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Life Planning 101

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Join Angela Robinson of Kennedy Financial Services for Life Planning 101. Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning...and much more. (To be eligible for show giveaways, please join us live each Monday morning at 8:30AM CDT on KATXRadio.com)

Join Angela Robinson of Kennedy Financial Services for Life Planning 101. Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning...and much more. (To be eligible for show giveaways, please join us live each Monday morning at 8:30AM CDT on KATXRadio.com)
More Information

Location:

United States

Description:

Join Angela Robinson of Kennedy Financial Services for Life Planning 101. Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning...and much more. (To be eligible for show giveaways, please join us live each Monday morning at 8:30AM CDT on KATXRadio.com)

Language:

English

Contact:

254-629-3863


Episodes

Who Will Protect You?

7/10/2018
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Do you have a plan in place to protect yourself from the ‘what ifs’ in life? It doesn’t pay to try to do the job alone.

Duration:00:23:00

When Do I Take Social Security?

7/3/2018
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Don’t take Social Security on a whim or an assumption. Make sure you know your facts for the sake of your pocketbook, your tax return and your family.

Duration:00:22:38

Real Financial Planning

6/25/2018
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Planning is not always about the answers or even the right answers. It is about knowing the right questions to ask and addressing those.

Duration:00:21:58

Is it Possible to Never Pay Taxes Again?

6/18/2018
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There are seasons for everything in life. You can either let them pass you buy or you can thrive in them. Now is the season for planning.

Duration:00:22:39

Attention Business Owners

6/12/2018
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3 planning strategies utilized to potentially help business owners protect assets, plan for their futures, and take care of their families.

Duration:00:22:55

Protecting Your Assets from Medicaid

6/5/2018
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Attorney Clinton Nix joins us this week on our show to discuss Medicaid and estate planning.

Duration:00:22:07

The Secret to Financial Success

5/29/2018
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Think about this—when do you go see a doctor? That’s right - when something is wrong. The same is true for when people go see their financial specialist – when the pain is bad enough. Why do we do this to ourselves?

Duration:00:20:54

Naming Your Beneficiaries

5/21/2018
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Jim Kennedy joins us this week on our show as our special guest to answer some important questions regarding your beneficiary designations. You don’t want to miss this!

Duration:00:24:33

What is Your Long-Term Healthcare Plan…Beyond the Money?

5/15/2018
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Bret Robinson joins us this week on our show to discuss the importance of having a plan in place to address long-term healthcare needs. You don’t want to miss this!

Duration:00:20:49

Behavioral Finance

5/8/2018
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Charlie Mahar with Tealwood Asset Management joins us this week for our show to discuss Behavioral Finance.

Duration:00:21:14

Family-Centric Estate Planning

5/2/2018
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Our Legacy Planning Process helps families create a multi-generational vision that not only focuses on your legacy, but on the family’s legacy, which is built upon the foundation you set today.

Duration:00:19:51

Tax Reform Memoirs

4/24/2018
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A little known fact is that most of the recent tax reform has an expiration date in the near future, and there was very little effort to fight the ability for lawmakers to create claw backs. This means the statute of limitations law is critical and the clock is ticking.

Duration:00:22:17

How Do You Look At Your Money?

4/16/2018
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Do you look at your money for what it is or do you look at it for what it is for? Plan for what your money is for. Know holistically what your money needs to be doing, plan for it, and stay disciplined.

Duration:00:22:04

Are CDs Making a Comeback?

4/10/2018
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Don’t let your emotions manage your money. Remember to buy fear and sell greed as Warren Buffet says. Jumping out of volatility and into a “safe” CD right now is quite the opposite. Even if you can’t sleep at night and can’t stand the volatility of the market, you have options that can fight inflation.

Duration:00:22:46

Working with Wisdom

4/3/2018
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Wisdom isn’t something you are born with. Yet wisdom, once gained, can be the most valuable thing you achieve and maintain - second only to your relationships with God and those you love most in life. Wisdom is achieved through years of watching, listening, observing and experiencing.

Duration:00:24:32

Will Your Retirement Plan Blow Up?

3/20/2018
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It is more important than ever to be proactive to stress test your retirement plan. Don’t accept a cookie cutter solution to your unique situation. There are so many creative planning tools out there. Work with someone who has an open architecture which utilizes these tools to address what is important to you before it is too late.

Duration:00:21:53

Tax Reform Windfall - Don’t Let it Slip Through Your Fingers

3/14/2018
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Don’t wait until the end of the year or when tax time rolls around to wonder what you can do to pay less in taxes. By then it may be too late. Create your windfall today!

Duration:00:20:50

The Financial Situation of Your Children and Grandchildren

3/6/2018
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We encourage all of the families we work with to introduce us to their children and grandchildren, allowing us an opportunity to help them build a solid Life Plan to guide their financial situation – without reinventing the wheel.

Duration:00:20:54

Social Security and Medicare - Are They Promises the Government Can Keep?

2/27/2018
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Retirement costs are going up and your retirement income is going down. If you haven’t started planning for it, don’t waste a minute more. Time is the best investment tool you have and you can’t get it back once you lost it.

Duration:00:20:38

Buyer Beware - Financial Products Sold With Bias

2/20/2018
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One size doesn’t fit all when it comes to investing. Don’t let fear and greed get in the way of your success.

Duration:00:21:27