The Life Planning 101 Podcast

Inflation and Your Retirement

Let’s face it, inflation hurts. If you are breathing and spending your own money then chances are you’re starting to see the effects of inflation on your lifestyle. Will you run the risk of running out of money in retirement? It is more important today than ever in recent history to have a financial plan and pay heed to that plan. If you’re nearing retirement, then you don’t want to miss this week’s episode.

This Week in the Market - Episode 46 (9/29/23)

Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough times.

The 8 Life Planning Issues

Over 35 years of working in various fields of Life Planning has shown us that most people don’t plan to fail –they just fail to plan. And one reason behind this procrastination is that they are overwhelmed by the complexity of the task and don’t know where to start. We feel it is very important for every family to seek help and take the time to focus on the questions that need to be addressed. I encourage you to be proactive as opposed to reactive and live your life on Purpose!

This Week in the Market - Episode 45 (9/22/23)

Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough times.

What’s Going on Right Now?

Aaron Kennedy and Matt Ervin host this week’s episode and share what’s going on with the markets, political risk, and share some frequently asked questions. You don’t want to miss this.

6 Things You Probably Didn’t Know About Life Insurance

Today there are thousands of insurance carriers, tens of thousands of products and even more bells and whistles on top of that. How do you know what you truly have and if it will be there when your family really needs it? September is Life Insurance Awareness Month. This week, we share 6 things you probably didn't know about life insurance.

5 Tax Matters You Need to Know About

Changes to our tax system are not certain and are ever changing. So here we are again - a new day with new rules. Here are 5 things you need to be aware of.

This Week in the Market - Episode 44 (9/1/23)

Aaron Kennedy and Sam Barker join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough times.

Are Your Assets Protected?

Are your assets protected? What good is all the hard work it took to build your success if you don’t take the time to protect it? We’re talking asset protection on this week’s episode. Here are some of the most common issues we see.

Have You Outgrown Your Advisor?

I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Because of this, I thought I might take a minute to educate you a little about our industry.

HSA - The Ultimate Tax Benefit You May Be Using Wrong

Did you know you can grow your HSA just like you grow your retirement account? This week we take a look at some things you might not know about Health Savings Accounts.

529s - You Have More Options Now

Thanks to legislation enacted over the past 5 years, you now have actual options when it comes to 529 plans. Here are some potential gems you may not know about.