The Life Planning 101 Podcast

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.

Have You Saved Enough for Retirement?

The #1 fear in retirement is running out of money. When you retire, everything changes. You are no longer working and no longer hold those keys. Find out more on this week's episode of Life Planning 101.

Is Disability a Threat to Me or My Family?

We were honored to have Kenny Russell, Director of Disability Sales with Crump Life Insurance Services join us this week as our special guest. Do you have plan is in place to protect or replace your income in the event of a disability?

Market Commentary

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

Financial Literacy - Where Do We Start?

You don’t necessarily need to enroll in a big fancy course. Much of financial literacy stems from an understanding of the basics. Here are 10 questions you need to ask yourself today!

Saving Lives Saving Dignity

We were honored to have Dr. Alan Molk, author of Saving Lives Saving Dignity join us this week as our guest to discuss his book as well as the importance of having end-of-life planning in place.

10 Questions You Need to Be Asking Your Financial Advisor

Complexity can lead to confusion. Confusion can lead to inaction. Inaction can lead to lost dollars. Don’t let complexity cost you. Use these ten questions to help you find an individual you can trust to guide you in turning complexity into opportunity.