The Life Planning 101 Podcast
Episodes
Thursday Sep 19, 2024
2024 Election and Taxes
Thursday Sep 19, 2024
Thursday Sep 19, 2024
Let’s face it…No one wants to talk politics these days, but facts are facts. We are approaching a presidential election, so politics need to be top of mind. This week we look at the current tax proposal of each candidate. No matter what your political views are, be sure that you get out and vote on election day.
Tuesday Sep 03, 2024
Tax Reform Sunset on the Horizon
Tuesday Sep 03, 2024
Tuesday Sep 03, 2024
Can you hear it? It’s those two, ominous notes from the movie Jaws to let you know we are drawing nearer and nearer to the almost inevitable…the sunset of the Tax Cuts and Jobs Act (TCJA) of 2017. This could mean that higher income taxes and estate taxes are headed your way.
Wednesday Aug 14, 2024
Have You Outgrown Your Advisor?
Wednesday Aug 14, 2024
Wednesday Aug 14, 2024
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.
Wednesday Jul 31, 2024
Life After Graduation (Rebroadcast)
Wednesday Jul 31, 2024
Wednesday Jul 31, 2024
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.
Wednesday Jul 17, 2024
Is Your IRA a Tax Nightmare?
Wednesday Jul 17, 2024
Wednesday Jul 17, 2024
For many Americans, putting money back into a retirement account such as a 401(k) or traditional IRA has been their primary choice to save for retirement. The problem with this is: The IRS is going tax you…either coming or going. Here are some important things you need to consider.
Thursday Mar 07, 2024
Are You Taking Your Financial Supplements?
Thursday Mar 07, 2024
Thursday Mar 07, 2024
Recently I was speaking with a client about how important it is to take preventative measures in regard to health - eating right, exercising, and taking the right supplements. It is just as important that we take preventative measures in regard to our finances - planning for the worst-case and best-case scenarios, exercising good financial habits, and revisiting your plan on a regular basis to make necessary changes.
Wednesday Feb 21, 2024
When to Start Planning (Rebroadcast)
Wednesday Feb 21, 2024
Wednesday Feb 21, 2024
Angela was honored to be a guest on the Real Wealth podcast with Jim Silbernagel to share the benefits and pitfalls that could occur when starting a financial strategy later in life. Please enjoy this gem from our archive.
Wednesday Dec 13, 2023
12 Tax-Smart Charitable Giving Strategies
Wednesday Dec 13, 2023
Wednesday Dec 13, 2023
Using an efficient, tax-smart approach to maximize the impact of your charitable giving has never been more important. This week we give you 12 ways to increase your giving power while potentially reducing your taxable income this year and beyond.
Wednesday Nov 29, 2023
Family Support Checklist
Wednesday Nov 29, 2023
Wednesday Nov 29, 2023
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.
Wednesday Nov 15, 2023
2024 Tax Numbers Are Out
Wednesday Nov 15, 2023
Wednesday Nov 15, 2023
Last week the IRS announced inflation adjustments to more than 60 tax provisions for 2024. Although “inflation adjustments” may not sound like that big of a deal, it may have some low hanging fruit you don’t want to miss picking.
Wednesday Nov 08, 2023
Myths and Mistakes of Estate Planning
Wednesday Nov 08, 2023
Wednesday Nov 08, 2023
Attorney Kyle Post joins us on this week’s episode to discuss myths and mistakes of estate planning. We talk legal documents, the government, taxes, trusts, and more. You don't want to miss this.
Wednesday Sep 27, 2023
The 8 Life Planning Issues
Wednesday Sep 27, 2023
Wednesday Sep 27, 2023
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!