Podcasts by All About Your Benjamins™
Personal Finance, Entrepreneurship
Further podcasts by Justin Castelli, CFP®
Podcast on the topic Geldanlage
All episodes
The Yin And Yang Of Health And Longevity|The Next Episode from 2023-07-24T17:45:51
In this episode, Terry and Justin talk about health, longevity, and the Yin and Yang of living longer and trying to do so with good health. Special guests in today's episode! https://youtu....
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Becoming More Of Who You Are At Your Best|The Next Episode from 2023-05-11T11:34:04
In this episode, Terry recaps the first 10 episodes of The Next Episode revisiting how they create a sort of checklist and then leads us down a discussion about recognizing when we are our best and...
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One Year In|The Next Episode from 2023-04-20T16:57:53
In this episode, Terry reflects on the first year of his"Encore", aka retirement. The guys not only talk about how Terry has adjusted to his new life but also discuss some of the economic headwinds...
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What The Hat Lady Of Hollywood Taught Us with Andrew Martz, CFP®, MBA|More Than Money from 2023-03-28T11:59:27
This episode of the More Than Money Series features Andrew Martz CFP®, MBA. Andrew's chapter, What The Hat Lady Of Hollywood Taught Us can be found on page 105. Be sure to stay tuned for more ep...
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Higher Earners, Not Wealthy…Yet with Jordan Benold|More Than Money from 2023-03-28T11:59:08
This episode of the More Than Money Series features Jordan Benold. Jordan's chapter, High Earners, Not Wealthy...Yet can be found on page 89 . Be sure to stay tuned for more episode with the au...
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From Unanswered Questions To Financial Confidence with Melissa Joy, CFP®, CDFA®|More Than Money from 2023-03-28T11:58:44
This episode of the More Than Money Series features Melissa Joy. Melissa's chapter, From Unanswered Questions To Financial Confidence, can be found on page 221. Be sure to stay tuned for more ep...
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Living Your Own Financial Life with Kevin Mahoney, CFP®|More Than Money from 2023-03-28T11:58:23
This episode of the More Than Money Series features Kevin Mahoney. Kevin's chapter, Living Your Own Financial Life can be found on page 193 . Be sure to stay tuned for more episode with the auth...
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A Change Of Retirement Plans with Todd Bryant, CFP®, ChFC®, CLU®, AIF®|More Than Money from 2023-03-28T11:57:57
This episode of the More Than Money Series features Todd Bryant. Todd's chapter, A Change Of Retirement Plans can be found on page 155. Be sure to stay tuned for more episode with the authors of...
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Picking Up The (Financial) Pieces with Douglas Lynch, CPA, CFA, CFP®|More Than Money from 2023-03-23T12:06:01
This episode of the More Than Money Series features Douglas Lynch. Douglas’s chapter, Picking Up The (Financial) Pieces can be found on page 71. Be sure to stay tuned for more episode with the a...
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What Matters The Most with Steven Fox, CFP®, EA|More Than Money from 2023-03-23T12:03:14
This episode of the More Than Money Series features Steven Fox. Steven’s chapter, What Matters The Most can be found on page 95. Be sure to stay tuned for more episode with the authors of More T...
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Finding A New Life Plan with Michael Baker, CFP®, CIMA®, RICP®, RMA®|More Than Money from 2023-03-23T11:58:01
This episode of the More Than Money Series features Michael Baker. Michael's chapter, Finding A New Life Plan can be found on page 63. Be sure to stay tuned for more episode with the authors of ...
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The American Dream with Dana Menard, CFP®, EA|More Than Money from 2023-03-23T11:56:01
This episode of the More Than Money Series features Dana Menard. Dana's chapter, The American Dream can be found on page 113. Be sure to stay tuned for more episode with the authors of More Than...
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Living Today Planning For Tomorrow with Elliott Appel|More Than Money from 2023-03-23T11:53:18
This episode of the More Than Money Series features Elliott Appel. Elliott's chapter, Living Today Planning For Tomorrow can be found on page 205. Be sure to stay tuned for more episode with the...
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Save A Life with Shanna Due|More Than Money from 2023-03-22T14:48:16
We kick the More Than Money Series with Shanna Due, AFC®. Shanna is not only the author of the chapter Save A Life?, which you can find on page 213 of the book but she is also the leader of the eff...
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Weekly Mixtape For January 15th, 2023 from 2023-01-15T23:30:09
“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/sBUKbgxWgPcWeek In Review Articles The WSJ: The Markets Are Locked in a Game of Chicken ...
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Weekly Mixtape For December 18th, 2022 from 2022-12-18T19:43:29
“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/2-GgDLWmjIMWeek In Review Articles The WSJ: Fed Raises Rate by 0.5 Percentage Point, Sign...
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Weekly Mixtape For December 4th, 2022 from 2022-12-04T20:01:20
“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/FfKqValJtfAWeek In Review Articles The WSJ: November Employment Report Shows U.S. Economy...
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Weekly Mixtape For November 27th, 2022 from 2022-11-27T16:09:47
https://youtu.be/sbE1MqzpwBc “The headlines that may or may not be impacting your financial plan and portfolio.”Week In Review Articles Mindful.org: How To Practice GratitudeCNBC.com: Black ...
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Weekly Mixtape For October 16th, 2022 from 2022-10-16T16:21:03
“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/BIjuR1wGoVUWeek In Review Articles The WSJ: Inflation Sits at 8.2% as Core Prices Hit Fou...
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Six Month Check In|The Next Episode from 2022-10-01T13:59:34
It's been a little over six months since Terry joined me at RLS Wealth and officially embarked on his"encore". I thought it would be fun to turn the mic on him and ask him what he's learned so far ...
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Weekly Mixtape For September 25th, 2022 from 2022-09-25T18:47:08
“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/sdO81L-GST8https://twitter.com/lazettabraxton/status/1573853721137713158 Weekly Mixt...
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Weekly Mixtape For September 18th, 2022 from 2022-09-18T17:27:29
“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/fBiKKwg_JWQWeek In Review Articles The WSJ: FedEx Stock Tumbles After Warning on Economic...
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Weekly Mixtape For August 28th, 2022 from 2022-08-28T15:37:43
“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/7JjhGyKhsv8Week In Review Articles The WSJ: Biden’s Student Loan Forgiveness Plan to Canc...
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Weekly Mixtape For August 21st, 2022 from 2022-08-21T16:07:16
“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/Q5rhEOCYrJ8Week In Review Articles The WSJ: Biden Signs Bill Aimed at Lowering Drug Costs...
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Weekly Mixtape For August 14th, 2022 from 2022-08-14T18:22:10
“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/NqrSYw17arwWeek In Review Videos CNBC.com: Consumer Prices Rose 8.5% In July, Less Than E...
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Weekly Mixtape For July 31st, 2022 from 2022-07-31T15:02:47
“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/IHuTKVuHnvoWeek In Review Articles The WSJ: Fed Lifts Rates by 0.75 Point AgainThe WSJ: U...
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Weekly Mixtape For July 24th, 2022 from 2022-07-24T16:18:38
“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/2oZ23DV5CIsWeek In Review Articles The WSJ: Fed Officials Preparing to Lift Interest Rate...
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Cogli L’Attimo|The Next Epsiode from 2022-07-22T23:38:32
Terry and I both have"cogli l'attimo"tattooed on our foreams to remind us to seize each day. In this episode we start off by talking about making the most of each day and then head off to other top...
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Weekly Mixtape For July 10th, 2022 from 2022-07-10T15:58:02
“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/JD_WfxjZVqUWeek In Review Articles The WSJ: U.S. Added 372,000 Jobs In JuneCNBC.com: Here...
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Weekly Mixtape For June 26th, 2022 from 2022-06-26T17:15:31
“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/dmVXymKbVbgThe WSJ: Dow Jumps More Than 800 Points as Fears of Interest-Rate Hikes Subside ...
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More Than Planning with Ramona Maior|All About Your Benjamins The Podcast from 2022-06-17T11:04:03
In a crossover episode with PRST, I talk with Ramona Maior about her path to becoming a financial advisor and how her passion (and purpose) extend to more than financial planning. Ramona’s story...
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Meaningful Longevity|The Next Episode from 2022-06-14T22:28:24
We all plan to live long lives and hopefully have an enjoyable encore season in our life. In this episode Terry leads us through a discussion about why and how we should prepare to not just live a ...
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Weekly Mixtape For June 5th, 2022 from 2022-06-05T14:44:25
“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/3eRgyllLdH0Week In Review Articles CNBC.com: Payrolls Rose 390,000 In May, Better Than Ex...
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Social Networking|The Next Episode from 2022-05-20T20:18:35
For many transitioning to a new chapter/episode or as Terry's case, into his encore, means the social network once relied upon is gone. Finding a new social network is extremely important no matter...
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Weekly Mixtape For May 15th, 2022 from 2022-05-15T14:54:52
"“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/ln4yDe1h8zAWeek In Review Articles The WSJ: Buffalo Supermarket Shooting Leaves at Least...
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Pre-Encore Planning|The Next Episode from 2022-05-10T01:24:49
In this episode Terry puts Justin in the interview seat to discuss some financial planning topics and strategies for those heading into their"encore". Welcome to The Next Episode...https://yout...
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Weekly Mixtape For May 8th, 2022 from 2022-05-08T22:49:59
"The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/RFu39u8frNgWeek In Review Articles The WSJ: Fed Lifts Interest Rates by Half Point in Big...
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Weekly Mixtape For May 1st, 2022 from 2022-05-01T13:11:34
"The headlines that may or may not be impacting your financial plan and portfolio."https://youtu.be/oJXBLR7WrBc Week In Review ArticlesThe WSJ: U.S. GDP Falls 1.4% as Economy Shrinks for First ...
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Weekly Mixtape For April 17th, 2022 from 2022-04-17T11:56:19
"The headlines that may or may not be impacting your financial plan and portfolio."https://youtu.be/4qhk8h1Lt7A Week In Review ArticlesThe WSJ: U.S. Inflation Accelerated to 8.5% in March, Hitt...
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Be A Dreamer|The Next Episode from 2022-03-31T16:14:42
As you enter the next chapter in life, for Terry it's an encore career, it's important not to lose the ability to dream. In this episode, Terry and Justin discuss how a lack of courage keeps indivi...
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Weekly Mixtape For March 27th, 2022 from 2022-03-27T13:58:49
https://youtu.be/dLpb44ujrJM Week In Review ArticlesThe WSJ: Powell Says Fed Will Consider More-Aggressive Interest-Rate Increases to Reduce InflationThe WSJ: Mortgage Rates Hit Fresh Three-Yea...
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Weekly Mixtape For March 20th, 2022 from 2022-03-20T01:24:14
https://youtu.be/TTxEjigRESc Week In Review ArticlesThe WSJ: Fed Raises Interest Rates for First Time Since 2018 The WSJ: Mortgage Rates Rise Above 4% for the First Time Since 2019The WSJ: C...
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Weekly Mixtape For March 13th, 2022 from 2022-03-13T03:21:44
https://youtu.be/hdkxomMsKCQ Week In Review ArticlesThe WSJ: Inflation Reached 7.9% in February; Consumer Prices Are the Highest in 40 Years The WSJ: Senate Passes $1.5 Trillion Spending Bil...
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Designing Life with Carl Paoli|On Our PRST Podcast from 2022-03-10T22:51:36
This conversation with Carl Paoli is the perfect sendoff for The Pursuit--going forward The Pursuit can be found on it's own podcast channel, PRST. Carl is a legend in the CrossFit community and al...
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Time (And Happiness) Management|The Next Episode from 2022-03-09T16:58:35
Retirement has brought more time to Terry's schedule and he discusses how he is prioritizing his time management to maximize his happiness. Welcome to The Next Episode...https://youtu.be/AeBTQn...
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Onramp’s Purpose In My Pursuit|The Pursuit from 2022-03-04T15:27:24
I've been hinting at slowing down, freeing up my schedule, having more experiences with Ang and the boys, taking better care of myself, and spending more time exploring my creative interests. I've ...
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Gratitude|The Pursuit from 2022-02-25T01:28:58
Short and sweet this week. With the invasion of Ukraine this week, it didn't seem like a good time to record a full episode. So give this a quick 3 minute listen and then use the rest of the time t...
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Transitioning To An Encore|The Next Episode from 2022-02-22T21:55:42
For Terry, retirement is an encore and not an abyss of time and he explains how he transitioned to retirement, what he did from a planning standpoint, and what he has planned for his encore. We...
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Failure Is Not An Option|The Pursuit from 2022-02-18T13:23:23
A tweet from Jack Butcher inspired today's topic for discussion. There really is no such thing as"failing"because every event we view as a failure is actually a learning lesson--an opportunity to f...
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Midlife Awakening|The Pursuit from 2022-02-11T03:49:16
As 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...
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The Kickoff|The Next Episode from 2022-02-09T02:35:22
In 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 initi...
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F**k The Haters With Dr. David Rhoiney|The Pursuit from 2022-02-04T01:14:47
I 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 ...
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Reinforcement From Jay Shetty’s Think Like A Monk|The Pursuit from 2022-01-28T17:27:49
We 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 excit...
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Week In Review–Market Commentary 1/23/22|All About Your Benjamins The Podcast from 2022-01-24T17:00:31
This 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...
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Ramblings on Why and Time|The Pursuit from 2022-01-21T15:23:32
Today'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 ca...
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The Next Episode|The Pursuit from 2022-01-14T17:18:19
It 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 commen...
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“What Have I Accomplished?”|The Pursuit from 2022-01-07T15:04:20
Is 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 bac...
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Defining and Following Your Passion|The Pursuit from 2021-12-17T15:16:55
When 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 ...
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The Pursuit–Chapters from 2021-12-10T14:37:36
"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...
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The Pursuit–Planning For Your Pursuit from 2021-12-03T16:03:26
It'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 h...
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The Pursuit–Your Pursuit Is Not Linear from 2021-11-26T15:37:23
In 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 you...
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The Pursuit–Welcome Back from 2021-11-19T15:33:52
It'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/et...
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The Pursuit–Introducing Harmony Wealth With Matt Fizell from 2021-07-02T12:59:20
In 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 ...
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Khe Hy: Planting A Single Seed from 2021-05-19T15:59:31
In 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 ex...
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The Pursuit–Speak It Into Existence from 2021-05-07T11:08:38
As 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...
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The Pursuit–Fear Is Not Real from 2021-04-23T11:32:49
This 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...
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The Pursuit–Hindsight is 2020: The Path To Onramp from 2021-04-16T11:33:15
In 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 th...
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The Pursuit–Unexpected Signs And The Importance Of Planning from 2021-04-09T11:50:19
In 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 y...
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The Pursuit–Manifesting Our Own Path from 2021-04-02T03:28:34
What 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...
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The Pursuit–The Tiny Onion With Chef Lauren Owens from 2021-03-26T02:40:46
Chef 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 shar...
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Amanda Goetz: Building House Of Wise With Passion from 2021-03-22T00:32:05
Amanda 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 bein...
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The Pursuit–Feeling Like A Cog In The Wheel from 2021-03-19T12:05:48
The 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 underapprecia...
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The Pursuit–The Shortness Of Life from 2021-03-12T03:54:43
Your 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 ha...
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Erin Angerer and Nate Wyne: Shining The Light On Purpose With Floodlight from 2021-03-08T00:58:47
Erin 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 ...
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The Pursuit–Shortening Your Leap Of Faith from 2021-03-05T03:34:42
Pursuing 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 e...
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The Pursuit–Saying Yes To Be Able To Say No from 2021-02-26T02:39:43
In 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 s...
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The Pursuit–How Saying No Is Saying Yes To What Matters Most from 2021-02-12T03:09:07
It'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 pur...
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The Pursuit–Enough With Jeremy Walter from 2021-02-05T03:28:05
https://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"...
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Weekly Mixtape For January 31st, 2021 from 2021-01-31T13:55:32
The 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 Ser...
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The Pursuit–Less Is More from 2021-01-29T03:26:17
"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 ...
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Ben Carlson: Saving For Retirement from 2021-01-27T03:34:17
https://youtu.be/hIXyJ_BAD9IMost 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 a...
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Weekly Mixtape For January 24th, 2021 from 2021-01-24T13:24:31
https://youtu.be/rCMtPu8y5l4 The WSJ: Joe Biden Calls on Nation to ‘Start Afresh’ at Inauguration as 46th PresidentThe WSJ: Trump Impeachment Trial to Start Week of Feb. 8 The WSJ: U.S. Business ...
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The Pursuit–Giving With No Expectations With Josh Brown from 2021-01-22T03:33:48
https://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 o...
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The Pursuit–A New Show On All About Your Benjamins The Podcast from 2021-01-20T04:15:50
A 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...
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Tyrone Ross: Finding Purpose With OnRamp from 2021-01-18T12:39:14
https://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 o...
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Weekly Mixtape For January 17th, 2021 from 2021-01-17T15:47:08
https://youtu.be/YfFSAbenXic The WSJ: President Trump Impeached by the House for Second TimeThe WSJ: Pence Says He Won’t Invoke 25th Amendment, Setting Stage for Impeachment Vote The WSJ: U.S. Un...
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Weekly Mixtape For January 10th, 2021 from 2021-01-10T12:26:13
https://youtu.be/gd8-FJMWilk Week In Review ArticlesThe WSJ: Congress Certifies Joe Biden’s Election Win Following Day of Turmoil The WSJ: Georgia Senate Wins by Democrats Followed Years of Party ...
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Weekly Mixtape For January 3rd, 2021 from 2021-01-03T15:00:29
The headlines that may or may not be impacting your financial plan and portfolio... https://youtu.be/BeHrXTdPJsQWeek In Review Articles The WSJ: Trump Signs Covid-19 Aid Bill Averting Government S...
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Picking Stocks With Roman And Leo from 2021-01-02T23:32:59
I 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 fina...
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Max Rofagha: Finimize And Its Global Finance Community from 2020-12-23T13:50:51
Another 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 worl...
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Leif Abraham: Public.com And Bringing Community To Investing from 2020-11-04T23:02:27
Public.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 Pu...
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Rob Petrozzo: Rally Rd. And Access To The Formerly Unaccessible from 2020-10-09T23:52:59
I 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 b...
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Digital and Crypto Assets With Tyrone Ross (IG Live Episode) from 2020-05-22T12:53:44
https://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 cr...
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Stressing The Healthcare System With Frank Sawyer from 2020-04-02T14:56:47
We'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...
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Tim Maloney: Thematic Investing from 2020-03-31T16:11:41
Technology 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 pre...
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Phil Pearlman: Building On The Experiences Of Others from 2020-03-27T15:19:12
It'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 re...
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Jamie Hopkins: SECURE Act 101 from 2020-02-04T02:16:35
Click 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 hav...
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Jason Howell, CFP®: Family Governance from 2019-10-28T22:48:40
"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 st...
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Genti Cici, CFP®, CAIA, MBA: StandUp For Financial Literacy from 2019-10-22T02:26:17
The lack of financial literacy in America is a well documented issue, and while many financial advisors discuss the statistics, few have built their firms to really make an impact. I briefly learne...
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Rundown: Flexibility from 2019-10-08T13:45:33
Life never goes as planned; sometimes it's for the better and sometimes it not. Being flexible is important to handle life's events and it's important for your financial plan to be flexible as well...
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Rundown: Risk Tolerance from 2019-10-03T15:21:32
It only makes sense that today's Rundown deals with risk tolerance--I am at the Riskalyze Fearless Investing Summit, after all. Go ahead and subscribe to the RLS Wealth Management Rundown Flash Br...
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Rundown: Invest In Your Health from 2019-09-27T03:48:21
Eventually, I'd like to find a way to incorporate wellness and health into my financial planning process--I haven't figured out how to do it quite yet, so the most I can do is talk about it and enc...
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Project One Question: Wealth/Stack 2019 from 2019-09-27T03:10:42
Wealth/Stack has been well covered--I did my own summary here, so there's no need for me to revisit how great the conference was. While I was in Scottsdale, I managed to record another Project One ...
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Rundown: Ashby Daniels’Life’s Curveballs and Mindset from 2019-09-25T12:01:36
Ashby Daniels has become a very close friend of mine and this is one of my favorite blog posts he's written. After talking about his personal story growing up, I knew how his run would turn out...t...
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The Rundown: Tyrone Ross,“What’s Done In The Dark” from 2019-09-19T11:13:44
Shoutout to my good friend Tyrone Ross for the motivation I needed earlier this morning with his Periscope. I usually don't put Fed related Rundowns on the podcast, but I wanted to highlight Ty's P...
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Meeting Of The Minds II: Wealth/Stack Podcast from 2019-09-18T22:49:51
The Meeting Of The Minds in Dana Point was one of my favorite videos I've recorded this year. After getting such a warm response to it, I decided I am going to do my best to organize a fresh Meetin...
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The Rundown: More Income from 2019-09-17T23:10:23
As much as financial advisors love to solve our clients'financial planning needs and have all of the answers, the truth is sometimes we don't have all of the answers. And sometimes we have the answ...
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The Rundown: Home Country Bias from 2019-07-25T11:58:53
I've written about home country bias before, but I thought it would be great to revisit given the U.S. market's outperformance of international markets for yet another year, well at least up until ...
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The Rundown: Balancing Today with Tomorrow from 2019-07-24T13:02:02
Balance is something I try to stress with clients when it comes to their financial plan and my friend Jeremy Walter shares reasons why this is so important. You can find his blog post below. Calib...
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Ashby Daniels, CFP®: The Retirement Field Guide from 2019-07-16T03:42:14
Audience: Clients and Financial Advisors There are numerous factors to consider when it comes to retirement planning, and I don't know of anyone better suited to discuss some of these topics than ...
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The Rundown: RLSWM Turns 4 And A New Way To View Your Budget from 2019-07-05T12:07:29
The job of a budget is to align your use of capital with your values. — Carl Richards (@behaviorgap) July 3, 2019Go ahead and subscribe to the RLS Wealth Management Rundown Flash Briefing. Disclai...
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Meeting Of The Minds At Dana Point Podcast from 2019-07-02T12:10:19
At the IMN Global Indexing and ETF conference in Dana Point, a group of talented financial professionals got together in a hotel room for an impromptu conversation about the current state of financ...
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The Rundown: Board Man Gets Paid from 2019-06-14T11:30:05
Congratulations to the Toronto Raptors and Mr."Board Man Gets Paid"Kawhi Leonard on winning the NBA Championship last evening. When it comes to trash talk, Kawhi isn't the flashiest with"Board","No...
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George Kinder: Life Planning And A Golden Civilization from 2019-06-13T01:53:04
George Kinder is the father of the Life Planning movement, a unique approach to financial planning, and author of one of my favorite planning books, The Seven Stages Of Money Maturity; he also rece...
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The Rundown: To Save More, The Real Answer (Not Easiest) Is To Earn More from 2019-06-12T11:14:22
There's no shortage of articles explaining how cutting back on minor spending, like daily coffees, can help jump-start savings (or paying down debt), and while not spending as much on coffee will c...
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The Rundown: George Kinder’s Three Questions from 2019-06-04T22:23:25
George Kinder is the father of life planning and more in-depth and intentional financial planning process; I had the privilege to talk with George for an episode that will be on the podcast next we...
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The Rundown: The Inverted Yield Curve Is Back In The News from 2019-05-30T12:03:21
Last July I did a Whiteboard Video about the inverted yield curve. Earlier this year I talked about the inverted yield curve on a couple of the Week In Review Videos. And today, the Rundown is abou...
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The Rundown: May’s Consumer Sentiment Reading from 2019-05-21T02:03:15
On Monday the University of Michigan's Consumer Sentiment Index hit a fifteen year high at 102.4, with expectations of 97.5. Check out today's Rundown to learn more about the index and why investor...
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The Rundown: Student Loans Covered from 2019-05-20T02:09:01
Can you imagine graduating college, excited to head out into the workforce, but also a little nervous about the student loan payments you will soon be making--only to have the commencement speaker ...
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The Rundown: What’s Most Important To You from 2019-05-17T14:59:44
The stereotypical goals of retirement and college are important and often the focus of a financial plan, but the probably won't bring the greatest satisfaction in your life. What about the other v...
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The Rundown: A Little Bounce And bitcoin from 2019-05-15T13:53:53
From the May 15th, 2019 RLS Wealth Management Rundown on your Alexa devices. As a quick follow up to Tuesday's Rundown, the selloff Monday was met with nice bounce on Tuesday...I talk about why you...
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The Rundown: Goldman Sachs To Buy United Capital from 2019-05-13T18:29:39
From the May 13th, 2019 RLS Wealth Management Alexa Flash Briefing: United Capital sells for $750 million to Goldman Sachs. One of the largest companies in the Registered Investment Advisor (RIA) w...
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Kyle Van Pelt: FinTech, The Future Of Financial Advice, and Iron Man from 2019-05-06T23:29:32
(041) I knew when Kyle offered to fly out to Fishers to see me we would have a day filled with great conversation and record top-notch content. I had no idea the videos we'd record would be so good...
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Chris Haigh, CFP®: Student Loans And Home Ownership from 2019-04-02T11:25:25
Episode 40: It seems as if the American Dreams of a college education and home ownership have put many individuals, particularly Millennials, in financial distress. Financial advisors are not immun...
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Nina O’Neal: Advanced Planning For Entrepreneurs And Business Owners from 2019-03-12T03:33:54
Episode 39: In the last year I've begun to work with more entrepreneurs and have begun learning new planning strategies that while may not be a good fit for everyone, can be very impactful for busi...
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Frazer Rice: Financial Education For All Net Worths from 2019-02-18T23:58:58
Episode 38: Establishing a solid financial foundation starts in the home; most people develop their money habits, good or bad, from their parents. While it's not the case for everyone, most carry o...
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Project One Question: The Inside ETFs Conference from 2019-02-14T21:49:28
The future of financial services is very bright; there's a lot to be excited about: The technology. Access to information. The people. And more. I'm not the only one optimistic about the future--w...
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A RAD Conversation With Khe Hy (036) from 2019-02-05T02:55:51
I'll keep this introduction short; Khe Hy has been someone I've been following for almost two years now--I first heard him on Patrick O'Shaughnessy's podcast Invest Like The Best and was captivated...
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Sector Bias In Portfolios With Lawrence Hamtil (035) from 2019-01-29T03:47:06
We've covered various behavior biases impacting investors'portfolios, and in this episode, we will explore a new one...one you've probably never thought about--sector bias. Lawrence Hamtil, a princ...
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The Frugal Athlete With Amobi Okugo (034) from 2018-12-04T16:13:51
There is no shortage of stories of professional athletes going bankrupt or being taken advantage of by financial advisors, and my guest Amobi Okugo is determined to change those narratives. Amobi i...
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First Diversification, Now Optimization With Mike Philbrick (033) from 2018-11-21T17:19:15
In the last episode, we discussed the importance of diversification and now we build upon it and discuss how to optimize a diversified portfolio. Just like the last episode, we cover a number of s...
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Getting Comfortable With Being Uncomfortable With Mike Philbrick (032) from 2018-11-20T13:27:03
There is overwhelming evidence suggesting diversification provides a tremendous"free"benefit for investors. Yet despite the evidence, many investors fail to properly diversify. Whether it be overwe...
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Private Equity And Impact Investing with Wes Lyons, CFP® (031) from 2018-11-13T21:02:08
Private equity is an asset class many investors know very little about. It's limited to the wealthy-- you have to be an accredited investor ($1 million in net worth, excluding primary residence or ...
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An Introduction To Jamie Catherwood (030) from 2018-11-06T12:18:46
At some point this summer I noticed a new and very active member in the FinTwit community; he was reaching out to all of the people we know and respect to meet for coffee, lunch, dinner, or just so...
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A Deeper Dive Into Fintech With Ian Rosen (029) from 2018-10-25T17:06:42
The personal finance and investing experience is constantly changing and changing for the better thanks to technology; Fintech is providing education, access, and leveling the playing field and the...
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Atomic Habits With James Clear (028) from 2018-10-16T13:21:55
It all started with a tweet. I've been an avid reader of James Clear for the last couple of years, and when I saw he was releasing a book, Atomic Habits, I immediately pre-ordered it. Not too long ...
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The Behavioral Investor With Dr. Daniel Crosby (027) from 2018-10-16T01:34:44
Behavioral finance, the field of understanding why we make the decisions we do with money, is not a new topic for this podcast; I am fascinated by the subject and it is a tremendous honor to have D...
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Financial Advice and Fintech With Andres Garcia-Amaya (026) from 2018-10-12T02:28:30
Fintech has already made its impact on investment management, and with innovators like Andres Garcia-Amaya, it's moving its sights toward financial planning and advice. While most Fintech companies...
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Project One Question: XYPN Live 2018 (025) from 2018-10-09T23:44:06
Last month I spent three days in St. Louis at the XY Planning Network's annual conference, XYPN Live, learning and discussing how advisors can collectively continue to move the financial planning i...
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Life Planning With Scott Frank, CFP®, CFA® (024) from 2018-09-14T13:28:29
What if you were able to create a financial plan that led you to the life you wanted--I'm not talking about retirement at 65, putting your kids through college, and the typical goals covered by mos...
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Financial Planning For Young Professionals With Douglas Boneparth, CFP® (023) from 2018-09-08T02:26:07
Many Millennials are entering a stage in their lives where proper financial planning will make a huge impact on their futures. The trouble is, for so long financial advisors didn't want to work wit...
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Talkin’Taxes With Bill Sweet (022) from 2018-08-16T02:48:26
Unless you're a CPA, you probably don't like to think about taxes, but after listening to this episode with Bill Sweet, you just might. Bill is the CFO and resident tax expert at Ritholtz Wealth Ma...
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Esports and Gaming With Blake Street (021) from 2018-07-30T18:05:45
Gaming and esports are quietly becoming a multi-billion dollar industry, and it's not just the game and device makers profiting. Gamers and e-athletes are receiving college scholarships, endorsemen...
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The Life + Liberty Index With Perth Tolle (020) from 2018-07-27T03:05:45
In America, we tend to take the economic and personal freedoms we have for granted; not all countries allow for basic human rights like property ownership, equal rights for women, banking rights, a...
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Socially Responsible and ESG Investing with Joey Fishman (019) from 2018-07-19T14:31:05
Wouldn't it be great if your investment dollars were able to impact the way the world's largest companies conduct business? Thanks to Socially Responsible Investing (SRI), investors have the abilit...
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Project One Question-EBI West (018) from 2018-06-29T00:21:39
The eighteenth episode of All About Your Benjamins The Podcast is a special project I came up with shortly before heading to California for the Evidence-Based Investing Conference (EBI); this speci...
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The Geometry Of Wealth With Brian Portnoy (017) from 2018-06-19T13:29:38
On the seventeenth episode of All About Your Benjamins The Podcast I'm joined by Brian Portnoy, Director of Investment Education for Virtus Investment Partners. In addition to his role with Virtus,...
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Cryptoassets with Tyrone Ross, Jr.(016) from 2018-06-11T21:26:16
Disclaimer: Before you listen, please remember this conversation is for informational and educational purposes only. The cryptoassets discussed with Tyrone are not recommendations; it is imperative...
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Listener Questions (015) from 2018-05-23T03:52:33
On the fifteenth episode of All About Your Benjamins The Podcast you're stuck with just me! Before you decide to skip this episode, I'm answering some great questions from listeners, and I'm hopin...
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Behavioral Finance With Brendan Mullooly, CFP® (014) from 2018-04-17T02:26:42
On the fourteenth episode of All About Your Benjamins The Podcast I'm joined by my friend Brendan Mullooly, CFP® of Mullooly Asset Management. In one of my first podcast episodes, I mentioned one o...
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Live Longer And Prosper Series With Tim Hays (013) from 2018-04-10T11:04:44
The thirteenth episode of All About Your Benjamins The Podcast is also the first episode in a new series I'm calling Live Longer and Prosper. LLAP is an experiment to find how to incorporate health...
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Talking Fee-Only and Fiduciary With Brad Sherman (012) from 2018-04-03T11:23:28
In the twelfth episode of All About Your Benjamins The Podcast I'm joined by President of Sherman Wealth Management, Brad Sherman. Like so many of my guests, Brad and I originally connected via Twi...
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Mastering Your Mindset With Dasarte Yarnway (011) from 2018-03-27T03:25
On the eleventh episode of All About Your Benjamins The Podcast I'm joined by CEO and Co-Founder of Berknell Financial Group, Dasarte Yarnway. Not only is Dasarte a CEO at the age of 26, but he is ...
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Dollar-Cost Averaging or Lump Sum Investing With Nathan Faber (010) from 2018-03-24T16:43:09
The tenth episode of All About Your Benjamins The Podcast welcomes yet another member of the Newfound Research crew. I'm joined by Nathan Faber, Vice President of Investment Strategies, to discuss ...
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Factor Investing with Corey Hoffstein (009) from 2018-02-27T04:08:07
The ninth episode of All About Your Benjamins The Podcast is a special one--in this episode, I'm joined by Corey Hoffstein, co-founder and CIO of Newfound Research. I've followed Corey for a few ye...
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Young, Fun and Financially Free with Leanna Haakons (008) from 2018-02-20T13:21
In the eighth episode of All About Your Benjamins The Podcast, I get the opportunity to talk with Leanna Haakons, the founder of Black Hawk Financial. Leanna has taken her experience consulting wit...
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Foundations Of Financial Planning With Tim Mullooly (007) from 2018-02-15T02:22:35
In the seventh episode of All About Your Benjamins The Podcast I'm joined by Tim Mullooly, one the fearsome foursome at Mullooly Asset Management. Tim works alongside his father Tom and his brother...
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Volatility And The VIX With Andrew Thrasher (006) from 2018-02-10T16:04:55
The sixth episode of All About Your Benjamins The Podcast is a special edition, and I'm joined by my friend Andrew Thrasher to discuss the recent volatility in the market and what that means to the...
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Extreme Ownership with Bennett Grove (005) from 2018-02-09T21:33:53
In the fifth episode of All About Your Benjamins The Podcast I am joined by Bennett Grove, founder of Fire Dawg Cleaning Services and Fire Dawg Junk Removal. Bennett is a friend from my days at Fra...
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Money, Marriage and Communication with Angela Castelli (004) from 2018-02-06T18:31:25
In the fourth episode of All About Your Benjamins The Podcast I am joined by an extra-special guest, my wife, Angela Castelli. Ang and I have a candid conversation about the importance of communica...
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The New Tax Bill and Strength Training with Kyle Moore, CFP® (003) from 2018-01-06T18:08:08
In the third episode of All About Your Benjamins The Podcast I am joined by Kyle Moore, CFP® of Quarry Hill Advisors to discuss the impact of the most recent tax bill, especially the impact on youn...
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Finance, F.I.R.E., and Fitness With Fervent Finance (002) from 2018-01-03T21:03:16
Welcome back to the second episode if the All About Your Benjamins The Podcast; in this episode, I have a chance to talk with my friend @FerventFinance--I can call him my friend because I have actu...
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A Beginner’s Guide To Cryptocurrency and Blockchain (001) from 2018-01-03T19:33:19
Welcome to the first official episode of All About Your Benjamins The Podcast. I'm excited to finally have gotten the podcast off the ground, and can't wait to talk a little cryptocurrency and Bloc...
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The Prelude (000) from 2018-01-03T19:10:18
Welcome to All About Your Benjamins The Podcast! In this episode, I wanted to introduce myself as your host and tell you about my vision for this podcast. I've managed to keep this episode short an...
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