Life Planning 101

Life Planning 101

51 episodes

Join Angela Robinson of Kennedy Financial Services for Life Planning 101. Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, retirement planning...and much more. (To be eligible for show giveaways, please join us live each Monday morning at 8:30AM CDT on KATXRadio.com)

Podcasts

Are You Prepared for the Estate Tax Sunset?

Published: Oct. 16, 2024, 1:06 p.m.
Duration: 22 minutes 38 seconds

Listed in: Business

This Week in the Market - Episode 65 (10/4/24)

Published: Oct. 8, 2024, 1:05 p.m.
Duration: 24 minutes 34 seconds

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My Estate Plan

Published: Oct. 2, 2024, 1:12 p.m.
Duration: 26 minutes 23 seconds

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This Week in the Market - Episode 64 (9/27/24)

Published: Oct. 1, 2024, 1:25 p.m.
Duration: 28 minutes 8 seconds

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2024 Election and Taxes

Published: Sept. 19, 2024, 1:21 p.m.
Duration: 24 minutes 26 seconds

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What Do You Want Your Story to Be?

Published: Sept. 12, 2024, 1 p.m.
Duration: 23 minutes 13 seconds

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What's Going On Right Now?

Published: Aug. 27, 2024, 1:21 p.m.
Duration: 29 minutes 43 seconds

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Retirement - The Easy Years Are Over

Published: Aug. 21, 2024, 1:09 p.m.
Duration: 22 minutes 49 seconds

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This Week in the Market - Episode 63 (8/16/24)

Published: Aug. 19, 2024, 7:22 p.m.
Duration: 17 minutes 4 seconds

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Separation in Preparation

Published: Feb. 13, 2024, 9:46 p.m.
Duration: 22 minutes 55 seconds

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This Week in the Market - Episode 52 (2/9/24)

Published: Feb. 12, 2024, 10:12 p.m.
Duration: 11 minutes 18 seconds

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Investing in People

Published: Feb. 7, 2024, 2:25 p.m.
Duration: 23 minutes 47 seconds

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This Week in the Market - Episode 51 (2/2/24)

Published: Feb. 6, 2024, 7:57 p.m.
Duration: 16 minutes 45 seconds

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What is Your Money For?

Published: Jan. 31, 2024, 2:13 p.m.
Duration: 23 minutes 39 seconds

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This Week in the Market - Episode 50 (1/29/24)

Published: Jan. 29, 2024, 9:40 p.m.
Duration: 10 minutes 52 seconds

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Tapas Life (Rebroadcast)

Published: Jan. 24, 2024, 2:03 p.m.
Duration: 23 minutes 54 seconds

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Should I Be Giving My Kids Money?

Published: Jan. 18, 2024, 4 p.m.
Duration: 23 minutes 33 seconds

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Are You Moving Forward with Intention?

Published: Jan. 10, 2024, 2:10 p.m.
Duration: 24 minutes 13 seconds

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Elf on the Shelf Money Advice (Rebroadcast)

Published: Dec. 27, 2023, 2:17 p.m.
Duration: 21 minutes 41 seconds

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Myths and Mistakes of Estate Planning

Published: Nov. 8, 2023, 2 p.m.
Duration: 24 minutes 5 seconds

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This Week in the Market - Episode 49 (11/3/23)

Published: Nov. 3, 2023, 8:37 p.m.
Duration: 9 minutes 32 seconds

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Should You Convert to a Roth IRA?

Published: Oct. 31, 2023, 4:47 p.m.
Duration: 22 minutes 18 seconds

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Today’s Market Environment

Published: Oct. 25, 2023, 2:08 p.m.
Duration: 24 minutes 38 seconds

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Investment Advice for the Times

Published: Oct. 17, 2023, 1:23 p.m.
Duration: 23 minutes 20 seconds

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This Week in the Market - Episode 48 (10/13/23)

Published: Oct. 13, 2023, 8:05 p.m.
Duration: 13 minutes 41 seconds

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Two Reasons You Get Sued

Published: Oct. 11, 2023, 1:12 p.m.
Duration: 24 minutes 42 seconds

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This Week in the Market - Episode 47 (10/6/23)

Published: Oct. 6, 2023, 8:07 p.m.
Duration: 14 minutes 16 seconds

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Inflation and Your Retirement

Published: Oct. 3, 2023, 7:26 p.m.
Duration: 24 minutes 7 seconds

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This Week in the Market - Episode 42 (7/10/23)

Published: July 10, 2023, 2:14 p.m.
Duration: 22 minutes 39 seconds

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The Perfect Investment

Published: July 5, 2023, 1:18 p.m.
Duration: 22 minutes 34 seconds

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This Week in the Market - Episode 41 (6/30/23)

Published: June 30, 2023, 7:23 p.m.
Duration: 13 minutes 49 seconds

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The 70 Percent

Published: June 27, 2023, 8:16 p.m.
Duration: 25 minutes 28 seconds

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This Week in the Market - Episode 40 (6/23/23)

Published: June 23, 2023, 9:10 p.m.
Duration: 13 minutes 27 seconds

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Is Your Credit Score Important in Retirement?

Published: June 21, 2023, 1:22 p.m.
Duration: 22 minutes 37 seconds

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Personal Liability Insurance

Published: June 14, 2023, 1:17 p.m.
Duration: 24 minutes 44 seconds

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This Week in the Market - Episode 39 (6/9/23)

Published: June 9, 2023, 8:31 p.m.
Duration: 12 minutes 19 seconds

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What Happens to Your Digital Assets When Something Happens to You?

Published: June 5, 2023, 6:51 p.m.
Duration: 25 minutes 28 seconds

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This Week in the Market - Episode 38 (6/2/23)

Published: June 2, 2023, 8:18 p.m.
Duration: 12 minutes 45 seconds

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87,000 New IRS Agents - What You Need to Know (Rebroadcast)

Published: May 31, 2023, 3:21 p.m.
Duration: 24 minutes 11 seconds

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Planning Horizon

Published: May 24, 2023, 1:55 p.m.
Duration: 23 minutes 36 seconds

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Decompress from Stress

Published: May 16, 2023, 8:04 p.m.
Duration: 23 minutes 22 seconds

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This Week in the Market - Episode 37 (5/12/23)

Published: May 12, 2023, 4:51 p.m.
Duration: 11 minutes 15 seconds

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How Much is a Million Dollars Really Worth?

Published: May 10, 2023, 3:06 p.m.
Duration: 23 minutes 43 seconds

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Got Cash?

Published: May 3, 2023, 2:03 p.m.
Duration: 23 minutes 25 seconds

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Confused Markets

Published: April 26, 2023, 1:07 p.m.
Duration: 22 minutes 26 seconds

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Preventative Financial Care

Published: April 18, 2023, 8:35 p.m.
Duration: 21 minutes 21 seconds

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This Week in the Market - Episode 36 (4/14/23)

Published: April 14, 2023, 8:05 p.m.
Duration: 11 minutes 5 seconds

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Long-Term Care Insurance

Published: April 11, 2023, 7:43 p.m.
Duration: 23 minutes 12 seconds

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Finding Peace in Turbulent Times

Published: April 5, 2023, 1:20 p.m.
Duration: 22 minutes 37 seconds

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This Week in the Market - Episode 35 (3/31/23)

Published: March 31, 2023, 8:54 p.m.
Duration: 9 minutes 21 seconds

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What’s Going On?

Published: March 27, 2023, 9:52 p.m.
Duration: 24 minutes 36 seconds

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Are You Doing Everything You Can to Save Taxes?

Published: March 22, 2023, 1:07 p.m.
Duration: 24 minutes 8 seconds

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This Week in the Market - Episode 34 (3/20/23)

Published: March 20, 2023, 7:26 p.m.
Duration: 10 minutes 13 seconds

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Prioritizing Your Dollars

Published: March 14, 2023, 10:13 p.m.
Duration: 23 minutes 39 seconds

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This Week in the Market - Episode 33 (3/10/23)

Published: March 10, 2023, 9:33 p.m.
Duration: 9 minutes 1 second

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Do You Like Tax-Free Money?

Published: March 7, 2023, 10:39 p.m.
Duration: 24 minutes 20 seconds

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This Week in the Market - Episode 32 (3/3/23)

Published: March 3, 2023, 8:12 p.m.
Duration: 12 minutes 55 seconds

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Inflation & Diversification

Published: March 1, 2023, 2:27 p.m.
Duration: 30 minutes 28 seconds

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This Week in the Market - Episode 31 (2/24/23)

Published: Feb. 24, 2023, 9 p.m.
Duration: 9 minutes 7 seconds

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When to Start Planning

Published: Feb. 21, 2023, 9:10 p.m.
Duration: 35 minutes 8 seconds

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This Week in the Market - Episode 30 (2/17/23)

Published: Feb. 17, 2023, 9:28 p.m.
Duration: 9 minutes 51 seconds

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Do You Cut and Paste Your Decisions About Money? (Rebroadcast)

Published: Feb. 14, 2023, 2:30 p.m.
Duration: 22 minutes 27 seconds

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This Week in the Market - Episode 29 (2/10/23)

Published: Feb. 10, 2023, 8:14 p.m.
Duration: 9 minutes 23 seconds

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Don’t Put All Your Eggs in One Basket...Or Should You?

Published: Feb. 7, 2023, 3:32 p.m.
Duration: 23 minutes 1 second

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Your Will is Not Enough

Published: Feb. 1, 2023, 2:17 p.m.
Duration: 23 minutes 9 seconds

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This Week in the Market - Episode 27 (1/27/23)

Published: Jan. 27, 2023, 8:43 p.m.
Duration: 8 minutes 38 seconds

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Rebalancing Season

Published: Jan. 24, 2023, 10:52 p.m.
Duration: 23 minutes 47 seconds

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87,000 New IRS Agents - What You Need to Know

Published: Jan. 18, 2023, 3:31 p.m.
Duration: 23 minutes 50 seconds

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This Week in the Market - Episode 26 (1/13/23)

Published: Jan. 13, 2023, 9:40 p.m.
Duration: 12 minutes 39 seconds

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RMDs - New Year New Rules

Published: Jan. 11, 2023, 2:25 p.m.
Duration: 24 minutes 19 seconds

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If You Only Knew...

Published: Jan. 4, 2023, 2:19 p.m.
Duration: 23 minutes 49 seconds

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A Look Back at 2022

Published: Dec. 27, 2022, 9:05 p.m.
Duration: 25 minutes 9 seconds

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The Must Have Money Talk

Published: Dec. 20, 2022, 3:39 p.m.
Duration: 24 minutes 50 seconds

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This Week in the Market - Episode 25 (12/16/22)

Published: Dec. 16, 2022, 10:37 p.m.
Duration: 10 minutes 41 seconds

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A Giving Heart and a Skeptical Mind

Published: Dec. 12, 2022, 8:05 p.m.
Duration: 21 minutes 50 seconds

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Family Care

Published: Dec. 5, 2022, 4:06 p.m.
Duration: 23 minutes 51 seconds

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This Week in the Market - Episode 24 (12/2/22)

Published: Dec. 2, 2022, 9:13 p.m.
Duration: 9 minutes 59 seconds

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A Pleasant Downturn?

Published: Nov. 29, 2022, 10:44 p.m.
Duration: 19 minutes 53 seconds

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Gratitude Isn’t Always Easy

Published: Nov. 22, 2022, 5:57 p.m.
Duration: 22 minutes 46 seconds

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This Week in the Market - Episode 23 (11/18/22)

Published: Nov. 18, 2022, 9:13 p.m.
Duration: 9 minutes 37 seconds

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This Week in the Market - Episode 21 (10/28/22)

Published: Oct. 28, 2022, 7:42 p.m.
Duration: 10 minutes 3 seconds

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Composure, Capacity, and Tolerance

Published: Oct. 25, 2022, 2:46 p.m.
Duration: 21 minutes 9 seconds

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This Week in the Market - Episode 20 (10/21/22)

Published: Oct. 21, 2022, 7:51 p.m.
Duration: 8 minutes 20 seconds

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This Week in the Market (Episode 19)

Published: Oct. 14, 2022, 7:41 p.m.
Duration: 10 minutes 50 seconds

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Saving for Retirement: A Different Take on Discipline

Published: Oct. 11, 2022, 2:50 p.m.
Duration: 24 minutes 21 seconds

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This Week in the Market (Episode 18)

Published: Oct. 7, 2022, 8:14 p.m.
Duration: 9 minutes 4 seconds

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This Week in the Market (Episode 17)

Published: Sept. 30, 2022, 8:12 p.m.
Duration: 12 minutes 20 seconds

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Interest Rates, Commodities, and Ideas

Published: Sept. 27, 2022, 1:24 p.m.
Duration: 23 minutes 50 seconds

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This Week in the Market (Episode 16)

Published: Sept. 16, 2022, 7:55 p.m.
Duration: 7 minutes 23 seconds

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Why NOT to Buy Life Insurance

Published: Sept. 12, 2022, 5:43 p.m.
Duration: 23 minutes 39 seconds

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This Week in the Market (Episode 15)

Published: Sept. 9, 2022, 9:39 p.m.
Duration: 11 minutes 12 seconds

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Do You Have an I Love You Plan?

Published: Sept. 6, 2022, 8:23 p.m.
Duration: 23 minutes 13 seconds

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This Week in the Market (Episode 14)

Published: Sept. 2, 2022, 7:53 p.m.
Duration: 9 minutes 56 seconds

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When Should I Take My Social Security?

Published: Aug. 29, 2022, 8:20 p.m.
Duration: 23 minutes 40 seconds

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This Week in the Market (Episode 13)

Published: Aug. 26, 2022, 9:08 p.m.
Duration: 10 minutes 30 seconds

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Behavioral Biases

Published: Aug. 22, 2022, 7:13 p.m.
Duration: 23 minutes 50 seconds

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This Week in the Market (Episode 12)

Published: Aug. 19, 2022, 9:02 p.m.
Duration: 8 minutes 27 seconds

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Estate Planning Isn’t Just for Your Kids

Published: Aug. 15, 2022, 7:17 p.m.
Duration: 22 minutes 27 seconds

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This Week in the Market (Episode 11)

Published: Aug. 12, 2022, 6:35 p.m.
Duration: 7 minutes 24 seconds

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The Retirement Nightmare

Published: Aug. 8, 2022, 2:16 p.m.
Duration: 24 minutes 22 seconds

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This Week in the Market (Episode 10)

Published: Aug. 5, 2022, 8:56 p.m.
Duration: 10 minutes 11 seconds

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401(k) Pitfalls and Opportunities

Published: Aug. 1, 2022, 2:22 p.m.
Duration: 23 minutes 50 seconds

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The Struggle is Real

Published: July 27, 2022, 1:52 p.m.
Duration: 23 minutes 21 seconds

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This Week in the Market (Episode 9)

Published: July 22, 2022, 7:31 p.m.
Duration: 8 minutes 12 seconds

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A Tax Nightmare for Your Business

Published: July 18, 2022, 4:30 p.m.
Duration: 22 minutes 31 seconds

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This Week in the Market (Episode 8)

Published: July 15, 2022, 7:11 p.m.
Duration: 9 minutes 21 seconds

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Are You Planning for a Financial Drought?

Published: July 11, 2022, 2:38 p.m.
Duration: 21 minutes 56 seconds

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This Week in the Market (Episode 7)

Published: July 8, 2022, 5:30 p.m.
Duration: 8 minutes 48 seconds

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5 Hidden Dollar Dings in Post-Pandemic America

Published: July 5, 2022, 8:44 p.m.
Duration: 22 minutes 51 seconds

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Starting to Feel the Stretch

Published: June 30, 2022, 8:35 p.m.
Duration: 24 minutes 50 seconds

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This Week in the Market (Episode 6)

Published: June 24, 2022, 2:37 p.m.
Duration: 7 minutes 33 seconds

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The Caregiver’s Toll

Published: June 21, 2022, 4:56 p.m.
Duration: 23 minutes 21 seconds

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This Week in the Market (Episode 5)

Published: June 17, 2022, 2:28 p.m.
Duration: 8 minutes 10 seconds

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Life After Graduation - What Should Your Kids Know?

Published: June 13, 2022, 8:49 p.m.
Duration: 23 minutes 49 seconds

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This Week in the Market (Episode 4)

Published: June 10, 2022, 7:32 p.m.
Duration: 8 minutes

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Are Recession Fears Overblown?

Published: June 6, 2022, 9:18 p.m.
Duration: 23 minutes 18 seconds

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This Week in the Market (Episode 3)

Published: June 3, 2022, 8:06 p.m.
Duration: 6 minutes 52 seconds

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Taking Advantage of This Market

Published: June 1, 2022, 2:45 p.m.
Duration: 23 minutes 20 seconds

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This Week in the Market (Episode 2)

Published: May 27, 2022, 7:19 p.m.
Duration: 5 minutes 4 seconds

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Is Inflation Hurting Yet?

Published: May 23, 2022, 1:50 p.m.
Duration: 23 minutes 25 seconds

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This Week in the Market

Published: May 20, 2022, 7:52 p.m.
Duration: 8 minutes 21 seconds

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Another Down Market Opportunity

Published: May 16, 2022, 8:31 p.m.
Duration: 23 minutes 39 seconds

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The Opportunity in a Volatile Market

Published: May 9, 2022, 7:57 p.m.
Duration: 22 minutes 48 seconds

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Do You Have an Estate Plan?

Published: May 2, 2022, 8:02 p.m.
Duration: 22 minutes 53 seconds

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How Do You Look at Your Money?

Published: April 26, 2022, 1:15 p.m.
Duration: 23 minutes 41 seconds

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The Griever’s To-Do List

Published: April 18, 2022, 9:24 p.m.
Duration: 23 minutes 42 seconds

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What Can You Delegate?

Published: April 11, 2022, 5:12 p.m.
Duration: 23 minutes 11 seconds

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Rethinking Your Thinking

Published: April 4, 2022, 3:52 p.m.
Duration: 24 minutes 2 seconds

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Keeping the Long-Term Focus of Investing

Published: March 29, 2022, 1:25 p.m.
Duration: 22 minutes 59 seconds

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Spring Cleaning Your Financial House

Published: March 21, 2022, 7:16 p.m.
Duration: 23 minutes 17 seconds

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Paying Taxes on Your Terms

Published: March 14, 2022, 4:34 p.m.
Duration: 22 minutes 56 seconds

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My Farm & Ranch - Transitioning and Retirement Planning

Published: March 7, 2022, 5:14 p.m.
Duration: 23 minutes 38 seconds

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Life Insurance Myths

Published: March 1, 2022, 9:13 p.m.
Duration: 21 minutes 43 seconds

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Is Your Retirement Portfolio Built to Last?

Published: Feb. 22, 2022, 3:18 p.m.
Duration: 23 minutes 14 seconds

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Family Disaster Planning

Published: Feb. 14, 2022, 7:53 p.m.
Duration: 22 minutes 29 seconds

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3 New Risks to Your Retirement

Published: Feb. 7, 2022, 7:35 p.m.
Duration: 23 minutes 59 seconds

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Fed Update

Published: Jan. 31, 2022, 6:58 p.m.
Duration: 23 minutes 17 seconds

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Blake Briscoe Interview

Published: Jan. 24, 2022, 6:32 p.m.
Duration: 21 minutes 24 seconds

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Combating Inflation

Published: Nov. 22, 2021, 8:21 p.m.
Duration: 22 minutes 50 seconds

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What Are Your Calluses Worth?

Published: Nov. 16, 2021, 5:28 p.m.
Duration: 20 minutes 9 seconds

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Tapas Life

Published: Nov. 9, 2021, 3:28 p.m.
Duration: 23 minutes 50 seconds

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How Much Can I Afford?

Published: Nov. 1, 2021, 10 p.m.
Duration: 22 minutes 20 seconds

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Why to Stay Invested

Published: Oct. 26, 2021, 2:24 p.m.
Duration: 22 minutes 20 seconds

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Saving for Your Grandchildren

Published: Oct. 18, 2021, 5:37 p.m.
Duration: 22 minutes 32 seconds

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Medicare Annual Open Enrollment

Published: Oct. 11, 2021, 8:50 p.m.
Duration: 25 minutes 16 seconds

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How Do You Plan Right Now?

Published: Oct. 5, 2021, 4:45 p.m.
Duration: 22 minutes 59 seconds

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September Market Update

Published: Sept. 28, 2021, 4:59 p.m.
Duration: 24 minutes 53 seconds

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Attention S-Corp Owners

Published: Sept. 20, 2021, 3:59 p.m.
Duration: 22 minutes 50 seconds

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Legal Documents Aren‘t Just for Dying

Published: Sept. 13, 2021, 7:01 p.m.
Duration: 24 minutes 4 seconds

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Don‘t Begin with the End in Mind

Published: Sept. 8, 2021, 4:49 p.m.
Duration: 23 minutes

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Will Your Life Insurance Pay?

Published: Aug. 30, 2021, 7:54 p.m.
Duration: 22 minutes 14 seconds

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Transitory or Not

Published: Aug. 23, 2021, 6:22 p.m.
Duration: 25 minutes 48 seconds

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Inflation - Should We Be Concerned?

Published: Aug. 17, 2021, 5:42 p.m.
Duration: 25 minutes 22 seconds

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The Dangers of a 401(k)

Published: Aug. 10, 2021, 5:06 p.m.
Duration: 23 minutes 16 seconds

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Planning to Move in Retirement?

Published: Aug. 2, 2021, 7:51 p.m.
Duration: 23 minutes 45 seconds

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The Obvious Never Happens

Published: July 27, 2021, 4:22 p.m.
Duration: 23 minutes 36 seconds

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Spinning Out of Control

Published: July 20, 2021, 2:42 p.m.
Duration: 25 minutes

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2021 Tax Changes (Rebroadcast)

Published: July 12, 2021, 9:11 p.m.
Duration: 24 minutes 13 seconds

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Inflation - It Still Exists

Published: June 28, 2021, 3:16 p.m.
Duration: 24 minutes

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3 Rules for Simple Investing

Published: June 22, 2021, 5 p.m.
Duration: 24 minutes 13 seconds

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The Three Legged Stool of Inflation (Part 2)

Published: June 18, 2021, 3 p.m.
Duration: 19 minutes 29 seconds

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The Three Legged Stool of Inflation (Part 1)

Published: June 17, 2021, 3:51 p.m.
Duration: 24 minutes 41 seconds

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Do You Have a Bucket List?

Published: June 15, 2021, 9:02 p.m.
Duration: 24 minutes 3 seconds

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Have You Saved Enough for Retirement?

Published: June 8, 2021, 4:35 p.m.
Duration: 24 minutes 50 seconds

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Is Disability a Threat to Me or My Family?

Published: June 1, 2021, 9:11 p.m.
Duration: 23 minutes 54 seconds

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Market Commentary

Published: May 24, 2021, 8:03 p.m.
Duration: 25 minutes 26 seconds

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Financial Literacy - Where Do We Start?

Published: May 18, 2021, 7:44 p.m.
Duration: 24 minutes 37 seconds

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Saving Lives Saving Dignity

Published: May 12, 2021, 5:41 p.m.
Duration: 23 minutes 28 seconds

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10 Questions You Need to Be Asking Your Financial Advisor

Published: May 4, 2021, 8:09 p.m.
Duration: 25 minutes 11 seconds

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Considering Investment Risks

Published: April 28, 2021, 7:47 p.m.
Duration: 24 minutes 21 seconds

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Did You Miss This in Your Retirement Plan?

Published: April 20, 2021, 3:11 p.m.
Duration: 24 minutes 17 seconds

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2021 Tax Changes

Published: April 13, 2021, 1:20 p.m.
Duration: 24 minutes 25 seconds

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Too Much Information

Published: April 5, 2021, 8:12 p.m.
Duration: 24 minutes 7 seconds

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How to Lower Your Tax Bracket in Retirement

Published: March 30, 2021, 7:21 p.m.
Duration: 24 minutes 3 seconds

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Reflation

Published: March 23, 2021, 7:10 p.m.
Duration: 23 minutes 21 seconds

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Is Your Estate Plan What You Think It Is?

Published: March 16, 2021, 3:28 p.m.
Duration: 25 minutes

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What Are You Retiring To?

Published: March 8, 2021, 10:12 p.m.
Duration: 24 minutes 29 seconds

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2 Numbers You Need to Know

Published: March 1, 2021, 9:19 p.m.
Duration: 24 minutes 50 seconds

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Has Investment Risk Changed?

Published: Feb. 22, 2021, 10:07 p.m.
Duration: 24 minutes 34 seconds

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