The Life Planning 101 Podcast

Moving in retirement -or even right before you retire - can bring its own set of surprises… and some may not be so pleasant. Here are five things you may want to consider.

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

Your indecision about your future may cause someone or something else to make the decision for you. Find out more on this week's episode of Life Planning 101.

It's inevitable. Change is coming but no one knows for sure exactly what that change will be. Here are several things that may happen.

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. 

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.

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.

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.

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.

Have you ever taken the time to write out a bucket list? This week we share 3 tips to help you get started.

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.

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?