The Life Planning 101 Podcast

September Market Update

Our in-house CFA Aaron Kennedy and our CFP Matt Ervin join us this week on our show to give us a market update. You don't want to miss this!

Attention S-Corp Owners

S-Corp = Limitations. S-Corps are great for the mom-and-pop shop with little to no assets, but not so great for giving you flexibility as you grow.

Legal Documents Aren‘t Just for Dying

Once you reach 18 years old, you need to obtain the basic legal documents. It's astonishing how many families we meet without a single legal document.

Don‘t Begin with the End in Mind

We spend years, decades even, building our legacies—our family’s success, our businesses, our wealth. Yet we wait until the last hour to plan for the biggest moments in our life. Don’t begin with finding an answer. Let us help you take the time to find YOUR answer!

Will Your Life Insurance Pay?

There has been trouble brewing with life insurance carriers for decades now. The bottom line is this: Life insurance ain’t what it used to be, but it doesn’t mean it’s useless or not needed. It just needs to be managed.

Transitory or Not

Matt Ervin and our in-house CFA Aaron Kennedy join us this week on our show to talk about whether or not inflation is transitory.

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.