The Life Planning 101 Podcast

87,000 New IRS Agents - What You Need to Know (Rebroadcast)

With all the news about what made it in or out of the Fiscal Responsibility Act over the weekend, there is also a lot of hoopla around the IRS keeping most of its new funding.  What does this mean for you? This week we are going to hit the refresh button on our publication from January entitled 87,000 New IRS Agents - 10 Things You Need to Know.

Planning Horizon

This week Aaron Kennedy and Matt Ervin join us to talk about the planning horizon and they talk technology, longevity, and opportunities. You don't want to miss this.

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.

How Much is a Million Dollars Really Worth?

Too often we see people carried away by these “new money” emotions. And then they are shocked to learn that what is left after they do a little spending won’t provide what they need it to do. Find out more on this week's episode.

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.

Long-Term Care Insurance

This week we rebroadcast an episode from 2017 with special guest Scott Conley from Crump Life Insurance Services. Angela and Scott discuss the importance of having Long-Term Care Insurance as a part of your estate strategy.

Finding Peace in Turbulent Times

The truth is that we do live in interesting times. It is also true that no one or one thing can bring you peace but yourself. Find your horizon and don’t lose sight of it.

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.