Afleveringen
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As our wisdom grows so does our passionate desire to impart this wisdom on our loved ones. After all, I think most of our wisdom was gained by some hard knocks with good stories behind them. If we are sitting here one year from today, reflecting on the last twelve months, what did you do different over that time period? What were the outcomes? Can you say you lived Life on purpose?
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If you are successful, there is a good chance you fight every year to lower your taxes. What can you be doing to accomplish this goal, give your favorite cause(s) a little more, and perhaps even keep a little more in your own pocket? Charitable planning is on purpose and by design. It isn’t for everyone, but it is something you should ask about if you want to replace Uncle Sam in your financial plan.
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Zijn er afleveringen die ontbreken?
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Sam Barker and Aaron Kennedy join us this week to talk a little about inflation, interest rates, and more. You don't want to miss this. Do you have questions or suggestions for future episodes? Feel free to reach out to us at: www.kennedy-financial.com.
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Using an efficient, tax-smart approach to maximize the impact of your charitable giving has never been more important. This week we give you 12 ways to increase your giving power while potentially reducing your taxable income this year and beyond.
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Sam Barker joins Aaron Kennedy this week to talk a little bit about interest rates and some Bitcoin strategies. You don't want to miss this.
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Did you know 70% of adults age 65 will need long-term care in their lifetime. 20% will require LTC for more than 5 years. Roger Cantu with OneAmerica join us this week as our special guest to share some shocking statistics about Long-Term Care and offers some creative solutions.
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Sam Barker and Aaron Kennedy join us this week to bring us a post-election podcast. They touch on government spending, regulations, Bitcoin, oil & gas, and more. You don't want to miss this.
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The loss of a loved one can be a difficult time for someone. And not knowing the details associated with their loved one’s digital legacy can make an already challenging time potentially more difficult and more expensive. Kate Hufnagel, The Digital Wrangler, joins us this week to share some tips.
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Have you ever thought about what it could mean for your family if you needed care? What decisions would need to be made? Who would make them? How would things look? What impact would this have on your spouse and kids? Let us help you walk through the Quality-of-Life Planning Process™ to develop a true long-term healthcare plan. It is a gift beyond any measure of value for those you love the most!
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As a life planning firm, it is our mission to help you take the essential steps needed to face each of life’s stages with confidence and clarity. 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.
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In the spirit of Estate Planning Awareness Month, you need to be aware of the implications of your retirement dollars when you die. And…if you don’t like it, there still may be time to do something about it. Just don’t wait until it’s too late.
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We were honored to have tax attorney Kyle Post join us this week as our guest. Kyle discusses some of the changes we may have coming our way after the election in regards to your estate and taxes. You don’t want to miss this.
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While it may sound like the title of a James Bond movie, you need to ask yourself: Is your will alone enough to keep your estate from going through probate when you die? We’re talking legacy planning on this week’s episode. We give you 3 questions you need to ask yourself when setting up your estate.
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Sam Barker and Aaron Kennedy join us this week to take a look at what's going on internationally and talk a little about currencies and the job report that came out. You don't want to miss this. If you have questions or comments, you can reach out to us at: www.kennedy-financial.com.
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October is National Estate Planning Awareness Month. Having an estate plan ensures that your wishes for your estate are carried out when you pass away or if you become unable to make decisions for yourself. This week we’re looking at the differences between a Will and a Trust.
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Aaron Kennedy and Sam Barker give us a brief market update and talk a little bit about AI, energy, the Fed, the economy, and inflation. 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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Insurance is like Swiss cheese. It is not a matter of whether or not there are holes; it is a matter of how many holes there are. Here are 5 myths about life insurance. Please enjoy this gem from our archive.
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Let’s face it…No one wants to talk politics these days, but facts are facts. We are approaching a presidential election, so politics need to be top of mind. This week we look at the current tax proposal of each candidate. No matter what your political views are, be sure that you get out and vote on election day.
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Have you ever looked in the mirror and thought- whoa, that can’t 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? It’s those two, ominous notes from the movie Jaws to let you know we are drawing nearer and nearer to the almost inevitable…the 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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