The Life Planning 101 Podcast

Cybersecurity Tips

We were honored to have IT expert Mike Ahern with Kennedy Computer Solutions join us this week as our special guest to share some important fraud prevention tips. You don't want to miss this!

Year-End Decisions

What do you need to know or, do or not do before the ball drops on 2021 and 2022 begins? Complexity is growing every day in every corner. This week we discuss 7 things you should consider before the end of the year.

A 6 Figure Impact on Your Credit

Your credit score is your financial reputation. It's a three-digit number that has a six-figure impact on your life. Fortunately, rebuilding your credit score is a lot easier than you think. Credit expert Philip Tirone has developed a step-by-step program to help you rebuild your credit score drastically.7 Steps to a 720 Credit Score exposes the rules of the credit game, giving consumers all the information they need to know to increase their credit scores and save thousands of dollars over the course of their life.

Being Defensive Through the Froth (Online Exclusive)

Aaron Kennedy and Matt Ervin join us for a special online exclusive episode of Black and White Market Chatter.

Combating Inflation

Aaron Kennedy and Matt Ervin join us this week on our show to talk ways to combat inflation. You don't want to miss this!

What Are Your Calluses Worth?

You’ve worked hard to build a legacy and be successful. Will your family remain successful after you’re gone? 90% of businesses fail by the third generation. The calluses are long gone and there is no foundation for these businesses to fall back on.

Tapas Life

We were honored to have retirement revolutionist Andy Robin, author of the book 'Tapas Life - A rich and rewarding life after your long career' join us this week on our show. If you're nearing retirement or are already in retirement, then you don't want to miss this! Andy talks about his step-by-step process to leading an interesting, rich, and fulfilling life after a long career.

How Much Can I Afford?

How much ___ can I afford? I fear that the majority of us don’t really have an answer to this question before we pull the trigger on a major purchase.

Why to Stay Invested

Our in-house CFA Aaron Kennedy and Matt Ervin join us this week on our Life Planning 101 podcast to talk about the market and why you should stay invested right now. You don't want to miss this!

Saving for Your Grandchildren

What do you really want to help your grandchildren accomplish? Which is more important to leave behind to your grandchildren? Values or Money?

Medicare Annual Open Enrollment

Get Ready! Medicare open enrollment begins October 15th. Our in-house insurance expert and para-planner Shelby Thompson joins us this week to share some important information that you need to know regarding Medicare. You don't want to miss this!

How Do You Plan Right Now?

The world has changed a lot. And is continuing to change a lot. And there is more change coming. The bottom line is that you have a lot you can plan for now, but you may not have as much to plan for if you wait!