The Life Planning 101 Podcast
Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning and much more.
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Episodes
Monday Dec 12, 2022
Monday Dec 12, 2022
Is there a way to know that the money you donate to a charity is being used effectively? We give you some helpful tools to use for your charitable giving. You don't want to miss this week's episode of Life Planning 101!
(Episode originally aired in 2019)
Monday Dec 05, 2022
Monday Dec 05, 2022
We have pandemic in this nation, and for once, I am not talking about COVID-19. The pandemic is the growing need for long-term healthcare and how ill-prepared families are for it. Find out more on this week’s episode.
Friday Dec 02, 2022
Friday Dec 02, 2022
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.
Tuesday Nov 29, 2022
Tuesday Nov 29, 2022
Matt Ervin and Aaron Kennedy join us this week to give a market update, what we're looking at for clarity, and what we're doing in portfolios right now. You don't want to miss this.
Tuesday Nov 22, 2022
Tuesday Nov 22, 2022
Our world is a mess, but the cleanup can start in each of us with a simple, random act of kindness. Let’s make a family challenge - What can we do to start a ripple effect of gratitude?
Friday Nov 18, 2022
Friday Nov 18, 2022
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. Hope everyone has a safe and happy Thanksgiving!
Tuesday Nov 15, 2022
Tuesday Nov 15, 2022
Tax season is officially over for 2022. Special guest Blake Briscoe, CPA with Briscoe & Associates, LLC joins us this week to talk about the most common Dos and Don’ts! Is there still time to plan for 2022? What do you need to watch out for in 2023?
Friday Nov 11, 2022
Friday Nov 11, 2022
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.
Monday Nov 07, 2022
Monday Nov 07, 2022
A lifetime of success can a feel a little overwhelming. You don’t have to do the job alone. This week we share 3 important steps to help you setup a solid foundation.
Tuesday Nov 01, 2022
Tuesday Nov 01, 2022
Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 8.7% in 2023. You may also have to fork over some additional cash come tax time. It will be more important than ever before to work with your tax professional to know where you land.
Friday Oct 28, 2022
Friday Oct 28, 2022
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.
Tuesday Oct 25, 2022
Tuesday Oct 25, 2022
This week Aaron Kennedy and Matt Ervin join us to talk a little bit about the process of investing, the 3 legged stool of risk, and much more. You don't want to miss this.