The Life Planning 101 Podcast

S-Corp = Limitations. S-Corps are great for the mom-and-pop shop with little to no assets, but not so great for giving you flexibility as you grow.

Once you reach 18 years old, you need to obtain the basic legal documents. It's astonishing how many families we meet without a single legal document.

We spend years, decades even, building our legacies—our family’s success, our businesses, our wealth. Yet we wait until the last hour to plan for the biggest moments in our life. Don’t begin with finding an answer. Let us help you take the time to find YOUR answer!

There has been trouble brewing with life insurance carriers for decades now. The bottom line is this: Life insurance ain’t what it used to be, but it doesn’t mean it’s useless or not needed. It just needs to be managed.

Matt Ervin and our in-house CFA Aaron Kennedy join us this week on our show to talk about whether or not inflation is transitory.

Inflation is here. It’s important to not let your emotions get in the way of logic. Be proactive, keep your disciplines, and stay the course. Find out more on this week's episode of Life Planning 101.

401(k)s help millions of people put back money for retirement, but there are some dangers involved such as the loss of flexibility…in several ways. Find out more on this week's episode of Life Planning 101.

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 to consider.

Our in-house CFA Aaron Kennedy joins us this week on our show to share a market update. You don't want to miss this!

Your indecision about your future may cause someone or something else to make the decision for you. Find out more on this week's episode of Life Planning 101.

It's inevitable. Change is coming but no one knows for sure exactly what that change will be. Here are several things that may happen.

According to the Administration for Community Living, 7 out of 10 people turning 65 will need long term healthcare services in their lifetime. 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. 

It's important that you get your risk right, stay disciplined, and get help from your advisor if you need it. Do you know your risk number? You can find out right now on our website: www.kennedy-financial.com .

Is your family important to you? What about your goals, money, or future? This week on our show we discuss things you could be doing now.

Our in-house CFA Aaron Kennedy and Matt Ervin join us this week to bring us part two of the three legged stool of inflation. Find out more on this week's episode.

Our in-house CFA Aaron Kennedy and Matt Ervin join us this week to talk about the three legged stool of inflation. Find out more on this week's episode.

Have you ever taken the time to write out a bucket list? This week we share 3 tips to help you get started.

The #1 fear in retirement is running out of money. When you retire, everything changes. You are no longer working and no longer hold those keys. Find out more on this week's episode of Life Planning 101.

We were honored to have Kenny Russell, Director of Disability Sales with Crump Life Insurance Services join us this week as our special guest. Do you have plan is in place to protect or replace your income in the event of a disability?

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

You don’t necessarily need to enroll in a big fancy course. Much of financial literacy stems from an understanding of the basics. Here are 10 questions you need to ask yourself today!

We were honored to have Dr. Alan Molk, author of Saving Lives Saving Dignity join us this week as our guest to discuss his book as well as the importance of having end-of-life planning in place.

Complexity can lead to confusion. Confusion can lead to inaction. Inaction can lead to lost dollars. Don’t let complexity cost you. Use these ten questions to help you find an individual you can trust to guide you in turning complexity into opportunity.

The U.S.  markets recently hit another all-time! Should you be celebrating… or worried? Perhaps the primary risk you should be concerned with is you.

Have you ever considered your marital status during retirement – and its financial and social impact that it may have on you?