The Life Planning 101 Podcast

Do You Like Tax-Free Money?

Only 15% of US households contributed to a traditional or Roth IRA in tax year 2021. A Roth IRA is a retirement vehicle that can grow tax-free and can provide tax-free income.

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.

Inflation & Diversification

Aaron Kennedy and Matt Ervin join us this week to talk inflation and diversification. You don't want to miss this. If you have questions or feedback for our Black & White Market Minute segment, you can reach out to us online at: www.kennedy-financial.com.

This Week in the Market - Episode 31 (2/24/23)

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.

When to Start Planning

Angela was honored to be a guest on the Real Wealth podcast this week to share the benefits and pitfalls that could occur when starting a financial strategy later in life. You don't want to miss this.

This Week in the Market - Episode 30 (2/17/23)

Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened last week and share some reasons why we should keep our heads up during these tough times.

Do You Cut and Paste Your Decisions About Money? (Rebroadcast)

Think of your 3 favorite restaurants. Now imagine the head chef from each made his/her very best dish for you. Sounds splendid, right? Now imagine if you took a big bowl and mixed these three dishes together with a wire whisk. How does that sound? Not so good, right? So why do we do that with our money? We cut and paste every strategy that sounds good and mix it all together. No matter how superb each strategy may be, when you mix the 3 they may not mesh well together at all.

This Week in the Market - Episode 29 (2/10/23)

Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened last week and share some reasons why we should keep our heads up during these tough times.

Don’t Put All Your Eggs in One Basket...Or Should You?

If we’re talking about money, diversification is very good thing. It doesn’t solve everything, but it certainly hedges a lot of risk. As your wealth and success grow...the number of baskets you have should grow as well. When this happens, you are also growing a new problem.

This Week in the Market - Episode 28 (2/6/23)

Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened last week and share some reasons why we should keep our heads up during these tough times.

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.