Afleveringen
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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 oneās 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 Processā¢ 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 lifeās 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. Andā¦if you donāt like it, there still may be time to do something about it. Just donāt wait until itās 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 donāt 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? Weāre talking legacy planning on this weekās 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 weāre 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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Letās face itā¦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 canāt 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? Itās those two, ominous notes from the movie Jaws to let you know we are drawing nearer and nearer to the almost inevitableā¦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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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 donāt take the time to protect it? Weāre talking asset protection on this weekās episode. Here are some of the most common issues we see.
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The accumulation years are the easy yearsā¦if 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 āright fitā 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 weāre 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, āBuy Fear!ā Let these 90 years of experience help you be comfortable with exercising a good discipline to do what Warren does.
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