The Life Planning 101 Podcast

Inflation - Should We Be Concerned?

Inflation is here. It’s important to not let your emotions get in the way of logic. Be proactive, keep your disciplines, and stay the course. Find out more on this week's episode of Life Planning 101.

The Dangers of a 401(k)

401(k)s help millions of people put back money for retirement, but there are some dangers involved such as the loss of flexibility…in several ways. Find out more on this week's episode of Life Planning 101.

Planning to Move in Retirement?

Moving in retirement -or even right before you retire - can bring its own set of surprises… and some may not be so pleasant. Here are five things you may want to consider.

The Obvious Never Happens

Our in-house CFA Aaron Kennedy joins us this week on our show to share a market update. You don't want to miss this!

Spinning Out of Control

Your indecision about your future may cause someone or something else to make the decision for you. Find out more on this week's episode of Life Planning 101.

2021 Tax Changes (Rebroadcast)

It's inevitable. Change is coming but no one knows for sure exactly what that change will be. Here are several things that may happen.

The 70 Percent

According to the Administration for Community Living, 7 out of 10 people turning 65 will need long term healthcare services in their lifetime. Imagine working and saving your entire life only to find your income cut in half when you finally retire. Chose diligence to protect the ones you love the most. 

Inflation - It Still Exists

It's important that you get your risk right, stay disciplined, and get help from your advisor if you need it. Do you know your risk number? You can find out right now on our website: www.kennedy-financial.com.

3 Rules for Simple Investing

Is your family important to you? What about your goals, money, or future? This week on our show we discuss things you could be doing now.

The Three Legged Stool of Inflation (Part 2)

Our in-house CFA Aaron Kennedy and Matt Ervin join us this week to bring us part two of the three legged stool of inflation. Find out more on this week's episode.

The Three Legged Stool of Inflation (Part 1)

Our in-house CFA Aaron Kennedy and Matt Ervin join us this week to talk about the three legged stool of inflation. Find out more on this week's episode.

Do You Have a Bucket List?

Have you ever taken the time to write out a bucket list? This week we share 3 tips to help you get started.