The Life Planning 101 Podcast

What is Your Greatest Financial Fear?

This is your 2021 challenge: Dig deep—what is your greatest financial fear? Once you've figured that out, the next question you need to ask is 'why?' Our in-house CFA Aaron Kennedy also joins us this week to share a market update.

I Don't Like Trusts

Trusts are like apple pie. If you leave out an ingredient, the end result is going to taste bad. Remember, a trust is only as good as you make it.

The Retirement Dream

Imagine that you’ve worked 45 years and saved all you can only to hear that taxes are going to crush your retirement goals. Don't worry, there's hope! Learn how you can retire and stay retired successfully.

Congress Update

This week we talk about the updates to the economic relief package. So if you're a farmer, rancher, business owner, or non-profit, you don't want to miss this week's episode.

Elf on the Shelf Money Advice

What are your thoughts on money? Do you work for IT, or do you allow IT to work for you? This week we learn some helpful tidbits from an elf and how we can apply those to our lives.

The Most Googled Money Questions in 2020

It’s not always about getting an answer. It’s about getting the right question to ask. Here's a list of the top money questions people searched using Google in 2020...with a KFS twist.

A New Season of Gift Giving

It's the most gifting time of the year. This week we deck your halls with some holly jolly gift giving strategies.

Are You in the Lifeboat with Your Investments?

Our in-house CFA Aaron Kennedy joins us this week on our show. As risk managers, we are in the business of first preserving what you have worked so hard to get, then growing it—not the other way around. You don't want to miss this week's episode!

College Funding in 2020

Are you looking for alternative ways to fund your children and grandchildren's education? Then you don't want to miss these 4 helpful tips from our Texas Tech intern Jeff Rumfield.

Election Results & Your Next Steps

Right now, post-election, is the time to prioritize your to-do list in light of the results. Here are 5 priorities to consider.

Ag-Value and Estate Taxation

Are you a farmer, rancher, or small business owner? This week we share what you need to do before the end of the year. You don't want to miss this!

What You Should Be Doing With Your Investments Pre/Post Election

Our in-house CFA Aaron Kennedy joins us this week on our show to let us know what you should be doing with your investments both pre and post election. You don't want to miss this!