The Life Planning 101 Podcast

This Week in the Market - Episode 14 (9/2/22)

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 Should I Take My Social Security?

Social Security claiming strategies are much more complex than asking for your neighbor’s advice. Here are just some of the factors that could come into play with how to maximize not just your benefits, but your entire retirement.

This Week in the Market - Episode 13 (8/26/22)

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.

Behavioral Biases

This week Aaron Kennedy and Matt Ervin are discussing the Fed and different behavioral biases.

This Week in the Market - Episode 12 (8/19/22)

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.

Estate Planning Isn’t Just for Your Kids

There is so much more to estate planning than having a will and telling your spouse where everything is. If you haven't made an estate plan with and for your spouse, there is still time…and we are here to help.

This Week in the Market - Episode 11 (8/12/22)

Matt Ervin joins us for a brief rundown of what happened this week and shares some reasons why we should keep our heads up during these tough times.

The Retirement Nightmare

It doesn’t matter if you are retired, retiring early, retiring late, or just thinking about retiring...the fear of running out of money in retirement can turn your retirement dream into a retirement nightmare. This week we share the most valuable financial tool you can have in your retirement years.

This Week in the Market - Episode 10 (8/5/22)

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.

401(k) Pitfalls and Opportunities

How you transition your 401(k) may not be as simple as it seems. There may be some crucial planning opportunities and/or pitfalls. Find out more on this week's episode.

The Struggle is Real

This week Aaron Kennedy and Matt Ervin join us to discuss currency, interest rates, inflation, and economics. They also share some ways how we're positioning ourselves during these tough times.

This Week in the Market - Episode 9 (7/22/22)

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.