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

Jun 13, 2022
Jun 13, 2022
23 min
Graduation is a major step for those important young adults in our life. A parent’s goal is always to see their kids launch successfully and stay successfully launched. How do you do that? Well, we have few ideas for you.
Jun 10, 2022
This Week in the Market - Episode 4 (6/10/22)
Jun 10, 2022
Jun 10, 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 6, 2022
Are Recession Fears Overblown?
Jun 6, 2022
Jun 6, 2022
23 min
If the market fell apart like it did in 2008, would you be sleeping well? If not, you are taking the biggest risk of all. You are taking the risk that your emotions will managing your future. Don’t let this happen! We don’t know if a recession is on its way or if it isn’t, but either way, we are ready to weather the storm. Are you?
Jun 3, 2022
This Week in the Market - Episode 3 (6/3/22)
Jun 3, 2022
Jun 3, 2022
6 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 1, 2022
Taking Advantage of This Market
Jun 1, 2022
Jun 1, 2022
23 min
What's the most important thing you should be doing right now? Aaron Kennedy and Matt Ervin share some ideas on this week's episode.
May 27, 2022
This Week in the Market - Episode 2 (5/27/22)
May 27, 2022
May 27, 2022
5 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.

May 23, 2022
Is Inflation Hurting Yet?
May 23, 2022
May 23, 2022
23 min
Inflation bites, but not as bad as our bad habits. Don’t let it be the scapegoat. You may not be able to control the price of things, but you can control the priority. Find out more on this week's episode.
May 20, 2022
This Week in the Market - Episode 1 (5/20/22)
May 20, 2022
May 20, 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.

May 16, 2022
Another Down Market Opportunity
May 16, 2022
May 16, 2022
23 min
It’s no surprise to state that the markets have been rather treacherous as of recent. So, what opportunities should you be looking at right now? This week we discuss three opportunities to consider.
May 9, 2022
The Opportunity in a Volatile Market
May 9, 2022
May 9, 2022
22 min
Aaron Kennedy and Matt Ervin join us this week to talk about the importance of looking for opportunities in this volatile market. What is the 80/80 Rule? Find out more on this week's episode.

May 2, 2022
Do You Have an Estate Plan?
May 2, 2022
May 2, 2022
22 min
Estate concerns are about more than just who gets what. Everyone focuses on the financial aspect of their legacy, but they forget to focus on what really matters—everything else.

Apr 26, 2022
How Do You Look at Your Money?
Apr 26, 2022
Apr 26, 2022
23 min
Do you look at your money for what it is or do you look at it for what it is for? Plan for what your money is for. Know holistically what your money needs to be doing, plan for it, and stay disciplined.










