Episodit
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We were honored to have Cori Slingerland with Mosaic Planning Group join us this week. Cori discussed the difference between a brokerage firm and a captive company. She also discussed the importance of being honest with your agent and more! You can find out more about Cori and the Mosaic Planning group at: https://mosaicplanninggroup.com/.
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Aaron Kennedy and Sam Barker share more from the 2024 Berkshire Hathaway Annual Shareholders Meeting with Warren Buffett. They also give us a brief market update.
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Aaron Kennedy and Sam Barker had the honor of attending the 2024 Berkshire Hathaway Annual Shareholders Meeting with Warren Buffett. They share some of their takeaways from the meeting as well as a brief market update.
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Wisdom isn’t always about knowing the answers. More often than not it's about knowing the right questions to ask. Here are questions every investor should be asking. You don't want to miss this Q&A session with our in-house CFA, Aaron Kennedy. This episode originally aired in 2019, please enjoy.
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Aaron Kennedy, Matt Ervin, and Sam Barker join us this week to discuss the economy, earnings, inflation, AI, and more. You don't want to miss this week's episode of Black & White Market Chatter on Life Planning 101.
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In the 4th quarter of 2023, household debt reached 17.5 trillion dollars with credit card debt. Here are a few ideas to possibly help you save money for retirement.
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Planning is a gift. It is a gift of peace of mind and the ability to not just survive, but to thrive. Provide your family with the tools to take care of you and your wishes with confidence because you love them. Please enjoy this gem from our archive.
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Aaron, Matt, and Sam join us this week to talk about what's going on in the market, what they're looking at, and why they have confidence moving forward. You don't want to miss this week's episode.
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I was honored to sit down with the Real Wealth Podcast to talk about the struggles with long-term care in the United States, how grief heightens temperament, and how having a plan isn’t enough. You don't want to miss this week's episode.
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This week Aaron, Matt, and Sam join us to talk about something pretty SWEET. They also share a market update and some companies they're looking into. You don't want to miss this week's episode.
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Like the title of a James Bond movie, we live in a day and age where it can seem like there is no time to die. There seems to be so many obligations that need our attention. Do you care about your family? Then you don’t want to miss this week’s episode of Life Planning 101.
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Aaron, Matt, and Sam host this week’s episode to give us a market update, talk a little bit about technology, and more. You don't want to miss this week's episode of Black & White Market Chatter right here on Life Planning 101.
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We're honored to have Lisa Hunter join us this week on our show. Lisa shares with us the Teepa Snow Positive Approach to Care and information about the GEMS State Model. You don't want to miss this!
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Every motion you make, whether with purpose or not, is compounding toward or away from a Life lived on purpose. Your financial health should be a priority today.
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Recently I was speaking with a client about how important it is to take preventative measures in regard to health - eating right, exercising, and taking the right supplements. It is just as important that we take preventative measures in regard to our finances - planning for the worst-case and best-case scenarios, exercising good financial habits, and revisiting your plan on a regular basis to make necessary changes.
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Are you nearing retirement? Are you already in retirement? Do you know someone who is? If so, then this week’s episode is for you. Guarantees may have a place in a retiree’s plan, but they may not. Proceed with caution, proceed with a plan, and proceed with a Life Planner.
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Aaron Kennedy, Matt Ervin, and Sam Barker join us this week to talk about investor fatigue, volatility, and changes in the market.
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Angela was honored to be a guest on the Real Wealth podcast with Jim Silbernagel to share the benefits and pitfalls that could occur when starting a financial strategy later in life. Please enjoy this gem from our archive.
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Preparation is the one thing that separates an unpromising outlook from a successful future for you and your family. And that preparation starts with one thing – you!
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Aaron Kennedy, Matt Ervin, and Sam Barker join us this week for a brief rundown of what's going on in the market and they share a little history lesson with us.
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