Shows / Life Planning 101
Life Planning 101
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
Life Planning 101Long-Term Care: Planning Beyond the Money
This week, Bret talks about long-term care planning beyond just the financial aspect, emphasizing the emotional, physical, and family impacts of care needs…
Life Planning 101The Time Value of Success: Why Waiting to Plan Can Cost You More Than Money
This week Angela explores 'the time value of success issues'—how unaddressed financial, tax, insurance, and legal problems compound over time as wealth grows…
Life Planning 101Saving for Retirement: A Different Take on Discipline (Rebroadcast)
This week Angela discusses the role of self-discipline in retirement saving, offering a practical strategy to overcome common financial habits. She shares…
Life Planning 101What Do You Want Your Story to Be?
This week Angela discusses the importance of living life on purpose by reflecting on one's own story and obituary. She shares a humorous obituary, encourages…
Life Planning 101This Week in the Market - Episode 105 (10-16-26)
In this episode, Aaron, Sam, and Kade discuss recent market volatility driven by AI-related debt concerns, particularly the financial troubles of CoreWeave…
- Life Planning 101
This Week in the Market - Episode 104 (10-9-26)
In this episode, Aaron, Sam, Tanner, and Kade discuss current stock market conditions, earnings reports, and the impact of AI on market concentration. They…
Life Planning 101Protecting Your Parents (Rebroadcast)
Angela discusses the serious issue of elder abuse, sharing a real client story and practical steps to protect aging parents. She highlights the prevalence of…
Life Planning 101Your Estate Plan
This week, Angela discusses estate planning during Estate Planning Awareness Month, focusing on the differences between will-based and trust-based plans. She…
Life Planning 101Saving for Your Grandchildren (Rebroadcast)
This week, Angela discusses strategies for grandparents to save for their grandchildren, emphasizing the power of compound interest and the importance of…
- Life Planning 101
This Week in the Market - Episode 103 (9-18-26)
This week, Aaron, Sam, and Kade discuss the Federal Reserve's recent interest rate hike, rising energy prices and their inflationary impact, and the market's…
Life Planning 101Do You Have Something to Retire To?
This week on the show, Angela discusses the importance of having something to retire to beyond financial planning. She shares a story about a 105-year-old…
- Life Planning 101
This Week in the Market - Episode 102 (9-11-26)
In this episode, Aaron, Sam, Tanner, and Kade discuss the recent market downturn, attributing it to rising oil prices due to geopolitical tensions in the…
Life Planning 101Do You Have an I Love You Plan? (Rebroadcast)
In this episode, Angela discusses the concept of an 'I Love You Plan'—a comprehensive estate and financial plan that expresses love and care for family…
- Life Planning 101
This Week in the Market - Episode 101 (8-28-26)
In this episode, Aaron, Kade, Sam, and Tanner discuss the current market's lack of direction, the influence of Treasury Secretary Scott Bessent and Fed Chair…
Life Planning 101Live with Purpose (Rebroadcast)
Angela discusses the concept of living with purpose and finding true happiness. She draws insights from Gary Keller's book 'The One Thing' and shares personal…
- Life Planning 101
This Week in the Market - Episode 100 (8-21-26)
Aaron, Sam, and Kade discuss the volatile market quarter, the impact of AI on productivity and investments, and global economic events such as the Japanese yen…
Life Planning 101Understanding the Complexity of Life Insurance
This week, Angela discusses the complexity of life insurance and the importance of understanding your policy to ensure it meets your family's needs. She shares…
Life Planning 101Are You Planning All Alone?
This week, Angela discusses the importance of both spouses being involved in financial planning, sharing a cautionary tale of a man who left his wife…
Life Planning 1016 Lessons from an Estate Litigator (Rebroadcast)
This week, Angela discusses the importance of estate planning to ensure family harmony after death. She shares six lessons from an estate litigator to help…
Life Planning 101Downsizing for Retirement
This week, Angela discusses the concept of downsizing in retirement, challenging the notion that it is always the right choice. She shares personal stories and…
Life Planning 101The Real 80/20 Rule: Why Progress Beats Perfection
This week, Angela discusses the real 80/20 rule, contrasting the commonly misapplied Pareto principle with two practical 80/20 rules for living life on…
Life Planning 101Retirement Blunders (Rebroadcast)
Angela discusses five major blunders retirees and pre-retirees often make. She emphasizes the importance of planning for retirement beyond just finances…
Life Planning 101The Secret to Multiply Your Success
This week, Angela discusses the true meaning of success, emphasizing that it's not about money but about focusing on what matters most, like faith and family…
Life Planning 101What Are the 8 Life Planning Issues?
In this episode, Angela discusses the concept of 'preventative financial care' to avoid common financial pitfalls. She emphasizes the importance of seeking…
Life Planning 101Is Your Credit Score Important in Retirement? (Rebroadcast)
This week, Angela discusses the importance of maintaining a good credit score in retirement. She explains why credit remains relevant even after paying off…
- Life Planning 101
This Week in the Market - Episode 99 (6-18-26)
This week, Aaron, Kade, Sam, and Tanner discuss the recent resolution of the conflict in Iran, the opening of a key oil strait, and the market's positive…
Life Planning 101Is Your Life Dehydrated? (Rebroadcast)
This week, Angela discusses the concept of 'life dehydration' versus living life on purpose. She draws parallels between physical dehydration and spiritual or…
Life Planning 101Can I Still Retire? (Rebroadcast)
This week, Angela discusses the significant impact of inflation on retirement planning. The conversation emphasizes the importance of proactive financial…
Life Planning 101The Finance of Remarriage (Rebroadcast)
Angela discusses the financial complexities of remarriage. The conversation emphasizes the importance of proactive financial planning, estate management, and…
- Life Planning 101
This Week in the Market - Episode 98 (5-15-26)
This week, Aaron and Kade discuss the historical patterns of market anxiety and investment opportunities. They highlight how current economic fears echo those…
Life Planning 101Decompress from Stress (Rebroadcast)
Angela discusses financial, business, and life stress. She uses 'mom-isms' and personal anecdotes to illustrate how modern life, particularly technology, has…