The Life Planning 101 Podcast

Investment Advice for the Times

Most of us desire our portfolios to stand the test of time – will yours? This week we share 10 pieces of financial wisdom from successful individuals.

This Week in the Market - Episode 16 (9/16/22)

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.

Why NOT to Buy Life Insurance

September is Life Insurance Awareness Month. If you died today, what would happen to your family, your business or ranch? How would everyone you love be affected? What are the reasons why NOT to buy life insurance? Find out more on this week's episode of Life Planning 101.

This Week in the Market - Episode 15 (9/9/22)

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.

Do You Have an I Love You Plan?

Think about the people you love and care about—your spouse, kids, grandkids, siblings, parents, employees. How would they fair if you suddenly died? Do you even know? September is Life Insurance Awareness Month. Find out more on this week's episode.

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.