The Life Planning 101 Podcast

In this episode, Angela discusses the concept of "money scripts" and how our beliefs about money, often formed in childhood, can significantly impact our financial and overall health. Drawing from the work of Dr. Brad Klontz, a psychologist and certified financial planner, the episode explores four common money scripts and offers advice on how to identify and break free from negative patterns to a...

This week we discuss how to identify the root cause of stress in life and business. Think about your thinking and identify the one thing that, if changed, would significantly reduce your stress and improve your overall well-being. Key Takeaways 💡 Many successful individuals, especially business owners, juggle numerous responsibilities daily, including finances, employees, logistics, customer rela...

This week Angela discusses the complexities and risks involved in gifting significant assets to children, such as land or businesses. She emphasizes the importance of proper planning and professional advice to avoid costly tax consequences and unintended liabilities. The episode focuses particularly on the tax implications of gifting versus inheriting assets and the importance of understanding cos...

This week Angela discusses the importance of intentional retirement planning compared to the time people spend planning vacations. She highlights the irony that people often invest far more time planning short vacations than their entire retirement, emphasizing the need for early and purposeful retirement preparation beyond just finances. Key Takeaways 💡 Travelers spend an average of 303 minutes...

This episode we discuss recent financial market trends, we focus on interest rates, market rebounds, and international trade dynamics. We analyze the implications of fluctuating interest rates on investments and consumer behavior, the role of Bitcoin and gold in global finance, and the ongoing trade negotiations with China. We also touch on the impact of tariffs, consumer spending power, and the i...

This week, Angela discusses the current financial market volatility in April 2025, emphasizing the theme 'Faith Over Fear.' She explores how investors can navigate uncertainty by understanding the nature of investing, the composition of financial markets, and the importance of having a solid financial plan. Key Takeaways 💡 The current financial markets are experiencing significant volatility due...

This episode focuses on the importance of life planning to prepare for unforeseen circumstances like illness or death. Through the story of Maria and her husband Tom, the episode highlights the emotional, financial, and logistical challenges faced by families without proper planning. Key Takeaways 💡 The episode emphasizes the importance of taking action to prepare for unforeseen life events, such...

About the Podcast 🎙 This episode discusses recent market volatility, interest rate changes, and their implications on investments and global markets. The KFS Team analyzes historical market patterns, the role of the Federal Reserve, and the impact of political and economic factors on market behavior. Key Takeaways 💡 The 10-year Treasury yield has risen to 4.5%, marking a significant increase and...

Got a few minutes? This week Aaron, Sam, Brent, and Henry talk about what's going on in the market, tariffs, interest rates, and more.

This episode focuses on estate and legacy planning. Angela discusses the challenges of estate planning, including procrastination and complexity, and provides actionable steps to simplify the process using a structured approach. Key Takeaways 💡 Angela highlights that 68% of Americans lack a valid Will, with procrastination being a major factor, especially among those earning over $80,000 annually...

This episode delves into financial topics such as market volatility, private investments, and portfolio diversification. Aaron, Sam, Brent, and Henry discuss current market conditions, inflation, private equity, and debt, offering insights into investment strategies and opportunities in private markets. Key Takeaways 💡 The market has experienced significant volatility, with short-term interest ra...

Like the title of a James Bond movie, we live in a day and age where it can seem like there is no time to die. There seems to be so many obligations that need our attention. Do you care about your family? Then you don’t want to miss this week’s episode of Life Planning 101.

Aaron Kennedy is joined by Sam Barker, Brent Bible, and Henry Knowles this week to talk about interest rates, market performance, international investments, and investment strategies. The team provides insights into current market conditions, the importance of diversification, and lessons from past investment decisions. Key Takeaways 💡 Interest rates are currently inverted, with shorter-term trea...

This episode features Rich Hall, a certified exit planning advisor, discussing the importance of preparing businesses for sale. The conversation focuses on the challenges business owners face when selling their companies, the need for proper exit planning, and strategies to ensure a successful transition while aligning with personal and financial goals. Key Takeaways 💡 A significant portion of bu...

Aaron Kennedy is joined by Sam Barker, Brent Bible, and Henry Knowles this week to talk a little about the markets, interest rates, what they're looking at right now, and more. You don't want to miss this. Do you have questions or suggestions for future episodes? Feel free to reach out to us at: www.kennedy-financial.com .

This week, Angela discusses key financial and legislative updates, including the Corporate Transparency Act, Social Security Fairness Act, Secure Act 2.0, the impact of executive orders on financial markets, and more.   Key Takeaways 💡 The Corporate Transparency Act, though not currently enforced, could impose significant fines and prison time for non-compliance. A new rule is expected by March 2...

Recently I was speaking with a client about how important it is to take preventative measures in regard to health - eating right, exercising, and taking the right supplements. It is just as important that we take preventative measures in regard to our finances - planning for the worst-case and best-case scenarios, exercising good financial habits, and revisiting your plan on a regular basis to mak...

Aaron Kennedy is joined by Sam Barker, Brent Bible, and Henry Knowles this week to talk a little about interest rates, international markets, and more. You don't want to miss this. Do you have questions or suggestions for future episodes? Feel free to reach out to us at: www.kennedy-financial.com .

Sam Barker and Aaron Kennedy join us this week to talk a little about what's going on in the world when it comes to currencies, interest rates, and more. You don't want to miss this. Do you have questions or suggestions for future episodes? Feel free to reach out to us at: www.kennedy-financial.com .

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.

Getting in financial shape is tough. The problem with getting in financial shape is that most people don’t really give it a go until the pain is bad enough. Here’s a news flash…this is not good!   About the Podcast 🎙 Angela discusses the challenges of achieving financial stability and compares it to physical fitness. The episode focuses on the importance of discipline, prioritization, and long-ter...

There is an ongoing disconnect between generations and the way they think about a lot of things, including money. This is evident in any family, so the good news is that you are not alone.   About the Podcast 🎙 Angela discusses generational perspectives on money, exploring how different generations approach finances, savings, and legacy planning. The episode emphasizes the importance of understand...

More than just lyrics to a song, these words really hit home. The only way our country and our world will get better is by each of us starting in our own homes and own communities. It starts with us. There are people and things that you hold very dear to your heart. Take some time this week to write them down and share them with your family. This week we revisit our most downloaded podcast of all...

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.     About the Podcast 🎙 This episode explores the importance of living intentionally and enjoying...

Updating your estate plan may be hard. Scratch that. It will be hard. Family dynamics aren’t always easy. And when you add money to the equation, well...it can change everything and not always for the better.   About the Episode 🎙 Angela discusses the complexities of estate planning, focusing on family dynamics, fairness versus equality, and the importance of proactive communication. She shares a...