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Life Planning 101
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Life Planning 101

Author: Angela Robinson

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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, 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)
321 Episodes
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Finding Money to Save

Finding Money to Save

2024-04-2323:30

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.
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.
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.
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.
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.
No Time to Die

No Time to Die

2024-04-0323:17

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.
Technology

Technology

2024-03-2616:19

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.
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!
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.
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.
Are Guarantees Enough?

Are Guarantees Enough?

2024-02-2823:47

Are you nearing retirement? Are you already in retirement? Do you know someone who is? If so, then this week’s episode is for you. Guarantees may have a place in a retiree’s plan, but they may not. Proceed with caution, proceed with a plan, and proceed with a Life Planner.
Aaron Kennedy, Matt Ervin, and Sam Barker join us this week to talk about investor fatigue, volatility, and changes in the market.
Angela was honored to be a guest on the Real Wealth podcast with Jim Silbernagel to share the benefits and pitfalls that could occur when starting a financial strategy later in life. Please enjoy this gem from our archive.
Preparation is the one thing that separates an unpromising outlook from a successful future for you and your family. And that preparation starts with one thing – you!
Aaron Kennedy, Matt Ervin, and Sam Barker join us this week for a brief rundown of what's going on in the market and they share a little history lesson with us.
Investing in People

Investing in People

2024-02-0723:47

We were honored to have Erica Roelike with Elevate Results Consulting join us this week as our guest. Erica helps businesses grow by developing their employees and processes for overall success. If you're a business owner, farmer, or rancher...you don't want to miss this week's episode.
Got 16 minutes? Aaron Kennedy, Matt Ervin, and Sam Barker join us this week to discuss earnings and some stuff that they're seeing. Have questions, comments, or suggestions for topics you would like for us to discuss? You can reach out to us online at: www.kennedy-financial.com.
Money is never really about building more money—even when greed is involved. It is about the utility of that money. Yet we treat money as if it were about money. We look at it every day for what it is instead of what it is for. Find out more on this week’s episode.
Aaron Kennedy and Sam Barker join us for a brief rundown of what happened at the end of 2023 and share some reasons why we should keep our heads up in 2024.
We were honored to have retirement revolutionist Andy Robin, author of the book 'Tapas Life - A rich and rewarding life after your long career' join us this week on our show. If you're nearing retirement or are already in retirement, then you don't want to miss this! Andy talks about his step-by-step process to leading an interesting, rich, and fulfilling life after a long career. Pleased enjoy this gem from our archive.
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