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 PodcastAre You Exposed to Any of These Risks?
Be sure to check out this week's episode of Life Planning 101 to learn about 3 risks you need to be aware of. You don't want to miss this!
The Life Planning 101 PodcastTurning Crumbs into Cake for Your Financial Planning
Here are some creative planning ideas that leave yourself asking, “How do you do that?”
The Life Planning 101 PodcastWhat is ViaScan?
We at Kennedy Financial Services care not only about your financial health, but your physical health as well. Dr. John Duncan, president of ViaScan, joins us…
The Life Planning 101 PodcastGiving with Benefits
We were honored to have Laura J. Malone, CAP®, CEPA, with American Endowment Foundation join us this week on our Life Planning 101 podcast.
The Life Planning 101 PodcastThe Secret Sauce to Investing
When it comes to investing, everyone is looking for the secret sauce. But what is the secret sauce? Our in-house CFA, Aaron Kennedy joins us this week on our…
The Life Planning 101 PodcastCommon Questions About 199A
CPA Cory Kohutek joins us this week on our show to answer some important questions about Tax Reform. You don't want to miss this!
The Life Planning 101 PodcastIs Retirement Really About a Dollar Amount?
The word “Legacy” is often used to refer to the wealth you leave behind. However, a “Legacy” goes far beyond a dollar amount.
The Life Planning 101 PodcastDon't Die Like a Celebrity
Celebrities are not so different from the rest of us. The same estate planning blunders they make are the same ones we see on an every day basis. Here are the…
The Life Planning 101 PodcastThe Fast Track for 2019
What resolutions can you make for 2019 that will help you keep your eyes on the future while still cleaning up the messes you have in the meantime Here are the…
The Life Planning 101 PodcastSeeking Your Purpose
God put us here with purpose. It is our responsibility to seek it and be it. Find your direction and focus your efforts and courage to make 2019 the best year…
The Life Planning 101 PodcastYour Retirement or College for the Kids - Which Will It Be?
74 percent of the parents with young children are prioritizing by saving for the kids’ college over saving for their own retirement. So, what could this mean…
The Life Planning 101 PodcastWhat Should I Do With My Required Minimum Distribution?
You may find yourself being forced to take a withdrawal from your IRA that you really do not want or need. Did you know that there are creative options…
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 Podcast2018 Year End Planning
As 2018 draws to a close, there are important things that need to be addressed now rather than later. Find out what these issues are and more on this week's…
The Life Planning 101 PodcastMedicare Advantage Plans
An Advantage Plan may not be all it’s cracked up to be. Medicare Advantage Plans are not for everyone and you need to know why. Remember that if it sounds too…
The Life Planning 101 PodcastA Tax Nightmare for Your Business
Do you have life insurance for your business and/or owned by your business? If so, the death benefit is supposed to be tax free, right? It might be. It might…
The Life Planning 101 PodcastCredit Cards Are Good for Your Financial Health
Looking for ways to improve your credit score? Then you don't want to miss this week's episode of Life Planning 101 featurning credit expert Philip Tirone.
- The Life Planning 101 Podcast
Should I Be Worried About the Market?
We will always live in interesting times. It is sticking to our disciplines that will allow us to make the most of it. Remember today is the first day of the…
- The Life Planning 101 Podcast
Is Your Estate Plan in Good Health?
Everyone wants the same thing—good Christmases and Thanksgivings. Everyone wants to pay no more than their fair share to Uncle Sam. This is what we do. Let us…
- The Life Planning 101 Podcast
Tax Reform - Clean Up on Aisle 3
Have you ever wished you had a “Clean Up Button” in life? We all have messes and well…they’re messy. Believe it or not, Tax Reform has created a “Clean Up…
- The Life Planning 101 Podcast
If Not Now, Then When?
We encourage you to take action so that you, your family, and your business can live Life on purpose. After all, people don’t plan to fail, they fail to plan.
- The Life Planning 101 Podcast
What Is Your Relationship With Money?
Life isn’t about money, it is about living. Allow yourself to live Life on purpose. Do yourself a favor and control your money so it doesn’t control you.
- The Life Planning 101 Podcast
Why It Pays to Imagine the Worst
I truly don’t believe any person plans to fail. It is true that we merely fail to plan. We can’t worry about the future. All we can do is plan for the “what…
- The Life Planning 101 Podcast
How Much is a Million Dollars Really Worth?
Just how long will the rest of your life be? How long will your windfall need to last? Remember that reality will set in eventually - it will be your choice…
- The Life Planning 101 Podcast
Securing Your Family's Success
What is the most important thing you desire to pass to your children: values or money?
The Life Planning 101 PodcastLife Insurance Awareness
September is Life Insurance Awareness Month. Jim Kennedy joins us this week on our show to share some important information that you don't want to miss!
- The Life Planning 101 Podcast
How Do You Do That? - Money Ideas No One Thinks Possible
As a Life Planning Firm, we are the financial quarterback for the families we work with. We spend tens of thousands of dollars each year to continue our…
- The Life Planning 101 Podcast
When I Retire I Will Die
What or who decided that retirement means you’re old? Especially today, retirement means a new chapter, a new adventure, the start of what may be the greatest…
- The Life Planning 101 Podcast
Planning All Alone
When it comes to your money, your retirement, or your Life plan…shouldn't you get a second opinion? You may be on the right track, but if you are not, don’t…
- The Life Planning 101 Podcast
Veterans Administration Benefit Planning
VA claim specialist Brian Byars joins us this week on our Life Planning 101 podcast to share some important information regarding VA program aid. Please…
- The Life Planning 101 Podcast
Investments - Do You Have the Old Plan or the New One?
Are you investing the old way or the new way? Unfortunately you could purchase an insurance policy today - and it could turn out to be the ‘old policy’…
The Life Planning 101 PodcastA Family Business is Still a Business
When you have a family business, you often need a reality check to keep your business what it it—a business.
- The Life Planning 101 Podcast
Retirement - Are We All on the Same Page?
Everyone wants to get rid of the complexity and stress in their life so that they can have the freedom to focus on the things in life that are most important…
- The Life Planning 101 Podcast
Who Will Protect You?
Do you have a plan in place to protect yourself from the 'what ifs' in life? It doesn't pay to try to do the job alone.
- The Life Planning 101 Podcast
When Do I Take Social Security?
Don’t take Social Security on a whim or an assumption. Make sure you know your facts for the sake of your pocketbook, your tax return and your family.
- The Life Planning 101 Podcast
Real Financial Planning
Planning is not always about the answers or even the right answers. It is about knowing the right questions to ask and addressing those.
- The Life Planning 101 Podcast
Is it Possible to Never Pay Taxes Again?
There are seasons for everything in life. You can either let them pass you by or you can thrive in them. Now is the season for planning.
- The Life Planning 101 Podcast
Attention Business Owners
3 planning strategies utilized to potentially help business owners protect assets, plan for their futures, and take care of their families.
- The Life Planning 101 Podcast
Protecting Your Assets from Medicaid
Attorney Clinton Nix joins us this week on our show to discuss Medicaid and estate planning.
- The Life Planning 101 Podcast
The Secret to Financial Success
Think about this—when do you go see a doctor? That’s right - when something is wrong. The same is true for when people go see their financial specialist – when…
- The Life Planning 101 Podcast
Naming Your Beneficiaries
Jim Kennedy joins us this week on our show as our special guest to answer some important questions regarding your beneficiary designations. You don't want to…
- The Life Planning 101 Podcast
What is Your Long-Term Healthcare Plan...Beyond the Money?
Bret Robinson joins us this week on our show to discuss the importance of having a plan in place to address long-term healthcare needs. You don't want to miss…
- The Life Planning 101 Podcast
Behavioral Finance
Charlie Mahar with Tealwood Asset Management joins us this week for our show to discuss Behavioral Finance.
- The Life Planning 101 Podcast
Family-Centric Estate Planning
Our Legacy Planning Process helps families create a multi-generational vision that not only focuses on your legacy, but on the family’s legacy, which is built…
- The Life Planning 101 Podcast
Tax Reform Memoirs
A little known fact is that most of the recent tax reform has an expiration date in the near future, and there was very little effort to fight the ability for…
- The Life Planning 101 Podcast
How 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 Podcast
Are CDs Making a Comeback?
Don’t let your emotions manage your money. Remember to buy fear and sell greed as Warren Buffet says. Jumping out of volatility and into a “safe” CD right now…
- The Life Planning 101 Podcast
Working with Wisdom
Wisdom isn’t something you are born with. Yet wisdom, once gained, can be the most valuable thing you achieve and maintain - second only to your relationships…
- The Life Planning 101 Podcast
Have You Disinherited Anyone Unintentionally?
Figuring out where you want your legacy to go and exactly how you would like everyone to receive it may be easy for you - or not, but even the simplest most…
- The Life Planning 101 Podcast
Will Your Retirement Plan Blow Up?
It is more important than ever to be proactive to stress test your retirement plan. Don’t accept a cookie cutter solution to your unique situation. There are…
- The Life Planning 101 Podcast
Tax Reform Windfall - Don't Let it Slip Through Your Fingers
Don’t wait until the end of the year or when tax time rolls around to wonder what you can do to pay less in taxes. By then it may be too late. Create your…
- The Life Planning 101 Podcast
The Financial Situation of Your Children and Grandchildren
We encourage all of the families we work with to introduce us to their children and grandchildren, allowing us an opportunity to help them build a solid Life…
- The Life Planning 101 Podcast
Social Security and Medicare - Are They Promises the Government Can Keep?
Retirement costs are going up and your retirement income is going down. If you haven’t started planning for it, don’t waste a minute more. Time is the best…
- The Life Planning 101 Podcast
Buyer Beware - Financial Products Sold With Bias
One size doesn't fit all when it comes to investing. Don't let fear and greed get in the way of your success.
- The Life Planning 101 Podcast
Planning With Crumbs
Did you get a raise this month? What are you going to do with these extra crumbs? Will you spend them or will you use them to make a feast for the future?
- The Life Planning 101 Podcast
Done Beats Perfect Every Time
Is there something you need to do today for the sake of your family or future? Check out this week's episode for more info. You don't want to miss this!
- The Life Planning 101 Podcast
Identity Theft - What You Need to Know
Junior Pacheco from Texas Bank joins us this week for our show to give us some helpful identity theft prevention tips. You don't want to miss this!
- The Life Planning 101 Podcast
Investing Risks
One of the most well-known investors of the 20th Century, Benjamin Graham, said that “the investor’s chief problem—and even his worst enemy—is likely to be…
- The Life Planning 101 Podcast
What Is Your Biggest Financial Concern?
Join us this week to learn about some important tips to help you have a strong financial foundation.
- The Life Planning 101 Podcast
Tax Reform - Plan Now or Pay Later
Tax reform was designed to boost the economy by lowering taxes for everyone. But you may not get to take advantage of it unless you do a little planning. Start…