The Innovative Retirement Podcast

More than $120 trillion is changing hands — and women are at the center of it. In this episode, Ashleigh Kennedy of Innovative Retirement Planning unpacks the largest wealth transfer in history and why so many women feel unprepared when money arrives. She explores why widows are often overlooked in financial conversations, the confidence gap women face, and the importance of simply knowing where your money is. This conversation focuses on comfort, clarity, and asking foundational questions — without judgment — so women can feel more informed and involved as financial roles shift in a historic way. Ready to take control of your family's financial future? Visit InnovativeRetirementPlanning.com to start the conversation and get expert guidance for every stage of life. Follow us on Facebook or book a spot to attend an upcoming seminar HERE.See omnystudio.com/listener for privacy information.

What if your retirement plan is missing the pieces that matter most? In this episode, Ashleigh Kennedy breaks down the five pillars of a truly holistic retirement – income, investments, taxes, healthcare, and legacy – and explores why each one must work together to support your future. From the limits of Social Security to the risks of relying solely on market performance, Ashleigh explains how shifting from accumulation to preservation can reshape your financial outlook. She also shares real client stories that highlight the importance of planning early, adjusting often, and understanding the full picture. If you've ever wondered whether your retirement strategy is complete, this conversation brings clarity to what really counts.Ready to take control of your family's financial future? Visit InnovativeRetirementPlanning.com to start the conversation and get expert guidance for every stage of life.Follow us on Facebook or book a spot to attend an upcoming seminar HERE.See omnystudio.com/listener for privacy information.

What if the retirement rules you’ve been following for years are as outdated as the towels in your linen closet? In this episode, retirement planner Ashleigh Kennedy breaks down the “classic” financial guidelines—like the 4% rule, saving a fixed percentage, and chasing a magic retirement number—to explore whether they still hold up in today’s unpredictable economic landscape. From inflation swings to changing tax laws and rising healthcare costs, Ashleigh explains why one‑size‑fits‑all advice rarely fits real people. If you’ve ever wondered whether you’re forcing your finances into a cookie‑cutter mold, this conversation offers clarity, context, and a more personalized way to think about retirement. Ready to take control of your family's financial future? Visit InnovativeRetirementPlanning.com to start the conversation and get expert guidance for every stage of life. Follow us on Facebook or book a spot to attend an upcoming seminar HERE.See omnystudio.com/listener for privacy information.

What happens when adult children suddenly become caregivers and financial decision-makers for aging parents? In this episode, Ashleigh Kennedy tackles the emotional and practical realities of planning for long-term care, estate issues, and protecting family legacies. Learn why early conversations, updated documents, and understanding Medicaid’s five-year look back are essential steps. Ashleigh shares actionable strategies for navigating healthcare costs, asset protection, and family dynamics—making a tough topic more approachable. Whether you’re planning ahead or facing a crisis, this episode offers guidance for empowering your family’s financial future. Ready to take control of your family's financial future? Visit InnovativeRetirementPlanning.com to start the conversation and get expert guidance for every stage of life. Follow us on Facebook or book a spot to attend an upcoming seminar HERE.See omnystudio.com/listener for privacy information.

What happens when a financial planner is also a military veteran, lawyer, and mom of four? In this debut episode, Ashleigh Kennedy shares how her diverse background shapes her personal approach to retirement planning. Discover why real connection, open conversations, and innovative strategies matter for your financial future. Ashleigh discusses the importance of sharing information across generations, empowering women in finance, and her unique GEAR method for building retirement plans. Whether you’re just starting out or rethinking your next steps, this episode offers fresh perspective and relatable stories for anyone planning their best life. Ready to take control of your family's financial future? Visit InnovativeRetirementPlanning.com to start the conversation and get expert guidance for every stage of life. Follow us on Facebook or book a spot to attend an upcoming seminar HERE.See omnystudio.com/listener for privacy information.

Are you ready for your retirement planning process to take the next step forward? Innovative Retirement Planning founder Ashleigh Kennedy brings you the ‘Innovative Retirement Podcast.’ With each episode, Ashleigh will cover a variety of topics spanning the many different aspects of planning, preparing for, and enjoying your retirement journey. In a fast-paced world with ever-changing economic conditions, it’s important to stay up to date on the issues concerning your financial well-being. The ‘Innovative Retirement Podcast’ allows you to subscribe and listen on demand, getting the latest updates whenever it’s convenient for you.See omnystudio.com/listener for privacy information.