The Life Planning 101 Podcast

This week Angela discusses the complexities and risks involved in gifting significant assets to children, such as land or businesses. She emphasizes the importance of proper planning and professional advice to avoid costly tax consequences and unintended liabilities. The episode focuses particularly on the tax implications of gifting versus inheriting assets and the importance of understanding cost basis. Key Takeaways 💡

This week Angela discusses the importance of intentional retirement planning compared to the time people spend planning vacations. She highlights the irony that people often invest far more time planning short vacations than their entire retirement, emphasizing the need for early and purposeful retirement preparation beyond just finances. Key Takeaways 💡

This week we discuss essential life planning advice for parents and graduates facing the transition after high school or college. The episode covers practical financial knowledge, legal considerations, and ongoing parental support to help young adults successfully launch and sustain their independence.

This episode we discuss recent financial market trends, we focus on interest rates, market rebounds, and international trade dynamics. We analyze the implications of fluctuating interest rates on investments and consumer behavior, the role of Bitcoin and gold in global finance, and the ongoing trade negotiations with China. We also touch on the impact of tariffs, consumer spending power, and the importance of staying active in volatile markets.

This week, Angela discusses the current financial market volatility in April 2025, emphasizing the theme 'Faith Over Fear.' She explores how investors can navigate uncertainty by understanding the nature of investing, the composition of financial markets, and the importance of having a solid financial plan. Key Takeaways 💡

About the Podcast 🎙 This episode discusses recent market volatility, interest rate changes, and their implications on investments and global markets. The KFS Team analyzes historical market patterns, the role of the Federal Reserve, and the impact of political and economic factors on market behavior. Key Takeaways 💡

The water in life gets rough from time to time. When we take our eyes off of the horizon, we tend to suffer. And like being sea sick, you may feel that you probably aren’t going to recover until your feet hit dry land. This week we share some tips to help you find peace during turbulent times.

Got a few minutes? This week Aaron, Sam, Brent, and Henry talk about what's going on in the market, tariffs, interest rates, and more.

This episode focuses on estate and legacy planning. Angela discusses the challenges of estate planning, including procrastination and complexity, and provides actionable steps to simplify the process using a structured approach. Key Takeaways 💡

This episode delves into financial topics such as market volatility, private investments, and portfolio diversification. Aaron, Sam, Brent, and Henry discuss current market conditions, inflation, private equity, and debt, offering insights into investment strategies and opportunities in private markets. Key Takeaways 💡

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.

Aaron Kennedy is joined by Sam Barker, Brent Bible, and Henry Knowles this week to talk about interest rates, market performance, international investments, and investment strategies. The team provides insights into current market conditions, the importance of diversification, and lessons from past investment decisions. Key Takeaways 💡

This episode features Rich Hall, a certified exit planning advisor, discussing the importance of preparing businesses for sale. The conversation focuses on the challenges business owners face when selling their companies, the need for proper exit planning, and strategies to ensure a successful transition while aligning with personal and financial goals. Key Takeaways 💡

Aaron Kennedy is joined by Sam Barker, Brent Bible, and Henry Knowles this week to talk a little about the markets, interest rates, what they're looking at right now, and more. You don't want to miss this. Do you have questions or suggestions for future episodes? Feel free to reach out to us at: www.kennedy-financial.com.

This week, Angela discusses key financial and legislative updates, including the Corporate Transparency Act, Social Security Fairness Act, Secure Act 2.0, the impact of executive orders on financial markets, and more. Key Takeaways 💡

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.

Aaron Kennedy is joined by Sam Barker, Brent Bible, and Henry Knowles this week to talk a little about interest rates, international markets, and more. You don't want to miss this. Do you have questions or suggestions for future episodes? Feel free to reach out to us at: www.kennedy-financial.com.

Sam Barker and Aaron Kennedy join us this week to talk a little about what's going on in the world when it comes to currencies, interest rates, and more. You don't want to miss this. Do you have questions or suggestions for future episodes? Feel free to reach out to us at: www.kennedy-financial.com.

You have great power over the destiny of your family. In fact, you have the ability save your family… or destroy it. Too many of us make all the excuses in the world to not work on our estate plan or just throw darts at an attorney, get documents in place, and say we have one. Neither of these add up to a Family Disaster Plan.

Getting in financial shape is tough. The problem with getting in financial shape is that most people don’t really give it a go until the pain is bad enough. Here’s a news flash…this is not good! About the Podcast 🎙 Angela discusses the challenges of achieving financial stability and compares it to physical fitness. The episode focuses on the importance of discipline, prioritization, and long-term planning to improve financial health. Angela shares insights, real-life examples, and actionable tips to motivate listeners to take control of their financial future. Key Takeaways 💡