Episodes
![The Real 80/20 Rule](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-80-20_300x300.jpg)
3 days ago
The Real 80/20 Rule
3 days ago
3 days ago
Why is it that if we don’t achieve perfection, we sometimes give up? It’s really about obtaining progress…not perfection. Since 1989 we have been on a mission to help people live Life on purpose! On this week’s episode of Life Planning 101, we give you a new 80/20 rule to consider.
![Is Your IRA a Tax Nightmare?](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-tax-nightmare_300x300.jpg)
Wednesday Jul 17, 2024
Is Your IRA a Tax Nightmare?
Wednesday Jul 17, 2024
Wednesday Jul 17, 2024
For many Americans, putting money back into a retirement account such as a 401(k) or traditional IRA has been their primary choice to save for retirement. The problem with this is: The IRS is going tax you…either coming or going. Here are some important things you need to consider.
![Is Your Life Dehydrated?](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-water_300x300.jpg)
Wednesday Jul 10, 2024
Is Your Life Dehydrated?
Wednesday Jul 10, 2024
Wednesday Jul 10, 2024
Does it feel like your life is dehydrated? This week we share 3 things to consider. Life is too short to live it dehydrated. Just as you have to purposely plan ahead, remind ourselves, and occasionally have an accountability partner to stay physically hydrated, it works the same way in LIFE.
![This Week in the Market - Episode 61 (7/5/24)](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/black_and_white_market_chatter_thumbnailab8yd_300x300.jpg)
Tuesday Jul 09, 2024
This Week in the Market - Episode 61 (7/5/24)
Tuesday Jul 09, 2024
Tuesday Jul 09, 2024
Got 12 minutes? Sam Barker and Aaron Kennedy give us a brief market update and talk a little bit about returns. You don't want to miss this. If you have questions, you can reach out to us on our website: www.kennedy-financial.com.
![Tax Reform Sunset on the Horizon](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-tax-reform-sunset_300x300.jpg)
Wednesday Jun 26, 2024
Tax Reform Sunset on the Horizon
Wednesday Jun 26, 2024
Wednesday Jun 26, 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.
![Economic Data and Portfolio Updates](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/black_and_white_market_chatter_thumbnaila3yw8_300x300.jpg)
Tuesday Jun 25, 2024
Economic Data and Portfolio Updates
Tuesday Jun 25, 2024
Tuesday Jun 25, 2024
Matt Ervin, Sam Barker, and Brent Bible join Aaron Kennedy this week to talk economic data and share some things that they're looking at in the portfolios.
![This Week in the Market - Episode 60 (6/14/24)](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/black_and_white_market_chatter_thumbnaila3yw8_300x300.jpg)
Tuesday Jun 18, 2024
This Week in the Market - Episode 60 (6/14/24)
Tuesday Jun 18, 2024
Tuesday Jun 18, 2024
This week, Matt Ervin and Sam Barker join Aaron Kennedy to discuss Europe and their debt and currency...They also talk about Broad-Based Markets vs. the Equal Weight Indices. You don't want to miss this. If you have questions, please feel free to reach out to us. We would love to have a conversation with you.
![This Week in the Market - Episode 59 (6/11/24)](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/black_and_white_market_chatter_thumbnaila3yw8_300x300.jpg)
Friday Jun 14, 2024
This Week in the Market - Episode 59 (6/11/24)
Friday Jun 14, 2024
Friday Jun 14, 2024
This week, Matt Ervin and Sam Barker join Aaron Kennedy to discuss Tesla, NVIDIA, and Apple. You don't want to miss this. If you have questions, please feel free to reach out to us. We would love to have a conversation with you.
![Can I Still Retire?](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-inflation-stress_300x300.jpg)
Wednesday Jun 12, 2024
Can I Still Retire?
Wednesday Jun 12, 2024
Wednesday Jun 12, 2024
If the cost-of-living increase for food remains at 5% each year, that $100 worth of groceries will only be worth $56.03 just 10 years into retirement. This week we share 12 questions you need to be asking your financial professional.
![This Week in the Market - Episode 58 (5/31/24)](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/black_and_white_market_chatter_thumbnaila3yw8_300x300.jpg)
Friday May 31, 2024
This Week in the Market - Episode 58 (5/31/24)
Friday May 31, 2024
Friday May 31, 2024
This week, Aaron gives us a brief market update and he talks a little about AI. You don't want to miss this. If you have questions, please feel free to reach out to us. We would love to have a conversation with you.
![My Farm & Ranch - Transitioning and Retirement Planning](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-farm-ranch_300x300.jpg)
Wednesday May 29, 2024
My Farm & Ranch - Transitioning and Retirement Planning
Wednesday May 29, 2024
Wednesday May 29, 2024
If you haven’t thought about your own legacy, please do. In order to help you get off on the right foot, here are some things to consider. We call it the “Who, What, When, How, Sam and Plan Approach.
![College Saving Options](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog1311044/podcast-graduation2_300x300.jpg)
Wednesday May 22, 2024
College Saving Options
Wednesday May 22, 2024
Wednesday May 22, 2024
What will college or education look like for your child or grandchild? This week we discuss three different funding methods and the flexibility for each. Saving for higher education can be complicated. Don’t do the job alone, we’re here to help.