Investment Planning

When to Start Planning (Rebroadcast)

Angela was honored to be a guest on the Real Wealth podcast with Jim Silbernagel to share the benefits and pitfalls that could occur when starting a financial strategy later in life. Please enjoy this gem from our archive.

This Week in the Market - Episode 52 (2/9/24)

Aaron Kennedy, Matt Ervin, and Sam Barker join us this week for a brief rundown of what's going on in the market and they share a little history lesson with us.

This Week in the Market - Episode 51 (2/2/24)

Got 16 minutes? Aaron Kennedy, Matt Ervin, and Sam Barker join us this week to discuss earnings and some stuff that they're seeing. Have questions, comments, or suggestions for topics you would like for us to discuss? You can reach out to us online at: www.kennedy-financial.com.

This Week in the Market - Episode 50 (1/29/24)

Aaron Kennedy and Sam Barker join us for a brief rundown of what happened at the end of 2023 and share some reasons why we should keep our heads up in 2024.

Elf on the Shelf Money Advice (Rebroadcast)

What are your thoughts on money? Do you work for IT, or do you allow IT to work for you? This week we learn some helpful tidbits from an elf and how we can apply those to our lives. Please enjoy this episode from our archives.

The Perfect Investment (Rebroadcast)

You’d almost have to live in a cave to not realize that times are tough right now. And under these uncertain conditions, people are hoping to find the perfect investment—one that’s safe, but offers an outstanding return. Our experience tells us that there is ultimately only one perfect investment—family.

Are CDs Just as Good as Investing in the Markets?

This week we’re talking investments, economics, and behavioral finance. Do you have the patience to see the long-term economics through and let the markets do what they do…which historically has been climbing the wall of worries?

This Week in the Market - Episode 49 (11/3/23)

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.

Should You Convert to a Roth IRA?

Your opportunity to convert your IRA may be the wisest move you ever make. It may not, but you won’t know until you ask. Let us help you take a look!

Today’s Market Environment

M&A has not gone away even with the current interest rate environment. Join us today to learn about some of the capital investments still taking place in today’s market environment.

Investment Advice for the Times

In a chaotic and emotionally charged world, it’s imperative that you don’t let your emotions overrule your decisions. Most of us desire our portfolios to stand the test of time – will yours? This week we share 10 pieces of financial wisdom from successful individuals.

This Week in the Market - Episode 48 (10/13/23)

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. Even amongst the world chaos and increasing inflation, earnings season starts out positive. Listen today to learn more.