Investment Planning

This Week in the Market - Episode 56 (5/7/24)

Aaron Kennedy and Sam Barker had the honor of attending the 2024 Berkshire Hathaway Annual Shareholders Meeting with Warren Buffett. They share some of their takeaways from the meeting as well as a brief market update.

10 Questions Every Investor Needs to Ask (Rebroadcast)

Wisdom isn’t always about knowing the answers. More often than not it's about knowing the right questions to ask. Here are questions every investor should be asking. You don't want to miss this Q&A session with our in-house CFA, Aaron Kennedy. This episode originally aired in 2019, please enjoy.

What's Going On Right Now?

Aaron Kennedy, Matt Ervin, and Sam Barker join us this week to discuss the economy, earnings, inflation, AI, and more. You don't want to miss this week's episode of Black & White Market Chatter on Life Planning 101.

This Week in the Market - Episode 55 (4/12/24)

Aaron, Matt, and Sam join us this week to talk about what's going on in the market, what they're looking at, and why they have confidence moving forward. You don't want to miss this week's episode.

This Week in the Market - Episode 54 (4/5/24)

This week Aaron, Matt, and Sam join us to talk about something pretty SWEET. They also share a market update and some companies they're looking into. You don't want to miss this week's episode.

Technology

Aaron, Matt, and Sam host this week’s episode to give us a market update, talk a little bit about technology, and more. You don't want to miss this week's episode of Black & White Market Chatter right here on Life Planning 101.

Are You Taking Your Financial Supplements?

Recently I was speaking with a client about how important it is to take preventative measures in regard to health - eating right, exercising, and taking the right supplements. It is just as important that we take preventative measures in regard to our finances - planning for the worst-case and best-case scenarios, exercising good financial habits, and revisiting your plan on a regular basis to make necessary changes.

This Week in the Market - Episode 53 (2/23/24)

Aaron Kennedy, Matt Ervin, and Sam Barker join us this week to talk about investor fatigue, volatility, and changes in the market.

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.