Life Planning 101

Life Planning 101

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)

Episodes

November 29, 2021 21 min
Your credit score is your financial reputation. It's a three-digit number that has a six-figure impact on your life. Fortunately, rebuilding your credit score is a lot easier than you think. Credit expert Philip Tirone has developed a step-by-step program to help you rebuild your credit score drastically.7 Steps to a 720 Credit Score exposes the rules of the credit game, giving consumers all the information they need to know to...
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Aaron Kennedy and Matt Ervin join us for a special online exclusive episode of Black and White Market Chatter.
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November 22, 2021 22 min
Aaron Kennedy and Matt Ervin join us this week on our show to talk ways to combat inflation. You don't want to miss this!
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November 16, 2021 20 min
You’ve worked hard to build a legacy and be successful. Will your family remain successful after you’re gone? 90% of businesses fail by the third generation. The calluses are long gone and there is no foundation for these businesses to fall back on.
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November 9, 2021 23 min
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.
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November 1, 2021 22 min
How much ___ can I afford? I fear that the majority of us don’t really have an answer to this question before we pull the trigger on a major purchase.
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October 26, 2021 22 min
Our in-house CFA Aaron Kennedy and Matt Ervin join us this week on our Life Planning 101 podcast to talk about the market and why you should stay invested right now. You don't want to miss this!
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October 18, 2021 22 min
What do you really want to help your grandchildren accomplish? Which is more important to leave behind to your grandchildren? Values or Money?
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October 11, 2021 25 min
Get Ready! Medicare open enrollment begins October 15th. Our in-house insurance expert and para-planner Shelby Thompson joins us this week to share some important information that you need to know regarding Medicare. You don't want to miss this!
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October 5, 2021 22 min
The world has changed a lot. And is continuing to change a lot. And there is more change coming. The bottom line is that you have a lot you can plan for now, but you may not have as much to plan for if you wait!
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September 28, 2021 24 min
Our in-house CFA Aaron Kennedy and our CFP Matt Ervin join us this week on our show to give us a market update. You don't want to miss this!
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September 20, 2021 22 min
S-Corp = Limitations. S-Corps are great for the mom-and-pop shop with little to no assets, but not so great for giving you flexibility as you grow.
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