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 34 (3/20/23)
This week Aaron and Matt join us for a short podcast episode to talk about Silicon Valley Bank and The Fed. If you have questions, don't hesitate to reach out…
The Life Planning 101 PodcastPrioritizing Your Dollars
What do you value most? We forget that our money is a tool and it should be treated as such. Prioritize your dollars to match your values and don't delay!
The Life Planning 101 PodcastThis Week in the Market - Episode 33 (3/10/23)
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 PodcastDo You Like Tax-Free Money?
Only 15% of US households contributed to a traditional or Roth IRA in tax year 2021. A Roth IRA is a retirement vehicle that can grow tax-free and can provide…
The Life Planning 101 PodcastThis Week in the Market - Episode 32 (3/3/23)
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 Podcast
Inflation & Diversification
Aaron Kennedy and Matt Ervin join us this week to talk inflation and diversification. You don't want to miss this. If you have questions or feedback for our…
- The Life Planning 101 Podcast
This Week in the Market - Episode 31 (2/24/23)
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 PodcastWhen to Start Planning
Angela was honored to be a guest on the Real Wealth podcast this week to share the benefits and pitfalls that could occur when starting a financial strategy…
- The Life Planning 101 Podcast
This Week in the Market - Episode 30 (2/17/23)
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…
The Life Planning 101 PodcastThis Week in the Market - Episode 29 (2/10/23)
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…
The Life Planning 101 PodcastDon’t Put All Your Eggs in One Basket...Or Should You?
If we’re talking about money, diversification is very good thing. It doesn’t solve everything, but it certainly hedges a lot of risk. As your wealth and…
- The Life Planning 101 Podcast
This Week in the Market - Episode 28 (2/6/23)
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…
- The Life Planning 101 Podcast
This Week in the Market - Episode 27 (1/27/23)
Aaron Kennedy and Matt Ervin, along with special guest Ryan Holcombe with Hines, join us for a brief rundown of what happened this week and share some reasons…
- The Life Planning 101 Podcast
Rebalancing Season
Aaron Kennedy and Matt Ervin join us this week to share what changes they're making to portfolios right now and their thoughts on the market. You don't want to…
The Life Planning 101 Podcast87,000 New IRS Agents - What You Need to Know
You may have heard some say that because of the new law, an “army” of 87,000 new IRS agents will be coming to audit ordinary taxpayers. Here’s what you need to…
- The Life Planning 101 Podcast
This Week in the Market - Episode 26 (1/13/23)
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 PodcastRMDs - New Year New Rules
Secure Act 2.0 is here. And with it comes changes to your retirement planning. This is certainly a year in which you cannot procrastinate. This week we share…
The Life Planning 101 PodcastIf You Only Knew...
As our wisdom grows so does our passionate desire to impart this wisdom on our loved ones. After all, most of our wisdom was gained by some hard knocks with…
- The Life Planning 101 Podcast
A Look Back at 2022
Hey everyone! This week, Aaron Kennedy and Matt Ervin host the final episode of our Life Planning 101 Podcast for 2022. They take a look back over 2022 and…
The Life Planning 101 PodcastThe Must Have Money Talk
63% of affluent 18-22 year old’s say that financial stability in retirement will depend on inheritance. Should inheritance be a retirement strategy? Find out…
The Life Planning 101 PodcastThis Week in the Market - Episode 25 (12/16/22)
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 PodcastA Giving Heart and a Skeptical Mind
Is there a way to know that the money you donate to a charity is being used effectively? We give you some helpful tools to use for your charitable giving. You…
The Life Planning 101 PodcastFamily Care
We have pandemic in this nation, and for once, I am not talking about COVID-19. The pandemic is the growing need for long-term healthcare and how ill-prepared…
- The Life Planning 101 Podcast
This Week in the Market - Episode 24 (12/2/22)
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 Podcast
A Pleasant Downturn?
Matt Ervin and Aaron Kennedy join us this week to give a market update, what we're looking at for clarity, and what we're doing in portfolios right now. You…
The Life Planning 101 PodcastGratitude Isn’t Always Easy
Our world is a mess, but the cleanup can start in each of us with a simple, random act of kindness. Let’s make a family challenge - What can we do to start a…
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This Week in the Market - Episode 23 (11/18/22)
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 Podcast2022 Tax Season - Lessons Learned
Tax season is officially over for 2022. Special guest Blake Briscoe, CPA with Briscoe & Associates, LLC joins us this week to talk about the most common Dos…
- The Life Planning 101 Podcast
This Week in the Market - Episode 22 (11/11/22)
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 Time Value of Success Issues
A lifetime of success can a feel a little overwhelming. You don’t have to do the job alone. This week we share 3 important steps to help you setup a solid…
The Life Planning 101 PodcastSocial Security and Tax Increases
Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 8.7% in 2023. You may also have to fork…
- The Life Planning 101 Podcast
This Week in the Market - Episode 21 (10/28/22)
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 Podcast
Composure, Capacity, and Tolerance
This week Aaron Kennedy and Matt Ervin join us to talk a little bit about the process of investing, the 3 legged stool of risk, and much more. You don't want…
- The Life Planning 101 Podcast
This Week in the Market - Episode 20 (10/21/22)
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 PodcastWho is Your Personal CFO?
Once you are successful, the next step is how do you keep it? Which is the job of a CFO. Who is going to help you keep and maximize your success? This week we…
- The Life Planning 101 Podcast
This Week in the Market - Episode 19 (10/14/22)
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 PodcastSaving for Retirement: A Different Take on Discipline
This week on our Life Planning 101 podcast we share what could possibly be the most important strategy you can have in retirement. You don't want to miss this…
- The Life Planning 101 Podcast
This Week in the Market - Episode 18 (10/7/22)
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 Podcast
This Week in the Market - Episode 17 (9/30/22)
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 Podcast
Interest Rates, Commodities, and Ideas
This week Aaron Kennedy and Matt Ervin join us for an episode of Black & White Market Chatter to talk interest rates and commodities. They also give you some…
The Life Planning 101 PodcastInvestment Advice for the Times
Most of us desire our portfolios to stand the test of time – will yours? This week we share 10 pieces of financial wisdom from successful individuals.
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This Week in the Market - Episode 16 (9/16/22)
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 PodcastWhy NOT to Buy Life Insurance
September is Life Insurance Awareness Month. If you died today, what would happen to your family, your business or ranch? How would everyone you love be…
- The Life Planning 101 Podcast
This Week in the Market - Episode 15 (9/9/22)
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 PodcastDo You Have an I Love You Plan?
Think about the people you love and care about—your spouse, kids, grandkids, siblings, parents, employees. How would they fair if you suddenly died? Do you…
- The Life Planning 101 Podcast
This Week in the Market - Episode 14 (9/2/22)
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 PodcastWhen Should I Take My Social Security?
Social Security claiming strategies are much more complex than asking for your neighbor’s advice. Here are just some of the factors that could come into play…
- The Life Planning 101 Podcast
This Week in the Market - Episode 13 (8/26/22)
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 PodcastBehavioral Biases
This week Aaron Kennedy and Matt Ervin are discussing the Fed and different behavioral biases.
- The Life Planning 101 Podcast
This Week in the Market - Episode 12 (8/19/22)
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 PodcastEstate Planning Isn’t Just for Your Kids
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…
- The Life Planning 101 Podcast
This Week in the Market - Episode 11 (8/12/22)
Matt Ervin joins us for a brief rundown of what happened this week and shares some reasons why we should keep our heads up during these tough times.
The Life Planning 101 PodcastThe Retirement Nightmare
It doesn’t matter if you are retired, retiring early, retiring late, or just thinking about retiring...the fear of running out of money in retirement can turn…
- The Life Planning 101 Podcast
This Week in the Market - Episode 10 (8/5/22)
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 Podcast401(k) Pitfalls and Opportunities
How you transition your 401(k) may not be as simple as it seems. There may be some crucial planning opportunities and/or pitfalls. Find out more on this week's…
- The Life Planning 101 Podcast
The Struggle is Real
This week Aaron Kennedy and Matt Ervin join us to discuss currency, interest rates, inflation, and economics. They also share some ways how we're positioning…
- The Life Planning 101 Podcast
This Week in the Market - Episode 9 (7/22/22)
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 PodcastA Tax Nightmare for Your Business
Don’t leave your spouse and partner with a tax nightmare. Let us help you review your situation and show you any pitfalls that may be in your current plan.
- The Life Planning 101 Podcast
This Week in the Market - Episode 8 (7/15/22)
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 PodcastAre You Planning for a Financial Drought?
We work with several business owners across several industries and realistically speaking? 95% of our time is spent fixing problems, not preventing them. I…