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 7 (7/8/22)
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 Podcast5 Hidden Dollar Dings in Post-Pandemic America
We may not exactly be post-COVID yet, but our world is certainly settling into a new rhythm that looks a lot more normal than the past couple of years.
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Starting to Feel the Stretch
Aaron Kennedy and Matt Ervin join us this week to share what’s going on in the market.
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This Week in the Market - Episode 6 (6/24/22)
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 Caregiver’s Toll
Trying to balance being a parent, grandparent, and parent to your parents (often while you still have a career and a life of your own), simply put, is A LOT!…
The Life Planning 101 PodcastThis Week in the Market - Episode 5 (6/17/22)
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 PodcastLife After Graduation - What Should Your Kids Know?
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…
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This Week in the Market - Episode 4 (6/10/22)
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 Recession Fears Overblown?
If the market fell apart like it did in 2008, would you be sleeping well? If not, you are taking the biggest risk of all. You are taking the risk that your…
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This Week in the Market - Episode 3 (6/3/22)
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…
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Taking Advantage of This Market
What's the most important thing you should be doing right now? Aaron Kennedy and Matt Ervin share some ideas on this week's episode.
The Life Planning 101 PodcastThis Week in the Market - Episode 2 (5/27/22)
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 PodcastIs Inflation Hurting Yet?
Inflation bites, but not as bad as our bad habits. Don’t let it be the scapegoat. You may not be able to control the price of things, but you can control the…
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This Week in the Market - Episode 1 (5/20/22)
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 PodcastAnother Down Market Opportunity
It’s no surprise to state that the markets have been rather treacherous as of recent. So, what opportunities should you be looking at right now? This week we…
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The Opportunity in a Volatile Market
Aaron Kennedy and Matt Ervin join us this week to talk about the importance of looking for opportunities in this volatile market. What is the 80/80 Rule? Find…
The Life Planning 101 PodcastDo You Have an Estate Plan?
Estate concerns are about more than just who gets what. Everyone focuses on the financial aspect of their legacy, but they forget to focus on what really…
The Life Planning 101 PodcastHow Do You Look at Your Money?
Do you look at your money for what it is or do you look at it for what it is for? Plan for what your money is for. Know holistically what your money needs to…
The Life Planning 101 PodcastThe Griever’s To-Do List
If you love your family, you don't want to miss this week's episode. Planning is a gift. It is a gift of peace of mind and the ability to not just survive, but…
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 PodcastRethinking Your Thinking
You have a golden opportunity right now to press the reset button on your life and your life plan. Make the decision to rethink your thinking and make sure…
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Keeping the Long-Term Focus of Investing
Aaron Kennedy and Matt Ervin join us this week for another episode of Black & White Market Chatter. This week they discuss the importance of staying invested…
The Life Planning 101 PodcastSpring Cleaning Your Financial House
Even though you think you have everything in order and in its place, your finances won’t stay stagnant. This means your financial house gets messy without you…
The Life Planning 101 PodcastPaying Taxes on Your Terms
Did you know you can often choose when to pay tax? By default, you can often choose how much you will pay. There is no trick. It is simply a result of…
The Life Planning 101 PodcastLife Insurance Myths
Did you know twenty percent of men die before retirement age? Is your family ready if you were killed today? Would they be taken care of the way you would…
The Life Planning 101 PodcastIs 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 PodcastFamily Disaster Planning
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 Podcast3 New Risks to Your Retirement
Today is a very different world than it was just two years ago. A retiree in 2022 still faces those same risks and concerns, but there are a few new ones that…
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Fed Update
Aaron Kennedy and Matt Ervin join us this week for another episode of Black and White Market Chatter. Aaron and Matt talk inflation, interest rates, and the…
The Life Planning 101 PodcastBlake Briscoe Interview
We were honored to have a sit down interview with Blake Briscoe, CPA and Jim Kennedy to talk about their new business partnership, Briscoe & Associates, LLC…
The Life Planning 101 PodcastCOVID Fog
Refer to any news media and the headlines are teeming with news about COVID…and has been for 2 years. It is no wonder that important information about other…
The Life Planning 101 PodcastGetting Back to Simplicity
As life goes on, it seems to become more and more complicated. You can keep living by default or choose to live Life on purpose. This week we talk about the…
The Life Planning 101 PodcastAre We There Yet?
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 PodcastThe Gift That Gives
It is that time of year - Christmas! Maybe it’s due to watching Scrooge or The Grinch for the umpteenth time, but it seems we are all inspired to give back…
The Life Planning 101 PodcastCybersecurity Tips
We were honored to have IT expert Mike Ahern with Kennedy Computer Solutions join us this week as our special guest to share some important fraud prevention…
The Life Planning 101 PodcastYear-End Decisions
What do you need to know or, do or not do before the ball drops on 2021 and 2022 begins? Complexity is growing every day in every corner. This week we discuss…
The Life Planning 101 PodcastA 6 Figure Impact on Your Credit
Your credit score is your financial reputation. It's a three-digit number that has a six-figure impact on your life. Fortunately, rebuilding your credit score…
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Being Defensive Through the Froth (Online Exclusive)
Aaron Kennedy and Matt Ervin join us for a special online exclusive episode of Black and White Market Chatter.
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Combating Inflation
Aaron Kennedy and Matt Ervin join us this week on our show to talk ways to combat inflation. You don't want to miss this!
The Life Planning 101 PodcastWhat Are Your Calluses Worth?
You’ve worked hard to build a legacy and be successful. Will your family remain successful after you’re gone? 90% of businesses fail by the third generation…
The Life Planning 101 PodcastTapas Life
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 PodcastHow Much Can I Afford?
How much ___ can I afford? I fear that the majority of us don’t really have an answer to this question before we pull the trigger on a major purchase.
The Life Planning 101 PodcastWhy to Stay Invested
Our in-house CFA Aaron Kennedy and Matt Ervin join us this week on our Life Planning 101 podcast to talk about the market and why you should stay invested…
The Life Planning 101 PodcastSaving for Your Grandchildren
What do you really want to help your grandchildren accomplish? Which is more important to leave behind to your grandchildren? Values or Money?
The Life Planning 101 PodcastMedicare Annual Open Enrollment
Get Ready! Medicare open enrollment begins October 15th. Our in-house insurance expert and para-planner Shelby Thompson joins us this week to share some…
The Life Planning 101 PodcastHow Do You Plan Right Now?
The world has changed a lot. And is continuing to change a lot. And there is more change coming. The bottom line is that you have a lot you can plan for now…
The Life Planning 101 PodcastSeptember Market Update
Our in-house CFA Aaron Kennedy and our CFP Matt Ervin join us this week on our show to give us a market update. You don't want to miss this!
The Life Planning 101 PodcastAttention S-Corp Owners
S-Corp = Limitations. S-Corps are great for the mom-and-pop shop with little to no assets, but not so great for giving you flexibility as you grow.
The Life Planning 101 PodcastLegal Documents Aren‘t Just for Dying
Once you reach 18 years old, you need to obtain the basic legal documents. It's astonishing how many families we meet without a single legal document.
The Life Planning 101 PodcastDon‘t Begin with the End in Mind
We spend years, decades even, building our legacies—our family’s success, our businesses, our wealth. Yet we wait until the last hour to plan for the biggest…
The Life Planning 101 PodcastWill Your Life Insurance Pay?
There has been trouble brewing with life insurance carriers for decades now. The bottom line is this: Life insurance ain’t what it used to be, but it doesn’t…
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Transitory or Not
Matt Ervin and our in-house CFA Aaron Kennedy join us this week on our show to talk about whether or not inflation is transitory.
The Life Planning 101 PodcastInflation - Should We Be Concerned?
Inflation is here. It’s important to not let your emotions get in the way of logic. Be proactive, keep your disciplines, and stay the course. Find out more on…
The Life Planning 101 PodcastThe Dangers of a 401(k)
401(k)s help millions of people put back money for retirement, but there are some dangers involved such as the loss of flexibility…in several ways. Find out…
The Life Planning 101 PodcastPlanning to Move in Retirement?
Moving in retirement -or even right before you retire - can bring its own set of surprises… and some may not be so pleasant. Here are five things you may want…
The Life Planning 101 PodcastThe Obvious Never Happens
Our in-house CFA Aaron Kennedy joins us this week on our show to share a market update. You don't want to miss this!
The Life Planning 101 PodcastSpinning Out of Control
Your indecision about your future may cause someone or something else to make the decision for you. Find out more on this week's episode of Life Planning 101.
The Life Planning 101 Podcast2021 Tax Changes (Rebroadcast)
It's inevitable. Change is coming but no one knows for sure exactly what that change will be. Here are several things that may happen.
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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Inflation - It Still Exists
It's important that you get your risk right, stay disciplined, and get help from your advisor if you need it. Do you know your risk number? You can find out…