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 PodcastTell Me 'Bout the Good Old Days (Rebroadcast)
More than just lyrics to a song, these words really hit home. The only way our country and our world will get better is by each of us starting in our own homes…
The Life Planning 101 PodcastAre We There Yet? (Rebroadcast)
What is it about our minds that make us more impatient the closer we get to our goal? We all want to get where we are going “yesterday.” The problem sometimes…
The Life Planning 101 PodcastWhy Haven't You Updated Your Estate Plan?
Updating your estate plan may be hard. Scratch that. It will be hard. Family dynamics aren’t always easy. And when you add money to the equation, well...it can…
The Life Planning 101 PodcastWhat is Your Money For?
Your money should help you pursue your objective. That purpose may be different for everyone, but how your money relates to it should be the same. Your plan…
The Life Planning 101 PodcastHow Do You Live Your Best Life?
Your core values should serve as the foundation for your entire life. Instead of just living on a whim, or going through the motions, or doing things simply…
The Life Planning 101 PodcastHow Can I Give More?
If you are successful, there is a good chance you fight every year to lower your taxes. What can you be doing to accomplish this goal, give your favorite…
The Life Planning 101 PodcastThis Week in the Market - Episode 67 (12/13/24)
Sam Barker and Aaron Kennedy join us this week to talk a little about inflation, interest rates, and more. You don't want to miss this. Do you have questions…
The Life Planning 101 Podcast12 Tax-Smart Charitable Giving Strategies (Rebroadcast)
Using an efficient, tax-smart approach to maximize the impact of your charitable giving has never been more important. This week we give you 12 ways to…
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MicroStrategy
Sam Barker joins Aaron Kennedy this week to talk a little bit about interest rates and some Bitcoin strategies. You don't want to miss this.
The Life Planning 101 PodcastLong-Term Healthcare Solutions
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…
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This Week in the Market - Episode 66 (11/15/24)
Sam Barker and Aaron Kennedy join us this week to bring us a post-election podcast. They touch on government spending, regulations, Bitcoin, oil & gas, and…
The Life Planning 101 PodcastYour Digital Legacy
The loss of a loved one can be a difficult time for someone. And not knowing the details associated with their loved one’s digital legacy can make an already…
The Life Planning 101 PodcastThe Dirty Dozen of Long-Term Care Stats
Have you ever thought about what it could mean for your family if you needed care? What decisions would need to be made? Who would make them? How would things…
The Life Planning 101 PodcastFamily Support Checklist (Rebroadcast)
As a life planning firm, it is our mission to help you take the essential steps needed to face each of life’s stages with confidence and clarity. We were asked…
The Life Planning 101 PodcastIRAs and Estate Planning
In the spirit of Estate Planning Awareness Month, you need to be aware of the implications of your retirement dollars when you die. And…if you don’t like it…
The Life Planning 101 PodcastAre You Prepared for the Estate Tax Sunset?
We were honored to have tax attorney Kyle Post join us this week as our guest. Kyle discusses some of the changes we may have coming our way after the election…
The Life Planning 101 PodcastYour Will is Not Enough (Rebroadcast)
While it may sound like the title of a James Bond movie, you need to ask yourself: Is your will alone enough to keep your estate from going through probate…
The Life Planning 101 PodcastThis Week in the Market - Episode 65 (10/4/24)
Sam Barker and Aaron Kennedy join us this week to take a look at what's going on internationally and talk a little about currencies and the job report that…
The Life Planning 101 PodcastMy Estate Plan
October is National Estate Planning Awareness Month. Having an estate plan ensures that your wishes for your estate are carried out when you pass away or if…
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This Week in the Market - Episode 64 (9/27/24)
Aaron Kennedy and Sam Barker give us a brief market update and talk a little bit about AI, energy, the Fed, the economy, and inflation. You don't want to miss…
The Life Planning 101 Podcast5 Myths About Life Insurance
Insurance is like Swiss cheese. It is not a matter of whether or not there are holes; it is a matter of how many holes there are. Here are 5 myths about life…
The Life Planning 101 Podcast2024 Election and Taxes
Let’s face it…No one wants to talk politics these days, but facts are facts. We are approaching a presidential election, so politics need to be top of mind…
The Life Planning 101 PodcastWhat Do You Want Your Story to Be?
Have you ever looked in the mirror and thought- whoa, that can’t be right? Who is this old person staring back at me? As funny or not so funny as this may be…
The Life Planning 101 PodcastTax Reform Sunset on the Horizon
Can you hear it? It’s those two, ominous notes from the movie Jaws to let you know we are drawing nearer and nearer to the almost inevitable…the sunset of the…
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What's Going On Right Now?
Aaron Kennedy is joined by Matt Ervin and Sam Barker to talk a little bit about what's going on in the markets, economic indicators, stocks, FOMO, and more…
The Life Planning 101 PodcastAre Your Assets Protected?
Are your assets protected? What good is all the hard work it took to build your success if you don’t take the time to protect it? We’re talking asset…
The Life Planning 101 PodcastRetirement - The Easy Years Are Over
In this episode, Angela discusses the complexities of retirement planning and why the traditional view of retirement as "easy years" may no longer be accurate…
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This Week in the Market - Episode 63 (8/16/24)
Aaron Kennedy and Sam Barker give us a brief market update and talk a little bit about interest rates. You don't want to miss this. If you have questions, you…
The Life Planning 101 PodcastHave You Outgrown Your Advisor?
I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Because of this, I thought I might take a minute to educate…
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This Week in the Market - Episode 62 (8/9/24)
Got 17 minutes? Sam Barker and Aaron Kennedy give us a brief market update and talk a little bit about happened recently in Japan. You don't want to miss this…
The Life Planning 101 Podcast90 Reasons NOT to Invest in the Stock Market
Emotionally we’re always thinking of reasons not to invest in the stock market. Is there fear today? Absolutely! Just think: What would Warren do? Well, he…
The Life Planning 101 PodcastLife After Graduation (Rebroadcast)
Graduation is a major step for those important young adults in our life. A parent’s goal is always to see their kids launch successfully and stay successfully…
The Life Planning 101 PodcastThe Real 80/20 Rule
Why is it that if we don’t achieve perfection, we sometimes give up? It’s really about obtaining progress…not perfection. Since 1989 we have been on a mission…
The Life Planning 101 PodcastIs Your IRA a Tax Nightmare?
For many Americans, putting money back into a retirement account such as a 401(k) or traditional IRA has been their primary choice to save for retirement. The…
The Life Planning 101 PodcastIs Your Life Dehydrated?
Does it feel like your life is dehydrated? This week we share 3 things to consider. Life is too short to live it dehydrated. Just as you have to purposely plan…
The Life Planning 101 PodcastThis Week in the Market - Episode 61 (7/5/24)
Got 12 minutes? Sam Barker and Aaron Kennedy give us a brief market update and talk a little bit about returns. You don't want to miss this. If you have…
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Economic Data and Portfolio Updates
Matt Ervin, Sam Barker, and Brent Bible join Aaron Kennedy this week to talk economic data and share some things that they're looking at in the portfolios.
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This Week in the Market - Episode 60 (6/14/24)
This week, Matt Ervin and Sam Barker join Aaron Kennedy to discuss Europe and their debt and currency...They also talk about Broad-Based Markets vs. the Equal…
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This Week in the Market - Episode 59 (6/11/24)
This week, Matt Ervin and Sam Barker join Aaron Kennedy to discuss Tesla, NVIDIA, and Apple. You don't want to miss this. If you have questions, please feel…
The Life Planning 101 PodcastCan I Still Retire?
If the cost-of-living increase for food remains at 5% each year, that $100 worth of groceries will only be worth $56.03 just 10 years into retirement. This…
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This Week in the Market - Episode 58 (5/31/24)
This week, Aaron gives us a brief market update and he talks a little about AI. You don't want to miss this. If you have questions, please feel free to reach…
The Life Planning 101 PodcastMy Farm & Ranch - Transitioning and Retirement Planning
If you haven’t thought about your own legacy, please do. In order to help you get off on the right foot, here are some things to consider. We call it the “Who…
The Life Planning 101 PodcastCollege Saving Options
What will college or education look like for your child or grandchild? This week we discuss three different funding methods and the flexibility for each…
The Life Planning 101 PodcastAre You Being Stuffed into an Insurance Box?
We were honored to have Cori Slingerland with Mosaic Planning Group join us this week. Cori discussed the difference between a brokerage firm and a captive…
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This Week in the Market - Episode 57 (5/10/24)
Aaron Kennedy and Sam Barker share more from the 2024 Berkshire Hathaway Annual Shareholders Meeting with Warren Buffett. They also give us a brief market…
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This Week in the Market - Episode 56 (5/7/24)
Aaron Kennedy and Sam Barker had the honor of attending the 2024 Berkshire Hathaway Annual Shareholders Meeting with Warren Buffett. They share some of their…
The Life Planning 101 Podcast10 Questions Every Investor Needs to Ask (Rebroadcast)
Wisdom isn’t always about knowing the answers. More often than not it's about knowing the right questions to ask. Here are questions every investor should be…
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What's Going On Right Now?
Aaron Kennedy, Matt Ervin, and Sam Barker join us this week to discuss the economy, earnings, inflation, AI, and more. You don't want to miss this week's…
The Life Planning 101 PodcastFinding Money to Save
In the 4th quarter of 2023, household debt reached 17.5 trillion dollars with credit card debt. Here are a few ideas to possibly help you save money for…
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This Week in the Market - Episode 55 (4/12/24)
Aaron, Matt, and Sam join us this week to talk about what's going on in the market, what they're looking at, and why they have confidence moving forward. You…
The Life Planning 101 PodcastDo You Have a Checkbox Mentality?
I was honored to sit down with the Real Wealth Podcast to talk about the struggles with long-term care in the United States, how grief heightens temperament…
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This Week in the Market - Episode 54 (4/5/24)
This week Aaron, Matt, and Sam join us to talk about something pretty SWEET. They also share a market update and some companies they're looking into. You don't…
The Life Planning 101 PodcastNo Time to Die
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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Technology
Aaron, Matt, and Sam host this week’s episode to give us a market update, talk a little bit about technology, and more. You don't want to miss this week's…
The Life Planning 101 PodcastDementia Care and the GEMS State Model (Rebroadcast)
We're honored to have Lisa Hunter join us this week on our show. Lisa shares with us the Teepa Snow Positive Approach to Care and information about the GEMS…
The Life Planning 101 PodcastHow is Your Financial Health?
Every motion you make, whether with purpose or not, is compounding toward or away from a Life lived on purpose. Your financial health should be a priority…
The Life Planning 101 PodcastAre You Taking Your Financial Supplements?
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…
The Life Planning 101 PodcastAre Guarantees Enough?
Are you nearing retirement? Are you already in retirement? Do you know someone who is? If so, then this week’s episode is for you. Guarantees may have a place…
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This Week in the Market - Episode 53 (2/23/24)
Aaron Kennedy, Matt Ervin, and Sam Barker join us this week to talk about investor fatigue, volatility, and changes in the market.
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When to Start Planning (Rebroadcast)
Angela was honored to be a guest on the Real Wealth podcast with Jim Silbernagel to share the benefits and pitfalls that could occur when starting a financial…