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 PodcastSeparation in Preparation
Preparation is the one thing that separates an unpromising outlook from a successful future for you and your family. And that preparation starts with one thing…
The Life Planning 101 PodcastThis Week in the Market - Episode 52 (2/9/24)
Aaron Kennedy, Matt Ervin, and Sam Barker join us this week for a brief rundown of what's going on in the market and they share a little history lesson with us.
The Life Planning 101 PodcastInvesting in People
We were honored to have Erica Roelike with Elevate Results Consulting join us this week as our guest. Erica helps businesses grow by developing their employees…
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This Week in the Market - Episode 51 (2/2/24)
Got 16 minutes? Aaron Kennedy, Matt Ervin, and Sam Barker join us this week to discuss earnings and some stuff that they're seeing. Have questions, comments…
The Life Planning 101 PodcastWhat is Your Money For?
Money is never really about building more money—even when greed is involved. It is about the utility of that money. Yet we treat money as if it were about…
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This Week in the Market - Episode 50 (1/29/24)
Aaron Kennedy and Sam Barker join us for a brief rundown of what happened at the end of 2023 and share some reasons why we should keep our heads up in 2024.
The Life Planning 101 PodcastTapas Life (Rebroadcast)
We were honored to have retirement revolutionist Andy Robin, author of the book 'Tapas Life - A rich and rewarding life after your long career' join us this…
The Life Planning 101 PodcastShould I Be Giving My Kids Money?
There is nothing wrong with wanting to help your loved ones financially, but there are a few questions you have to ask yourself first. Find out more on this…
The Life Planning 101 PodcastAre You Moving Forward with Intention?
Instead of setting new year resolutions try to set a realistic goal – to get real in 2024. 91% of Americans won’t achieve their new year resolutions. Be…
The Life Planning 101 PodcastElf on the Shelf Money Advice (Rebroadcast)
What are your thoughts on money? Do you work for IT, or do you allow IT to work for you? This week we learn some helpful tidbits from an elf and how we can…
The Life Planning 101 PodcastThe Perfect Investment (Rebroadcast)
You’d almost have to live in a cave to not realize that times are tough right now. And under these uncertain conditions, people are hoping to find the perfect…
The Life Planning 101 Podcast12 Tax-Smart Charitable Giving Strategies
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…
The Life Planning 101 PodcastFiduciary Roles of a Retirement Plan
We’re kicking off a series this week aimed at business owners, farmers, and ranchers. With retirement plans, there are two types of fiduciaries. Do you know…
The Life Planning 101 PodcastAre CDs Just as Good as Investing in the Markets?
This week we’re talking investments, economics, and behavioral finance. Do you have the patience to see the long-term economics through and let the markets do…
The Life Planning 101 Podcast2024 Tax Numbers Are Out
Last week the IRS announced inflation adjustments to more than 60 tax provisions for 2024. Although “inflation adjustments” may not sound like that big of a…
The Life Planning 101 PodcastMyths and Mistakes of Estate Planning
Attorney Kyle Post joins us on this week’s episode to discuss myths and mistakes of estate planning. We talk legal documents, the government, taxes, trusts…
The Life Planning 101 PodcastThis Week in the Market - Episode 49 (11/3/23)
Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough…
The Life Planning 101 PodcastShould You Convert to a Roth IRA?
Your opportunity to convert your IRA may be the wisest move you ever make. It may not, but you won’t know until you ask. Let us help you take a look!
The Life Planning 101 PodcastToday’s Market Environment
M&A has not gone away even with the current interest rate environment. Join us today to learn about some of the capital investments still taking place in…
The Life Planning 101 PodcastInvestment Advice for the Times
In a chaotic and emotionally charged world, it’s imperative that you don’t let your emotions overrule your decisions. Most of us desire our portfolios to stand…
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This Week in the Market - Episode 48 (10/13/23)
Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough…
The Life Planning 101 PodcastTwo Reasons You Get Sued
There are an estimated 40 million lawsuits filed every year in the United States? Could you afford a lawsuit? Can you imagine the stress of getting sued? On…
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This Week in the Market - Episode 47 (10/6/23)
Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough…
The Life Planning 101 PodcastInflation and Your Retirement
Let’s face it, inflation hurts. If you are breathing and spending your own money then chances are you’re starting to see the effects of inflation on your…
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This Week in the Market - Episode 46 (9/29/23)
Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough…
The Life Planning 101 PodcastThe 8 Life Planning Issues
Over 35 years of working in various fields of Life Planning has shown us that most people don’t plan to fail –they just fail to plan. And one reason behind…
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This Week in the Market - Episode 45 (9/22/23)
Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough…
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What’s Going on Right Now?
Aaron Kennedy and Matt Ervin host this week’s episode and share what’s going on with the markets, political risk, and share some frequently asked questions…
The Life Planning 101 Podcast6 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 Podcast5 Tax Matters You Need to Know About
Changes to our tax system are not certain and are ever changing. So here we are again - a new day with new rules. Here are 5 things you need to be aware of.
The Life Planning 101 PodcastThis Week in the Market - Episode 44 (9/1/23)
Aaron Kennedy and Sam Barker join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough…
The Life Planning 101 PodcastHSA - The Ultimate Tax Benefit You May Be Using Wrong
Did you know you can grow your HSA just like you grow your retirement account? This week we take a look at some things you might not know about Health Savings…
The Life Planning 101 Podcast529s - You Have More Options Now
Thanks to legislation enacted over the past 5 years, you now have actual options when it comes to 529 plans. Here are some potential gems you may not know…
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This Week in the Market - Episode 43 (8/4/23)
Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough…
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Opportunities in the Market
Matt and Aaron host our show this week and discuss some opportunities as well as some short-term and long-term views. You don’t want to miss this.
The Life Planning 101 PodcastWhat is Your Relationship with Money?
Allow yourself to live LIFE on purpose. Remember, life isn’t about money, it's about living. Learn to control your money so it doesn’t control you. Enjoy this…
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This Week in the Market - Episode 42 (7/10/23)
Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened last week and share some reasons why we should keep our heads up during these tough…
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The Perfect Investment
You’d almost have to live in a cave to not realize that times are tough right now. And under these uncertain conditions, people are hoping to find the perfect…
The Life Planning 101 PodcastThis Week in the Market - Episode 41 (6/30/23)
Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough…
The Life Planning 101 PodcastThe 70 Percent
According to the Administration for Community Living, 7 out of 10 people turning 65 will need long term healthcare services in their lifetime. Imagine working…
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This Week in the Market - Episode 40 (6/23/23)
Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough…
The Life Planning 101 PodcastIs Your Credit Score Important in Retirement?
The phrase “if you don’t use it, you will lose it” applies to more ways than one in retirement...It’s not just your health or mind – it could be your credit…
The Life Planning 101 PodcastPersonal Liability Insurance
Do you have it? Do you have enough? Does it cover what you think it does? Life happens. Make sure you know what you need and know what you have, then act on…
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This Week in the Market - Episode 39 (6/9/23)
Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough…
The Life Planning 101 PodcastWhat Happens to Your Digital Assets When Something Happens to You?
We were honored to have Kate Hufnagel, aka The Digital Wrangler™, join us this week as our special guest. In this week’s episode, we talked about how…
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This Week in the Market - Episode 38 (6/2/23)
Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough…
The Life Planning 101 Podcast87,000 New IRS Agents - What You Need to Know (Rebroadcast)
With all the news about what made it in or out of the Fiscal Responsibility Act over the weekend, there is also a lot of hoopla around the IRS keeping most of…
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Planning Horizon
This week Aaron Kennedy and Matt Ervin join us to talk about the planning horizon and they talk technology, longevity, and opportunities. You don't want to…
The Life Planning 101 PodcastDecompress from Stress
Life gets stressful sometimes, there’s no way around it. This week we give you some tools you can use to help decompress from the stress…whether its financial…
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This Week in the Market - Episode 37 (5/12/23)
Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough…
The Life Planning 101 PodcastHow Much is a Million Dollars Really Worth?
Too often we see people carried away by these “new money” emotions. And then they are shocked to learn that what is left after they do a little spending won’t…
The Life Planning 101 PodcastGot Cash?
Cash is king in today's economy...but only if you couple it with a clear view of what the cash is for and the discipline to strategize what it needs to be…
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Confused Markets
This week on Life Planning 101, Aaron and Matt join us to give a market update, talk about interest rates, and more. You don't want to miss this. If you have…
The Life Planning 101 PodcastPreventative Financial Care
Over 35 years of working in various fields of Life Planning has shown me that most people don’t plan to fail –they just fail to plan. I encourage you to be…
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This Week in the Market - Episode 36 (4/14/23)
Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough…
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Long-Term Care Insurance
This week we rebroadcast an episode from 2017 with special guest Scott Conley from Crump Life Insurance Services. Angela and Scott discuss the importance of…
The Life Planning 101 PodcastFinding Peace in Turbulent Times
The truth is that we do live in interesting times. It is also true that no one or one thing can bring you peace but yourself. Find your horizon and don’t lose…
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This Week in the Market - Episode 35 (3/31/23)
Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough…
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What’s Going On?
Special guest Bryce Gill, an Economist at First Trust joins us this week to talk about the Fed, recession issues, and more. You don't want to miss this.
The Life Planning 101 PodcastAre You Doing Everything You Can to Save Taxes?
Tax time is rapidly approaching. Don’t continue the grind. Do you have the right team in place to help you save all that you can? Let us help you map out your…