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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

Planning All Alone

8/14/2018
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When it comes to your money, your retirement, or your Life plan…shouldn’t you get a second opinion? You may be on the right track, but if you are not, don’t you want to know?

Duration:00:21:57

Veterans Administration Benefit Planning

8/7/2018
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VA claim specialist Brian Byars joins us this week on our Life Planning 101 podcast to share some important information regarding VA program aid. Please contact our office if you have any questions or would like a copy of the VA Claim Checklist. 254-629-3863.

Duration:00:21:13

Investments - Do You Have the Old Plan or the New One?

8/1/2018
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Are you investing the old way or the new way? Unfortunately you could purchase an insurance policy today - and it could turn out to be the ‘old policy’. Likewise, an investment plan today very well may be the old plan. The old plan consisted of one, two, or three components when it comes to investing. The new plan has five.

Duration:00:22:48

A Family Business is Still a Business

7/23/2018
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When you have a family business, you often need a reality check to keep your business what it it—a business.

Duration:00:22:05

Retirement - Are We All on the Same Page?

7/17/2018
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Everyone wants to get rid of the complexity and stress in their life so that they can have the freedom to focus on the things in life that are most important to them. The recipe for “Living Retirement on Purpose” is no different. It begins with communication between you and your spouse. Talk about your future and goals. What direction do you want to be headed?

Duration:00:21:58

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