable giving also plays a…
- The Life Planning 101 Podcast
Year End Tips
What should you get done before the end of the year? Here are the only 5 things you need on that list.
- The Life Planning 101 Podcast
Why It Pays to Imagine the Worst
It is our job to help the individuals and families we work with imagine the worst. This is how we progress toward our mission to give our clients confidence in…
- The Life Planning 101 Podcast
How Do You Measure Your Wealth?
If this were your last day on earth, where would you want to be, who would you want to be with, and what would you be doing? What about Spiritually? Mentally?…
- The Life Planning 101 Podcast
Tax Savings Ideas
CPA Blake Briscoe is our special guest this week on our Life Planning 101 podcast. Blake discusses the changes in Fair Labor Exempt Wage threshold as well as…