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 PodcastThriving in Ambiguity
Do you want to simply cope with ambiguity or thrive in it? This week leadership coach Jeff Moore joins us on our show as our special guest. You don't want to…
The Life Planning 101 PodcastCOVID-19: The Personal Finance Test of a Lifetime
Perhaps you'll be able to weather through this pandemic financially, but chances are someone close to you will not. Be sure to pass this info along. Here are 3…
The Life Planning 101 PodcastThe CARES Act and Other Relief Programs
There's a lot packed into the 3 phases of the Relief Act that was signed into law. Some will apply to you and some will not. We’re here to help.
The Life Planning 101 PodcastA Crisis is a Terrible Thing to Waste
We’re faced with two facts: we’re in a pandemic and we were not prepared for it. Which leaves us with two options - go through it or grow through it.
The Life Planning 101 PodcastMarket Update
Hey everyone, hope you all are staying safe out there. We just wanted to let you know that we're thinking about you and we know you have questions and…
The Life Planning 101 PodcastA Down Market Opportunity
The past couple of weeks have been treacherous for the markets. The market often climbs a wall of worry. What opportunities should you be looking at?
The Life Planning 101 Podcast6 Lessons From An Estate Litigator
Will your family have good Christmases and Thanksgivings after you are gone? Our Legacy Planning Process isn’t about just writing the documents that you need…
The Life Planning 101 PodcastThe SECURE Act - Revisited
Due to popular demand, this week we revisit the show we recorded in January where we discuss the SECURE Act. You don't want to miss this!
The Life Planning 101 PodcastElection Year: Countless Candidates but One Forecast
If November does swing our nation to the left, it will be almost impossible to get the tax planning you have needed to complete done before things begin…
The Life Planning 101 PodcastWhich Guarantee Do You Want?
Most people work extremely hard to get to retirement. The greatest risks occur as they begin their descent into retirement. Find out more on this week's…
The Life Planning 101 PodcastUnderstanding Life Insurance
Life Insurance - Most people own it, but do they really understand it? Life insurance may be the most complex financial product in existence – but why should…
The Life Planning 101 PodcastHave You Checked Your Financial Vitals?
Get your Vitals checked. Get your Financial Vitals checked. Make 2020 the year you start living Life on purpose…rather than default!
The Life Planning 101 Podcast2019 Year In Review
Considering the kind of year we had in 2019, what can we expect for 2020? Our in-house CFA Aaron Kennedy joins us this week on our show. You don't want to miss…
The Life Planning 101 PodcastThe 5 Biggest Risks in 2020
What are the 5 biggest risks in 2020? Can you see them? If you truly desire that 20/20 Vision for your future, go to the financial optometrist as soon as you…
The Life Planning 101 PodcastWere You Sold Something or Do You Need It?
It's 2020...Take control of your future so you can live Life on purpose! Don’t be sold something you don’t need. Invest in something you do need. Find out more…
The Life Planning 101 PodcastThe SECURE Act - Is it Really a Good Thing?
The SECURE Act passed with flying colors at the end of 2019 and dictated several MAJOR changes to the rules around retirement plans.
The Life Planning 101 Podcast20/20 Vision
2020 is upon us. I challenge you to make it a year in which you focus on your vision being 20/20. This week we share some important questions you need to ask…
The Life Planning 101 PodcastA Giving Heart and a Skeptical Mind
It seems the more we are blessed with, the more we want to give. So is there a way to know if the money you give will be used the way you intended? Find out…
The Life Planning 101 PodcastThe Gift of Giving
We were honored to have speaker and bestselling author Arlene Cogen, CFP® join us this week on our show. Arlene shares with us some important information on…
The Life Planning 101 PodcastEstate Planning Lessons Learned from Celebrities
We were honored to have Eido Walny from Walny Legal Group as our special guest on our show. This week we discuss helpful tips learned from celebrity estate…
The Life Planning 101 PodcastTell Me 'Bout the Good Old Days
There are people and things that you hold very dear to your heart. Take some time this week to write them down and share them with your family.
The Life Planning 101 PodcastHow Tax Efficient is Your Portfolio?
Mutual funds aren’t the only investment vehicle that can help you accomplish your goals. Let us help you learn how to make your portfolio tax-smart. Our…
The Life Planning 101 PodcastYou Have Arrived
Allow 2020 to be your year of clarity, sharpness, awareness, and coordination so that you may begin seeing more clearly and ‘living LIFE on purpose’.
The Life Planning 101 PodcastBe Done With Debt...
…or at least bad debt. You can be done with bad debt with a little direction and a lot of accountability. So why not make a plan and make it happen?
The Life Planning 101 PodcastYour Year-End To-Do List
Wow! Where has 2019 gone? We’d like to offer you some generic nuggets of advice. Here are the top five planning priorities for the rest of the year.
The Life Planning 101 PodcastWhat Should I Expect from My Investments?
Whether you are fearful or greedy right now, remember to stay disciplined. It's important that you know your long-term plan and stay consistent.
The Life Planning 101 PodcastThe Next Big Investment Scam
Could you fall victim to it? Emotions coupled with decisions will decide your fate 99 percent of the time. Stay rational and keep educating yourself.
The Life Planning 101 PodcastAre You Spending Enough in Retirement?
If living retirement to the fullest is important to you, get help—professional help. It’s worth it! Don’t fall victim to your behavioral inclinations.
The Life Planning 101 PodcastNo Way Around It
Why is it human nature to do nothing until the pain is bad enough? Why do we not take preventative measures for our health, our business, and future?
The Life Planning 101 PodcastProtecting Your Parents
Elder abuse is real! Research estimates nearly 5 million elderly people are abused each year and only 1 in 14 of abuse cases are actually reported. This week…
The Life Planning 101 PodcastI Don't Understand Investing
Many people get caught up in the news, economic conditions or watching the volatility in the markets, confusing that with the true basis of investing.
The Life Planning 101 PodcastWill Tax Reform End Early?
Tax Reform is a once-in-a-generation opportunity. This is your generation. This is your opportunity. Own it. Start planning right now before it’s too late.
The Life Planning 101 PodcastA Simple Estate Plan?
Estate planning is something that too often people lose sleep over when they shouldn't. Procrastination surfaces from the complexity of the task. This week we…
The Life Planning 101 PodcastShould You Take Your Social Security Now?
Your Social Security may be the windfall you have been earning your entire adult life. After all, it may be your last windfall to do the things you know you…
The Life Planning 101 PodcastAugust Volatility Report
August has not been fun. As humans, we tend to feel pain much stronger than we feel joy. In other words, we can lose that feel good feeling about the market…
The Life Planning 101 PodcastTurning 50 May Be Your Last Hurrah
Fifty is a defining time in your life. You get one last hurrah to help the old person you will be some day. Here are top five “Turning Fifty” tools to help you…
The Life Planning 101 PodcastThe Secret to Multiplying Your Success
Everyone has a slightly different definition when it comes to success. Most of us tend to get so busy in life that we lose the focus of our success. Take an…
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Life Insurance Isn't Just for Dying
Don’t get me wrong. When you buy life insurance, you are buying a benefit to pay out upon your death - a benefit “you” will never see. However, life insurance…
The Life Planning 101 PodcastAre You Getting Cash Out of Your Business?
A lot of business owners believe that being stuck between a rock and hard place regarding cash flow is an expected, necessary evil to building a business. And…
The Life Planning 101 PodcastHow Do You Measure Your Wealth?
If this were your last day on earth, where would you want to be, who would you want to be with, and what would you be doing? Picture yourself at that point. I…
The Life Planning 101 PodcastHow Much Can I Afford?
I think most of us ask ourselves this at one time or another in our lives, or at least we should. Honestly though, I fear that the majority of us don’t really…
The Life Planning 101 PodcastWhat is Life Planning?
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. And one reason behind…
The Life Planning 101 PodcastThe Impact of Your Long-Term Health
Imagine working and saving your entire life only to find your income cut in half when you finally retire. Chose diligence to protect the ones you love the most.
The Life Planning 101 PodcastShould You Be Worried About Your Investments?
June 13th marked the ten-year anniversary of the end of The Great Recession and broke the long-standing record as the longest economic expansion in US history…
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…
The Life Planning 101 PodcastYour IRA: The Good, The Bad, The Ugly
In many cases we are finding Tax Reform has created a perfect storm for some serious tax planning. Unwiring this tax bomb can be very complex, but it can be…
The Life Planning 101 Podcast5 Things to Consider Before Moving 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 PodcastHow Much Should I Leave My Kids?
One of the most valuable things we can pass on to our children is our wisdom. Make a plan for them so they too can live LIFE on purpose!
The Life Planning 101 PodcastIs Organization Hurting Your Financial Future?
We take a look at behavioral finance on this week's episode. Let us help you visualize your entire financial layout and develop the best course for your…
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How to Use the Better Business Bureau
John Riggins, president of the Abilene Better Business Bureau joins us this week on our show. You don't want to miss this!
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10 Questions Every Investor Needs to Ask
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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How Financially Well Are You?
It doesn’t matter if you are just starting out in life, have a family and established career, or nearing/in retirement; the foundation of financial wellness is…
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The Top 5 Retirement Books
Too many people enter retirement unprepared. Don’t let that be you. Here are the top five must reads to help you start practicing your retirement.
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Understanding Medicare
It is not an easy feat to understand all the aspects of Medicare, much less choosing the plan that is right for you. We're here to help you understand the…
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How Do You Reach Your Money Goals?
I think a lot of us have asked this question at one time or another. Well, today we have seven ideas that could possibly help you reach those goals.
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Should I Prepare My Own Taxes?
If you have never consulted with a tax professional, this might be a good year to do so. Find out more on this week's episode of Life Planning 101 with Angela…
The Life Planning 101 PodcastIs Your Investment Portfolio Tax Smart?
Is your investment portfolio tax smart? This may seem like peanuts, but over the years a tax-inefficient investment plan can make or break someone’s…
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AirMedCare Network
We were honored to have Rhonda Dean, Membership Sales Manager with AirMedCare Network, as our special guest this week on our Life Planning 101 podcast. Learn…
The Life Planning 101 PodcastDeath - It Happens...Is Your Family Ready for Yours?
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 want?
The Life Planning 101 PodcastAre You a Member of the Responsibility Club?
This sometimes overwhelming sense of duty to both our children and our parents may cause us to lose sight of the responsibility we owe to ourselves.