The Life Planning 101 Podcast

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The Life Planning 101 Podcast

Finding Money to Save

In the 4th quarter of 2023, household debt reached 17.5 trillion dollars with credit card debt....

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The Griever's To-Do List (Rebroadcast)

Planning is a gift. It is a gift of peace of mind and the ability to not just survive, but to...

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This Week in the Market - Episode 55 (4/12/24)

Aaron, Matt, and Sam join us this week to talk about what's going on in the market, what they're...

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Do You Have a Checkbox Mentality?

I was honored to sit down with the Real Wealth Podcast to talk about the struggles with long-term...

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This Week in the Market - Episode 54 (4/5/24)

This week Aaron, Matt, and Sam join us to talk about something pretty SWEET. They also share a...

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No Time to Die

Like the title of a James Bond movie, we live in a day and age where it can seem like there is no...

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Technology

Aaron, Matt, and Sam host this week’s episode to give us a market update, talk a little bit about...

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Dementia Care and the GEMS State Model (Rebroadcast)

We're honored to have Lisa Hunter join us this week on our show. Lisa shares with us the Teepa...

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How is Your Financial Health?

Every motion you make, whether with purpose or not, is compounding toward or away from a Life...

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Are You Taking Your Financial Supplements?

Recently I was speaking with a client about how important it is to take preventative measures in...

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Are Guarantees Enough?

Are you nearing retirement? Are you already in retirement? Do you know someone who is? If so,...

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This Week in the Market - Episode 53 (2/23/24)

Aaron Kennedy, Matt Ervin, and Sam Barker join us this week to talk about investor fatigue,...

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When to Start Planning (Rebroadcast)

Angela was honored to be a guest on the Real Wealth podcast with Jim Silbernagel to share the...

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Separation in Preparation

Preparation is the one thing that separates an unpromising outlook from a successful future for...

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This Week in the Market - Episode 52 (2/9/24)

Aaron Kennedy, Matt Ervin, and Sam Barker join us this week for a brief rundown of what's going...

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Investing in People

We were honored to have Erica Roelike with Elevate Results Consulting join us this week as our...

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This Week in the Market - Episode 51 (2/2/24)

Got 16 minutes? Aaron Kennedy, Matt Ervin, and Sam Barker join us this week to discuss earnings...

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What is Your Money For?

Money is never really about building more money—even when greed is involved. It is about the...

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This Week in the Market - Episode 50 (1/29/24)

Aaron Kennedy and Sam Barker join us for a brief rundown of what happened at the end of 2023 and...

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Tapas Life (Rebroadcast)

We were honored to have retirement revolutionist Andy Robin, author of the book 'Tapas Life - A...

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