399 episodes

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.

The Life Planning 101 Podcast Angela Robinson

    • Business

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.

    Finding Money to Save

    Finding Money to Save

    In the 4th quarter of 2023, household debt reached 17.5 trillion dollars with credit card debt. Here are a few ideas to possibly help you save money for retirement.

    • 23 min
    The Griever's To-Do List (Rebroadcast)

    The Griever's To-Do List (Rebroadcast)

    Planning is a gift. It is a gift of peace of mind and the ability to not just survive, but to thrive. Provide your family with the tools to take care of you and your wishes with confidence because you love them. Please enjoy this gem from our archive.

    • 23 min
    This Week in the Market - Episode 55 (4/12/24)

    This Week in the Market - Episode 55 (4/12/24)

    Aaron, Matt, and Sam join us this week to talk about what's going on in the market, what they're looking at, and why they have confidence moving forward. You don't want to miss this week's episode.

    • 16 min
    Do You Have a Checkbox Mentality?

    Do You Have a Checkbox Mentality?

    I was honored to sit down with the Real Wealth Podcast to talk about the struggles with long-term care in the United States, how grief heightens temperament, and how having a plan isn’t enough. You don't want to miss this week's episode.

    • 37 min
    This Week in the Market - Episode 54 (4/5/24)

    This Week in the Market - Episode 54 (4/5/24)

    This week Aaron, Matt, and Sam join us to talk about something pretty SWEET. They also share a market update and some companies they're looking into. You don't want to miss this week's episode.

    • 23 min
    No Time to Die

    No Time to Die

    Like the title of a James Bond movie, we live in a day and age where it can seem like there is no time to die. There seems to be so many obligations that need our attention. Do you care about your family? Then you don’t want to miss this week’s episode of Life Planning 101.

    • 23 min

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