The Life Planning 101 Podcast

The Top 5 Retirement Books

Too many people enter retirement unprepared. Don’t let that be you. Here are the top five must reads to help you start practicing your retirement.

Understanding Medicare

It is not an easy feat to understand all the aspects of Medicare, much less choosing the plan that is right for you. We're here to help you understand the system so that the task is not so daunting.

How Do You Reach Your Money Goals?

I think a lot of us have asked this question at one time or another. Well, today we have seven ideas that could possibly help you reach those goals.

Should I Prepare My Own Taxes?

If you have never consulted with a tax professional, this might be a good year to do so. Find out more on this week's episode of Life Planning 101 with Angela Robinson.

Is Your Investment Portfolio Tax Smart?

Is your investment portfolio tax smart? This may seem like peanuts, but over the years a tax-inefficient investment plan can make or break someone’s retirement. Our in-house CFA Aaron Kennedy joins us this week on our show.

AirMedCare Network

We were honored to have Rhonda Dean, Membership Sales Manager with AirMedCare Network, as our special guest this week on our Life Planning 101 podcast. Learn more about AirMedCare Network and their Fly-U-Home program.

Death - It Happens...Is Your Family Ready for Yours?

Did you know twenty percent of men die before retirement age? Is your family ready if you were killed today? Would they be taken care of the way you would want?

Are You a Member of the Responsibility Club?

This sometimes overwhelming sense of duty to both our children and our parents may cause us to lose sight of the responsibility we owe to ourselves.

Are You Exposed to Any of These Risks?

Be sure to check out this week's episode of Life Planning 101 to learn about 3 risks you need to be aware of. You don't want to miss this!

Turning Crumbs into Cake for Your Financial Planning

Here are some creative planning ideas that leave yourself asking, “How do you do that?”

What is ViaScan?

We at Kennedy Financial Services care not only about your financial health, but your physical health as well. Dr. John Duncan, president of ViaScan, joins us this week on our show.

Giving with Benefits

We were honored to have Laura J. Malone, CAP®, CEPA, with American Endowment Foundation join us this week on our Life Planning 101 podcast.