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 PodcastThis Week in the Market - Episode 93 (12-5-25)
In this episode of Black and White Market Minute, Aaron, Sam, and Henry discuss the current state of the market and future economic trends. They analyze the…
The Life Planning 101 PodcastBig Beautiful Tax Opportunities
This week, Angela joins the Slice Podcast to talk about the latest tax legislation and how it impacts families, business owners, and retirees. She discusses…
The Life Planning 101 PodcastGratitude Isn't Always Easy (Rebroadcast)
This week Angela discusses the importance of gratitude, especially during challenging times. She shares insights from her coach, Lee Brower, about the…
The Life Planning 101 PodcastLong-Term Healthcare Solutions (Rebroadcast)
Did you know 70% of adults age 65 will need long-term care in their lifetime. 20% will require LTC for more than 5 years. Roger Cantu with OneAmerica join us…
The Life Planning 101 PodcastThe Dirty Dozen of Long-Term Care Stats (Rebroadcast)
This week Angela discusses the importance of long-term health care planning. She shares statistics about the likelihood of needing long-term care and the…
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This Week in the Market - Episode 92 (10-31-25)
This week Aaron Kennedy and Sam Barker discuss the current state of the market, particularly the influence of AI spending on the economy. They explore the…
The Life Planning 101 PodcastAI and Retirement Planning
This week Angela discusses whether retirement planning is different today with the advent of artificial intelligence compared to the past. She shares her…
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Debt, Corruption, and the Future of America's Economy
Aaron Kennedy, Sam Barker, and Brent Bible tackle America’s $38 trillion debt, questioning whether the nation can grow out of it—or if corruption makes that…
- The Life Planning 101 Podcast
This Week in the Market - Episode 90 (10-17-25)
Aaron, Sam, and Brent recap a steady week in the markets and why “boring” can be a good sign. They discuss ongoing negativity in the media, the freight…
The Life Planning 101 PodcastPocketbook Power Plays
Inflation has made everything feel tighter—but there are ways to put money back in your pocket. In this episode, Angela shares five practical strategies to…
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This Week in the Market - Episode 89 (10/10/25)
In this episode, Aaron, Sam, and Kade discuss the current state of the market, investment strategies, and potential opportunities amidst market fluctuations…
The Life Planning 101 PodcastYour Estate Plan (Rebroadcast)
Angela discusses the importance of estate planning, particularly focusing on the differences between will-based and trust-based plans. She emphasizes the…
The Life Planning 101 PodcastTwo Reasons You Get Sued (Rebroadcast)
In this episode, Angela discusses the importance of asset protection planning in today's litigious society. She emphasizes that anyone can be sued, regardless…
The Life Planning 101 PodcastDo You Really Want a Successful Retirement?
In this episode, Angela discusses the importance of truly wanting a successful retirement and being willing to make the necessary sacrifices to achieve it. She…
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This Week in the Market - Episode 88 (9/19/25)
In this episode of Black and White Market Minute, Aaron Kennedy and Sam Barker discuss the current state of the market and economy. They explore whether the…
The Life Planning 101 PodcastWhat is Your Money Really Making?
In this episode, Angela discusses the importance of considering taxes and inflation when evaluating investment returns. She emphasizes that ignoring these…
The Life Planning 101 PodcastWhat Do You Want Your Story to Be? (Rebroadcast)
In this episode, Angela encourages listeners to reflect on their lives and consider whether they are living with purpose. She shares an unusual obituary as a…
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This Week in the Market - Episode 87 (8/29/25)
In this episode, Aaron and Kade discuss the current market conditions, recent portfolio changes, and broader trends impacting investment decisions. Topics…
The Life Planning 101 PodcastHow Much Will Uncle Sam Benefit from the Sale of Your Business?
In this episode, Angela discusses tax planning strategies for business owners considering transitioning or selling their business. She emphasizes the…
The Life Planning 101 Podcast3 Costly Mistakes When Transitioning Your Business
In this episode, Angela discusses costly mistakes business owners make when transitioning their businesses. She emphasizes the emotional aspect of business…
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This Week in the Market - Episode 86 (8/22/25)
In this episode, Aaron Kennedy, Sam Barker, and Kade Sparger discuss the week's market activity, the potential impact of interest rate cuts, and the importance…
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This Week in the Market - Episode 85 (8/15/25)
In this episode, Aaron, Sam, Kade, and Henry discuss the psychological challenges of investing in individual stocks versus viewing oneself as an owner of a…
The Life Planning 101 PodcastWhere Are You Getting Advice?
In this episode, Angela discusses the importance of seeking sound advice and avoiding common pitfalls. She shares humorous anecdotes of bad advice and…
The Life Planning 101 PodcastThis Week in the Market - Episode 84 (8/8/25)
In this episode of Life Planning 101's Black and White Market Minute, Aaron Kennedy and Sam Barker discuss the potential impacts of tariffs, the performance of…
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This Week in the Market - Episode 83 (8/1/25)
In this episode, Aaron, Sam, and Henry discuss the irrationality and volatility of the market, particularly during earnings season. They highlight the…
The Life Planning 101 PodcastRetirement Blunders
Angela discusses common blunders people make when planning for or entering retirement. She emphasizes the importance of planning and avoiding mistakes that can…
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This Week in the Market - Episode 82 (7/18/25)
In this episode, Kade Sparger is joined by Aaron Kennedy and Sam Barker to discuss the market's recent all-time highs and the factors driving it. They touch on…
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One Big Beautiful Bill Act - Part 2
This week Angela continues the discussion on the One Big Beautiful Bill Act. This episode focuses on student loans, charitable gifting, new tax legislation for…
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One Big Beautiful Bill Act - Part 1
In this episode, Angela discusses the "One Big Beautiful Bill Act" and its implications for individuals, business owners, farmers, and ranchers. She provides…
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This Week in the Market - Episode 81 (7/2/25)
In this episode of Life Planning 101's Black and White Market Minute, Kade Sparger is joined by Aaron Kennedy and Sam Barker to discuss the current state of…
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This Week in the Market - Episode 80 (6/27/25)
In this episode, Aaron Kennedy and Sam Barker discuss portfolio management, specifically focusing on individual stock portfolios and the quality growth…
The Life Planning 101 PodcastRetirement Accounts and Trusts
In this episode, Angela discusses the implications of the SECURE Act and its amendments on retirement accounts, particularly when trusts are named as…
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This Week in the Market - Episode 79 (6/20/25)
In this episode, Aaron, Sam, and Kade discuss the impact of politics and tariffs on the market, the psychology of investing, and strategies for long-term…
The Life Planning 101 PodcastFinancial Literacy (Rebroadcast)
Here’s the reality: financial literacy should be a required class in school—but for most people, it never was. And because of that gap, many of us are fumbling…
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This Week in the Market - Episode 78 (6/13/25)
In this episode of Life Planning 101, Sam and Aaron discuss the market's reaction to recent geopolitical events, including the Iran-Israel conflict and China…
The Life Planning 101 PodcastLife Planning at 18
In this episode, Angela addresses 18-year-olds and their parents about essential financial and legal considerations as they transition into adulthood. She…
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This Week in the Market - Episode 77 (6/6/25)
In this episode, Sam Barker and Aaron Kennedy discuss the recent market trends, focusing on the impact of news and emotional reactions on stock prices. They…
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This Week in the Market - Episode 76 (5/30/25)
This week Aaron and Sam discuss the current state of the market, inflation, interest rates, and potential impacts of government policies. They analyze recent…
The Life Planning 101 PodcastWhat is Your Relationship with Money? (Rebroadcast)
In this episode, Angela discusses the concept of "money scripts" and how our beliefs about money, often formed in childhood, can significantly impact our…
The Life Planning 101 PodcastWhat Are You Stressed About?
This week we discuss how to identify the root cause of stress in life and business. Think about your thinking and identify the one thing that, if changed…
The Life Planning 101 PodcastThinking About Gifting to Your Children?
This week Angela discusses the complexities and risks involved in gifting significant assets to children, such as land or businesses. She emphasizes the…
The Life Planning 101 PodcastYour Next Vacation - Retirement
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 75 (4/25/25)
This episode we discuss recent financial market trends, we focus on interest rates, market rebounds, and international trade dynamics. We analyze the…
The Life Planning 101 PodcastFaith Over Fear
This week, Angela discusses the current financial market volatility in April 2025, emphasizing the theme 'Faith Over Fear.' She explores how investors can…
The Life Planning 101 PodcastThe Griever's To-Do List (Rebroadcast)
This episode focuses on the importance of life planning to prepare for unforeseen circumstances like illness or death. Through the story of Maria and her…
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This Week in the Market - Episode 74 (4/11/25)
About the Podcast 🎙 This episode discusses recent market volatility, interest rate changes, and their implications on investments and global markets. The KFS…
The Life Planning 101 PodcastThis Week in the Market - Episode 73 (4/4/25)
Got a few minutes? This week Aaron, Sam, Brent, and Henry talk about what's going on in the market, tariffs, interest rates, and more.
The Life Planning 101 PodcastParalyzed by Estate Planning
This episode focuses on estate and legacy planning. Angela discusses the challenges of estate planning, including procrastination and complexity, and provides…
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This Week in the Market - Episode 72 (3/28/25)
This episode delves into financial topics such as market volatility, private investments, and portfolio diversification. Aaron, Sam, Brent, and Henry discuss…
The Life Planning 101 PodcastNo Time to Die (Rebroadcast)
Like the title of a James Bond movie, we live in a day and age where it can seem like there is no time to die. There seems to be so many obligations that need…
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This Week in the Market - Episode 71 (3/21/25)
Aaron Kennedy is joined by Sam Barker, Brent Bible, and Henry Knowles this week to talk about interest rates, market performance, international investments…
The Life Planning 101 PodcastWhy Every Business Owner Needs an Exit Plan
This episode features Rich Hall, a certified exit planning advisor, discussing the importance of preparing businesses for sale. The conversation focuses on the…
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This Week in the Market - Episode 70 (3/14/25)
Aaron Kennedy is joined by Sam Barker, Brent Bible, and Henry Knowles this week to talk a little about the markets, interest rates, what they're looking at…
The Life Planning 101 PodcastWhat Isn't New in D.C.?
This week, Angela discusses key financial and legislative updates, including the Corporate Transparency Act, Social Security Fairness Act, Secure Act 2.0, the…
The Life Planning 101 PodcastAre You Taking Your Financial Supplements? (Rebroadcast)
Recently I was speaking with a client about how important it is to take preventative measures in regard to health - eating right, exercising, and taking the…
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This Week in the Market - Episode 69 (2/28/25)
Aaron Kennedy is joined by Sam Barker, Brent Bible, and Henry Knowles this week to talk a little about interest rates, international markets, and more. You…
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This Week in the Market - Episode 68 (2/21/25)
Sam Barker and Aaron Kennedy join us this week to talk a little about what's going on in the world when it comes to currencies, interest rates, and more. You…
The Life Planning 101 PodcastFamily Disaster Planning (Rebroadcast)
You have great power over the destiny of your family. In fact, you have the ability save your family… or destroy it. Too many of us make all the excuses in the…
The Life Planning 101 PodcastGetting in Financial Shape
Getting in financial shape is tough. The problem with getting in financial shape is that most people don’t really give it a go until the pain is bad enough…
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Understanding How Other Generations Think About Money
There is an ongoing disconnect between generations and the way they think about a lot of things, including money. This is evident in any family, so the good…