The Life Planning 101 Podcast
Episodes
Tuesday Jun 23, 2020
Tuesday Jun 23, 2020
Do you look at your money for what it is or do you look at it for what it is for? Plan for what your money is for. Know holistically what your money needs to be doing, plan for it, and stay disciplined.
Tuesday Apr 28, 2020
Tuesday Apr 28, 2020
Capitalism is alive and well in America. Don’t let your emotions get in the way and be sure to stick to your disciplines - buy low and sell high. Our in-house CFA Aaron Kennedy joins us this week on our show. You don't want to miss this!
Tuesday Mar 24, 2020
Tuesday Mar 24, 2020
Hey everyone, hope you all are staying safe out there. We just wanted to let you know that we're thinking about you and we know you have questions and concerns. Aaron and Jim recorded a podcast this week that will help explain everything that's been going on.
Just know that our phone lines are always open and we're always here to help answer any questions that you may have. Be sure to check out this week's edition of our Weekly Life Lessons newsletter for some great information as well. Have a great week!
Tuesday Mar 17, 2020
Tuesday Mar 17, 2020
The past couple of weeks have been treacherous for the markets. The market often climbs a wall of worry. What opportunities should you be looking at?
Tuesday Feb 25, 2020
Tuesday Feb 25, 2020
If November does swing our nation to the left, it will be almost impossible to get the tax planning you have needed to complete done before things begin changing in 2021. Also...our in-house CFA Aaron Kennedy joins us to discuss the volatility in the market.
Tuesday Jan 28, 2020
Tuesday Jan 28, 2020
Considering the kind of year we had in 2019, what can we expect for 2020? Our in-house CFA Aaron Kennedy joins us this week on our show. You don't want to miss this!
Tuesday Jan 21, 2020
Tuesday Jan 21, 2020
What are the 5 biggest risks in 2020? Can you see them? If you truly desire that 20/20 Vision for your future, go to the financial optometrist as soon as you can. Find out more on this week's episode of Life Planning 101.
Wednesday Nov 27, 2019
Wednesday Nov 27, 2019
Mutual funds aren’t the only investment vehicle that can help you accomplish your goals. Let us help you learn how to make your portfolio tax-smart.
Our in-house CFA Aaron Kennedy joins us this week on our LifePlanning101 podcast to give us a market commentary.
Tuesday Oct 29, 2019
Tuesday Oct 29, 2019
Whether you are fearful or greedy right now, remember to stay disciplined. It's important that you know your long-term plan and stay consistent.
Wednesday Oct 23, 2019
Wednesday Oct 23, 2019
Could you fall victim to it? Emotions coupled with decisions will decide your fate 99 percent of the time. Stay rational and keep educating yourself.
Tuesday Oct 08, 2019
Tuesday Oct 08, 2019
Why is it human nature to do nothing until the pain is bad enough? Why do we not take preventative measures for our health, our business, and future?
Tuesday Sep 24, 2019
Tuesday Sep 24, 2019
Many people get caught up in the news, economic conditions or watching the volatility in the markets, confusing that with the true basis of investing.