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
Aug 1, 2022
Aug 1, 2022
23 min
How you transition your 401(k) may not be as simple as it seems. There may be some crucial planning opportunities and/or pitfalls. Find out more on this week's episode.
Jul 27, 2022
Jul 27, 2022
23 min
This week Aaron Kennedy and Matt Ervin join us to discuss currency, interest rates, inflation, and economics. They also share some ways how we're positioning ourselves during these tough times.
Jul 22, 2022
Jul 22, 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.
Jul 18, 2022
Jul 18, 2022
22 min
Don’t leave your spouse and partner with a tax nightmare. Let us help you review your situation and show you any pitfalls that may be in your current plan.
Jul 15, 2022
Jul 15, 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.
Jul 11, 2022
Jul 11, 2022
21 min
We work with several business owners across several industries and realistically speaking? 95% of our time is spent fixing problems, not preventing them. I want to challenge you today to take care of the old you person you will be some day and address the risks you may not even know are out there. Let us help you plan for a drought.
Jul 8, 2022
Jul 8, 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.
Jul 5, 2022
Jul 5, 2022
22 min
We may not exactly be post-COVID yet, but our world is certainly settling into a new rhythm that looks a lot more normal than the past couple of years.
Jun 30, 2022
Jun 30, 2022
24 min
Aaron Kennedy and Matt Ervin join us this week to share what’s going on in the market.
Jun 24, 2022
Jun 24, 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
Jun 21, 2022
Jun 21, 2022
23 min
Trying to balance being a parent, grandparent, and parent to your parents (often while you still have a career and a life of your own), simply put, is A LOT! It can take a toll on your own life.
Jun 17, 2022
Jun 17, 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