The Life Planning 101 Podcast

Cybersecurity Tips (Rebroadcast)

This week we take a dive into our archive for this gem. In 2021, IT expert Mike Ahern with Kennedy Computer Solutions joined us as our special guest to share some important fraud prevention tips. You don't want to miss this!

Elf on the Shelf Money Advice (Rebroadcast)

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. Please enjoy this episode from our archives.

The Perfect Investment (Rebroadcast)

You’d almost have to live in a cave to not realize that times are tough right now. And under these uncertain conditions, people are hoping to find the perfect investment—one that’s safe, but offers an outstanding return. Our experience tells us that there is ultimately only one perfect investment—family.

12 Tax-Smart Charitable Giving Strategies

Using an efficient, tax-smart approach to maximize the impact of your charitable giving has never been more important. This week we give you 12 ways to increase your giving power while potentially reducing your taxable income this year and beyond.

Fiduciary Roles of a Retirement Plan

We’re kicking off a series this week aimed at business owners, farmers, and ranchers. With retirement plans, there are two types of fiduciaries. Do you know what they are and how they impact your business or farm and ranch?

Are CDs Just as Good as Investing in the Markets?

This week we’re talking investments, economics, and behavioral finance. Do you have the patience to see the long-term economics through and let the markets do what they do…which historically has been climbing the wall of worries?

2024 Tax Numbers Are Out

Last week the IRS announced inflation adjustments to more than 60 tax provisions for 2024. Although “inflation adjustments” may not sound like that big of a deal, it may have some low hanging fruit you don’t want to miss picking.

Myths and Mistakes of Estate Planning

Attorney Kyle Post joins us on this week’s episode to discuss myths and mistakes of estate planning. We talk legal documents, the government, taxes, trusts, and more. You don't want to miss this.

This Week in the Market - Episode 49 (11/3/23)

Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough times.

Should You Convert to a Roth IRA?

Your opportunity to convert your IRA may be the wisest move you ever make. It may not, but you won’t know until you ask. Let us help you take a look!

Today’s Market Environment

M&A has not gone away even with the current interest rate environment. Join us today to learn about some of the capital investments still taking place in today’s market environment.

Investment Advice for the Times

In a chaotic and emotionally charged world, it’s imperative that you don’t let your emotions overrule your decisions. Most of us desire our portfolios to stand the test of time – will yours? This week we share 10 pieces of financial wisdom from successful individuals.