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.
Episodes
Nov 1, 2022
Nov 1, 2022
23 min
Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 8.7% in 2023. You may also have to fork over some additional cash come tax time. It will be more important than ever before to work with your tax professional to know where you land.
Oct 28, 2022
Oct 28, 2022
10 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.
Oct 25, 2022
Oct 25, 2022
21 min
This week Aaron Kennedy and Matt Ervin join us to talk a little bit about the process of investing, the 3 legged stool of risk, and much more. You don't want to miss this.
Oct 21, 2022
Oct 21, 2022
8 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.
Oct 18, 2022
Oct 18, 2022
23 min
Once you are successful, the next step is how do you keep it? Which is the job of a CFO. Who is going to help you keep and maximize your success? This week we rebroadcast a show from 2021. Please enjoy.
Oct 14, 2022
Oct 14, 2022
10 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.
Oct 11, 2022
Oct 11, 2022
24 min
This week on our Life Planning 101 podcast we share what could possibly be the most important strategy you can have in retirement. You don't want to miss this. Be sure to share this week's show with someone.
Oct 7, 2022
Oct 7, 2022
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.
Sep 30, 2022
Sep 30, 2022
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.
Sep 27, 2022
Sep 27, 2022
23 min
This week Aaron Kennedy and Matt Ervin join us for an episode of Black & White Market Chatter to talk interest rates and commodities. They also give you some ideas you could be taking advantage of during these crazy times. You don't want to miss this.
Sep 19, 2022
Sep 19, 2022
23 min
Most of us desire our portfolios to stand the test of time – will yours? This week we share 10 pieces of financial wisdom from successful individuals.
Sep 16, 2022
Sep 16, 2022
7 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.