Investment Planning

Decompress from Stress

Life gets stressful sometimes, there’s no way around it. This week we give you some tools you can use to help decompress from the stress…whether its financial, business, or life.

This Week in the Market - Episode 37 (5/12/23)

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.

Got Cash?

Cash is king in today's economy...but only if you couple it with a clear view of what the cash is for and the discipline to strategize what it needs to be. Find out more on this week's episode.

Confused Markets

This week on Life Planning 101, Aaron and Matt join us to give a market update, talk about interest rates, and more. You don't want to miss this. If you have questions, feel free to reach out to us.

Preventative Financial Care

Over 35 years of working in various fields of Life Planning has shown me that most people don’t plan to fail –they just fail to plan. I encourage you to be proactive as opposed to reactive and live your life on Purpose!

This Week in the Market - Episode 36 (4/14/23)

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 35 (3/31/23)

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?

Special guest Bryce Gill, an Economist at First Trust joins us this week to talk about the Fed, recession issues, and more. You don't want to miss this.

This Week in the Market - Episode 34 (3/20/23)

This week Aaron and Matt join us for a short podcast episode to talk about Silicon Valley Bank and The Fed. If you have questions, don't hesitate to reach out to us. We're here to help.

Prioritizing Your Dollars

What do you value most? We forget that our money is a tool and it should be treated as such. Prioritize your dollars to match your values and don't delay!

This Week in the Market - Episode 33 (3/10/23)

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 32 (3/3/23)

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.