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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

Are You Spending Enough in Retirement?

10/15/2019
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If living retirement to the fullest is important to you, get help—professional help. It’s worth it! Don’t fall victim to your behavioral inclinations.

Duration:00:20:19

No Way Around It

10/8/2019
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Why is it human nature to do nothing until the pain is bad enough? Why do we not take preventative measures for our health, our business, and future?

Duration:00:10:09

Protecting Your Parents

10/1/2019
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Elder abuse is real! Research estimates nearly 5 million elderly people are abused each year and only 1 in 14 of abuse cases are actually reported. This week we discuss preventative steps you can take to protect your aging parents.

Duration:00:20:41

I Don't Understand Investing

9/24/2019
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Many people get caught up in the news, economic conditions or watching the volatility in the markets, confusing that with the true basis of investing.

Duration:00:19:48

Will Tax Reform End Early?

9/18/2019
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Tax Reform is a once-in-a-generation opportunity. This is your generation. This is your opportunity. Own it. Start planning right now before it’s too late.

Duration:00:21:39

A Simple Estate Plan?

9/10/2019
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Estate planning is something that too often people lose sleep over when they shouldn't. Procrastination surfaces from the complexity of the task. This week we talk about the 5 steps of estate planning. You don't want to miss this!

Duration:00:19:45

Should You Take Your Social Security Now?

9/4/2019
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Your Social Security may be the windfall you have been earning your entire adult life. After all, it may be your last windfall to do the things you know you need to do or have always wanted to do. Don’t let it slip through your fingers.

Duration:00:18:43

August Volatility Report

8/27/2019
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August has not been fun. As humans, we tend to feel pain much stronger than we feel joy. In other words, we can lose that feel good feeling about the market from just one bad month.

Duration:00:20:41

Turning 50 May Be Your Last Hurrah

8/20/2019
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Fifty is a defining time in your life. You get one last hurrah to help the old person you will be some day. Here are top five “Turning Fifty” tools to help you live LIFE on purpose!

Duration:00:20:08

The Secret to Multiplying Your Success

8/13/2019
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Everyone has a slightly different definition when it comes to success. Most of us tend to get so busy in life that we lose the focus of our success. Take an hour out of your life to reset and get aimed back in the right direction.

Duration:00:20:35

Life Insurance Isn't Just for Dying

8/6/2019
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Don’t get me wrong. When you buy life insurance, you are buying a benefit to pay out upon your death - a benefit “you” will never see. However, life insurance may be just the tool you need BEFORE you’re six feet under. Consider these five concepts:

Duration:00:21:49

Are You Getting Cash Out of Your Business?

7/30/2019
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A lot of business owners believe that being stuck between a rock and hard place regarding cash flow is an expected, necessary evil to building a business. And truth be told—sometimes it is. But not always. If you have a successful business, you need to get help.

Duration:00:19:21

How Do You Measure Your Wealth?

7/23/2019
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If this were your last day on earth, where would you want to be, who would you want to be with, and what would you be doing? Picture yourself at that point. I would be willing to bet you aren’t worried about money.

Duration:00:20:57

How Much Can I Afford?

7/17/2019
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I think most of us ask ourselves this at one time or another in our lives, or at least we should. Honestly though, I fear that the majority of us don’t really have an answer before we pull the trigger on a major purchase.

Duration:00:18:19

What is Life Planning?

7/3/2019
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Over 35 years of working in various fields of Life Planning has shown me 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. I 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!

Duration:00:19:36

The Impact of Your Long-Term Health

7/3/2019
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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.

Duration:00:29:03

Should You Be Worried About Your Investments?

6/26/2019
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June 13 marked the ten-year anniversary of the end of The Great Recession and broke the long-standing record as the longest economic expansion in US history. So, what does that mean? Are we headed for a recession? Our in-house CFA Aaron Kennedy joins us this week on our show.

Duration:00:22:16

Have You Outgrown Your Advisor?

6/18/2019
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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.

Duration:00:23:20

Your IRA: The Good, The Bad, The Ugly

6/12/2019
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In many cases we are finding Tax Reform has created a perfect storm for some serious tax planning. Unwiring this tax bomb can be very complex, but it can be done. Don’t wait for the bomb to explode—there won’t be a way to turn back. Let us help you today.

Duration:00:24:18

5 Things to Consider Before Moving in Retirement

6/5/2019
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Moving in retirement -or even right before you retire - can bring its own set of surprises… and some may not be so pleasant. Here are five things you may want to consider before moving in retirement.

Duration:00:22:02