The Life Planning 101 Podcast

The 70 Percent

According to the Administration for Community Living, 7 out of 10 people turning 65 will need long term healthcare services in their lifetime. Imagine working and saving your entire life only to find your income cut in half when you finally retire. Chose diligence to protect the ones you love the most. 

This Week in the Market - Episode 40 (6/23/23)

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.

Is Your Credit Score Important in Retirement?

The phrase “if you don’t use it, you will lose it” applies to more ways than one in retirement...It’s not just your health or mind – it could be your credit, too! Bottom line: There should be no expiration date for good credit. You may not need to work, but you do need to work at keeping your credit in shape. The only thing constant in life is change, so stay prepared.

Personal Liability Insurance

Do you have it? Do you have enough? Does it cover what you think it does? Life happens. Make sure you know what you need and know what you have, then act on it. Here are 4 things to consider.

This Week in the Market - Episode 39 (6/9/23)

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.

What Happens to Your Digital Assets When Something Happens to You?

We were honored to have Kate Hufnagel, aka The Digital Wrangler™, join us this week as our special guest. In this week’s episode, we talked about how technology — which makes our daily lives easier — has the potential to make things incredibly challenging for our loved ones, should something ever happen to us.

This Week in the Market - Episode 38 (6/2/23)

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. They talk AI and technology. You don't want to miss this.

87,000 New IRS Agents - What You Need to Know (Rebroadcast)

With all the news about what made it in or out of the Fiscal Responsibility Act over the weekend, there is also a lot of hoopla around the IRS keeping most of its new funding.  What does this mean for you? This week we are going to hit the refresh button on our publication from January entitled 87,000 New IRS Agents - 10 Things You Need to Know.

Planning Horizon

This week Aaron Kennedy and Matt Ervin join us to talk about the planning horizon and they talk technology, longevity, and opportunities. You don't want to miss this.

Decompress from Stress

Life gets stressful sometimes, there’s no way around it. This week we give you some tools you can use to help decompress from the stress…whether its financial, business, or life.

This Week in the Market - Episode 37 (5/12/23)

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.

How Much is a Million Dollars Really Worth?

Too often we see people carried away by these “new money” emotions. And then they are shocked to learn that what is left after they do a little spending won’t provide what they need it to do. Find out more on this week's episode.