The Life Planning 101 Podcast

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.

The Secret Sauce to Investing

When it comes to investing, everyone is looking for the secret sauce. But what is the secret sauce? Our in-house CFA, Aaron Kennedy joins us this week on our show to let us know what the secret sauce is, and what you can do about it today!

Common Questions About 199A

CPA Cory Kohutek joins us this week on our show to answer some important questions about Tax Reform. You don't want to miss this!

Is Retirement Really About a Dollar Amount?

The word “Legacy” is often used to refer to the wealth you leave behind. However, a “Legacy” goes far beyond a dollar amount.

Don't Die Like a Celebrity

Celebrities are not so different from the rest of us. The same estate planning blunders they make are the same ones we see on an every day basis. Here are the top ten lessons to be learned from celebrity estate plans gone bad.