All About Your Benjamins™
166 episodes - English - Latest episode: 12 months ago - ★★★★★ - 36 ratingsPersonal Finance, Entrepreneurship & Markets
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Episodes
Midlife Awakening | The Pursuit
February 11, 2022 03:49 - 36 minutes - 50.1 MBAs this episode drops on my 40th birthday, I can't help but be excited for the upcoming year, decade, and beyond. My personal growth over the last couple of years had led me to a place where I feel in greater control of my destiny and with the ability to create the life I want for my family. I've realized the core values I've always lived by can be lived with great intent and move me closer to a life of minimal regret, maximum happiness, and a life well-lived. I want to share these values a...
Midlife Awakening | The Pursuit On All About Your Benjamins
February 11, 2022 03:49 - 36 minutes - 50.1 MBAs this episode drops on my 40th birthday, I can't help but be excited for the upcoming year, decade, and beyond. My personal growth over the last couple of years had led me to a place where I feel in greater control of my destiny and with the ability to create the life I want for my family. I've realized the core values I've always lived by can be lived with great intent and move me closer to a life of minimal regret, maximum happiness, and a life well-lived. I want to share these values a...
The Kickoff | The Next Episode
February 09, 2022 02:35 - 28 minutes - 38.5 MBIn this first episode of The Next Episode, Terry and I discuss what to expect from the newest show on All About Your Benjamins and dive a little further into the topic of "accomplishments". We initially discussed this on The Pursuit and picked that conversation back up in this episode. Welcome to The Next Episode... https://youtu.be/sHtBE1vo5KQ Apple Podcasts Google Podcasts Spotify Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions p...
F**k The Haters With Dr. David Rhoiney | The Pursuit
February 04, 2022 01:14 - 34 minutes - 47.2 MBI was scrolling through Twitter last week and saw my friend Dr. David Rhoiney share his thoughts about why we shouldn't let the opinions of others impact our happiness and Pursuit--especially when it's hate or doubt. It's important to understand that as you begin to blaze your own path there will inevitably be others who will not support you. So many individuals are stuck in lives they wish they could change but lack the courage, drive, or vision to escape. It makes them sad, angry, and even...
Reinforcement From Jay Shetty’s Think Like A Monk | The Pursuit
January 28, 2022 17:27 - 29 minutes - 40.9 MBWe all suffer from imposter syndrome from time to time. I began reading Jay Shetty's Think Like A Monk earlier this week and as I made my way through the first chapter I couldn't help but get excited because I saw many of the ideas I've arrived at in his words and even some of the topics from The Pursuit. In this episode I reinforce some of my beliefs and thoughts through the words of Jay Shetty. Let's get to The Pursuit... https://youtu.be/jAnhRDdEAGI Apple Podcasts Google Podcasts Spot...
Week In Review–Market Commentary 1/23/22 | All About Your Benjamins The Podcast
January 24, 2022 17:00 - 27 minutes - 38.4 MBThis week's Week In Review was a market commentary instead of a discussion on headlines from the week. I felt it was important to review some evergreen data and talking points about portfolios, why we invest, what to expect from markets, and more--especially if we continue to see the stock market decline. This is the audio from that video--if you'd like more of these from time to time, let me know and I can certainly work them into the channel. You can also watch this on YouTube as well! h...
Ramblings on Why and Time | The Pursuit
January 21, 2022 15:23 - 27 minutes - 38.1 MBToday's episode was not planned out Thursday night, which is the normal game plan. Sometimes when you are on your Pursuit you just have to keep moving forward and trust the next move, or in this case episode, will reveal itself when the time is right. Before I went to bed last night I cracked open Seneca's On The Shortness Of Life and found the Spark for today's episode on the first page. Today's episode is less structured than usual but was perfect for what I wanted to discuss. Let's get t...
The Next Episode | The Pursuit
January 14, 2022 17:18 - 45 minutes - 62.7 MBIt was time for a guest on The Pursuit and in this episode I'm joined by my dad, Terry Castelli, to discuss starting a new chapter book in his life. The episode begins with us discussing his comment at our breakfast about "accomplishment" that was the topic for last week's episode and then dive deeper into what he's learned and observed in his life on his Pursuit. I think this is the best episode of The Pursuit yet and I'm excited to introduce the All About Your Benjamins Family to my dad. ...
“What Have I Accomplished?” | The Pursuit
January 07, 2022 15:04 - 20 minutes - 28.4 MBIs the path you're currently on leading you toward a sense of accomplishment? And is that "accomplishment" defined by you or by others? During breakfast with my dad this week he mentioned looking back on his career, he recently retired, and not being sure of what he accomplished and for whom? This comment stuck out to me and I immediately grabbed my notebook and knew I had my topic for this week's episode of The Pursuit. Along the lines of minimizing regret, be sure your Pursuit is leading y...
Defining and Following Your Passion | The Pursuit
December 17, 2021 15:16 - 27 minutes - 37.1 MBWhen you allow your passion to be your guide, the north star on your compass, it will lead you to where you are supposed to go and to happiness. You first have to identify your true passion(s) and have the courage to pursue it. "When we believe in what we're doing, we stop mindlessly clocking in. We become more innovative, creative, and present. We're not only working harder, but smarter because both our hearts and our minds are genuinely engaged by the endeavor." Ryder Carroll, author Bulle...
The Pursuit–Chapters
December 10, 2021 14:37 - 29 minutes - 40.8 MB"There's beauty in completion. And always faith in the unknown." --Kendrick Lamar As you go on your Pursuit there will be people, opportunities, interests, and passions that will become the primary focus of the chapter you are writing. In order to progress on your Pursuit you will need to learn that one chapter will need to end before a new can begin, and despite the fear of the unknown, it should be embraced and excite you are you are getting closer to the person you want to be or the life ...
The Pursuit–Planning For Your Pursuit
December 03, 2021 16:03 - 33 minutes - 46.6 MBIt's time to put on my financial advisor hat to discuss ideas to consider for your financial planning. Before we get to the strategies, we first have to redefine the focus of our plan and I share how making your values the center of your plan, which requires more focus and attention on them than when we just align our values with our dollars. We'll review this week's illustration and what it represents. Let's get to The Pursuit... https://youtu.be/VsJmVG9MYJs Apple Podcasts Google Podcast...
The Pursuit–Your Pursuit Is Not Linear
November 26, 2021 15:37 - 27 minutes - 38.4 MBIn order to reach the version of yourself or the life you are Pursuing you need to move past the belief that your Pursuit is linear. The future you are pursuing already exists and is waiting on your to embody it today--think how you feel, what are you doing, who are you surrounded by, etc. Begin feeling those feelings and doing those things TODAY. In addition to sharing my thoughts on the topic, I pull in some reinforcements from James Clear's Atomic Habits. Let's get to The Pursuit... http...
The Pursuit–Welcome Back
November 19, 2021 15:33 - 35 minutes - 48.2 MBIt's the return of The Pursuit. I've been busy (as I'm sure you have as well) and we catch up, level set what to expect from the show, and I share the roll signs from the Universe/God/High Being/etc. have played on my Pursuit and specifically three examples from the last couple of months. I'm excited to get back and am looking forward to Friday morning recordings of The Pursuit. Let's get into it... https://youtu.be/GhfEUP1wFZE Apple Podcasts Google Podcasts Spotify Show Notes YouTube C...
The Pursuit–Introducing Harmony Wealth With Matt Fizell
July 02, 2021 12:59 - 41 minutes - 56.5 MBIn this special episode, I get to help a friend launch his new Registered Investment Adviser (RIA), which is a huge honor. Allow me to introduce you to Matt Fizell, founder of Harmony Wealth. Matt is a great friend of mine, a fellow member of The AGC™, a top-notch financial advisor, and an overall great human being. I asked him to join me for a special episode of The Pursuit to discuss how starting his own company aligned with his vision and allowed him to continue down the path of his own P...
Khe Hy: Planting A Single Seed
May 19, 2021 15:59 - 53 minutes - 74.1 MBIn a recent call with Khe Hy, he challenged me to consider planting a single seed--shaking out everything else I work on to go all-in on one thing. This episode of All About Your Benjamins is an extension of that call. This was a fun conversation and a little personal as we each shared insight into decisions we make and why we've planted so many seeds in the past. This will also be the last episode before taking a short break from the podcast to focus more energy on nurturing the existing tr...
The Pursuit–Speak It Into Existence
May 07, 2021 11:08 - 15 minutes - 21.4 MBAs you go along your Pursuit you will most likely need a little help from loved ones, friends, and even strangers. You will not be able to open every door needed to reach your goals but others will--that door being opened could be an introduction to someone, could be an offer of employment, or it could just be a little emotional support to pick you up and keep you on your journey. Others cannot help you---they cannot open those doors--if they do not know where you are going. Talking about yo...
The Pursuit–Fear Is Not Real
April 23, 2021 11:32 - 13 minutes - 17.9 MBThis week's episode was inspired by my friend Derick Grant's visit to The AGC™. Derick's talk was centered around mindset but he spent a little bit of time discussing "fear" and he lead off with "Fear is not real. It's the feeling of fear that is real." Insert head exploding emoji here. Tune in to hear more about Derick's visit, how the feeling of fear, not fear itself, is slowing your Pursuit, and a few examples of how to handle your fear. Also be sure to check back on the blog Monday for ...
The Pursuit–Hindsight is 2020: The Path To Onramp
April 16, 2021 11:33 - 20 minutes - 27.9 MBIn this week's episode, we'll take a look at how the last few years have led me to taking the position of VP of Marketing and Brand at Onramp Invest--in hindsight it's so obvious why I was doing the things I was. We'll also talk about how when you're living on purpose the ability to manage multiple ventures and accomplish more becomes easier. Read more about this week's announcement here. Google Podcasts Apple Podcasts Spotify Disclaimer: Nothing on this blog should be considered advice,...
The Pursuit–Unexpected Signs And The Importance Of Planning
April 09, 2021 11:50 - 22 minutes - 31 MBIn this week's episode of The Pursuit I briefly put my financial advisor hat on to discuss the importance of financial planning for your pursuit and share how a financial advisor, who understands you have bigger aspirations that retirement and college planning, can help not only identify what you value the most, but help you align your finances with your pursuit. It's a little self-serving as this is the type of planning we do at RLS Wealth but I share this because it is important for your pe...
The Pursuit–Manifesting Our Own Path
April 02, 2021 03:28 - 18 minutes - 25.3 MBWhat if I told you by putting your pursuit out in the Universe you are more likely to reach your destination or goals than if you kept it to yourself? Now, I don't have any scientific data to back this up, but I have numerous real life experiences, both personally and through others, to convince me that I am more likely to reach my goals by sharing them with others--I rarely keep a goal or important aspiration to myself. I need it out in the universe so it can manifest itself. Let's talk a ...
The Pursuit–The Tiny Onion With Chef Lauren Owens
March 26, 2021 02:40 - 26 minutes - 36.5 MBChef Lauren Owens, the official chef of FinTwit, joins me for a real life look at leaving a "safe" situation for one that brings more fulfillment, purpose, and happiness. In this episode, Lauren shares her journey to becoming a chef, then to branching out to become her own boss, to becoming the finance community's favorite chef, and her pursuit to opening The Tiny Onion. Following your passions and aligning your career and life with those passions is not always possible and it certainly is n...
Amanda Goetz: Building House Of Wise With Passion
March 22, 2021 00:32 - 47 minutes - 64.9 MBAmanda Goetz took the lessons she learned with her first startup to help her launch her latest venture, House Of Wise. There's one major difference between the two businesses, House Of Wise is being built on a mission fueled by passion. In this episode, Amanda shares how she came to discover cannabis and how that led to the launch of House Of Wise. She shares how she was able to take a non-traditional approach to her startup, how it fuels her desire to help and empower women, why it is import...
The Pursuit–Feeling Like A Cog In The Wheel
March 19, 2021 12:05 - 16 minutes - 23.1 MBThe description of feeling like a "cog in the wheel" came up in two conversations this week and I really felt the pain these individuals felt when they were in scenarios where they felt underappreciated or lacked the ability to make the impact they desired. Not everyone finds themselves feeling like a cog, but for those who do it is a feeling that has to be addressed and addressed quickly. As we talked about last week, life is too short to not feel fulfilled and as if you can't reach your ful...
The Pursuit–The Shortness Of Life
March 12, 2021 03:54 - 11 minutes - 15.7 MBYour pursuit does not always have to be career-oriented. As the great Stoic Seneca, reminds us life is short and it is important to live today. In this episode, I share some thoughts on pursuing happiness and fulfillment today, while still being responsible for your long-term goals. Google Podcasts Apple Podcasts Spotify (Coming soon) https://youtu.be/koVHN6eO4Xg Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your ind...
Erin Angerer and Nate Wyne: Shining The Light On Purpose With Floodlight
March 08, 2021 00:58 - 57 minutes - 79 MBErin Angerer and Nate Wyne left comfortable jobs with a bank to build a company that will help reinvent the financial system. Floodlight was born to help investors and financial professionals make values-aligned investing decisions and this is their story of how and why they made values-aligned decisions for their careers. https://youtu.be/cVBpjBYGuBM Listen On: Google Podcasts Apple Podcasts Spotify Floodlight Erin's Twitter Nate's Twitter Disclaimer: Nothing on this blog should be ...
The Pursuit–Shortening Your Leap Of Faith
March 05, 2021 03:34 - 21 minutes - 29.8 MBPursuing your passion may not be right for you. But, if it is you'll want to shorten the leap of faith you'll be taking to increase your chances of success. I discuss this and more on this week's episode of The Pursuit. Listen on your favorite podcast player: Google Podcasts Apple Podcasts Spotify Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all...
The Pursuit–Saying Yes To Be Able To Say No
February 26, 2021 02:39 - 9 minutes - 12.5 MBIn the last episode, we discussed the importance of saying "no" to be able to say "yes" to the people and activities that mean the most to you. Before you can find your way to knowing what you should say "no" to you need to say "yes" to a lot. Confusing...right? Let me explain why you have to say yes to be able to say no to be able to say yes 😀. Listen on your favorite podcast player: Google Podcasts Apple Podcasts Spotify Disclaimer: Nothing on this blog should be considered advice, ...
The Pursuit–How Saying No Is Saying Yes To What Matters Most
February 12, 2021 03:09 - 213 MBIt's tough to say no to people or opportunities when saying yes has always been so rewarding. But, once you find something so important you begin to pursue it, a 'no' to something outside of your pursuit is actually a 'yes' to something else in line with your goals. Accepting that a 'no' can actually mean a 'yes' is not something most of us can do without experiencing the benefit on of well intentioned 'no' ourselves. My hope is that by discussing how I've come to realize saying no more often...
The Pursuit–Enough With Jeremy Walter
February 05, 2021 03:28 - 40 minutes - 55.8 MBhttps://youtu.be/UoETjcOCUU8 Do you know what is enough for you? Enough money? Enough time? Enough prestige? Enough stuff? This episode of The Pursuit begins to explore how starting with your "why" can help you determine your "enough". I was inspired by the blog posts Enough and Why Do We [Truly] Do What We Do? by Jeremy Walter. So, I decided to talk about it a bit and then bring Jeremy on to talk about the post, his definition of "enough", how one conversation gave him a new perspective, ...
Weekly Mixtape For January 31st, 2021
January 31, 2021 13:55 - 4 minutes - 9.1 MBThe WSJ: Keith Gill Drove the GameStop Reddit Mania. He Talked to the Journal. The WSJ: U.S. Economy Shrank in 2020 Despite Fourth-Quarter Growth The WSJ: Janet Yellen Confirmed by Senate to Serve as First Female Treasury Secretary The WSJ: GM to Phase Out Gas- and Diesel-Powered Vehicles by 2035 People who focus on money and not wealth don't realize they're playing the wrong game until it's too late. While money can be measured, wealth matters more. — Shane Parrish (@ShaneAParrish) J...
The Pursuit–Less Is More
January 29, 2021 03:26 - 24 minutes - 34.1 MB"Here's my point: The solution to an overbusy life is not more time. It's to slow down and simplify our lives around what really matters." -The Ruthless Elimination Of Hurry by John Mark Comer The Ruthless Elimination Of Hurry Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.
Ben Carlson: Saving For Retirement
January 27, 2021 03:34 - 28 minutes - 39.2 MBhttps://youtu.be/hIXyJ_BAD9I Most Americans are behind on their savings for retirement and many are left to tackle their saving, planning, and investing for retirement on their own. While there are plenty of blog posts, podcasts, and articles to give people fractions of the information they need to have a chance to navigate the retirement savings waters, there are few books written in a way that actually help readers put it all together. That was until Ben Carlson dropped Everything You N...
Weekly Mixtape For January 24th, 2021
January 24, 2021 13:24 - 6 minutes - 12.7 MBhttps://youtu.be/rCMtPu8y5l4 The WSJ: Joe Biden Calls on Nation to ‘Start Afresh’ at Inauguration as 46th President The WSJ: Trump Impeachment Trial to Start Week of Feb. 8 The WSJ: U.S. Business Activity Gains at Start of Year The WSJ: U.S. Existing-Home Sales Reach Highest Level in 14 Years You attract what you are ready for and are given exactly what you can handle. That means that GOOD DAYS and BAD DAYS are one and the same: they are both opportunities for celebration, acceptance, an...
The Pursuit–Giving With No Expectations With Josh Brown
January 22, 2021 03:33 - 43 minutes - 59.3 MBhttps://youtu.be/K-MaolSI814 I've been fortunate to get to know Josh Brown on a personal level and I can assure you he is an even better person than you think he is. I'm happy to share the story of how I weaseled my way into calling him a mentor in person with you whenever conferences start back up--it all started with an email late one Friday night and now I take him out for dinner every fall when I visit NYC. JB and I in the basement of Bobby Van's in front of JP Morgan's old vault. Give...
The Pursuit–A New Show On All About Your Benjamins The Podcast
January 20, 2021 04:15 - 13 minutes - 18.7 MBA quick intro to the newest show on The All About Your Benjamins Podcast--The Pursuit. Join me every Friday as we explore the intersection of passion, purpose, reducing regret, and personal finance. The Pursuit has been something I've been wanting to do for a while, but I wasn't quite sure how to do it. And if I'm being honest, I was a little nervous to tackle it--this is a little outside my comfort zone, but that's where the real growth occurs, right? On The Pursuit, I'll be discussing, som...
Tyrone Ross: Finding Purpose With OnRamp
January 18, 2021 12:39 - 47 minutes - 32.3 MBhttps://youtu.be/xLRFiEK7YFg This is an episode that has been in the making since Tyrone first joined me on the podcast back in 2018 --we just didn't know it. Over the years Tyrone has joined me on podcasts and in videos to continue the conversation on bitcoin, cryptocurrency, and even the lack of representation in the financial services profession. It's been fun to watch Tyrone grow, expand his impact on the world, and ultimately take on the role of CEO at OnRamp. And I know he's just gett...
Weekly Mixtape For January 17th, 2021
January 17, 2021 15:47 - 9 minutes - 17.9 MBhttps://youtu.be/YfFSAbenXic The WSJ: President Trump Impeached by the House for Second Time The WSJ: Pence Says He Won’t Invoke 25th Amendment, Setting Stage for Impeachment Vote The WSJ: U.S. Unemployment Claims Rise as Coronavirus Weighs on Economy The WSJ: U.S. Consumer Confidence Ticks Down in Early January The WSJ: Americans Won’t Be Banned From Investing in Alibaba, Tencent and Baidu The WSJ: Lilly Alzheimer’s Drug Helped Patients in Small Trial "The trajectory of your life b...
Weekly Mixtape For January 10th, 2021
January 10, 2021 12:26 - 13 minutes - 24.9 MBhttps://youtu.be/gd8-FJMWilk Week In Review Articles The WSJ: Congress Certifies Joe Biden’s Election Win Following Day of Turmoil The WSJ: Georgia Senate Wins by Democrats Followed Years of Party Organizing The WSJ: House Democrats to Introduce Article of Impeachment Against Trump The WSJ: Coronavirus Live Updates: Reported U.S. Cases Rise as Deaths Dip The WSJ: Covid-19 Surge Ends Seven Months of U.S. Jobs Growth The WSJ: U.S. Weighs Adding Alibaba, Tencent to China Stock Ban The WSJ:...
Weekly Mixtape For January 3rd, 2021
January 03, 2021 15:00 - 11 minutes - 21.6 MBThe headlines that may or may not be impacting your financial plan and portfolio... https://youtu.be/BeHrXTdPJsQ Week In Review Articles The WSJ: Trump Signs Covid-19 Aid Bill Averting Government Shutdown The WSJ: Five Investment Trends That Skyrocketed in 2020 The WSJ: Year Ends With Record-Setting Month in U.S. for Covid-19 The WSJ: The U.K. Has Finally Cut Ties With the EU. Here’s What Has Changed. People who root for others to lose are miserable human beings. You don't want them in y...
Picking Stocks With Roman And Leo
January 02, 2021 23:32 - 23 minutes - 31.8 MBI hope Roman and Leo pick up good money habits and investing principles just observing me doing my job. But, rather than assume I'm constantly talking to them about the basics of finance and I finally was able to get them to my office to record a video about investing. I funded an account with Public and asked the boys to each pick three stocks to invest in. I told them they would need to explain why they picked their stocks and we would have a conversation about their picks and whatever els...
Max Rofagha: Finimize And Its Global Finance Community
December 23, 2020 13:50 - 51 minutes - 71.2 MBAnother company leveraging community to help grow and spread financial education is Finimize and in this episode, I’m joined by their CEO Max Rofagha. The story of how Max found his way to the world of finance is fascinating given that he had no background, other than an interest in his own personal finance and the willingness to ask a lot of questions and leverage his network of peers in finance. Finimize currently boasts over 1,000,000 members across the globe and is known for its local mee...
Leif Abraham: Public.com And Bringing Community To Investing
November 04, 2020 23:02 - 53 minutes - 73.9 MBPublic.com popped up on my radar a few months ago and once I opened an account, I realized this was a company I wanted to learn more about. In this episode, I'm joined by Leif Abraham, co-CEO of Public.com and he not only shares the story behind Public but also shares some great information about entrepreneurship and starting a business. Leif and the team at Public are not only building a great Fintech company, but they are building a strong community of investors within their users. I see a...
Rob Petrozzo: Rally Rd. And Access To The Formerly Unaccessible
October 09, 2020 23:52 - 49 minutes - 68.3 MBI felt it was time to bring All About Your Benjamins The Podcast back on a regular monthly schedule and make some minor adjustments to the programming. We'll still cover financial planning topics but we'll also focus on entrepreneurship, Fintech, and the future of finance. You'll also find audio from videos that fit the All About Your Benjamins brand. Let's get to the first episode of Season 2 with Rob Petrozzo. Rob is the co-founder of Rally Rd., a digital platform for buying & selling equ...
Digital and Crypto Assets With Tyrone Ross (IG Live Episode)
May 22, 2020 12:53 - 57 minutes - 79.3 MBhttps://youtu.be/A2x6Booz8r0 Apple Podcasts: Click Here To Listen On Google Podcasts I wouldn’t call this a Crypto and Digital Assets 101 class, but as I’ve begun receiving more questions about cryptocurrency I thought it would be great to bring Tyrone Ross baby (he’s a former AAYB podcast guest on the subject) to discuss the topic—covering some of the basics, along with some of the more complex details. Tyrone is one of the few financial advisors I know helping clients (and other advisor...
Stressing The Healthcare System With Frank Sawyer
April 02, 2020 14:56 - 35 minutes - 48.5 MBWe're three weeks into social distancing and it appears that not all of America understands the severity of COVID-19. In this special episode of All About Your Benjamins, I'm joined by Frank Sawyer to discuss not only the health risks but the risks to the healthcare system that extend beyond just those infected with the coronavirus. Frank is an executive at a hospital system in Detroit, Michigan and witnesses daily the stress healthcare professionals are currently under and has a unique persp...
Tim Maloney: Thematic Investing
March 31, 2020 16:11 - 38 minutes - 26.7 MBTechnology has brought the average investor greater access to new and different types of investments. Investors can now invest at lower costs, better tailor their portfolios to their goals and preferences, and even invest in specific sectors and themes. Thematic investing is beginning to gain traction by allowing investors to move from sectors to themes like cybersecurity, cannabis, and e-sports. Tim Maloney, CIO and Co-Founder of Roundhill Investments, explains how thematic investing can co...
Phil Pearlman: Building On The Experiences Of Others
March 27, 2020 15:19 - 53 minutes - 74.1 MBIt's been said, "experience is a master teacher, even when it's not our own." Phil Pearlman, the Chief Community Officer at StockTwits, has experienced multiple economic cycles, market crashes and recoveries, business successes and failures, and other life events making him a master teacher we can all learn from. In this episode, we briefly touch on current market conditions and then dive deeper into how we can grow as individuals, how our mindset can impact our growth, the importance of know...
Jamie Hopkins: SECURE Act 101
February 04, 2020 02:16 - 52 minutes - 36.2 MBClick Here To Listen On Apple Podcasts At the end of 2019, Congress passed and the President signed the SECURE Act which brought potential changes to your financial planning. I'm fortunate to have been connected with Jamie Hopkins who is a retirement income expert, his Twitter account says so, and an expert in the SECURE Act. He breaks down the Act and highlights some of the changes that will impact the most people. Just like any episode that discusses planning concepts, nothing we discuss...
Jason Howell, CFP®: Family Governance
October 28, 2019 22:48 - 50 minutes - 34.6 MB"Family Governance--turning new wealth into old money" is front and center on Jason Howell's website, and the concept of family governance is not one I was familiar with from a financial planning standpoint. From the quote, you can determine that the act of turning new wealth into old money is accomplished by involving the entire family. But what exactly does family governance mean, what does it look like, and how can we implement without families, even if we don't have the ultra-high net wor...