The Life Planning 101 Podcast

Jan 30 2025 400 ep. 21 mins 57
The Life Planning 101 Podcast artwork

Join Angela Robinson of Smart Money Group and 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, legacy planning, retirement planning...and much more.

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Are We There Yet? (Rebroadcast)

Jan 30 2025 20 mins  
What is it about our minds that make us more impatient the closer we get to our goal? We all want to get where we are going “yesterday.” The problem sometimes develops that we become so focused on “getting there,” that we forget to be a human being in the midst of it. We become a human doing instead. About the Podcast 🎙 This episode explores the importance of living

Why Haven't You Updated Your Estate Plan?

Jan 23 2025 15 mins  
Updating your estate plan may be hard. Scratch that. It will be hard. Family dynamics aren’t always easy. And when you add money to the equation, well...it can change everything and not always for the better. About the Episode 🎙 Angela discusses the complexities of estate planning, focusing on family dynamics, fairness versus equality, and the importance of proactive communi

What is Your Money For?

Jan 16 2025 17 mins  
Your money should help you pursue your objective. That purpose may be different for everyone, but how your money relates to it should be the same. Your plan should include well-defined core values, a written statement of financial purpose, and a purposeful financial plan.

How Do You Live Your Best Life?

Jan 07 2025 15 mins  
Your core values should serve as the foundation for your entire life. Instead of just living on a whim, or going through the motions, or doing things simply because the world tells you that’s what you should be doing, your core values should sit firmly in the driver’s seat of your life.

If You Only Knew...(Rebroadcast)

Dec 31 2024 23 mins  
As our wisdom grows so does our passionate desire to impart this wisdom on our loved ones. After all, I think most of our wisdom was gained by some hard knocks with good stories behind them. If we are sitting here one year from today, reflecting on the last twelve months, what did you do different over that time period? What were the outcomes? Can you say you lived Life on purpose?

How Can I Give More?

Dec 18 2024 23 mins  
If you are successful, there is a good chance you fight every year to lower your taxes. What can you be doing to accomplish this goal, give your favorite cause(s) a little more, and perhaps even keep a little more in your own pocket? Charitable planning is on purpose and by design. It isn’t for everyone, but it is something you should ask about if you want to replace Uncle Sam in

This Week in the Market - Episode 67 (12/13/24)

Dec 16 2024 26 mins  
Sam Barker and Aaron Kennedy join us this week to talk a little about inflation, 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.

12 Tax-Smart Charitable Giving Strategies (Rebroadcast)

Dec 11 2024 23 mins  
Using an efficient, tax-smart approach to maximize the impact of your charitable giving has never been more important. This week we give you 12 ways to increase your giving power while potentially reducing your taxable income this year and beyond.

MicroStrategy

Nov 27 2024 28 mins  
Sam Barker joins Aaron Kennedy this week to talk a little bit about interest rates and some Bitcoin strategies. You don't want to miss this.

Long-Term Healthcare Solutions

Nov 21 2024 25 mins  
Did you know 70% of adults age 65 will need long-term care in their lifetime. 20% will require LTC for more than 5 years. Roger Cantu with OneAmerica join us this week as our special guest to share some shocking statistics about Long-Term Care and offers some creative solutions.