Episodes
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Have you ever looked in the mirror and thought- whoa, that canât be right? Who is this old person staring back at me? As funny or not so funny as this may be, the fact is that life is short and it seems to hurry along faster the older we get.
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Can you hear it? Itâs those two, ominous notes from the movie Jaws to let you know we are drawing nearer and nearer to the almost inevitableâŠthe sunset of the Tax Cuts and Jobs Act (TCJA) of 2017. This could mean that higher income taxes and estate taxes are headed your way.
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Missing episodes?
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Aaron Kennedy is joined by Matt Ervin and Sam Barker to talk a little bit about what's going on in the markets, economic indicators, stocks, FOMO, and more. You don't want to miss this week's episode. If you have questions/comments or ideas for future episodes, you can reach out to us online at: www.kennedy-financial.com.
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Are your assets protected? What good is all the hard work it took to build your success if you donât take the time to protect it? Weâre talking asset protection on this weekâs episode. Here are some of the most common issues we see.
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The accumulation years are the easy yearsâŠif any years are really easy years. And frankly, that is when you need to start thinking and become proactive about your retirement years. Here are some things to consider.
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Aaron Kennedy and Sam Barker give us a brief market update and talk a little bit about interest rates. You don't want to miss this. If you have questions, you can reach out to us on our website: www.kennedy-financial.com.
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I believe one of the hardest things to do is find the âright fitâ advisor for you and your family. Because of this, I thought I might take a minute to educate you a little about our industry.
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Got 17 minutes? Sam Barker and Aaron Kennedy give us a brief market update and talk a little bit about happened recently in Japan. You don't want to miss this. If you have questions, you can reach out to us on our website: www.kennedy-financial.com.
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Emotionally weâre always thinking of reasons not to invest in the stock market. Is there fear today? Absolutely! Just think: What would Warren do? Well, he says, âBuy Fear!â Let these 90 years of experience help you be comfortable with exercising a good discipline to do what Warren does.
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Graduation is a major step for those important young adults in our life. A parentâs goal is always to see their kids launch successfully and stay successfully launched. How do you do that? Well, we have few ideas for you.
You can read the corresponding article on our website at: https://www.kennedy-financial.com/blog/life-after-graduation-what-should-your-kids-know.
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Why is it that if we donât achieve perfection, we sometimes give up? Itâs really about obtaining progressâŠnot perfection. Since 1989 we have been on a mission to help people live Life on purpose! On this weekâs episode of Life Planning 101, we give you a new 80/20 rule to consider.
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For many Americans, putting money back into a retirement account such as a 401(k) or traditional IRA has been their primary choice to save for retirement. The problem with this is: The IRS is going tax youâŠeither coming or going. Here are some important things you need to consider.
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Does it feel like your life is dehydrated? This week we share 3 things to consider. Life is too short to live it dehydrated. Just as you have to purposely plan ahead, remind ourselves, and occasionally have an accountability partner to stay physically hydrated, it works the same way in LIFE.
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Got 12 minutes? Sam Barker and Aaron Kennedy give us a brief market update and talk a little bit about returns. You don't want to miss this. If you have questions, you can reach out to us on our website: www.kennedy-financial.com.
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Matt Ervin, Sam Barker, and Brent Bible join Aaron Kennedy this week to talk economic data and share some things that they're looking at in the portfolios.
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This week, Matt Ervin and Sam Barker join Aaron Kennedy to discuss Europe and their debt and currency...They also talk about Broad-Based Markets vs. the Equal Weight Indices. You don't want to miss this. If you have questions, please feel free to reach out to us. We would love to have a conversation with you.
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This week, Matt Ervin and Sam Barker join Aaron Kennedy to discuss Tesla, NVIDIA, and Apple. You don't want to miss this. If you have questions, please feel free to reach out to us. We would love to have a conversation with you.
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If the cost-of-living increase for food remains at 5% each year, that $100 worth of groceries will only be worth $56.03 just 10 years into retirement. This week we share 12 questions you need to be asking your financial professional.
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This week, Aaron gives us a brief market update and he talks a little about AI. You don't want to miss this. If you have questions, please feel free to reach out to us. We would love to have a conversation with you.
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If you havenât thought about your own legacy, please do. In order to help you get off on the right foot, here are some things to consider. We call it the âWho, What, When, How, Sam and Plan Approach.
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