Angela Robinson
63 episodes listed below
Purpose before portfolio.
The Life Planning 101 Podcast treats finance as part of a larger life plan, not a pile of isolated accounts. Episodes move from insurance coverage and tax-aware retirement to estate mistakes, business succession, stress, discipline, and the habits that shape long-term security.
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The Life Planning 101 Podcast approaches financial planning as a whole-life problem. That sounds broad, but the show keeps it concrete. A discussion about insurance turns into a warning about people who know their premium but not their coverage. A small monthly savings can mean losing an umbrella policy that might matter in a life-changing judgment. A retirement episode points backward, toward the younger self whose habits and decisions set the later terms. A business exit conversation looks beyond taxes and proceeds to readiness, valuation, health events, family impact, and the strange regret that can follow a sale. The show is comfortable with financial vocabulary, but it usually explains the stakes through stories. There are car accidents, lawsuits, celebrity estate mistakes, exercise-equipment resolutions, and advice borrowed too easily from a neighbor. Angela Robinson appears across its episodes with Smart Money Group and Kennedy Financial Services, and the setting often carries an Eastland, Texas radio texture. Guests bring specialized angles without turning the show into a panel of abstractions. Rodney Schultz brings insurance instruction. Dr. John Terry connects belief, discipline, confidence, and action. Jim Selvernagel appears as an educator on how to retire well. Mr. Ido Walney brings estate planning, asset protection, business succession planning, and trust administration. The show’s strongest recurring idea is that money is a tool, and tools can be misused when copied from someone else’s situation. It also returns often to purpose, reflection, and the emotional side of financial choices. Faith-based reflection appears in at least one episode, especially around stress and keeping an eye on the horizon. The editing can feel conversational and repetitive, closer to a local advisory segment than a polished finance documentary. That informality is part of the point. The result is patient, practical counsel for people who want planning language tied to family consequences, not just account balances.
Made for: Best for families, retirees, business owners, and planning-minded savers who want financial decisions explained through everyday consequences. It suits listeners who prefer patient guidance over fast market commentary.
What sets it apart: The show stands apart by treating insurance, taxes, retirement, estate planning, and business exits as connected life decisions. Its examples are unusually concrete, often moving from a personal story or guest lesson to the practical risk hiding underneath.
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, legacy 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)
Based on 5 episodes we listened to · September 2026
Practical planning and conversational market analysis meet in a show attentive to risk, consequences, emotional decisions, and life beyond the numbers.
The Life Planning 101 Podcast moves between practical financial guidance and conversational market discussion. Angela Robinson connects retirement decisions to personal goals, emotional discipline, and the limits of AI-assisted planning, while Sam Barker and Aaron Kennedy trace…
A $10 monthly saving meets a million-dollar judgment, and suddenly your insurance review looks overdue.
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Short reviews from the PlayNext desk, based on the episodes we processed.
Insurance looks cheaper until the missing coverage becomes the expensive part.
Rodney Schultz treats insurance as a practical habit, not a product pitch. The episode stays grounded in ordinary choices: annual policy reviews, umbrella coverage, wage garnishment, and the gap between a lower premium and real protection. Its main point is plain enough.
A calm, faith-forward reset for anyone who needs to think clearly again.
This episode is built around a plain but steady idea: when life gets loud, the answer is not panic but perspective. Angela Robinson treats peace as something chosen on purpose, and the rough-water story gives that idea some weight, showing how to stay level when everything…
A nostalgic look back that keeps returning to the practical case for honest, what-if-driven retirement planning.
Angela Robinson begins with a crisp look at the year 2000, using dial-up internet, landlines, manual credit-card machines, and other everyday relics to show how much has changed.
A debt-and-corruption debate that uses investing logic to frame a bigger question about growth.
Debt and corruption sit at the center of this conversation, but the more interesting move is how Sam Barker and Aaron Kennedy tie government debt to AI investing and NVIDIA's margins.
A grounded market chat about freight, rates, and the ripple effects of change.
The conversation opens with a reset, since it was recorded twice and takes a little while to settle in. From there it moves through a week when markets have not done much, then into freight, trucking, and interest rates, with the discussion circling back again and again to cause…
Real-estate freedom, taught in plain numbers.
Angela Robinson of Smart Money Group and Kennedy Financial Services in Eastland, Texas, uses October's Estate Planning Awareness Month to compare will-based and trust-based estate plans.
Life Planning 101 host Jim interviews Rodney Schultz, a 42-year insurance licensing instructor in Wisconsin, about what the insurance industry gets wrong and what consumers misunderstand about their coverage.
Angela Robinson of Smart Money Group and Kennedy Financial Services in Eastland, Texas presents a rebroadcast episode on managing stress and finding personal peace during politically, financially, and technologically turbulent times.
This episode discusses why business owners need comprehensive exit planning to ensure successful business sales, tax efficiency, legacy preservation, and fulfilling retirement.
This episode features Dr.
This episode discusses the dangers of applying generic financial advice to personal situations, emphasizing the need for customized life planning in areas like investments, taxes, and insurance.
This episode features an interview with Jim Selvernagel, a financial educator and author, discussing retirement planning and financial strategies.
This episode discusses the importance of holistic financial planning for living life with purpose, drawing parallels between financial fitness and physical fitness.
Angela Robinson interviews attorney Ido Walney about estate planning, asset protection, and business succession planning.
Angela Robinson introduces a guest to discuss giving back, with the show focused on financial and life planning education.
A financial advisor discusses market volatility and year-to-date portfolio performance in early 2026.
Angela Robinson discusses the concept of 'messes' to clean up in life to achieve financial and personal goals, using a garage analogy.
Angela Robinson discusses the importance of having trustworthy financial advisors, sharing a story of an 88-year-old client who was misled by her previous advisor.
This episode discusses the five most common mistakes in retirement planning, using a favorite article as an outline.
Angela Robinson discusses five year-end tax savings strategies, including charitable gifting and changes from the Big Beautiful Bill Act.
A financial advisor and team discuss market performance and outlook for the upcoming year, focusing on positive opportunities while acknowledging risks.
This episode discusses the joy of giving during the Christmas season and how to incorporate charitable giving into financial planning.
This episode discusses the real value of a million dollars in today's economy and how it affects different generations' retirement planning.
Hosts discuss recent market trends and risk appetite, with a farewell to a departing co-host.
Angela Robinson discusses the latest tax legislation and how to turn tax savings into long-term financial confidence.
Angela Robinson discusses gratitude and financial planning during the Thanksgiving season.
This episode features an interview with Roger Cantu to discuss long-term healthcare solutions and financial planning options during Long-Term Healthcare Awareness Month.
This episode discusses the 'Dirty Dozen' statistics related to long-term care planning, emphasizing proactive financial strategies to avoid future pitfalls.
Angela Robinson of Smart Money Group and Kennedy Financial Services reflects on how retirement planning has evolved since she entered the business in 2006, arguing that while AI tools have transformed the process, the five core requirements for a successful retirement remain unchanged.
Debt starts as a government problem: how much the U.S.
Round two gets messy.
This episode discusses practical pocketbook savings strategies in an expensive environment, using personal anecdotes like frugal gift-giving to illustrate cost-cutting tips.
A financial advisor and team discuss market trends and buying opportunities, emphasizing a positive reframing of down markets.
Angela Robinson discusses estate planning awareness month and the importance of having an estate plan to avoid lengthy settlement processes.
This episode discusses the two main reasons people get sued—when they do something and when they don't—as part of financial and life planning advice.
Angela Robinson introduces the show's mission of helping people live life on purpose through comprehensive financial planning, then shares an obituary to prompt reflection on life goals.
Hosts discuss market conditions and financial planning topics, including NVIDIA earnings and market trends.
Hosts discuss recent market volatility and potential interest rate cuts, analyzing their impact on investments.
The hosts discuss different investment structures, focusing on the pros and cons of buying individual stocks versus other methods.
This episode discusses recent market performance, Trump's tariff comments and their potential economic impact, and investment strategies for financial planning.
Angela Robinson discusses retirement planning, comparing it to marriage, and offers advice for those new to retirement.