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 Aug 08, 2022
Monday Aug 08, 2022
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.
Friday Aug 05, 2022
Friday Aug 05, 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 Aug 01, 2022
Monday Aug 01, 2022
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.
Wednesday Jul 27, 2022
Wednesday Jul 27, 2022
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.
Friday Jul 22, 2022
Friday Jul 22, 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 Jul 18, 2022
Monday Jul 18, 2022
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.
Friday Jul 15, 2022
Friday Jul 15, 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 Jul 11, 2022
Monday Jul 11, 2022
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.
Friday Jul 08, 2022
Friday Jul 08, 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 Jul 05, 2022
Tuesday Jul 05, 2022
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.
Thursday Jun 30, 2022
Thursday Jun 30, 2022
Aaron Kennedy and Matt Ervin join us this week to share what’s going on in the market.
Friday Jun 24, 2022
Friday Jun 24, 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