Episodes

Friday Oct 13, 2023
This Week in the Market - Episode 48 (10/13/23)
Friday Oct 13, 2023
Friday Oct 13, 2023
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. Even amongst the world chaos and increasing inflation, earnings season starts out positive. Listen today to learn more.

Wednesday Oct 11, 2023
Two Reasons You Get Sued
Wednesday Oct 11, 2023
Wednesday Oct 11, 2023
There are an estimated 40 million lawsuits filed every year in the United States? Could you afford a lawsuit? Can you imagine the stress of getting sued? On this week’s episode, we’re discussing the importance of having a good asset protection plan for you and your family.

Friday Oct 06, 2023
This Week in the Market - Episode 47 (10/6/23)
Friday Oct 06, 2023
Friday Oct 06, 2023
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.

Tuesday Oct 03, 2023
Inflation and Your Retirement
Tuesday Oct 03, 2023
Tuesday Oct 03, 2023
Let’s face it, inflation hurts. If you are breathing and spending your own money then chances are you’re starting to see the effects of inflation on your lifestyle. Will you run the risk of running out of money in retirement? It is more important today than ever in recent history to have a financial plan and pay heed to that plan. If you’re nearing retirement, then you don’t want to miss this week’s episode.

Friday Sep 29, 2023
This Week in the Market - Episode 46 (9/29/23)
Friday Sep 29, 2023
Friday Sep 29, 2023
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.

Wednesday Sep 27, 2023
The 8 Life Planning Issues
Wednesday Sep 27, 2023
Wednesday Sep 27, 2023
Over 35 years of working in various fields of Life Planning has shown us that most people don’t plan to fail –they just fail to plan. And one reason behind this procrastination is that they are overwhelmed by the complexity of the task and don’t know where to start. We feel it is very important for every family to seek help and take the time to focus on the questions that need to be addressed. I encourage you to be proactive as opposed to reactive and live your life on Purpose!

Friday Sep 22, 2023
This Week in the Market - Episode 45 (9/22/23)
Friday Sep 22, 2023
Friday Sep 22, 2023
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.

Wednesday Sep 20, 2023
What’s Going on Right Now?
Wednesday Sep 20, 2023
Wednesday Sep 20, 2023
Aaron Kennedy and Matt Ervin host this week’s episode and share what’s going on with the markets, political risk, and share some frequently asked questions. You don’t want to miss this.

Wednesday Sep 13, 2023
6 Things You Probably Didn’t Know About Life Insurance
Wednesday Sep 13, 2023
Wednesday Sep 13, 2023
Today there are thousands of insurance carriers, tens of thousands of products and even more bells and whistles on top of that. How do you know what you truly have and if it will be there when your family really needs it? September is Life Insurance Awareness Month. This week, we share 6 things you probably didn't know about life insurance.

Wednesday Sep 06, 2023
5 Tax Matters You Need to Know About
Wednesday Sep 06, 2023
Wednesday Sep 06, 2023
Changes to our tax system are not certain and are ever changing. So here we are again - a new day with new rules. Here are 5 things you need to be aware of.

Friday Sep 01, 2023
This Week in the Market - Episode 44 (9/1/23)
Friday Sep 01, 2023
Friday Sep 01, 2023
Aaron Kennedy and Sam Barker 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.

Tuesday Aug 15, 2023
HSA - The Ultimate Tax Benefit You May Be Using Wrong
Tuesday Aug 15, 2023
Tuesday Aug 15, 2023
Did you know you can grow your HSA just like you grow your retirement account? This week we take a look at some things you might not know about Health Savings Accounts.