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.
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Episodes
Monday Dec 21, 2020
Monday Dec 21, 2020
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.
Monday Dec 14, 2020
Monday Dec 14, 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.
Tuesday Dec 08, 2020
Tuesday Dec 08, 2020
It's the most gifting time of the year. This week we deck your halls with some holly jolly gift giving strategies.
Tuesday Nov 24, 2020
Tuesday Nov 24, 2020
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!
Tuesday Nov 17, 2020
Tuesday Nov 17, 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.
Tuesday Nov 10, 2020
Tuesday Nov 10, 2020
Right now, post-election, is the time to prioritize your to-do list in light of the results. Here are 5 priorities to consider.
Monday Nov 02, 2020
Monday Nov 02, 2020
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!
Tuesday Oct 27, 2020
Tuesday Oct 27, 2020
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!
Tuesday Oct 20, 2020
Tuesday Oct 20, 2020
Money is a hard topic. One thing experience has taught us is that people want one thing from money more than anything else—to stop thinking about it. Find our more on this week's episode of Life Planning 101.
Tuesday Oct 13, 2020
Tuesday Oct 13, 2020
No matter who you want to pass the economic crisis buck to, we all should take a closer look in the mirror. We're a nation living beyond our means. Find out more on this week's episode of Life Planning 101.
Tuesday Oct 06, 2020
Tuesday Oct 06, 2020
Planning is not always about the right answers. It's about knowing the right questions to ask and addressing those. Do you have a Real Financial Plan? This week our in-house CFA Aaron Kennedy also joins us to share a market update.
Tuesday Sep 29, 2020
Tuesday Sep 29, 2020
No matter your lot in life or the bad advice you have taken in the past, remember one thing: Today is the first day of the rest of your life. Find out more on this week's episode of Life Planning 101.