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 Podcast3 Rules for Simple Investing
Is your family important to you? What about your goals, money, or future? This week on our show we discuss things you could be doing now.
The Life Planning 101 PodcastThe Three Legged Stool of Inflation (Part 2)
Our in-house CFA Aaron Kennedy and Matt Ervin join us this week to bring us part two of the three legged stool of inflation. Find out more on this week's…
The Life Planning 101 PodcastThe Three Legged Stool of Inflation (Part 1)
Our in-house CFA Aaron Kennedy and Matt Ervin join us this week to talk about the three legged stool of inflation. Find out more on this week's episode.
The Life Planning 101 PodcastDo You Have a Bucket List?
Have you ever taken the time to write out a bucket list? This week we share 3 tips to help you get started.
The Life Planning 101 PodcastHave You Saved Enough for Retirement?
The #1 fear in retirement is running out of money. When you retire, everything changes. You are no longer working and no longer hold those keys. Find out more…
The Life Planning 101 PodcastIs Disability a Threat to Me or My Family?
We were honored to have Kenny Russell, Director of Disability Sales with Crump Life Insurance Services join us this week as our special guest. Do you have plan…
The Life Planning 101 PodcastMarket Commentary
Our in-house CFA Aaron Kennedy and Matt Ervin join us this week on our show to share a market update. You don't want to miss this!
The Life Planning 101 PodcastFinancial Literacy - Where Do We Start?
You don’t necessarily need to enroll in a big fancy course. Much of financial literacy stems from an understanding of the basics. Here are 10 questions you…
The Life Planning 101 PodcastSaving Lives Saving Dignity
We were honored to have Dr. Alan Molk, author of Saving Lives Saving Dignity join us this week as our guest to discuss his book as well as the importance of…
The Life Planning 101 Podcast10 Questions You Need to Be Asking Your Financial Advisor
Complexity can lead to confusion. Confusion can lead to inaction. Inaction can lead to lost dollars. Don’t let complexity cost you. Use these ten questions to…
The Life Planning 101 PodcastConsidering Investment Risks
The U.S. markets recently hit another all-time! Should you be celebrating… or worried? Perhaps the primary risk you should be concerned with is you.
The Life Planning 101 PodcastDid You Miss This in Your Retirement Plan?
Have you ever considered your marital status during retirement – and its financial and social impact that it may have on you?
The Life Planning 101 Podcast2021 Tax Changes
This week we're talking about everyone's favorite topic...TAXES!!! It's inevitable. Change is coming for 2021 but no one knows for sure exactly what that…
The Life Planning 101 PodcastToo Much Information
As of January 2021 there are over 1.83 billion websites on the internet. There is no doubt that the instant availability of information has been life changing…
The Life Planning 101 PodcastHow to Lower Your Tax Bracket in Retirement
We were honored to have our friend Jim Farmer, Managing Partner of Financial Strategies Group, LLP join us this week as our special guest. We discuss Jim's two…
The Life Planning 101 PodcastReflation
What is reflation? 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 PodcastIs Your Estate Plan What You Think It Is?
You finally got your Will done. So, your estate plan is complete, right? Well… maybe not. For the month of March, we’re offering a complimentary review of your…
The Life Planning 101 PodcastWhat Are You Retiring To?
Planning for retirement has never been just about the money. It’s about having, and taking, the time to bring a fullness to your life; the opportunity to…
The Life Planning 101 Podcast2 Numbers You Need to Know
The tax code can be changed at any time...Do something now or you may end up paying for it later. And remember, we are here to help when you’re ready!
The Life Planning 101 PodcastHas Investment Risk Changed?
A lot has changed, but the risk and reward relationship has not. Our CFA Aaron Kennedy said it best when he said "You deserve the return you get." This week…
The Life Planning 101 PodcastDo You Cut and Paste Your Decisions About Money?
Think of your 3 favorite restaurants. Now imagine the head chef from each made his/her very best dish for you. Sounds splendid, right? Now imagine if you took…
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.
The Life Planning 101 PodcastWhat is Your Greatest Financial Fear?
This is your 2021 challenge: Dig deep—what is your greatest financial fear? Once you've figured that out, the next question you need to ask is 'why?' Our…
The Life Planning 101 PodcastI Don't Like Trusts
Trusts are like apple pie. If you leave out an ingredient, the end result is going to taste bad. Remember, a trust is only as good as you make it.
The Life Planning 101 PodcastThe Retirement Dream
Imagine that you’ve worked 45 years and saved all you can only to hear that taxes are going to crush your retirement goals. Don't worry, there's hope! Learn…
The Life Planning 101 PodcastCongress Update
This week we talk about the updates to the economic relief package. So if you're a farmer, rancher, business owner, or non-profit, you don't want to miss this…
The Life Planning 101 PodcastElf on the Shelf Money Advice
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 Most Googled Money Questions in 2020
It’s not always about getting an answer. It’s about getting the right question to ask. Here's a list of the top money questions people searched using Google in…
The Life Planning 101 PodcastA New Season of Gift Giving
It's the most gifting time of the year. This week we deck your halls with some holly jolly gift giving strategies.
The Life Planning 101 PodcastAre You in the Lifeboat with Your Investments?
Our in-house CFA Aaron Kennedy joins us this week on our show. As risk managers, we are in the business of first preserving what you have worked so hard to…
The Life Planning 101 PodcastCollege Funding in 2020
Are you looking for alternative ways to fund your children and grandchildren's education? Then you don't want to miss these 4 helpful tips from our Texas Tech…
The Life Planning 101 PodcastElection Results & Your Next Steps
Right now, post-election, is the time to prioritize your to-do list in light of the results. Here are 5 priorities to consider.
The Life Planning 101 PodcastAg-Value and Estate Taxation
Are you a farmer, rancher, or small business owner? This week we share what you need to do before the end of the year. You don't want to miss this!
The Life Planning 101 PodcastWhat You Should Be Doing With Your Investments Pre/Post Election
Our in-house CFA Aaron Kennedy joins us this week on our show to let us know what you should be doing with your investments both pre and post election. You…
The Life Planning 101 PodcastMoney Doesn't Have to Be Complicated
Money is a hard topic. One thing experience has taught us is that people want one thing from money more than anything else—to stop thinking about it. Find our…
The Life Planning 101 PodcastThe Opportunity in the Mirror
No matter who you want to pass the economic crisis buck to, we all should take a closer look in the mirror. We're a nation living beyond our means. Find out…
The Life Planning 101 PodcastReal Financial Planning
Planning is not always about the right answers. It's about knowing the right questions to ask and addressing those. Do you have a Real Financial Plan? This…
The Life Planning 101 PodcastAre You Where You Want to Be?
No matter your lot in life or the bad advice you have taken in the past, remember one thing: Today is the first day of the rest of your life. Find out more on…
The Life Planning 101 PodcastHow Do You Successfully Transition the Family Business?
Are you a business owner? How do you successfully transition the family business? Off the cuff conversations and verbal handshakes are a recipe for disaster…
The Life Planning 101 PodcastWhat is Probate and How Can You Avoid It?
A reality that loved ones must face when someone passes is the responsibility of dealing with the departed’s estate. Can probate really be avoided? Find out…
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 Podcast10 Financial Questions Everyone Over 60 Should Ask
Did you realize that reactive and creative are an anagram? We’ve realized that far too many people fail to ask the “right” questions regarding their unique…
The Life Planning 101 Podcast2020 Candidate Tax Policy Proposals
Tax policy will be a critical point of differentiation in the 2020 presidential race. Here are the key tax law changes each candidate is suggesting.
The Life Planning 101 PodcastRanch Entities
Are you a farmer, rancher, or business owner? Then you don't want to miss this week's episode of Life Planning 101. The Working Ranch Radio Show interviewed us…
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Finding the Perfect Investment
Our in-house CFA Aaron Kennedy and CFP Matt Ervin join us this week on our show to share a market update and possibly the perfect investment...you don't want…
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 PodcastDownsizing for Retirement
Successful retirees are the ones who retire and stay retired because they had a plan. Not just a plan for their dollars - a plan for their life. Find out more…
The Life Planning 101 PodcastMy Farm & Ranch - Transitioning and Retirement Planning
Are you a farmer, rancher, or even a business owner? Have you thought about how you're going to transition into retirement? Don't miss this week's episode! If…
The Life Planning 101 PodcastNothing Changes if Nothing Changes
COVID-19 has given many of us the gift of time. Are you using that time wisely? Are you focusing on the changes that you want to make?
The Life Planning 101 PodcastIs Your Life Insurance Another Victim of This Pandemic?
Is your life insurance another victim of this pandemic? Imagine buying a permanent life insurance policy only to find out that it's not so permanent and learn…
The Life Planning 101 PodcastTax Deadlines & Other Money Matters
Here are some common Q&A about the updated tax deadline and other money matters. If you have any questions, give us a call – we’re here to help.
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 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…
The Life Planning 101 PodcastCOVID 19 Q&A
We were honored to have CPA Brian T. Kofford join us as our special guest this week on our Life Planning 101 podcast to discuss some common Q&A of the COVID-19…
The Life Planning 101 PodcastCoronavirus, Children & Charities
Interestingly enough, COVID-19 has opened up some doors to help protect both your children and the charities that are near and dear to your heart.
The Life Planning 101 PodcastMaking the Most of a Full Nest
Every generation has the capability to be just as great or even greater than the generation before them. They just need the tools, encouragement, and a little…
The Life Planning 101 PodcastCorey Anderson - The Disability Geek
We were honored to have Corey Anderson, owner/founder of Disability Geek, as our special guest this week on our show. May is Disability Insurance Awareness…
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COVID-19 - The End of An Era
We're entering a new age. It has been creeping into our lives for years. The only difference now is that COVD-19 has forced it upon us. Are you ready?
The Life Planning 101 PodcastDementia Care and the GEMS State Model
We're honored to have Lisa Hunter with Interim HealthCare join us this week on our show. Lisa shares with us the Teepa Snow Positive Approach to Care and…
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Down is Good
Capitalism is alive and well in America. Don’t let your emotions get in the way and be sure to stick to your disciplines - buy low and sell high. Our in-house…