Investment Planning

This Week in the Market - Episode 27 (1/27/23)

Aaron Kennedy and Matt Ervin, along with special guest Ryan Holcombe with Hines, 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.

Rebalancing Season

Aaron Kennedy and Matt Ervin join us this week to share what changes they're making to portfolios right now and their thoughts on the market. You don't want to miss this.

This Week in the Market - Episode 26 (1/13/23)

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.

A Look Back at 2022

Hey everyone! This week, Aaron Kennedy and Matt Ervin host the final episode of our Life Planning 101 Podcast for 2022. They take a look back over 2022 and share some things they're looking forward to in 2023.

This Week in the Market - Episode 25 (12/16/22)

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 24 (12/2/22)

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.

A Pleasant Downturn?

Matt Ervin and Aaron Kennedy join us this week to give a market update, what we're looking at for clarity, and what we're doing in portfolios right now. You don't want to miss this.

This Week in the Market - Episode 23 (11/18/22)

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. Hope everyone has a safe and happy Thanksgiving!

This Week in the Market - Episode 22 (11/11/22)

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 21 (10/28/22)

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.

Composure, Capacity, and Tolerance

This week Aaron Kennedy and Matt Ervin join us to talk a little bit about the process of investing, the 3 legged stool of risk, and much more. You don't want to miss this.

This Week in the Market - Episode 20 (10/21/22)

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.