The Life Planning 101 Podcast

A Tax Nightmare for Your Business

Don’t leave your spouse and partner with a tax nightmare. Let us help you review your situation and show you any pitfalls that may be in your current plan.

This Week in the Market - Episode 8 (7/15/22)

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.

Are You Planning for a Financial Drought?

We work with several business owners across several industries and realistically speaking? 95% of our time is spent fixing problems, not preventing them. I want to challenge you today to take care of the old you person you will be some day and address the risks you may not even know are out there. Let us help you plan for a drought.

This Week in the Market - Episode 7 (7/8/22)

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.

5 Hidden Dollar Dings in Post-Pandemic America

We may not exactly be post-COVID yet, but our world is certainly settling into a new rhythm that looks a lot more normal than the past couple of years.

Starting to Feel the Stretch

Aaron Kennedy and Matt Ervin join us this week to share what’s going on in the market.

This Week in the Market - Episode 6 (6/24/22)

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

The Caregiver’s Toll

Trying to balance being a parent, grandparent, and parent to your parents (often while you still have a career and a life of your own), simply put, is A LOT! It can take a toll on your own life.

This Week in the Market - Episode 5 (6/17/22)

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

Life After Graduation - What Should Your Kids Know?

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.

This Week in the Market - Episode 4 (6/10/22)

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.

Are Recession Fears Overblown?

If the market fell apart like it did in 2008, would you be sleeping well? If not, you are taking the biggest risk of all. You are taking the risk that your emotions will managing your future. Don’t let this happen! We don’t know if a recession is on its way or if it isn’t, but either way, we are ready to weather the storm. Are you?