The Life Planning 101 Podcast

Even though you think you have everything in order and in its place, your finances won’t stay stagnant. This means your financial house gets messy without you even knowing it. This week we take a look at some ways you can get a head start on your financial spring cleaning.

Did you know you can often choose when to pay tax? By default, you can often choose how much you will pay. There is no trick. It is simply a result of understanding how taxes work for or against your situation.

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? This week we debunk some common myths about life insurance.

The only guarantee is that there are no guarantees in life. When you retire there is no guarantee what the next three years will be. And, if you are retired, there is no guarantee what the next three years will be. The key is to plan for just this.

You have great power over the destiny of your family. In fact, you have the ability save your family… or destroy it. Too many of us make all the excuses in the world to not work on our estate plan or just throw darts at an attorney, get documents in place, and say we have one. Neither of these add up to a Family Disaster Plan.

Today is a very different world than it was just two years ago. A retiree in 2022 still faces those same risks and concerns, but there are a few new ones that need to make the list—or at least require more attention.

Aaron Kennedy and Matt Ervin join us this week for another episode of Black and White Market Chatter. Aaron and Matt talk inflation, interest rates, and the Fed. You don't want to miss this!

We were honored to have a sit down interview with Blake Briscoe, CPA and Jim Kennedy to talk about their new business partnership, Briscoe & Associates, LLC. For more information, check out: briscoeandassociates.com

Refer to any news media and the headlines are teeming with news about COVID…and has been for 2 years. It is no wonder that important information about other areas of interest is getting buried. After placing a few phone calls regarding various legislation that passed at the end of 2019, I thought it might be good to revisit some important issues that may impact your planning.

As life goes on, it seems to become more and more complicated. You can keep living by default or choose to live Life on purpose. This week we talk about the toy box approach when it comes to life planning.

What is it about our minds that make us more impatient the closer we get to our goal? We all want to get where we are going “yesterday.” The problem sometimes develops that we become so focused on “getting there,” that we forget to be a human being in the midst of it. We become a human doing instead.

It is that time of year - Christmas! Maybe it’s due to watching Scrooge or The Grinch for the umpteenth time, but it seems we are all inspired to give back during the holidays even in the smallest way. Here are a few ideas to give to your favorite causes and have Uncle Sam help you do it.

We were honored to have IT expert Mike Ahern with Kennedy Computer Solutions join us this week as our special guest to share some important fraud prevention tips. You don't want to miss this!

What do you need to know or, do or not do before the ball drops on 2021 and 2022 begins? Complexity is growing every day in every corner. This week we discuss 7 things you should consider before the end of the year.

Your credit score is your financial reputation. It's a three-digit number that has a six-figure impact on your life. Fortunately, rebuilding your credit score is a lot easier than you think. Credit expert Philip Tirone has developed a step-by-step program to help you rebuild your credit score drastically.7 Steps to a 720 Credit Score exposes the rules of the credit game, giving consumers all the i...

Aaron Kennedy and Matt Ervin join us for a special online exclusive episode of Black and White Market Chatter.

Aaron Kennedy and Matt Ervin join us this week on our show to talk ways to combat inflation. You don't want to miss this!

You’ve worked hard to build a legacy and be successful. Will your family remain successful after you’re gone? 90% of businesses fail by the third generation. The calluses are long gone and there is no foundation for these businesses to fall back on.

We were honored to have retirement revolutionist Andy Robin, author of the book 'Tapas Life - A rich and rewarding life after your long career' join us this week on our show. If you're nearing retirement or are already in retirement, then you don't want to miss this! Andy talks about his step-by-step process to leading an interesting, rich, and fulfilling life after a long career.

How much ___ can I afford? I fear that the majority of us don’t really have an answer to this question before we pull the trigger on a major purchase.

Our in-house CFA Aaron Kennedy and Matt Ervin join us this week on our Life Planning 101 podcast to talk about the market and why you should stay invested right now. You don't want to miss this!

What do you really want to help your grandchildren accomplish? Which is more important to leave behind to your grandchildren? Values or Money?

Get Ready! Medicare open enrollment begins October 15th. Our in-house insurance expert and para-planner Shelby Thompson joins us this week to share some important information that you need to know regarding Medicare. You don't want to miss this!

The world has changed a lot. And is continuing to change a lot. And there is more change coming. The bottom line is that you have a lot you can plan for now, but you may not have as much to plan for if you wait!

Our in-house CFA Aaron Kennedy and our CFP Matt Ervin join us this week on our show to give us a market update. You don't want to miss this!