Investment Planning

The Griever’s To-Do List

If you love your family, you don't want to miss this week's episode. Planning is a gift. It is a gift of peace of mind and the ability to not just survive, but to thrive. Provide your family with the tools to take care of you and your wishes with confidence because you love them.

Spring Cleaning Your Financial House

Even though you think you have everything in order and in its place, your finances won’t stay stagnant. This means your financial house gets messy without you even knowing it. This week we take a look at some ways you can get a head start on your financial spring cleaning.

Is Your Retirement Portfolio Built to Last?

The only guarantee is that there are no guarantees in life. When you retire there is no guarantee what the next three years will be. And, if you are retired, there is no guarantee what the next three years will be. The key is to plan for just this.

Fed Update

Aaron Kennedy and Matt Ervin join us this week for another episode of Black and White Market Chatter. Aaron and Matt talk inflation, interest rates, and the Fed. You don't want to miss this!

Blake Briscoe Interview

We were honored to have a sit down interview with Blake Briscoe, CPA and Jim Kennedy to talk about their new business partnership, Briscoe & Associates, LLC. For more information, check out: briscoeandassociates.com

COVID Fog

Refer to any news media and the headlines are teeming with news about COVID…and has been for 2 years. It is no wonder that important information about other areas of interest is getting buried. After placing a few phone calls regarding various legislation that passed at the end of 2019, I thought it might be good to revisit some important issues that may impact your planning.

Being Defensive Through the Froth (Online Exclusive)

Aaron Kennedy and Matt Ervin join us for a special online exclusive episode of Black and White Market Chatter.

Combating Inflation

Aaron Kennedy and Matt Ervin join us this week on our show to talk ways to combat inflation. You don't want to miss this!

Why to Stay Invested

Our in-house CFA Aaron Kennedy and Matt Ervin join us this week on our Life Planning 101 podcast to talk about the market and why you should stay invested right now. You don't want to miss this!

Saving for Your Grandchildren

What do you really want to help your grandchildren accomplish? Which is more important to leave behind to your grandchildren? Values or Money?

September Market Update

Our in-house CFA Aaron Kennedy and our CFP Matt Ervin join us this week on our show to give us a market update. You don't want to miss this!

Inflation - Should We Be Concerned?

Inflation is here. It’s important to not let your emotions get in the way of logic. Be proactive, keep your disciplines, and stay the course. Find out more on this week's episode of Life Planning 101.