Life Planning

Are We There Yet? (Rebroadcast)

What is it about our minds that make us more impatient the closer we get to our goal? We all want to get where we are going “yesterday.” The problem sometimes develops that we become so focused on “getting there,” that we forget to be a human being in the midst of it. We become a human doing instead.
 
 
About the Podcast 🎙
This episode explores the importance of living intentionally and enjoying the journey of life rather than rushing toward goals. Angela reflects on themes like impatience, the overwhelming nature of to-do lists, and the need to prioritize meaningful experiences over tasks.
Key Takeaways 💡
Impatience is a universal experience, whether in children eagerly awaiting a destination or adults anticipating significant life events like retirement. This impatience often detracts from enjoying the present moment.
People often become so focused on achieving their goals that they forget to enjoy the journey, turning into 'human doings' rather than 'human beings.' This mindset can lead to stress and a lack of fulfillment.
The overwhelming nature of to-do lists and societal pressure to accomplish tasks can prevent individuals from appreciating life. Proactive life planning, such as budgeting and estate planning, can help alleviate this stress.
Life humbles individuals as they age, prompting a reevaluation of priorities. True fulfillment comes from embracing meaningful moments and relationships rather than merely completing tasks.
The fast pace of modern life, driven by technology and multitasking, often detracts from quality time with loved ones. Reflecting on screen time and being more intentional with technology can help reclaim meaningful experiences.
Slowing down to appreciate the present moment is essential.
Angela introduces a new approach to life planning, focusing on tools and challenges to help listeners live purposefully rather than adding more resolutions to their to-do lists.
Visualizing one's last day on earth and considering potential regrets can provide clarity on what truly matters. Reflecting on life goals and aligning actions with values is crucial for living intentionally.
Creating a daily habit to identify and embrace priorities can help individuals stay aligned with their values. Simple reminders or rituals can reinforce intentional living.
The episode concludes with a challenge for listeners to ask themselves daily how they will embrace their priorities, emphasizing the importance of living with purpose and intention.

What is Your Money For?

Your money should help you pursue your objective. That purpose may be different for everyone, but how your money relates to it should be the same. Your plan should include well-defined core values, a written statement of financial purpose, and a purposeful financial plan.

How Do You Live Your Best Life?

Your core values should serve as the foundation for your entire life. Instead of just living on a whim, or going through the motions, or doing things simply because the world tells you that’s what you should be doing, your core values should sit firmly in the driver’s seat of your life.

If You Only Knew...(Rebroadcast)

As our wisdom grows so does our passionate desire to impart this wisdom on our loved ones. After all, I think most of our wisdom was gained by some hard knocks with good stories behind them. If we are sitting here one year from today, reflecting on the last twelve months, what did you do different over that time period? What were the outcomes? Can you say you lived Life on purpose?

Family Support Checklist (Rebroadcast)

As a life planning firm, it is our mission to help you take the essential steps needed to face each of life’s stages with confidence and clarity. We were asked if we could compile a list of the things that need to be addressed on every level when you find it necessary to assume physical, emotional, and financial responsibility for your parents.

Your Will is Not Enough (Rebroadcast)

While it may sound like the title of a James Bond movie, you need to ask yourself: Is your will alone enough to keep your estate from going through probate when you die? We’re talking legacy planning on this week’s episode. We give you 3 questions you need to ask yourself when setting up your estate.

What Do You Want Your Story to Be?

Have you ever looked in the mirror and thought- whoa, that can’t be right? Who is this old person staring back at me? As funny or not so funny as this may be, the fact is that life is short and it seems to hurry along faster the older we get.

Are Your Assets Protected?

Are your assets protected? What good is all the hard work it took to build your success if you don’t take the time to protect it? We’re talking asset protection on this week’s episode. Here are some of the most common issues we see.

Have You Outgrown Your Advisor?

I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Because of this, I thought I might take a minute to educate you a little about our industry.

Life After Graduation (Rebroadcast)

Graduation is a major step for those important young adults in our life. A parent’s goal is always to see their kids launch successfully and stay successfully launched. How do you do that? Well, we have few ideas for you.
You can read the corresponding article on our website at: https://www.kennedy-financial.com/blog/life-after-graduation-what-should-your-kids-know.

The Real 80/20 Rule

Why is it that if we don’t achieve perfection, we sometimes give up? It’s really about obtaining progress…not perfection. Since 1989 we have been on a mission to help people live Life on purpose! On this week’s episode of Life Planning 101, we give you a new 80/20 rule to consider.

Is Your Life Dehydrated?

Does it feel like your life is dehydrated? This week we share 3 things to consider. Life is too short to live it dehydrated. Just as you have to purposely plan ahead, remind ourselves, and occasionally have an accountability partner to stay physically hydrated, it works the same way in LIFE.