The Life Planning 101 Podcast

The tax code can be changed at any time...Do something now or you may end up paying for it later. And remember, we are here to help when you’re ready!

A lot has changed, but the risk and reward relationship has not.  Our CFA Aaron Kennedy said it best when he said "You deserve the return you get." This week learn about the Risk Pyramid and learn about 3 things you could be doing now with your investments.

Think of your 3 favorite restaurants. Now imagine the head chef from each made his/her very best dish for you. Sounds splendid, right? Now imagine if you took a big bowl and mixed these three dishes together with a wire whisk. How does that sound? Not so good, right? So why do we do that with our money? We cut and paste every strategy that sounds good and mix it all together. No matter how superb each strategy may be, when you mix the 3 they may not mesh well together at all.

Allow yourself to live LIFE on purpose. Remember, life isn’t about money, it's about living. Learn to control your money so it doesn’t control you.

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.

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.

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.

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.

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.

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.

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

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!