//podcastplus.net/feed/the-life-planning-101-podcast~7832e42a 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. Tue, 01 Sep 2026 04:11:57 +0000 https://mcdn.podbean.com/mf/web/v3bhkkgyjy4xeiyd/613_My_Estate_Plan_Rebroadcast_9gxhq.mp3 Angela discusses the importance of estate planning, particularly focusing on the differences between will-based and trust-based plans. She emphasizes the significance of having a well-organized estate plan to ensure that your assets are distributed according to your wishes and to avoid complications for your family after you're gone. The episode aims to demystify the concept of trusts and help listeners understand whether a trust-based plan is necessary for their specific situation. Key Takeaways Estate planning is crucial because without a proper plan, settling an estate can take months or even years due to difficulties in locating and retitling assets. Companies often have strict requirements for retitling assets, such as medallion guarantee stamps, which can be challenging to obtain. Many people mistakenly believe that having a will is sufficient, but this may not always be the case, highlighting the need for a more comprehensive estate plan. Overcomplicating estate planning can occur in two wa... Wed, 08 Oct 2025 20:19:20 +0000 https://mcdn.podbean.com/mf/web/v3bhkkgyjy4xeiyd/613_My_Estate_Plan_Rebroadcast_9gxhq.mp3 https://mcdn.podbean.com/mf/web/qaw5jfyy5faddgt2/612_Two_Reasons_You_Get_Sued_Rebroadcast_a8vau.mp3 In this episode, Angela discusses the importance of asset protection planning in today's litigious society. She emphasizes that anyone can be sued, regardless of their wealth, and highlights the need for preventative measures to safeguard one's assets. The episode aims to educate listeners on how to create a holistic asset protection plan to mitigate risks and live life on purpose. Key Takeaways There are an estimated 40 million lawsuits filed every year in the United States, highlighting the importance of being prepared for potential legal action. It's crucial to consider whether you could afford to defend yourself in a lawsuit and to understand the stress it would cause. Prevention is key, and having preventative measures in place is always a good idea. An asset protection plan is a foundation for living life on purpose, and without it, individuals are vulnerable to financial loss. It is important to know where you stand, what is at risk, and who to call in case of a lawsuit. Preventative measur... Wed, 01 Oct 2025 15:45:22 +0000 https://mcdn.podbean.com/mf/web/qaw5jfyy5faddgt2/612_Two_Reasons_You_Get_Sued_Rebroadcast_a8vau.mp3 https://mcdn.podbean.com/mf/web/e6eqkg/5_Tax_Matters_You_Need_to_Know_About80v3v.mp3 Changes to our tax system are not certain and are ever changing. So here we are again - a new day with new rules. Here are 5 things you need to be aware of. Wed, 06 Sep 2023 13:41:41 +0000 https://mcdn.podbean.com/mf/web/e6eqkg/5_Tax_Matters_You_Need_to_Know_About80v3v.mp3 https://mcdn.podbean.com/mf/web/mdrxmy/468_This_Week_in_the_Market_Episode_44_8dkij.mp3 Aaron Kennedy and Sam Barker join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough times. Fri, 01 Sep 2023 21:24:06 +0000 https://mcdn.podbean.com/mf/web/mdrxmy/468_This_Week_in_the_Market_Episode_44_8dkij.mp3 https://mcdn.podbean.com/mf/web/62hfq7/467_Are_Your_Assets_Protected7kwch.mp3 Are your assets protected? What good is all the hard work it took to build your success if you don’t take the time to protect it? We’re talking asset protection on this week’s episode. Here are some of the most common issues we see. Wed, 30 Aug 2023 13:40:02 +0000 https://mcdn.podbean.com/mf/web/62hfq7/467_Are_Your_Assets_Protected7kwch.mp3 https://mcdn.podbean.com/mf/web/5wd88t/465_-_HSA63akl.mp3 Did you know you can grow your HSA just like you grow your retirement account? This week we take a look at some things you might not know about Health Savings Accounts. Tue, 15 Aug 2023 13:22:08 +0000 https://mcdn.podbean.com/mf/web/5wd88t/465_-_HSA63akl.mp3 https://mcdn.podbean.com/mf/web/sspr37/464_529s_-_You_Have_More_Options_Now6zj2e.mp3 Thanks to legislation enacted over the past 5 years, you now have actual options when it comes to 529 plans. Here are some potential gems you may not know about. Tue, 08 Aug 2023 13:21:30 +0000 https://mcdn.podbean.com/mf/web/sspr37/464_529s_-_You_Have_More_Options_Now6zj2e.mp3 https://mcdn.podbean.com/mf/web/ubhqfv/463_This_Week_in_the_Market_Episode_43_6c9q8.mp3 Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough times. Fri, 04 Aug 2023 19:04:13 +0000 https://mcdn.podbean.com/mf/web/ubhqfv/463_This_Week_in_the_Market_Episode_43_6c9q8.mp3 https://mcdn.podbean.com/mf/web/gwcxxn/461_Cybersecurity_Tipsasv5m.mp3 This week we take a dive into our archive for this gem. In 2021, IT expert Mike Ahern with Kennedy Computer Solutions joined us as our special guest to share some important fraud prevention tips. You don't want to miss this! Tue, 01 Aug 2023 13:41:10 +0000 https://mcdn.podbean.com/mf/web/gwcxxn/461_Cybersecurity_Tipsasv5m.mp3 https://mcdn.podbean.com/mf/web/bawppf/460_Opportunities_in_the_Market71rpz.mp3 Matt and Aaron host our show this week and discuss some opportunities as well as some short-term and long-term views. You don’t want to miss this. Wed, 26 Jul 2023 13:21:18 +0000 https://mcdn.podbean.com/mf/web/bawppf/460_Opportunities_in_the_Market71rpz.mp3