The Life Planning 101 Podcast

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.

What’s Going On?

Special guest Bryce Gill, an Economist at First Trust joins us this week to talk about the Fed, recession issues, and more. You don't want to miss this.

Are You Doing Everything You Can to Save Taxes?

Tax time is rapidly approaching. Don’t continue the grind. Do you have the right team in place to help you save all that you can? Let us help you map out your course for a potential lifetime of tax savings.

This Week in the Market - Episode 34 (3/20/23)

This week Aaron and Matt join us for a short podcast episode to talk about Silicon Valley Bank and The Fed. If you have questions, don't hesitate to reach out to us. We're here to help.

Prioritizing Your Dollars

What do you value most? We forget that our money is a tool and it should be treated as such. Prioritize your dollars to match your values and don't delay!

This Week in the Market - Episode 33 (3/10/23)

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.

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.