The Life Planning 101 Podcast

Do you have it? Do you have enough? Does it cover what you think it does? Life happens. Make sure you know what you need and know what you have, then act on it. Here are 4 things to consider.

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.

We were honored to have Kate Hufnagel, aka The Digital Wrangler™, join us this week as our special guest. In this week’s episode, we talked about how technology — which makes our daily lives easier — has the potential to make things incredibly challenging for our loved ones, should something ever happen to us.

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. They talk AI and technology. You don't want to miss this.

With all the news about what made it in or out of the Fiscal Responsibility Act over the weekend, there is also a lot of hoopla around the IRS keeping most of its new funding.  What does this mean for you? This week we are going to hit the refresh button on our publication from January entitled 87,000 New IRS Agents - 10 Things You Need to Know.

This week Aaron Kennedy and Matt Ervin join us to talk about the planning horizon and they talk technology, longevity, and opportunities. You don't want to miss this.

Life gets stressful sometimes, there’s no way around it. This week we give you some tools you can use to help decompress from the stress…whether its financial, business, or life.

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.

Too often we see people carried away by these “new money” emotions. And then they are shocked to learn that what is left after they do a little spending won’t provide what they need it to do. Find out more on this week's episode.

Cash is king in today's economy...but only if you couple it with a clear view of what the cash is for and the discipline to strategize what it needs to be. Find out more on this week's episode.

This week on Life Planning 101, Aaron and Matt join us to give a market update, talk about interest rates, and more. You don't want to miss this. If you have questions, feel free to reach out to us.

Over 35 years of working in various fields of Life Planning has shown me that most people don’t plan to fail –they just fail to plan. I encourage you to be proactive as opposed to reactive and live your life on Purpose!