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.
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.
Episodes
Feb 24, 2023
This Week in the Market - Episode 31 (2/24/23)
Feb 24, 2023
Feb 24, 2023
9 min
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.

Feb 21, 2023
When to Start Planning
Feb 21, 2023
Feb 21, 2023
35 min
Angela was honored to be a guest on the Real Wealth podcast this week to share the benefits and pitfalls that could occur when starting a financial strategy later in life. You don't want to miss this.
Feb 17, 2023
This Week in the Market - Episode 30 (2/17/23)
Feb 17, 2023
Feb 17, 2023
9 min
Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened last week and share some reasons why we should keep our heads up during these tough times.
Feb 10, 2023
This Week in the Market - Episode 29 (2/10/23)
Feb 10, 2023
Feb 10, 2023
9 min
Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened last week and share some reasons why we should keep our heads up during these tough times.

Feb 7, 2023
Feb 7, 2023
23 min
If we’re talking about money, diversification is very good thing. It doesn’t solve everything, but it certainly hedges a lot of risk. As your wealth and success grow...the number of baskets you have should grow as well. When this happens, you are also growing a new problem.
Feb 6, 2023
Feb 6, 2023
11 min
Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened last week and share some reasons why we should keep our heads up during these tough times.
Jan 27, 2023
This Week in the Market - Episode 27 (1/27/23)
Jan 27, 2023
Jan 27, 2023
8 min
Aaron Kennedy and Matt Ervin, along with special guest Ryan Holcombe with Hines, 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.
Jan 24, 2023
Rebalancing Season
Jan 24, 2023
Jan 24, 2023
23 min
Aaron Kennedy and Matt Ervin join us this week to share what changes they're making to portfolios right now and their thoughts on the market. You don't want to miss this.

Jan 18, 2023
87,000 New IRS Agents - What You Need to Know
Jan 18, 2023
Jan 18, 2023
23 min
You may have heard some say that because of the new law, an “army” of 87,000 new IRS agents will be coming to audit ordinary taxpayers. Here’s what you need to know.
Jan 13, 2023
This Week in the Market - Episode 26 (1/13/23)
Jan 13, 2023
Jan 13, 2023
12 min
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.

Jan 11, 2023
RMDs - New Year New Rules
Jan 11, 2023
Jan 11, 2023
24 min
Secure Act 2.0 is here. And with it comes changes to your retirement planning. This is certainly a year in which you cannot procrastinate. This week we share some helpful tools you can use to navigate this complex topic.

Jan 4, 2023
If You Only Knew...
Jan 4, 2023
Jan 4, 2023
23 min
As our wisdom grows so does our passionate desire to impart this wisdom on our loved ones. After all, most of our wisdom was gained by some hard knocks with good stories behind them.










