Investment Planning

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!

This Week in the Market - Episode 45 (9/22/23)

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.

What’s Going on Right Now?

Aaron Kennedy and Matt Ervin host this week’s episode and share what’s going on with the markets, political risk, and share some frequently asked questions. You don’t want to miss this.

This Week in the Market - Episode 44 (9/1/23)

Aaron Kennedy and Sam Barker 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.

This Week in the Market - Episode 43 (8/4/23)

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.

Opportunities in the Market

Matt and Aaron host our show this week and discuss some opportunities as well as some short-term and long-term views. You don’t want to miss this.

This Week in the Market - Episode 42 (7/10/23)

Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened last week and share some reasons why we should keep our heads up during these tough times.

The Perfect Investment

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.

This Week in the Market - Episode 41 (6/30/23)

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.

This Week in the Market - Episode 40 (6/23/23)

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.

This Week in the Market - Episode 39 (6/9/23)

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.