The Life Planning 101 Podcast

Don’t live by default—live Life on Purpose and remember that the young person you are today will be the only one to take care of the old person you will be some day. Every year you wait is another year you put yourself at risk. Start planning today!

Are you passionate about your business? Do you want to see your business succeed? Here are the top 5 mistakes that we've found that business owners make.

There is no crystal ball when it comes to investing, but a correction will occur at some point. Do you have a plan in place for when it does?

Recently, we were asked if we could compile a list of the things that need to be addressed on every level when you find it necessary to assume physical, emotional, and financial responsibility for your parents.

If you died today, what would happen to your family, your business or ranch? How would everyone you love be affected? What if something happened today that left you uninsurable for the rest of your life? Can you foresee a point in your life that your loved ones would be financially crippled because you didn’t have life insurance?

Today there are thousands of insurance carriers, tens of thousands of products and even more bells and whistles on top of that. How do you know what you truly have and if it will be there when your family really needs it?

September is life insurance awareness month. We recommend talking to a financial expert that knows the rightquestions to ask to assure the correct steps are made to protect those you care about.

Since health savings accounts (HSAs) became available in 2004, we have found that very few people really understand their power.

What is your purpose? Is it leading? Is it serving? Is it being a good parent, grandparent or teacher? Is it giving back? Is it simply being a good friend? Or encouraging? None of these are destinations, but all of them build a legacy your family will be proud of.

The college experience is simply not was it was when most of you were attending - and it continues to evolve. When beginning your conversations about planning for higher education expenses, it is crucial to identify the most important aspects of your child or grandchild’s unique situation.

This week we sit down and interview our in-house CFA, Aaron Kennedy. He explains why we do what we do when it comes to investing.

What do you really want to help your grandchildren accomplish? Is it higher education, a windfall for their retirement, taking care of the family they will have some day? Or is it a gift of wisdom that you wish to impart?

What if taking a little time today to do some tax planning was able to save you half of what you owe for the remaining five months of the year? Would it be worth it?

I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Here's a little education about our industry.

Identity theft doesn’t have to claim another victim. At Kennedy Financial Services, we strive to offer the best services and practices for our clients so they can continue living life on purpose. We continue to stand vigilant so that your information and well-being is always protected. Please take these steps to ensure that your identity is never compromised.