Episodes
39 minutes ago
The Dirty Dozen of Long-Term Care Stats
39 minutes ago
39 minutes ago
Have you ever thought about what it could mean for your family if you needed care? What decisions would need to be made? Who would make them? How would things look? What impact would this have on your spouse and kids? Let us help you walk through the Quality-of-Life Planning Process™ to develop a true long-term healthcare plan. It is a gift beyond any measure of value for those you love the most!
Wednesday Oct 30, 2024
Family Support Checklist (Rebroadcast)
Wednesday Oct 30, 2024
Wednesday Oct 30, 2024
As a life planning firm, it is our mission to help you take the essential steps needed to face each of life’s stages with confidence and clarity. We were asked if we could compile a list of the things that need to be addressed on every level when you find it necessary to assume physical, emotional, and financial responsibility for your parents.
Wednesday Oct 23, 2024
IRAs and Estate Planning
Wednesday Oct 23, 2024
Wednesday Oct 23, 2024
In the spirit of Estate Planning Awareness Month, you need to be aware of the implications of your retirement dollars when you die. And…if you don’t like it, there still may be time to do something about it. Just don’t wait until it’s too late.
Wednesday Oct 16, 2024
Are You Prepared for the Estate Tax Sunset?
Wednesday Oct 16, 2024
Wednesday Oct 16, 2024
We were honored to have tax attorney Kyle Post join us this week as our guest. Kyle discusses some of the changes we may have coming our way after the election in regards to your estate and taxes. You don’t want to miss this.
Wednesday Oct 09, 2024
Your Will is Not Enough (Rebroadcast)
Wednesday Oct 09, 2024
Wednesday Oct 09, 2024
While it may sound like the title of a James Bond movie, you need to ask yourself: Is your will alone enough to keep your estate from going through probate when you die? We’re talking legacy planning on this week’s episode. We give you 3 questions you need to ask yourself when setting up your estate.
Tuesday Oct 08, 2024
This Week in the Market - Episode 65 (10/4/24)
Tuesday Oct 08, 2024
Tuesday Oct 08, 2024
Sam Barker and Aaron Kennedy join us this week to take a look at what's going on internationally and talk a little about currencies and the job report that came out. You don't want to miss this. If you have questions or comments, you can reach out to us at: www.kennedy-financial.com.
Wednesday Oct 02, 2024
My Estate Plan
Wednesday Oct 02, 2024
Wednesday Oct 02, 2024
October is National Estate Planning Awareness Month. Having an estate plan ensures that your wishes for your estate are carried out when you pass away or if you become unable to make decisions for yourself. This week we’re looking at the differences between a Will and a Trust.
Tuesday Oct 01, 2024
This Week in the Market - Episode 64 (9/27/24)
Tuesday Oct 01, 2024
Tuesday Oct 01, 2024
Aaron Kennedy and Sam Barker give us a brief market update and talk a little bit about AI, energy, the Fed, the economy, and inflation. You don't want to miss this. If you have questions, you can reach out to us on our website: www.kennedy-financial.com.
Wednesday Sep 25, 2024
5 Myths About Life Insurance
Wednesday Sep 25, 2024
Wednesday Sep 25, 2024
Insurance is like Swiss cheese. It is not a matter of whether or not there are holes; it is a matter of how many holes there are. Here are 5 myths about life insurance. Please enjoy this gem from our archive.
Thursday Sep 19, 2024
2024 Election and Taxes
Thursday Sep 19, 2024
Thursday Sep 19, 2024
Let’s face it…No one wants to talk politics these days, but facts are facts. We are approaching a presidential election, so politics need to be top of mind. This week we look at the current tax proposal of each candidate. No matter what your political views are, be sure that you get out and vote on election day.
Thursday Sep 12, 2024
What Do You Want Your Story to Be?
Thursday Sep 12, 2024
Thursday Sep 12, 2024
Have you ever looked in the mirror and thought- whoa, that can’t be right? Who is this old person staring back at me? As funny or not so funny as this may be, the fact is that life is short and it seems to hurry along faster the older we get.
Tuesday Sep 03, 2024
Tax Reform Sunset on the Horizon
Tuesday Sep 03, 2024
Tuesday Sep 03, 2024
Can you hear it? It’s those two, ominous notes from the movie Jaws to let you know we are drawing nearer and nearer to the almost inevitable…the sunset of the Tax Cuts and Jobs Act (TCJA) of 2017. This could mean that higher income taxes and estate taxes are headed your way.