Episodes
4 days ago
4 days ago
We were honored to have Cori Slingerland with Mosaic Planning Group join us this week. Cori discussed the difference between a brokerage firm and a captive company. She also discussed the importance of being honest with your agent and more! You can find out more about Cori and the Mosaic Planning group at: https://mosaicplanninggroup.com/.
5 days ago
5 days ago
Aaron Kennedy and Sam Barker share more from the 2024 Berkshire Hathaway Annual Shareholders Meeting with Warren Buffett. They also give us a brief market update.
Thursday May 09, 2024
This Week in the Market - Episode 56 (5/7/24)
Thursday May 09, 2024
Thursday May 09, 2024
Aaron Kennedy and Sam Barker had the honor of attending the 2024 Berkshire Hathaway Annual Shareholders Meeting with Warren Buffett. They share some of their takeaways from the meeting as well as a brief market update.
Tuesday May 07, 2024
10 Questions Every Investor Needs to Ask (Rebroadcast)
Tuesday May 07, 2024
Tuesday May 07, 2024
Wisdom isn’t always about knowing the answers. More often than not it's about knowing the right questions to ask. Here are questions every investor should be asking. You don't want to miss this Q&A session with our in-house CFA, Aaron Kennedy. This episode originally aired in 2019, please enjoy.
Wednesday May 01, 2024
What's Going On Right Now?
Wednesday May 01, 2024
Wednesday May 01, 2024
Aaron Kennedy, Matt Ervin, and Sam Barker join us this week to discuss the economy, earnings, inflation, AI, and more. You don't want to miss this week's episode of Black & White Market Chatter on Life Planning 101.
Tuesday Apr 23, 2024
Finding Money to Save
Tuesday Apr 23, 2024
Tuesday Apr 23, 2024
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.
Wednesday Apr 17, 2024
The Griever's To-Do List (Rebroadcast)
Wednesday Apr 17, 2024
Wednesday Apr 17, 2024
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.
Tuesday Apr 16, 2024
This Week in the Market - Episode 55 (4/12/24)
Tuesday Apr 16, 2024
Tuesday Apr 16, 2024
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.
Wednesday Apr 10, 2024
Do You Have a Checkbox Mentality?
Wednesday Apr 10, 2024
Wednesday Apr 10, 2024
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.
Tuesday Apr 09, 2024
This Week in the Market - Episode 54 (4/5/24)
Tuesday Apr 09, 2024
Tuesday Apr 09, 2024
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.
Wednesday Apr 03, 2024
No Time to Die
Wednesday Apr 03, 2024
Wednesday Apr 03, 2024
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.
Tuesday Mar 26, 2024
Technology
Tuesday Mar 26, 2024
Tuesday Mar 26, 2024
Aaron, Matt, and Sam host this week’s episode to give us a market update, talk a little bit about technology, and more. You don't want to miss this week's episode of Black & White Market Chatter right here on Life Planning 101.