The Life Planning 101 Podcast

Economic Data and Portfolio Updates

Matt Ervin, Sam Barker, and Brent Bible join Aaron Kennedy this week to talk economic data and share some things that they're looking at in the portfolios.

This Week in the Market - Episode 60 (6/14/24)

This week, Matt Ervin and Sam Barker join Aaron Kennedy to discuss Europe and their debt and currency...They also talk about Broad-Based Markets vs. the Equal Weight Indices. You don't want to miss this. If you have questions, please feel free to reach out to us. We would love to have a conversation with you.

This Week in the Market - Episode 59 (6/11/24)

This week, Matt Ervin and Sam Barker join Aaron Kennedy to discuss Tesla, NVIDIA, and Apple. You don't want to miss this. If you have questions, please feel free to reach out to us. We would love to have a conversation with you.

Can I Still Retire?

If the cost-of-living increase for food remains at 5% each year, that $100 worth of groceries will only be worth $56.03 just 10 years into retirement. This week we share 12 questions you need to be asking your financial professional.

This Week in the Market - Episode 58 (5/31/24)

This week, Aaron gives us a brief market update and he talks a little about AI. You don't want to miss this. If you have questions, please feel free to reach out to us. We would love to have a conversation with you.

My Farm & Ranch - Transitioning and Retirement Planning

If you haven’t thought about your own legacy, please do. In order to help you get off on the right foot, here are some things to consider. We call it the “Who, What, When, How, Sam and Plan Approach.

College Saving Options

What will college or education look like for your child or grandchild? This week we discuss three different funding methods and the flexibility for each. Saving for higher education can be complicated. Don’t do the job alone, we’re here to help.

Are You Being Stuffed into an Insurance Box?

We were honored to have Cori Slingerland with Mosaic Planning Group join us this week. Cori discussed the difference between a brokerage firm and a captive company. She also discussed the importance of being honest with your agent and more! You can find out more about Cori and the Mosaic Planning group at: https://mosaicplanninggroup.com/.

This Week in the Market - Episode 57 (5/10/24)

Aaron Kennedy and Sam Barker share more from the 2024 Berkshire Hathaway Annual Shareholders Meeting with Warren Buffett. They also give us a brief market update.

This Week in the Market - Episode 56 (5/7/24)

Aaron Kennedy and Sam Barker had the honor of attending the 2024 Berkshire Hathaway Annual Shareholders Meeting with Warren Buffett. They share some of their takeaways from the meeting as well as a brief market update.

10 Questions Every Investor Needs to Ask (Rebroadcast)

Wisdom isn’t always about knowing the answers. More often than not it's about knowing the right questions to ask. Here are questions every investor should be asking. You don't want to miss this Q&A session with our in-house CFA, Aaron Kennedy. This episode originally aired in 2019, please enjoy.

What's Going On Right Now?

Aaron Kennedy, Matt Ervin, and Sam Barker join us this week to discuss the economy, earnings, inflation, AI, and more. You don't want to miss this week's episode of Black & White Market Chatter on Life Planning 101.