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

Jan 18, 2022
COVID Fog
Jan 18, 2022
Jan 18, 2022
24 min
Refer to any news media and the headlines are teeming with news about COVID…and has been for 2 years. It is no wonder that important information about other areas of interest is getting buried. After placing a few phone calls regarding various legislation that passed at the end of 2019, I thought it might be good to revisit some important issues that may impact your planning.

Jan 10, 2022
Getting Back to Simplicity
Jan 10, 2022
Jan 10, 2022
25 min
As life goes on, it seems to become more and more complicated. You can keep living by default or choose to live Life on purpose. This week we talk about the toy box approach when it comes to life planning.

Jan 4, 2022
Are We There Yet?
Jan 4, 2022
Jan 4, 2022
24 min
What is it about our minds that make us more impatient the closer we get to our goal? We all want to get where we are going “yesterday.” The problem sometimes develops that we become so focused on “getting there,” that we forget to be a human being in the midst of it. We become a human doing instead.

Dec 21, 2021
The Gift That Gives
Dec 21, 2021
Dec 21, 2021
22 min
It is that time of year - Christmas! Maybe it’s due to watching Scrooge or The Grinch for the umpteenth time, but it seems we are all inspired to give back during the holidays even in the smallest way. Here are a few ideas to give to your favorite causes and have Uncle Sam help you do it.

Dec 13, 2021
Cybersecurity Tips
Dec 13, 2021
Dec 13, 2021
25 min
We were honored to have IT expert Mike Ahern with Kennedy Computer Solutions join us this week as our special guest to share some important fraud prevention tips. You don't want to miss this!

Dec 7, 2021
Year-End Decisions
Dec 7, 2021
Dec 7, 2021
24 min
What do you need to know or, do or not do before the ball drops on 2021 and 2022 begins? Complexity is growing every day in every corner. This week we discuss 7 things you should consider before the end of the year.

Nov 29, 2021
A 6 Figure Impact on Your Credit
Nov 29, 2021
Nov 29, 2021
21 min
Your credit score is your financial reputation. It's a three-digit number that has a six-figure impact on your life. Fortunately, rebuilding your credit score is a lot easier than you think. Credit expert Philip Tirone has developed a step-by-step program to help you rebuild your credit score drastically.7 Steps to a 720 Credit Score exposes the rules of the credit game, giving consumers all the information they need to know to increase their credit scores and save thousands of dollars over the course of their life.
Nov 24, 2021
Nov 24, 2021
19 min
Aaron Kennedy and Matt Ervin join us for a special online exclusive episode of Black and White Market Chatter.
Nov 22, 2021
Combating Inflation
Nov 22, 2021
Nov 22, 2021
22 min
Aaron Kennedy and Matt Ervin join us this week on our show to talk ways to combat inflation. You don't want to miss this!

Nov 16, 2021
What Are Your Calluses Worth?
Nov 16, 2021
Nov 16, 2021
20 min
You’ve worked hard to build a legacy and be successful. Will your family remain successful after you’re gone? 90% of businesses fail by the third generation. The calluses are long gone and there is no foundation for these businesses to fall back on.

Nov 9, 2021
Tapas Life
Nov 9, 2021
Nov 9, 2021
23 min
We were honored to have retirement revolutionist Andy Robin, author of the book 'Tapas Life - A rich and rewarding life after your long career' join us this week on our show. If you're nearing retirement or are already in retirement, then you don't want to miss this! Andy talks about his step-by-step process to leading an interesting, rich, and fulfilling life after a long career.

Nov 1, 2021
How Much Can I Afford?
Nov 1, 2021
Nov 1, 2021
22 min
How much ___ can I afford? I fear that the majority of us don’t really have an answer to this question before we pull the trigger on a major purchase.










