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

Sep 12, 2022
Why NOT to Buy Life Insurance
Sep 12, 2022
Sep 12, 2022
23 min
September is Life Insurance Awareness Month. If you died today, what would happen to your family, your business or ranch? How would everyone you love be affected? What are the reasons why NOT to buy life insurance? Find out more on this week's episode of Life Planning 101.
Sep 9, 2022
Sep 9, 2022
11 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 6, 2022
Do You Have an I Love You Plan?
Sep 6, 2022
Sep 6, 2022
23 min
Think about the people you love and care about—your spouse, kids, grandkids, siblings, parents, employees. How would they fair if you suddenly died? Do you even know? September is Life Insurance Awareness Month. Find out more on this week's episode.
Sep 2, 2022
Sep 2, 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.

Aug 29, 2022
When Should I Take My Social Security?
Aug 29, 2022
Aug 29, 2022
23 min
Social Security claiming strategies are much more complex than asking for your neighbor’s advice. Here are just some of the factors that could come into play with how to maximize not just your benefits, but your entire retirement.
Aug 26, 2022
This Week in the Market - Episode 13 (8/26/22)
Aug 26, 2022
Aug 26, 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.

Aug 22, 2022
Behavioral Biases
Aug 22, 2022
Aug 22, 2022
23 min
This week Aaron Kennedy and Matt Ervin are discussing the Fed and different behavioral biases.
Aug 19, 2022
This Week in the Market - Episode 12 (8/19/22)
Aug 19, 2022
Aug 19, 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.

Aug 15, 2022
Estate Planning Isn’t Just for Your Kids
Aug 15, 2022
Aug 15, 2022
22 min
There is so much more to estate planning than having a will and telling your spouse where everything is. If you haven't made an estate plan with and for your spouse, there is still time…and we are here to help.
Aug 12, 2022
This Week in the Market - Episode 11 (8/12/22)
Aug 12, 2022
Aug 12, 2022
7 min
Matt Ervin joins us for a brief rundown of what happened this week and shares some reasons why we should keep our heads up during these tough times.

Aug 8, 2022
The Retirement Nightmare
Aug 8, 2022
Aug 8, 2022
24 min
It doesn’t matter if you are retired, retiring early, retiring late, or just thinking about retiring...the fear of running out of money in retirement can turn your retirement dream into a retirement nightmare. This week we share the most valuable financial tool you can have in your retirement years.
Aug 5, 2022
Aug 5, 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.










