✨ Ever wish you could unlock your inner wellness guru without chanting mantras in the mountains or living off kale smoothies forever? 🧘‍♀️ In this episode of LIFING 101, we’re diving into the wild world of self-healing! No crystals or incense required (unless you’re into that). We’re talking practical, and downright doable tips to help […] The post…

Insurance is like Swiss cheese. It is not a matter of whether or not there are holes; it is a matter of how many holes there are. Here are 5 myths about life insurance. Please enjoy this gem from our archive.De către Angela Robinson

Let’s face it…No one wants to talk politics these days, but facts are facts. We are approaching a presidential election, so politics need to be top of mind. This week we look at the current tax proposal of each candidate. No matter what your political views are, be sure that you get out and vote on election day.…

Have you ever looked in the mirror and thought- whoa, that can’t be right? Who is this old person staring back at me? As funny or not so funny as this may be, the fact is that life is short and it seems to hurry along faster the older we get.De către Angela Robinson

🏋🏽‍♀️Tired of being tired? Ready to trade in couch potato vibes for quality living? In this episode, “Getting Physical- The Prescription for Quality Living”, we’re writing and giving you the ultimate ‘Prescription’—no doctor’s note needed and no co-pay required! Discover how you can boost and transform your mood, boost your energy, and turn ‘ugh’ d…

Can you hear it? It’s those two, ominous notes from the movie Jaws to let you know we are drawing nearer and nearer to the almost inevitable…the sunset of the Tax Cuts and Jobs Act (TCJA) of 2017. This could mean that higher income taxes and estate taxes are headed your way.De către Angela Robinson

Aaron Kennedy is joined by Matt Ervin and Sam Barker to talk a little bit about what's going on in the markets, economic indicators, stocks, FOMO, and more. You don't want to miss this week's episode. If you have questions/comments or ideas for future episodes, you can reach out to us online at: www.kennedy-financial.com.…

Are your assets protected? What good is all the hard work it took to build your success if you don’t take the time to protect it? We’re talking asset protection on this week’s episode. Here are some of the most common issues we see.De către Angela Robinson

The accumulation years are the easy years…if any years are really easy years. And frankly, that is when you need to start thinking and become proactive about your retirement years. Here are some things to consider.De către Angela Robinson

Aaron Kennedy and Sam Barker give us a brief market update and talk a little bit about interest rates. You don't want to miss this. If you have questions, you can reach out to us on our website: www.kennedy-financial.com.De către Angela Robinson

Feeling tired but can’t seem to recharge? Feeling like you’re spinning the wheel of exhaustion? Welcome to ‘Rest Roulette: The Secret R&R Hacks,’ where we spin the wheel on the secret types of rest you never knew you needed! In this episode of ‘Rest Roulette,’ we’re breaking down the secret rest and relaxation hacks that’ll […] The post Rest Roulet…

I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Because of this, I thought I might take a minute to educate you a little about our industry.De către Angela Robinson

Got 17 minutes? Sam Barker and Aaron Kennedy give us a brief market update and talk a little bit about happened recently in Japan. You don't want to miss this. If you have questions, you can reach out to us on our website: www.kennedy-financial.com.De către Angela Robinson

Ever wished you could carry a human-sized teddy bear around to help you through life’s ups and downs? Ever wish your best friend came with a “hug now” button? Or maybe you’re the designated human Kleenex for your circle of friends? Well, good news—you can, and it’s called an Emotional Support Human! In this episode, […] The post ESH – Emotional Sup…

Emotionally we’re always thinking of reasons not to invest in the stock market. Is there fear today? Absolutely! Just think: What would Warren do? Well, he says, “Buy Fear!” Let these 90 years of experience help you be comfortable with exercising a good discipline to do what Warren does.De către Angela Robinson

Join us for this laugh-out-loud episode, “First Dates and Fumbles: Surviving the Awkward Early Stages of Dating”, where we navigate the treacherous waters of early dating. We’ll be diving into the cringeworthy, the charming, and the downright confusing world of first date conversations From the dreaded first date jitters to creepy questions, we’re …

Graduation is a major step for those important young adults in our life. A parent’s goal is always to see their kids launch successfully and stay successfully launched. How do you do that? Well, we have few ideas for you. You can read the corresponding article on our website at: https://www.kennedy-financial.com/blog/life-after-graduation-what-shou…

Ready or not, here comes another dive into the dating pool in the wild world of dating! In this episode, we ask the big question: Are you really ready to jump back into the dating pool, or are you still clinging to your emotional floaties? We’ll help you figure out if you’re truly ready to […] The post Dating! Ready or Not? first appeared on LIFING…

Why is it that if we don’t achieve perfection, we sometimes give up? It’s really about obtaining progress…not perfection. Since 1989 we have been on a mission to help people live Life on purpose! On this week’s episode of Life Planning 101, we give you a new 80/20 rule to consider.De către Angela Robinson

In this episode, we dive into the world of dating types and explore why we keep falling for the same kind of people, and dating the same person over and over. We’ll discuss the ups and downs of sticking to a ‘type’. Join us as we share cringe-worthy dating stories, investigate the meaning behind our […] The post Dating Beyond Your Usual Suspect fir…

For many Americans, putting money back into a retirement account such as a 401(k) or traditional IRA has been their primary choice to save for retirement. The problem with this is: The IRS is going tax you…either coming or going. Here are some important things you need to consider.De către Angela Robinson

In this episode of Blending Love and Laughs: Stepping Into the World of Stepfamilies, we dive into the fascinating world of blended families, where love, laughter, and a few challenges come together to create unique family dynamics. We’ll explore the latest statistics and prevalence of stepfamilies, , exploring just how common and diverse these fam…

Does it feel like your life is dehydrated? This week we share 3 things to consider. Life is too short to live it dehydrated. Just as you have to purposely plan ahead, remind ourselves, and occasionally have an accountability partner to stay physically hydrated, it works the same way in LIFE.De către Angela Robinson

Got 12 minutes? Sam Barker and Aaron Kennedy give us a brief market update and talk a little bit about returns. You don't want to miss this. If you have questions, you can reach out to us on our website: www.kennedy-financial.com.De către Angela Robinson

Ready for round two of wedded bliss? Join us for Love’s Encore: Second Marriage Laughs and Lessons with the Richards. In this hilarious and heartwarming episode, we chat with the Richards, a couple who are experienceing the art of love’s encore. From navigating the quirks of blending families to the unexpected perks of second chances, […] The post …

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.De către Angela Robinson

Ready to hit the refresh button on romance? Join us for “Love Take Two: MARRIAGE REBOOT!” where we dive into the hilarious, heartfelt, and occasionally hair-raising world of second marriages. Your favorite hosts are back, sharing the ups, downs, and downright hilarious moments of finding love again. We’re exploring how to make “I do” 2.0 […] The po…

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, 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.De către Angela Robinson

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.De către Angela Robinson

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.De către Angela Robinson

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.De către Angela Robinson

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.De către Angela Robinson

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/.…

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.De către Angela Robinson

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.De către Angela Robinson

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.De către Angela Robinson

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.De către Angela Robinson

In the 4th quarter of 2023, household debt reached 17.5 trillion dollars with credit card debt. Here are a few ideas to possibly help you save money for retirement.De către Angela Robinson

Planning is a gift. It is a gift of peace of mind and the ability to not just survive, but to thrive. Provide your family with the tools to take care of you and your wishes with confidence because you love them. Please enjoy this gem from our archive.De către Angela Robinson

Aaron, Matt, and Sam join us this week to talk about what's going on in the market, what they're looking at, and why they have confidence moving forward. You don't want to miss this week's episode.De către Angela Robinson

I was honored to sit down with the Real Wealth Podcast to talk about the struggles with long-term care in the United States, how grief heightens temperament, and how having a plan isn’t enough. You don't want to miss this week's episode.De către Angela Robinson

This week Aaron, Matt, and Sam join us to talk about something pretty SWEET. They also share a market update and some companies they're looking into. You don't want to miss this week's episode.De către Angela Robinson

Like the title of a James Bond movie, we live in a day and age where it can seem like there is no time to die. There seems to be so many obligations that need our attention. Do you care about your family? Then you don’t want to miss this week’s episode of Life Planning 101.De către Angela Robinson

Aaron, Matt, and Sam host this week’s episode to give us a market update, talk a little bit about technology, and more. You don't want to miss this week's episode of Black & White Market Chatter right here on Life Planning 101.De către Angela Robinson

We're honored to have Lisa Hunter join us this week on our show. Lisa shares with us the Teepa Snow Positive Approach to Care and information about the GEMS State Model. You don't want to miss this!De către Angela Robinson

Every motion you make, whether with purpose or not, is compounding toward or away from a Life lived on purpose. Your financial health should be a priority today.De către Angela Robinson

Recently I was speaking with a client about how important it is to take preventative measures in regard to health - eating right, exercising, and taking the right supplements. It is just as important that we take preventative measures in regard to our finances - planning for the worst-case and best-case scenarios, exercising good financial habits, …

Are you nearing retirement? Are you already in retirement? Do you know someone who is? If so, then this week’s episode is for you. Guarantees may have a place in a retiree’s plan, but they may not. Proceed with caution, proceed with a plan, and proceed with a Life Planner.De către Angela Robinson

Aaron Kennedy, Matt Ervin, and Sam Barker join us this week to talk about investor fatigue, volatility, and changes in the market.De către Angela Robinson