The Life Planning 101 Podcast

Angela Robinson

462 episodes listed below

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Plain money talk for family decisions.

The gist

The Life Planning 101 Podcast treats money as a family issue, not just a spreadsheet problem. Its episodes move through estate planning, retirement purpose, tax changes, market nerves, and the everyday skills people forget to teach before life gets complicated.

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About The Life Planning 101 Podcast

The Life Planning 101 Podcast approaches personal finance through the everyday pressure points of family life. Money is treated as a tool for care, not as a scoreboard. The show’s recent episodes range from estate planning and tax legislation to retirement purpose, market volatility, graduation readiness, charitable giving, and the emotional patterns people inherit around money. It often starts with a simple question and then widens into the harder reality underneath it. A family disaster planning episode uses estate planning as a doorway into adult children, dysfunction, responsibility, and the danger of pretending problems are not there. Retirement is framed through the idea of a vacation, then pushed further into purpose, faith, health, community, and the routines that replace a working life. Market updates are conversational and current, but the advice stays grounded: long-term investing is not the same thing as money needed for bills, milk, or eggs. Tax episodes on the One Big Beautiful Bill Act move through business deductions, depreciation, charitable floors, itemized deduction limits, and family-related provisions without pretending a large bill can be neatly summarized in one sitting. The show also spends time on practical parenting. Life after graduation is less about ceremony than about oil changes, credit cards, emergency cash, bills, calendars, and all the small systems young adults may not know they need. Older rebroadcasts bring in stories about money scripts, Great Depression habits, anxiety, hoarding, and the ways family memory can quietly steer financial decisions. Angela Robinson appears often as the named voice guiding these conversations, sometimes with Jim Kennedy. The style is warm, local, and blunt when it needs to be. It can move from a tax detail to a family story in the same breath. That looseness is part of its appeal. The show is strongest for listeners who want practical planning framed around consequences, not financial theory for its own sake.

Made for: Best for adults managing retirement plans, taxes, estate questions, family financial habits, or children moving into independence. It especially fits listeners who prefer practical examples over abstract finance talk.

What sets it apart: Its edge is the way it ties technical planning back to family outcomes: who gets hurt, who gets helped, and what happens when people wait too long. The local pacing makes complex subjects feel like kitchen-table problem solving.

In their own words

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.

As heard by us

Based on 6 episodes we listened to · September 2026

Angela Robinson makes financial planning tangible by connecting markets, taxes, care costs, and money habits to decisions families can anticipate.

The Life Planning 101 Podcast turns financial planning into conversations about decisions that arrive with actual life events. Angela Robinson connects market volatility and portfolio risk to household budgets, then shifts comfortably into preparing children for bills and…

Read our full review in PlayNext →

Why you'd press play

A bag of ketchup packets becomes your cue to investigate inherited money anxiety.

Press play if you want

  • your market nerves cooled with plain talk about volatility, bonds, and money you cannot afford to lose
  • practical prompts for family conversations that keep taxes and care costs from becoming emergencies
Read the full recommendation in PlayNext →
estate and legacy planningretirement purposemarket volatilitytax legislationcharitable givingkids and financial readinessfamily money habitsinsurance and long-term planning

Talks about

Best episodes of The Life Planning 101 Podcast

Short reviews from the PlayNext desk, based on the episodes we processed.

This Week in the Market - Episode 97 (4-24-26)Apr 27, 2026

A calm, practical market talk that turns volatility into usable perspective.

This episode takes a plainspoken pass at market risk, moving from war in Iran and oil concerns to the way geopolitical noise can leak into portfolio choices.

Life After Graduation - What Your Kids Should KnowApr 22, 2026

Graduation is the milestone, but the real story is the life admin that follows.

This episode treats graduation less like a finish line and more like a handoff into the everyday work of adult life. It stays on practical ground: bills, insurance, savings, car upkeep, emergency cash, and the small routines that keep a new adult from getting lost.

Working with Wisdom (Rebroadcast)Apr 15, 2026

Plainspoken advice about planning before money and family pressures force the issue.

The episode treats wisdom as practical counsel: plan early, protect family, and stay alert when money sits in investable assets rather than cash.

What is Your Relationship with Money? (Rebroadcast)May 29, 2025

A plainspoken look at the money habits families pass down.

The episode takes a clear look at money habits as something people inherit, not just choose. It starts from a newsletter prompt, moves through money scripts, and lands on a strong example: a grandmother shaped by the Great Depression who saved ketchup packets, napkins, forks,…

12 Tax-Smart Charitable Giving Strategies (Rebroadcast)Dec 11, 2024

A December tax talk that turns charitable giving into practical planning.

This December episode treats charitable giving as a planning choice, not a sentimental add-on. Angela Robinson keeps the focus on what happens when someone wants to give and still stay smart on taxes, then walks through donor-advised funds, appreciated stock, and the case for…

Long-Term Healthcare SolutionsNov 21, 2024

A blunt, useful cost check for families trying to plan ahead.

Life Planning 101 frames long-term healthcare planning as a practical Texas concern: the odds of needing care after age 65, the cost of that care, and the need for couples and families to think ahead before a crisis turns choices into deadlines.

Podcasts like The Life Planning 101 Podcast

Episodes

  1. 1

    Family Disaster Planning (Rebroadcast)

    Angela Robinson discusses estate planning as family disaster planning, emphasizing the need for families to talk about money and legacy.

    May 6, 2026·22m
  2. 2

    Your Next Vacation - Retirement (Rebroadcast)

    Apr 29, 2026·18m
  3. 3

    This Week in the Market - Episode 97 (4-24-26)

    Markets can feel louder than they are.

    Apr 27, 2026·40m·2 clips
  4. 4

    Life After Graduation - What Your Kids Should Know

    Angela Robinson frames graduation as the beginning of life after graduation.

    Apr 22, 2026·24m·1 clip
  5. 5

    Working with Wisdom (Rebroadcast)

    Angela Robinson and Jim Kennedy spend the episode on wisdom, especially the kind that shows up in real life when families need answers.

    Apr 15, 2026·26m·1 clip
  6. 6

    One Big Beautiful Bill Act - Part 2

    Jul 16, 2025·21m
  7. 7

    One Big Beautiful Bill Act - Part 1

    Jul 10, 2025·21m
  8. 8

    This Week in the Market - Episode 81 (7/2/25)

    Jul 3, 2025·33m
  9. 9

    This Week in the Market - Episode 80 (6/27/25)

    Jul 1, 2025·29m
  10. 10

    Retirement Accounts and Trusts

    Jun 25, 2025·17m
  11. 11

    This Week in the Market - Episode 79 (6/20/25)

    Jun 24, 2025·26m
  12. 12

    Financial Literacy (Rebroadcast)

    Jun 18, 2025·25m
  13. 13

    This Week in the Market - Episode 78 (6/13/25)

    Jun 16, 2025·10m
  14. 14

    Life Planning at 18

    Jun 13, 2025·21m
  15. 15

    This Week in the Market - Episode 77 (6/6/25)

    Jun 9, 2025·15m
  16. 16

    Should You Have a Family Meeting?

    Jun 6, 2025·17m
  17. 17

    This Week in the Market - Episode 76 (5/30/25)

    Jun 2, 2025·33m
  18. 18

    What is Your Relationship with Money? (Rebroadcast)

    The episode opens with a Monday-morning question about how people relate to money.

    May 29, 2025·24m·1 clip
  19. 19

    What Are You Stressed About?

    May 21, 2025·18m
  20. 20

    Thinking About Gifting to Your Children?

    May 15, 2025·21m
  21. 21

    Your Next Vacation - Retirement

    May 7, 2025·18m
  22. 22

    This Week in the Market - Episode 75 (4/25/25)

    Apr 29, 2025·32m
  23. 23

    Faith Over Fear

    Apr 23, 2025·21m
  24. 24

    The Griever's To-Do List (Rebroadcast)

    Apr 16, 2025·24m
  25. 25

    This Week in the Market - Episode 74 (4/11/25)

    Apr 14, 2025·32m
  26. 26

    This Week in the Market - Episode 73 (4/4/25)

    Apr 8, 2025·26m
  27. 27

    Paralyzed by Estate Planning

    Apr 2, 2025·19m
  28. 28

    This Week in the Market - Episode 72 (3/28/25)

    Mar 31, 2025·33m
  29. 29

    No Time to Die (Rebroadcast)

    Mar 26, 2025·22m
  30. 30

    This Week in the Market - Episode 71 (3/21/25)

    Mar 25, 2025·30m
  31. 31

    Why Every Business Owner Needs an Exit Plan

    Mar 18, 2025·24m
  32. 32

    This Week in the Market - Episode 70 (3/14/25)

    Mar 17, 2025·35m
  33. 33

    What Isn't New in D.C.?

    Mar 12, 2025·21m
  34. 34

    Are You Taking Your Financial Supplements? (Rebroadcast)

    Mar 6, 2025·14m
  35. 35

    This Week in the Market - Episode 69 (2/28/25)

    Mar 5, 2025·24m
  36. 36

    This Week in the Market - Episode 68 (2/21/25)

    Feb 26, 2025·24m
  37. 37

    Family Disaster Planning (Rebroadcast)

    Feb 25, 2025·21m
  38. 38

    Getting in Financial Shape

    Feb 20, 2025·16m
  39. 39

    Understanding How Other Generations Think About Money

    Feb 12, 2025·23m
  40. 40

    Tell Me 'Bout the Good Old Days (Rebroadcast)

    Feb 6, 2025·20m
  41. 41

    Are We There Yet? (Rebroadcast)

    Jan 30, 2025·20m
  42. 42

    Why Haven't You Updated Your Estate Plan?

    Jan 23, 2025·16m
  43. 43

    What is Your Money For?

    Jan 16, 2025·18m
  44. 44

    How Do You Live Your Best Life?

    Jan 7, 2025·16m
  45. 45

    How Can I Give More?

    Dec 18, 2024·24m
  46. 46

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

    Dec 16, 2024·26m
  47. 47

    12 Tax-Smart Charitable Giving Strategies (Rebroadcast)

    Angela Robinson opens by tying December giving to the bigger question of what matters.

    Dec 11, 2024·23m·1 clip
  48. 48

    MicroStrategy

    Nov 27, 2024·28m
  49. 49

    Long-Term Healthcare Solutions

    Angela Robinson opens with long-term healthcare awareness.

    Nov 21, 2024·26m·1 clip
  50. 50

    This Week in the Market - Episode 66 (11/15/24)

    Nov 19, 2024·36m
  51. 51

    Your Digital Legacy

    Nov 13, 2024·27m
  52. 52

    If You Only Knew...

    Jan 4, 2023·24m
  53. 53

    A Look Back at 2022

    Dec 27, 2022·25m
  54. 54

    The Must Have Money Talk

    Dec 20, 2022·25m
  55. 55

    This Week in the Market - Episode 25 (12/16/22)

    Dec 16, 2022·11m
  56. 56

    A Giving Heart and a Skeptical Mind

    Dec 12, 2022·22m
  57. 57

    Family Care

    Dec 5, 2022·24m
  58. 58

    This Week in the Market - Episode 24 (12/2/22)

    Dec 2, 2022·10m
  59. 59

    A Pleasant Downturn?

    Nov 29, 2022·20m
  60. 60

    Gratitude Isn’t Always Easy

    Nov 22, 2022·23m
  61. 61

    This Week in the Market - Episode 23 (11/18/22)

    Nov 18, 2022·10m
  62. 62

    2022 Tax Season - Lessons Learned

    Nov 15, 2022·23m
  63. 63

    This Week in the Market - Episode 22 (11/11/22)

    Nov 11, 2022·10m
  64. 64

    The Time Value of Success Issues

    Nov 7, 2022·24m
  65. 65

    Social Security and Tax Increases

    Nov 1, 2022·23m
  66. 66

    This Week in the Market - Episode 21 (10/28/22)

    Oct 28, 2022·10m
  67. 67

    Composure, Capacity, and Tolerance

    Oct 25, 2022·21m
  68. 68

    This Week in the Market - Episode 20 (10/21/22)

    Oct 21, 2022·8m
  69. 69

    Who is Your Personal CFO?

    Oct 18, 2022·24m
  70. 70

    This Week in the Market - Episode 19 (10/14/22)

    Oct 14, 2022·11m
  71. 71

    Saving for Retirement: A Different Take on Discipline

    Oct 11, 2022·24m
  72. 72

    This Week in the Market - Episode 18 (10/7/22)

    Oct 7, 2022·9m
  73. 73

    This Week in the Market - Episode 17 (9/30/22)

    Sep 30, 2022·12m
  74. 74

    Interest Rates, Commodities, and Ideas

    Sep 27, 2022·24m
  75. 75

    Investment Advice for the Times

    Sep 19, 2022·23m
  76. 76

    This Week in the Market - Episode 16 (9/16/22)

    Sep 16, 2022·7m
  77. 77

    Why NOT to Buy Life Insurance

    Sep 12, 2022·24m
  78. 78

    This Week in the Market - Episode 15 (9/9/22)

    Sep 9, 2022·11m
  79. 79

    Do You Have an I Love You Plan?

    Sep 6, 2022·23m
  80. 80

    This Week in the Market - Episode 14 (9/2/22)

    Sep 2, 2022·10m
  81. 81

    When Should I Take My Social Security?

    Aug 29, 2022·24m
  82. 82

    This Week in the Market - Episode 13 (8/26/22)

    Aug 26, 2022·10m
  83. 83

    Behavioral Biases

    Aug 22, 2022·24m
  84. 84

    This Week in the Market - Episode 12 (8/19/22)

    Aug 19, 2022·8m
  85. 85

    Estate Planning Isn’t Just for Your Kids

    Aug 15, 2022·22m
  86. 86

    This Week in the Market - Episode 11 (8/12/22)

    Aug 12, 2022·7m
  87. 87

    The Retirement Nightmare

    Aug 8, 2022·24m
  88. 88

    This Week in the Market - Episode 10 (8/5/22)

    Aug 5, 2022·10m
  89. 89

    401(k) Pitfalls and Opportunities

    Aug 1, 2022·24m
  90. 90

    The Struggle is Real

    Jul 27, 2022·23m
  91. 91

    This Week in the Market - Episode 9 (7/22/22)

    Jul 22, 2022·8m
  92. 92

    A Tax Nightmare for Your Business

    Jul 18, 2022·23m
  93. 93

    This Week in the Market - Episode 8 (7/15/22)

    Jul 15, 2022·9m
  94. 94

    Are You Planning for a Financial Drought?

    Jul 11, 2022·22m
  95. 95

    This Week in the Market - Episode 7 (7/8/22)

    Jul 8, 2022·9m
  96. 96

    5 Hidden Dollar Dings in Post-Pandemic America

    Jul 5, 2022·23m
  97. 97

    Starting to Feel the Stretch

    Jun 30, 2022·25m
  98. 98

    This Week in the Market - Episode 6 (6/24/22)

    Jun 24, 2022·8m
  99. 99

    The Caregiver’s Toll

    Jun 21, 2022·23m
  100. 100

    This Week in the Market - Episode 5 (6/17/22)

    Jun 17, 2022·8m
  101. 101

    Life After Graduation - What Should Your Kids Know?

    Jun 13, 2022·24m
  102. 102

    This Week in the Market - Episode 4 (6/10/22)

    Jun 10, 2022·8m
  103. 103

    Are Recession Fears Overblown?

    Jun 6, 2022·23m
  104. 104

    This Week in the Market - Episode 3 (6/3/22)

    Jun 3, 2022·7m
  105. 105

    Taking Advantage of This Market

    Jun 1, 2022·23m
  106. 106

    This Week in the Market - Episode 2 (5/27/22)

    May 27, 2022·5m
  107. 107

    Is Inflation Hurting Yet?

    May 23, 2022·23m
  108. 108

    This Week in the Market - Episode 1 (5/20/22)

    May 20, 2022·8m
  109. 109

    Another Down Market Opportunity

    May 16, 2022·24m
  110. 110

    The Opportunity in a Volatile Market

    May 9, 2022·23m
  111. 111

    Do You Have an Estate Plan?

    May 2, 2022·23m
  112. 112

    How Do You Look at Your Money?

    Apr 26, 2022·24m
  113. 113

    The Griever’s To-Do List

    Apr 18, 2022·24m
  114. 114

    What Can You Delegate?

    Apr 11, 2022·23m
  115. 115

    Rethinking Your Thinking

    Apr 4, 2022·24m
  116. 116

    Keeping the Long-Term Focus of Investing

    Mar 29, 2022·23m
  117. 117

    Spring Cleaning Your Financial House

    Mar 21, 2022·23m
  118. 118

    Paying Taxes on Your Terms

    Mar 14, 2022·23m
  119. 119

    Life Insurance Myths

    Mar 1, 2022·22m
  120. 120

    Is Your Retirement Portfolio Built to Last?

    Feb 22, 2022·23m
  121. 121

    Blockchain - The Basics

    Feb 18, 2022·29m
  122. 122

    Family Disaster Planning

    Feb 14, 2022·22m
  123. 123

    3 New Risks to Your Retirement

    Feb 7, 2022·24m
  124. 124

    Fed Update

    Jan 31, 2022·23m
  125. 125

    Blake Briscoe Interview

    Jan 24, 2022·21m
  126. 126

    COVID Fog

    Jan 18, 2022·25m
  127. 127

    Getting Back to Simplicity

    Jan 10, 2022·25m
  128. 128

    Are We There Yet?

    Jan 4, 2022·25m
  129. 129

    The Gift That Gives

    Dec 21, 2021·23m
  130. 130

    Cybersecurity Tips

    Dec 13, 2021·25m
  131. 131

    Year-End Decisions

    Dec 7, 2021·24m
  132. 132

    A 6 Figure Impact on Your Credit

    Nov 29, 2021·22m
  133. 133

    Being Defensive Through the Froth (Online Exclusive)

    Nov 24, 2021·20m
  134. 134

    Combating Inflation

    Nov 22, 2021·23m
  135. 135

    What Are Your Calluses Worth?

    Nov 16, 2021·20m
  136. 136

    Tapas Life

    Nov 9, 2021·24m
  137. 137

    How Much Can I Afford?

    Nov 1, 2021·22m
  138. 138

    Why to Stay Invested

    Oct 26, 2021·22m
  139. 139

    Saving for Your Grandchildren

    Oct 18, 2021·23m
  140. 140

    Medicare Annual Open Enrollment

    Oct 11, 2021·25m
  141. 141

    How Do You Plan Right Now?

    Oct 5, 2021·23m
  142. 142

    September Market Update

    Sep 28, 2021·25m
  143. 143

    Attention S-Corp Owners

    Sep 20, 2021·23m
  144. 144

    Legal Documents Aren‘t Just for Dying

    Sep 13, 2021·24m
  145. 145

    Don‘t Begin with the End in Mind

    Sep 8, 2021·23m
  146. 146

    Will Your Life Insurance Pay?

    Aug 30, 2021·22m
  147. 147

    Transitory or Not

    Aug 23, 2021·26m
  148. 148

    Inflation - Should We Be Concerned?

    Aug 17, 2021·25m
  149. 149

    The Dangers of a 401(k)

    Aug 10, 2021·23m
  150. 150

    Planning to Move in Retirement?

    Aug 2, 2021·24m
  151. 151

    The Obvious Never Happens

    Jul 27, 2021·24m
  152. 152

    Spinning Out of Control

    Jul 20, 2021·25m
  153. 153

    2021 Tax Changes (Rebroadcast)

    Jul 12, 2021·24m
  154. 154

    The 70 Percent

    Jul 6, 2021·25m
  155. 155

    Inflation - It Still Exists

    Jun 28, 2021·24m
  156. 156

    3 Rules for Simple Investing

    Jun 22, 2021·24m
  157. 157

    The Three Legged Stool of Inflation (Part 2)

    Jun 18, 2021·19m
  158. 158

    The Three Legged Stool of Inflation (Part 1)

    Jun 17, 2021·25m
  159. 159

    Do You Have a Bucket List?

    Jun 15, 2021·24m
  160. 160

    Have You Saved Enough for Retirement?

    Jun 8, 2021·25m
  161. 161

    Is Disability a Threat to Me or My Family?

    Jun 1, 2021·24m
  162. 162

    Market Commentary

    May 24, 2021·25m
  163. 163

    Financial Literacy - Where Do We Start?

    May 18, 2021·25m
  164. 164

    Saving Lives Saving Dignity

    May 12, 2021·23m
  165. 165

    10 Questions You Need to Be Asking Your Financial Advisor

    May 4, 2021·25m
  166. 166

    Considering Investment Risks

    Apr 28, 2021·24m
  167. 167

    Did You Miss This in Your Retirement Plan?

    Apr 20, 2021·24m
  168. 168

    2021 Tax Changes

    Apr 13, 2021·24m
  169. 169

    Too Much Information

    Apr 5, 2021·24m
  170. 170

    How to Lower Your Tax Bracket in Retirement

    Mar 30, 2021·24m
  171. 171

    Reflation

    Mar 23, 2021·23m
  172. 172

    Is Your Estate Plan What You Think It Is?

    Mar 16, 2021·25m
  173. 173

    What Are You Retiring To?

    Mar 8, 2021·24m
  174. 174

    2 Numbers You Need to Know

    Mar 1, 2021·25m
  175. 175

    Has Investment Risk Changed?

    Feb 22, 2021·25m
  176. 176

    Do You Cut and Paste Your Decisions About Money?

    Feb 16, 2021·22m
  177. 177

    What is Your Relationship with Money?

    Feb 9, 2021·24m
  178. 178

    What is Your Greatest Financial Fear?

    Jan 26, 2021·23m
  179. 179

    I Don't Like Trusts

    Jan 19, 2021·25m
  180. 180

    The Retirement Dream

    Jan 4, 2021·25m
  181. 181

    Congress Update

    Dec 28, 2020·25m
  182. 182

    Elf on the Shelf Money Advice

    Dec 21, 2020·22m
  183. 183

    The Most Googled Money Questions in 2020

    Dec 14, 2020·25m
  184. 184

    A New Season of Gift Giving

    Dec 8, 2020·25m
  185. 185

    Are You in the Lifeboat with Your Investments?

    Nov 24, 2020·23m
  186. 186

    College Funding in 2020

    Nov 17, 2020·23m
  187. 187

    Election Results & Your Next Steps

    Nov 10, 2020·25m
  188. 188

    Ag-Value and Estate Taxation

    Nov 2, 2020·25m
  189. 189

    What You Should Be Doing With Your Investments Pre/Post Election

    Oct 27, 2020·25m
  190. 190

    Money Doesn't Have to Be Complicated

    Oct 20, 2020·24m
  191. 191

    The Opportunity in the Mirror

    Oct 13, 2020·22m
  192. 192

    Real Financial Planning

    Oct 6, 2020·23m
  193. 193

    Are You Where You Want to Be?

    Sep 29, 2020·24m
  194. 194

    How Do You Successfully Transition the Family Business?

    Sep 22, 2020·24m
  195. 195

    What is Probate and How Can You Avoid It?

    Sep 15, 2020·24m
  196. 196

    Why NOT to Buy Life Insurance

    Sep 8, 2020·24m
  197. 197

    10 Financial Questions Everyone Over 60 Should Ask

    Sep 1, 2020·25m
  198. 198

    2020 Candidate Tax Policy Proposals

    Aug 24, 2020·21m
  199. 199

    Ranch Entities

    Aug 18, 2020·25m
  200. 200

    Finding the Perfect Investment

    Aug 11, 2020·25m
  201. 201

    Legal Documents Aren't Just for Dying

    Aug 3, 2020·24m
  202. 202

    Downsizing for Retirement

    Jul 28, 2020·24m
  203. 203

    My Farm & Ranch - Transitioning and Retirement Planning

    Jul 21, 2020·24m
  204. 204

    Nothing Changes if Nothing Changes

    Jul 13, 2020·24m
  205. 205

    Is Your Life Insurance Another Victim of This Pandemic?

    Jul 8, 2020·23m
  206. 206

    Tax Deadlines & Other Money Matters

    Jun 30, 2020·23m
  207. 207

    How Do You Look at Your Money?

    Jun 23, 2020·24m
  208. 208

    Rethinking Your Thinking

    Jun 15, 2020·25m
  209. 209

    COVID 19 Q&A

    Jun 9, 2020·24m
  210. 210

    Coronavirus, Children & Charities

    Jun 3, 2020·25m
  211. 211

    Making the Most of a Full Nest

    May 27, 2020·24m
  212. 212

    Corey Anderson - The Disability Geek

    May 20, 2020·24m
  213. 213

    COVID-19 - The End of An Era

    May 12, 2020·25m
  214. 214

    Dementia Care and the GEMS State Model

    May 5, 2020·25m
  215. 215

    Down is Good

    Apr 28, 2020·24m
  216. 216

    Thriving in Ambiguity

    Apr 21, 2020·24m
  217. 217

    COVID-19: The Personal Finance Test of a Lifetime

    Apr 14, 2020·25m
  218. 218

    The CARES Act and Other Relief Programs

    Apr 8, 2020·24m
  219. 219

    A Crisis is a Terrible Thing to Waste

    Mar 31, 2020·25m
  220. 220

    Market Update

    Mar 24, 2020·10m
  221. 221

    A Down Market Opportunity

    Mar 17, 2020·25m
  222. 222

    6 Lessons From An Estate Litigator

    Mar 10, 2020·25m
  223. 223

    The SECURE Act - Revisited

    Mar 4, 2020·25m
  224. 224

    Election Year: Countless Candidates but One Forecast

    Feb 25, 2020·25m
  225. 225

    Which Guarantee Do You Want?

    Feb 18, 2020·22m
  226. 226

    Understanding Life Insurance

    Feb 11, 2020·25m
  227. 227

    Have You Checked Your Financial Vitals?

    Feb 4, 2020·24m
  228. 228

    2019 Year In Review

    Jan 28, 2020·25m
  229. 229

    The 5 Biggest Risks in 2020

    Jan 21, 2020·25m
  230. 230

    Were You Sold Something or Do You Need It?

    Jan 14, 2020·25m
  231. 231

    The SECURE Act - Is it Really a Good Thing?

    Jan 9, 2020·25m
  232. 232

    20/20 Vision

    Dec 31, 2019·25m
  233. 233

    A Giving Heart and a Skeptical Mind

    Dec 23, 2019·21m
  234. 234

    The Gift of Giving

    Dec 17, 2019·25m
  235. 235

    Estate Planning Lessons Learned from Celebrities

    Dec 10, 2019·24m
  236. 236

    Tell Me 'Bout the Good Old Days

    Dec 3, 2019·24m
  237. 237

    How Tax Efficient is Your Portfolio?

    Nov 27, 2019·24m
  238. 238

    You Have Arrived

    Nov 19, 2019·24m
  239. 239

    Be Done With Debt...

    Nov 12, 2019·24m
  240. 240

    Your Year-End To-Do List

    Nov 6, 2019·24m
  241. 241

    What Should I Expect from My Investments?

    Oct 29, 2019·24m
  242. 242

    The Next Big Investment Scam

    Oct 23, 2019·24m
  243. 243

    Are You Spending Enough in Retirement?

    Oct 15, 2019·24m
  244. 244

    No Way Around It

    Oct 8, 2019·24m
  245. 245

    Protecting Your Parents

    Oct 1, 2019·25m
  246. 246

    I Don't Understand Investing

    Sep 24, 2019·23m
  247. 247

    Will Tax Reform End Early?

    Sep 18, 2019·25m
  248. 248

    A Simple Estate Plan?

    Sep 10, 2019·25m
  249. 249

    Should You Take Your Social Security Now?

    Sep 4, 2019·23m
  250. 250

    August Volatility Report

    Aug 27, 2019·24m
  251. 251

    Turning 50 May Be Your Last Hurrah

    Aug 20, 2019·25m
  252. 252

    The Secret to Multiplying Your Success

    Aug 13, 2019·25m
  253. 253

    Life Insurance Isn't Just for Dying

    Aug 6, 2019·23m
  254. 254

    Are You Getting Cash Out of Your Business?

    Jul 30, 2019·24m
  255. 255

    How Do You Measure Your Wealth?

    Jul 23, 2019·24m
  256. 256

    How Much Can I Afford?

    Jul 17, 2019·22m
  257. 257

    What is Life Planning?

    Jul 3, 2019·20m
  258. 258

    The Impact of Your Long-Term Health

    Jul 3, 2019·25m
  259. 259

    Should You Be Worried About Your Investments?

    Jun 26, 2019·24m
  260. 260

    Have You Outgrown Your Advisor?

    Jun 18, 2019·24m
  261. 261

    Your IRA: The Good, The Bad, The Ugly

    Jun 12, 2019·24m
  262. 262

    5 Things to Consider Before Moving in Retirement

    Jun 5, 2019·24m
  263. 263

    How Much Should I Leave My Kids?

    May 29, 2019·24m
  264. 264

    Is Organization Hurting Your Financial Future?

    May 21, 2019·14m
  265. 265

    How to Use the Better Business Bureau

    May 14, 2019·24m
  266. 266

    10 Questions Every Investor Needs to Ask

    May 8, 2019·24m
  267. 267

    How Financially Well Are You?

    Apr 30, 2019·26m
  268. 268

    The Top 5 Retirement Books

    Apr 23, 2019·24m
  269. 269

    Understanding Medicare

    Apr 17, 2019·22m
  270. 270

    How Do You Reach Your Money Goals?

    Apr 10, 2019·23m
  271. 271

    Should I Prepare My Own Taxes?

    Apr 2, 2019·25m
  272. 272

    Is Your Investment Portfolio Tax Smart?

    Mar 26, 2019·24m
  273. 273

    AirMedCare Network

    Mar 19, 2019·24m
  274. 274

    Death - It Happens...Is Your Family Ready for Yours?

    Mar 11, 2019·23m
  275. 275

    Are You a Member of the Responsibility Club?

    Mar 6, 2019·24m
  276. 276

    Are You Exposed to Any of These Risks?

    Feb 27, 2019·24m
  277. 277

    Turning Crumbs into Cake for Your Financial Planning

    Feb 26, 2019·23m
  278. 278

    What is ViaScan?

    Feb 12, 2019·23m
  279. 279

    Giving with Benefits

    Feb 5, 2019·25m
  280. 280

    The Secret Sauce to Investing

    Jan 29, 2019·24m
  281. 281

    Common Questions About 199A

    Jan 22, 2019·24m
  282. 282

    Is Retirement Really About a Dollar Amount?

    Jan 14, 2019·21m
  283. 283

    Don't Die Like a Celebrity

    Jan 8, 2019·21m
  284. 284

    The Fast Track for 2019

    Jan 2, 2019·21m
  285. 285

    Seeking Your Purpose

    Dec 26, 2018·17m
  286. 286

    Your Retirement or College for the Kids - Which Will It Be?

    Dec 17, 2018·20m
  287. 287

    What Should I Do With My Required Minimum Distribution?

    Dec 11, 2018·20m
  288. 288

    A Giving Heart and a Skeptical Mind

    Dec 5, 2018·22m
  289. 289

    2018 Year End Planning

    Nov 28, 2018·22m
  290. 290

    Medicare Advantage Plans

    Nov 21, 2018·22m
  291. 291

    A Tax Nightmare for Your Business

    Nov 13, 2018·21m
  292. 292

    Credit Cards Are Good for Your Financial Health

    Nov 6, 2018·24m
  293. 293

    Should I Be Worried About the Market?

    Oct 31, 2018·21m
  294. 294

    Is Your Estate Plan in Good Health?

    Oct 23, 2018·23m
  295. 295

    Tax Reform - Clean Up on Aisle 3

    Oct 16, 2018·24m
  296. 296

    If Not Now, Then When?

    Oct 9, 2018·24m
  297. 297

    What Is Your Relationship With Money?

    Oct 1, 2018·25m
  298. 298

    Why It Pays to Imagine the Worst

    Sep 25, 2018·24m
  299. 299

    How Much is a Million Dollars Really Worth?

    Sep 18, 2018·24m
  300. 300

    Securing Your Family's Success

    Sep 11, 2018·24m
  301. 301

    Life Insurance Awareness

    Sep 4, 2018·22m
  302. 302

    How Do You Do That? - Money Ideas No One Thinks Possible

    Aug 28, 2018·23m
  303. 303

    When I Retire I Will Die

    Aug 22, 2018·23m
  304. 304

    Planning All Alone

    Aug 14, 2018·24m
  305. 305

    Veterans Administration Benefit Planning

    Aug 7, 2018·24m
  306. 306

    Investments - Do You Have the Old Plan or the New One?

    Aug 1, 2018·24m
  307. 307

    A Family Business is Still a Business

    Jul 23, 2018·24m
  308. 308

    Retirement - Are We All on the Same Page?

    Jul 17, 2018·24m
  309. 309

    Who Will Protect You?

    Jul 10, 2018·24m
  310. 310

    When Do I Take Social Security?

    Jul 3, 2018·24m
  311. 311

    Real Financial Planning

    Jun 25, 2018·24m
  312. 312

    Is it Possible to Never Pay Taxes Again?

    Jun 18, 2018·24m
  313. 313

    Attention Business Owners

    Jun 12, 2018·24m
  314. 314

    Protecting Your Assets from Medicaid

    Jun 5, 2018·24m
  315. 315

    The Secret to Financial Success

    May 29, 2018·23m
  316. 316

    Naming Your Beneficiaries

    May 21, 2018·25m
  317. 317

    What is Your Long-Term Healthcare Plan...Beyond the Money?

    May 15, 2018·21m
  318. 318

    Behavioral Finance

    May 8, 2018·23m
  319. 319

    Family-Centric Estate Planning

    May 2, 2018·24m
  320. 320

    Tax Reform Memoirs

    Apr 24, 2018·25m
  321. 321

    How Do You Look At Your Money?

    Apr 16, 2018·24m
  322. 322

    Are CDs Making a Comeback?

    Apr 10, 2018·25m
  323. 323

    Working with Wisdom

    Apr 3, 2018·26m
  324. 324

    Have You Disinherited Anyone Unintentionally?

    Mar 26, 2018·24m
  325. 325

    Will Your Retirement Plan Blow Up?

    Mar 20, 2018·23m
  326. 326

    Tax Reform Windfall - Don't Let it Slip Through Your Fingers

    Mar 14, 2018·22m
  327. 327

    The Financial Situation of Your Children and Grandchildren

    Mar 6, 2018·22m
  328. 328

    Social Security and Medicare - Are They Promises the Government Can Keep?

    Feb 27, 2018·22m
  329. 329

    Buyer Beware - Financial Products Sold With Bias

    Feb 20, 2018·23m
  330. 330

    Planning With Crumbs

    Feb 12, 2018·22m
  331. 331

    Done Beats Perfect Every Time

    Feb 5, 2018·22m
  332. 332

    Identity Theft - What You Need to Know

    Jan 30, 2018·24m
  333. 333

    Investing Risks

    Jan 23, 2018·21m
  334. 334

    What Is Your Biggest Financial Concern?

    Jan 17, 2018·22m
  335. 335

    Tax Reform - Plan Now or Pay Later

    Jan 8, 2018·23m
  336. 336

    What Can You Delegate?

    Jan 1, 2018·22m
  337. 337

    Are You Helping or Hurting Your Children When You Support Them Financially?

    Dec 27, 2017·22m
  338. 338

    2011 Entrepreneurial Bash

    Dec 19, 2017·1h 16m
  339. 339

    Business Coaching

    Dec 19, 2017·22m
  340. 340

    Are Your Investment Decisions Destructive?

    Dec 11, 2017·22m
  341. 341

    The Gift That Gives...In More Ways Than One

    Dec 4, 2017·23m
  342. 342

    Consider Family When Selecting Your Estate Fiduciary

    Nov 28, 2017·23m
  343. 343

    I Don't Budget Because...

    Nov 20, 2017·24m
  344. 344

    The 3 Rules for Simple Investing

    Nov 14, 2017·22m
  345. 345

    Money Doesn't Have to Be Complicated

    Nov 7, 2017·22m
  346. 346

    Estate Planning Isn't Just for Your Kids - It's for Your Spouse

    Oct 31, 2017·21m
  347. 347

    Will You Be Ready for Taxes During Retirement?

    Oct 23, 2017·23m
  348. 348

    Top 5 Mistakes Business Owners Make

    Oct 16, 2017·23m
  349. 349

    We Are Due for a Market Correction

    Oct 10, 2017·23m
  350. 350

    Family Support Checklist

    Oct 3, 2017·22m
  351. 351

    Why NOT to Buy Life Insurance

    Sep 26, 2017·23m
  352. 352

    6 Things You Probably Didn't Know About Life Insurance

    Sep 18, 2017·24m
  353. 353

    A Lifetime Tool

    Sep 11, 2017·22m
  354. 354

    Health Savings Account - The Best Kept Secret

    Sep 5, 2017·22m
  355. 355

    Live with Purpose

    Aug 29, 2017·22m
  356. 356

    An Unexpected College Planning Tool

    Aug 22, 2017·23m
  357. 357

    Investing is Black & White

    Aug 15, 2017·23m
  358. 358

    Saving for Your Grandchildren

    Aug 8, 2017·23m
  359. 359

    Summer Tax Planning

    Aug 1, 2017·21m
  360. 360

    Have You Outgrown Your Advisor?

    Jul 25, 2017·22m
  361. 361

    Identity Theft Prevention for the 21st Century

    Jul 18, 2017·22m
  362. 362

    Considering Investment Risk

    Jul 10, 2017·22m
  363. 363

    Creating Financial Windfalls

    Jul 5, 2017·23m
  364. 364

    Understanding Medicare

    Jun 27, 2017·24m
  365. 365

    Charitable Gift Planning - Not Just for the Wealthy

    Jun 19, 2017·23m
  366. 366

    Rejuvenation in June

    Jun 13, 2017·23m
  367. 367

    The Goose That Laid the Golden Egg - Your Business

    Jun 6, 2017·22m
  368. 368

    The Responsibility Club

    May 30, 2017·23m
  369. 369

    Surprising Reasons to Be Proactive Towards College Planning

    May 23, 2017·23m
  370. 370

    Do You Cut and Paste Your Decisions About Money?

    May 17, 2017·22m
  371. 371

    Is Your Retirement Portfolio Built to Last?

    May 9, 2017·23m
  372. 372

    Did You Miss This in Your Retirement Plan?

    May 2, 2017·22m
  373. 373

    Long-Term Care Insurance

    Apr 25, 2017·23m
  374. 374

    Estate Planning for Blended Families

    Apr 18, 2017·22m
  375. 375

    Our Economy

    Apr 10, 2017·21m
  376. 376

    Chance for Tax Reform Better Next Year

    Apr 4, 2017·23m
  377. 377

    Family-centric Wealth Planning

    Mar 29, 2017·22m
  378. 378

    Titling of Assets and Beneficiary Check

    Mar 22, 2017·23m
  379. 379

    Too Much Information

    Mar 15, 2017·22m
  380. 380

    Money Well Spent...or Saved

    Mar 7, 2017·22m
  381. 381

    Risk Management

    Feb 28, 2017·22m
  382. 382

    Debt - The Good...The Bad...The Ugly

    Feb 21, 2017·22m
  383. 383

    Fear of Outliving Your Money

    Feb 14, 2017·22m
  384. 384

    The Estate Tax Storm

    Feb 7, 2017·24m
  385. 385

    Did You Set A New Year's Resolution?

    Jan 31, 2017·23m
  386. 386

    The Risk of Longevity

    Jan 24, 2017·22m
  387. 387

    ViaScan

    Jan 17, 2017·22m
  388. 388

    Avoid These 3 Most Common Pitfalls of Investing

    Jan 10, 2017·21m
  389. 389

    Saving for Retirement

    Jan 4, 2017·24m
  390. 390

    Change is Certain

    Dec 28, 2016·21m
  391. 391

    The Gift of Giving

    Dec 21, 2016·22m
  392. 392

    Year End Tips

    Dec 13, 2016·21m
  393. 393

    Why It Pays to Imagine the Worst

    Dec 6, 2016·21m
  394. 394

    How Do You Measure Your Wealth?

    Nov 29, 2016·24m
  395. 395

    Tax Savings Ideas

    Nov 22, 2016·22m
  396. 396

    5 Ways President-Elect Donald Trump Could Move Markets

    Nov 15, 2016·21m
  397. 397

    Tips to Prevent a Marital Rift

    Nov 8, 2016·22m
  398. 398

    Presidential Candidates and Their Tax and Healthcare Plans

    Nov 1, 2016·21m
  399. 399

    A 6 Figure Impact on Your Credit

    Oct 24, 2016·21m
  400. 400

    The Opportunity in the Mirror

    Oct 19, 2016·22m
  401. 401

    Uncle Sam is Knocking...and He's Getting Louder

    Oct 12, 2016·21m
  402. 402

    My Farm & Ranch: Transitioning and Retirement Planning

    Oct 4, 2016·21m
  403. 403

    September is Life Insurance Awareness Month

    Sep 27, 2016·22m
  404. 404

    Stress Test Your Investments Before It's Too Late

    Sep 20, 2016·22m
  405. 405

    Social Security Planning for Death and Divorce

    Sep 13, 2016·22m
  406. 406

    Have the Urge to Own Your Home Free and Clear?

    Sep 7, 2016·21m
  407. 407

    Naming Your Beneficiaries

    Aug 28, 2016·21m
  408. 408

    Retirement - What Do You Do Now?

    Aug 22, 2016·21m
  409. 409

    3 Great Ways to Help Your Child Save

    Aug 15, 2016·21m
  410. 410

    What is Life Planning and Why?

    Aug 8, 2016·21m
  411. 411

    Worried About College Savings?

    Aug 1, 2016·20m
  412. 412

    What Will Happen if You Get Sued?

    Jul 25, 2016·22m
  413. 413

    3 Questions About Your Retirement Income

    Jul 18, 2016·19m
  414. 414

    Business Succession Planning

    Jul 11, 2016·21m
  415. 415

    6 Lessons Learned from the Great Recession - Part 4

    Jul 4, 2016·22m
  416. 416

    6 Lessons Learned from the Great Recession - Part 3

    Jun 27, 2016·23m
  417. 417

    6 Lessons Learned from the Great Recession - Part 2

    Jun 20, 2016·22m
  418. 418

    6 Lessons Learned from the Great Recession - Part 1

    Jun 13, 2016·22m
  419. 419

    A Tightwad and a Spendthrift

    Jun 6, 2016·22m
  420. 420

    The Finance of Remarriage

    May 30, 2016·22m
  421. 421

    Healthcare and Retirement

    May 23, 2016·22m
  422. 422

    Retirement Happiness

    May 16, 2016·23m
  423. 423

    Is Not Having a Will That Big of a Deal?

    May 9, 2016·22m
  424. 424

    The World Today is a Glass Half Full

    May 2, 2016·22m
  425. 425

    Are You in the Lifeboat with Your Investments?

    Apr 25, 2016·23m
  426. 426

    3 Ways to Escape a Student Debt Trend

    Apr 18, 2016·22m
  427. 427

    Tax Season

    Apr 11, 2016·24m
  428. 428

    Municipal Bond Math

    Apr 4, 2016·22m
  429. 429

    Leap Year

    Mar 28, 2016·22m
  430. 430

    Are You Planning for a Financial Drought?

    Mar 21, 2016·22m
  431. 431

    Who Is Kennedy Financial Services?

    Mar 14, 2016·23m
  432. 432

    The Most Important Question About Your Retirement

    Mar 7, 2016·22m
  433. 433

    Are You Giving Your Money Away?

    Feb 29, 2016·24m
  434. 434

    Will Recent Social Security Changes Affect You? - Revisited

    Feb 22, 2016·23m
  435. 435

    Is Your Life Insurance Like a Bad Mattress?

    Feb 16, 2016·19m
  436. 436

    Getting to the Basics of Trust Planning

    Feb 8, 2016·23m
  437. 437

    81 Reasons Why Not to Invest in the Stock Market

    Feb 1, 2016·23m
  438. 438

    The Financial Impact of Caregiving

    Jan 25, 2016·22m
  439. 439

    Is Organization Hurting Your Financial Future?

    Jan 18, 2016·21m
  440. 440

    Why Do I Need Life Planning?

    Jan 11, 2016·21m
  441. 441

    Annuities - Good or Bad?

    Jan 4, 2016·23m
  442. 442

    Unacceptable Regrets

    Dec 28, 2015·22m
  443. 443

    What Is Your Biggest Financial Concern?

    Dec 21, 2015·25m
  444. 444

    Will Recent Social Security Changes Affect You?

    Dec 14, 2015·23m
  445. 445

    Can You Give More Without It Costing More?

    Dec 7, 2015·23m
  446. 446

    Wealthy or Not...a Poor Credit Score Can Hurt You

    Nov 30, 2015·22m
  447. 447

    How Do You Measure Your Wealth?

    Nov 23, 2015·22m
  448. 448

    Estate Planning for Blended Families

    Nov 16, 2015·23m
  449. 449

    Are You Taking Your Financial Supplements?

    Nov 9, 2015·21m
  450. 450

    Did Your Taxes Go Up?

    Oct 26, 2015·23m
  451. 451

    How Much is Too Much to Leave Your Kids?

    Oct 19, 2015·24m
  452. 452

    Risk - What Can You Do About It?

    Oct 12, 2015·21m
  453. 453

    Do You Have Something to Retire "To"?

    Oct 5, 2015·23m
  454. 454

    Your Digital Estate - You Really Can Take It With You

    Sep 28, 2015·23m
  455. 455

    Does Long Term Care Insurance Make Sense?

    Sep 21, 2015·22m
  456. 456

    I Don't Budget Because...

    Sep 14, 2015·22m
  457. 457

    Everyone Wants Success...But What Is Success?

    Sep 7, 2015·23m
  458. 458

    It's Back...Market Volatility That Is

    Aug 31, 2015·22m
  459. 459

    Tax Identity Fraud

    Aug 24, 2015·23m
  460. 460

    A 10,000 Foot View of Investing

    Aug 17, 2015·22m
  461. 461

    The Power of the Power of Attorney

    Aug 10, 2015·22m
  462. 462

    5 Most Common Mistakes in Retirement Planning

    Aug 3, 2015·23m