The Life Planning 101 Podcast

In this episode, Angela discusses the importance of addressing personal 'messes' that hinder progress and living life on purpose. She explores the concept of focusing on the present and making positive changes in one's life, drawing inspiration from a song and a book about doing business God's way. She also encourages listeners to define their vision for success and to focus on progress rather tha...

This week, Angela discusses how to determine if you've outgrown your financial advisor. She shares anecdotes and insights to help listeners evaluate their current advisory relationships and understand the importance of holistic financial planning. The episode emphasizes the need for advisors who proactively work with other professionals and offer comprehensive solutions. Key Takeaways 💡 Communica...

This week, Angela discusses common mistakes in retirement planning. She emphasizes the importance of humility and continuous learning, even after years of experience. The episode aims to provide listeners with insights to avoid pitfalls and plan effectively for a secure retirement. Key Takeaways 💡 Begin with the end in mind: It's important to start with the end in mind when planning for retiremen...

This week Angela and Aaron discuss investment strategies amidst market volatility and political noise. They emphasize the importance of understanding market cycles, the pitfalls of chasing trends, and the need for a disciplined investment approach. They advocate for aligning investment strategies with personal risk tolerance and long-term financial goals, rather than reacting to short-term market...

Angela discusses how to live your best life by identifying and committing to your core values. She emphasizes the importance of clarity, communication, and commitment in aligning your decisions with your values. The episode provides a framework for listeners to define their core values and integrate them into their daily lives and financial planning. Key Takeaways 💡 Living life on purpose: Many p...

As our wisdom grows so does our passionate desire to impart this wisdom on our loved ones. After all, I think most of our wisdom was gained by some hard knocks with good stories behind them. If we are sitting here one year from today, reflecting on the last twelve months, what did you do different over that time period? What were the outcomes? Can you say you lived Life on purpose?

This week, Angela discusses five tax savings strategies to consider before the end of 2025. She emphasizes the importance of planning and understanding tax implications for financial success. The topics include charitable gifting, itemized deductions, investment and retirement portfolios, business equipment purchases, and seeking professional advice. Key Takeaways 💡 Charitable Gifting Strategies:...

In this continuation episode, Aaron, Sam, Tanner, and Kade discuss potential market fears and imbalances, including concerns about high valuations, concentration risk in a few top companies, the yen carry trade, and the potential impact of AI on employment and consumer spending. They also touch on geopolitical risks and the importance of balancing fears with positive market factors.

In this episode, Aaron, Sam, Tanner, and Kade discuss the potential for a good market in the coming year, highlighting factors such as the changing job market, the flow of money, and the impact of oil prices. They also touch on the potential effects of tariffs and reshoring on the economy.

This week, Angela discusses charitable giving and how individuals can maximize their donations to causes they care about while also benefiting themselves from a tax perspective. She emphasizes the importance of asking questions and seeking holistic financial planning to understand how to give more effectively. Key Takeaways 💡 Giving back during the holidays: The holiday season is a time for givin...

This week, Angela discuss the real value of a million dollars in retirement and how to approach financial planning in a personalized way. She emphasizes that financial advice should not be cookie-cutter and must consider individual circumstances, risk tolerance, and future goals. Key Takeaways 💡 Cookie-cutter financial advice, even from reputable sources like Dave Ramsey or Suze Orman, may not be...

In this episode of Black and White Market Minute, Aaron, Sam, and Henry discuss the current state of the market and future economic trends. They analyze the potential impact of Netflix buying Warner Brothers, the concentration of investments in a few top companies, and the possibility of the Federal Reserve lowering interest rates. The guys also touch on the challenges faced by value investors and...

This week, Angela joins the Slice Podcast to talk about the latest tax legislation and how it impacts families, business owners, and retirees. She discusses the extension of current tax rates, the SECURE Act 2.0, 529 plans, charitable giving, Roth conversions, estate tax exemptions, and Trump accounts. She also emphasizes the importance of planning and optimizing financial strategies to take advan...

This week Angela discusses the importance of gratitude, especially during challenging times. She shares insights from her coach, Lee Brower, about the different levels of gratitude and how to cultivate intentional gratitude to create a positive ripple effect in the world. The episode encourages listeners to practice random acts of kindness and shift their focus from consumption to making a meaning...

Did you know 70% of adults age 65 will need long-term care in their lifetime. 20% will require LTC for more than 5 years. Roger Cantu with OneAmerica join us this week as our special guest to share some shocking statistics about Long-Term Care and offers some creative solutions.

This week Angela discusses the importance of long-term health care planning. She shares statistics about the likelihood of needing long-term care and the associated costs, emphasizing the need to create a comprehensive plan that goes beyond just financial aspects. Key Takeaways 💡 Medicare typically covers the first 90 days of long-term health care services, but after that, individuals are respons...

This week Aaron Kennedy and Sam Barker discuss the current state of the market, particularly the influence of AI spending on the economy. They explore the market's reaction to earnings reports, the dominance of AI stocks, and the potential for future economic growth driven by AI productivity gains. They also touch on the implications of government debt and the potential for adjusting interest rate...

This week Angela discusses whether retirement planning is different today with the advent of artificial intelligence compared to the past. She shares her experiences from 2006 and emphasizes that while the tools and technology have evolved, the fundamental principles of successful retirement planning remain the same. Key Takeaways 💡 Retirement planning software has evolved significantly since 200...

Aaron Kennedy, Sam Barker, and Brent Bible tackle America’s $38 trillion debt, questioning whether the nation can grow out of it—or if corruption makes that impossible. From government investing and sovereign wealth funds to Bitcoin, AI, and lost freedoms, they explore how financial power and politics shape our future. Tune in for a candid, thought-provoking conversation on what it really means to...

Aaron, Sam, and Brent recap a steady week in the markets and why “boring” can be a good sign. They discuss ongoing negativity in the media, the freight recession that began in 2022, and how failures in trucking may actually lead to healthier pricing long term. They also explore changes in shipping, automation, and technology—like drones—along with recent interest rate moves and a spike in overnigh...

Inflation has made everything feel tighter—but there are ways to put money back in your pocket. In this episode, Angela shares five practical strategies to help you stretch your dollars without sacrificing your lifestyle: ✅ Reevaluate home and auto insurance ✅ Use credit card rewards wisely ✅ Make your cash actually earn interest ✅ Cut interest costs on existing debt ✅ Adjust your tax plannin...

In this episode, Aaron, Sam, and Kade discuss the current state of the market, investment strategies, and potential opportunities amidst market fluctuations. They emphasize the importance of having a buy list, reframing down markets as opportunities, and understanding the impact of AI on various sectors. The guys also touch on the risks associated with chasing markets and the significance of align...

Angela discusses the importance of estate planning, particularly focusing on the differences between will-based and trust-based plans. She emphasizes the significance of having a well-organized estate plan to ensure that your assets are distributed according to your wishes and to avoid complications for your family after you're gone. The episode aims to demystify the concept of trusts and help lis...

In this episode, Angela discusses the importance of asset protection planning in today's litigious society. She emphasizes that anyone can be sued, regardless of their wealth, and highlights the need for preventative measures to safeguard one's assets. The episode aims to educate listeners on how to create a holistic asset protection plan to mitigate risks and live life on purpose. Key Takeaways...

In this episode, Angela discusses the importance of truly wanting a successful retirement and being willing to make the necessary sacrifices to achieve it. She shares a personal story about her grandparents' disciplined approach to finances and uses an analogy of an elite pianist to illustrate the dedication required for success. Key Takeaways 💡 Angela shares a story about her grandmother, who me...