The Life Planning 101 Podcast
Join Angela Robinson of Smart Money Group and 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, legacy planning, retirement planning...and much more.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 23, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 14, 2026
Latest episodes
Saving for Your Grandchildren (Rebroadcast) (opens the original)
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This week, Angela discusses strategies for grandparents to save for their grandchildren, emphasizing the power of compound interest and the importance of starting early. She explores various investment vehicles and encourages listeners to think beyond traditional accounts to impart values like giving back and learning. The episode includes humorous quotes from children about money and practical advice on choosing flexible, meaningful savings options. Key Takeaways 💡 Power of Compound Interest: C
This Week in the Market - Episode 103 (9-18-26) (opens the original)
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This week, Aaron, Sam, and Kade discuss the Federal Reserve's recent interest rate hike, rising energy prices and their inflationary impact, and the market's reaction. They also cover the strategic petroleum reserve, AI regulation, and notable earnings reports from companies like AutoZone, Broadcom, Oracle, and Adobe.
Do You Have Something to Retire To? (opens the original)
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This week on the show, Angela discusses the importance of having something to retire to beyond financial planning. She shares a story about a 105-year-old woman who lifts weights, introduces the concept of writing your own obituary, and provides a worksheet called 'Approaches to Retirement Happiness' to help listeners find fulfillment in retirement. Key Takeaways 💡 Retirement Needs Purpose: The most important piece of advice for retirees is to have something to retire to, which has nothing to do
This Week in the Market - Episode 102 (9-11-26) (opens the original)
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In this episode, Aaron, Sam, Tanner, and Kade discuss the recent market downturn, attributing it to rising oil prices due to geopolitical tensions in the Middle East, and explore the impact of inflation on investments. They also delve into the role of AI and memory chip demand in the tech sector, and explain the mechanics and tax implications of Treasury Inflation-Protected Securities (TIPS) as a hedge against inflation.
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