The Life Planning 101 Podcast

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.

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.

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.

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.

Got 12 minutes? Sam Barker and Aaron Kennedy give us a brief market update and talk a little bit about returns. You don't want to miss this. If you have questions, you can reach out to us on our website: www.kennedy-financial.com.

Matt Ervin, Sam Barker, and Brent Bible join Aaron Kennedy this week to talk economic data and share some things that they're looking at in the portfolios.

This week, Matt Ervin and Sam Barker join Aaron Kennedy to discuss Europe and their debt and currency...They also talk about Broad-Based Markets vs. the Equal Weight Indices. You don't want to miss this. If you have questions, please feel free to reach out to us. We would love to have a conversation with you.

This week, Matt Ervin and Sam Barker join Aaron Kennedy to discuss Tesla, NVIDIA, and Apple. You don't want to miss this. If you have questions, please feel free to reach out to us. We would love to have a conversation with you.

If the cost-of-living increase for food remains at 5% each year, that $100 worth of groceries will only be worth $56.03 just 10 years into retirement. This week we share 12 questions you need to be asking your financial professional.

This week, Aaron gives us a brief market update and he talks a little about AI. You don't want to miss this. If you have questions, please feel free to reach out to us. We would love to have a conversation with you.

If you haven’t thought about your own legacy, please do. In order to help you get off on the right foot, here are some things to consider. We call it the “Who, What, When, How, Sam and Plan Approach.

What will college or education look like for your child or grandchild? This week we discuss three different funding methods and the flexibility for each. Saving for higher education can be complicated. Don’t do the job alone, we’re here to help.