The Life Planning 101 Podcast

Angela was honored to be a guest on the Real Wealth podcast this week to share the benefits and pitfalls that could occur when starting a financial strategy later in life. You don't want to miss this.

Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened last week and share some reasons why we should keep our heads up during these tough times.

Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened last week and share some reasons why we should keep our heads up during these tough times.

If we’re talking about money, diversification is very good thing. It doesn’t solve everything, but it certainly hedges a lot of risk. As your wealth and success grow...the number of baskets you have should grow as well. When this happens, you are also growing a new problem.

Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened last week and share some reasons why we should keep our heads up during these tough times.

Aaron Kennedy and Matt Ervin, along with special guest Ryan Holcombe with Hines, 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 times.

Aaron Kennedy and Matt Ervin join us this week to share what changes they're making to portfolios right now and their thoughts on the market. You don't want to miss this.

You may have heard some say that because of the new law, an “army” of 87,000 new IRS agents will be coming to audit ordinary taxpayers. Here’s what you need to know.

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 times.

Secure Act 2.0 is here. And with it comes changes to your retirement planning. This is certainly a year in which you cannot procrastinate. This week we share some helpful tools you can use to navigate this complex topic.

As our wisdom grows so does our passionate desire to impart this wisdom on our loved ones. After all, most of our wisdom was gained by some hard knocks with good stories behind them.

Hey everyone! This week, Aaron Kennedy and Matt Ervin host the final episode of our Life Planning 101 Podcast for 2022. They take a look back over 2022 and share some things they're looking forward to in 2023.

63% of affluent 18-22 year old’s say that financial stability in retirement will depend on inheritance. Should inheritance be a retirement strategy? Find out more on this week’s episode.

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 times.

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 don't want to miss this week's episode of Life Planning 101! (Episode originally aired in 2019)

We have pandemic in this nation, and for once, I am not talking about COVID-19. The pandemic is the growing need for long-term healthcare and how ill-prepared families are for it. Find out more on this week’s episode.

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 times.

Matt Ervin and Aaron Kennedy join us this week to give a market update, what we're looking at for clarity, and what we're doing in portfolios right now. You don't want to miss this.

Our world is a mess, but the cleanup can start in each of us with a simple, random act of kindness. Let’s make a family challenge - What can we do to start a ripple effect of gratitude?

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 times. Hope everyone has a safe and happy Thanksgiving!

Tax season is officially over for 2022. Special guest Blake Briscoe, CPA with Briscoe & Associates, LLC joins us this week to talk about the most common Dos and Don’ts! Is there still time to plan for 2022? What do you need to watch out for in 2023?

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 times.

A lifetime of success can a feel a little overwhelming. You don’t have to do the job alone. This week we share 3 important steps to help you setup a solid foundation.

Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 8.7% in 2023. You may also have to fork over some additional cash come tax time. It will be more important than ever before to work with your tax professional to know where you land.

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 times.