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The Life Planning 101 Podcast

Business & Economics Podcasts

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.

Location:

Eastland, TX

Description:

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.

Language:

English

Contact:

254-629-3863


Episodes
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This Week in the Market - Episode 60 (6/14/24)

6/18/2024
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.

Duration:00:21:28

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This Week in the Market - Episode 59 (6/11/24)

6/14/2024
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.

Duration:00:22:05

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Can I Still Retire?

6/12/2024
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.

Duration:00:22:49

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This Week in the Market - Episode 58 (5/31/24)

5/31/2024
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.

Duration:00:15:22

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College Saving Options

5/22/2024
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.

Duration:00:23:58

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Are You Being Stuffed into an Insurance Box?

5/15/2024
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/.

Duration:00:23:06

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This Week in the Market - Episode 57 (5/10/24)

5/14/2024
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.

Duration:00:22:47

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This Week in the Market - Episode 56 (5/7/24)

5/9/2024
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.

Duration:00:14:57

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10 Questions Every Investor Needs to Ask (Rebroadcast)

5/7/2024
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.

Duration:00:25:05

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What's Going On Right Now?

5/1/2024
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.

Duration:00:41:04

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Finding Money to Save

4/23/2024
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.

Duration:00:23:29

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The Griever's To-Do List (Rebroadcast)

4/17/2024
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.

Duration:00:23:42

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This Week in the Market - Episode 55 (4/12/24)

4/16/2024
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.

Duration:00:16:56

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Do You Have a Checkbox Mentality?

4/10/2024
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.

Duration:00:37:17

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This Week in the Market - Episode 54 (4/5/24)

4/9/2024
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.

Duration:00:23:49

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No Time to Die

4/3/2024
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.

Duration:00:23:16

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Technology

3/26/2024
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.

Duration:00:16:18

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Dementia Care and the GEMS State Model (Rebroadcast)

3/19/2024
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!

Duration:00:24:37

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How is Your Financial Health?

3/13/2024
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.

Duration:00:24:37

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Are You Taking Your Financial Supplements?

3/7/2024
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, and revisiting your plan on a regular basis to make necessary changes.

Duration:00:13:54