Investment Planning

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.

This Week in the Market - Episode 47 (10/6/23)

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.

Inflation and Your Retirement

Let’s face it, inflation hurts. If you are breathing and spending your own money then chances are you’re starting to see the effects of inflation on your lifestyle. Will you run the risk of running out of money in retirement? It is more important today than ever in recent history to have a financial plan and pay heed to that plan. If you’re nearing retirement, then you don’t want to miss this week’s episode.

This Week in the Market - Episode 46 (9/29/23)

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.

The 8 Life Planning Issues

Over 35 years of working in various fields of Life Planning has shown us that most people don’t plan to fail –they just fail to plan. And one reason behind this procrastination is that they are overwhelmed by the complexity of the task and don’t know where to start. We feel it is very important for every family to seek help and take the time to focus on the questions that need to be addressed. I encourage you to be proactive as opposed to reactive and live your life on Purpose!