All About Your Benjamins

Sinopse

Personal Finance, Investments & Markets

Episódios

  • Leif Abraham: Public.com And Bringing Community To Investing

    Leif Abraham: Public.com And Bringing Community To Investing

    04/11/2020 Duração: 53min

    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 Public.com and he not only shares the story behind Public but also shares some great information about entrepreneurship and starting a business.… Continue Reading→ The post Leif Abraham: Public.com And Bringing Community To Investing appeared first on All About Your Benjamins™.

  • Rob Petrozzo: Rally Rd. And Access To The Formerly Unaccessible

    Rob Petrozzo: Rally Rd. And Access To The Formerly Unaccessible

    09/10/2020 Duração: 49min

    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 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… Continue Reading→ The post Rob Petrozzo: Rally Rd. And Access To The Formerly Unaccessible appeared first on All About Your Benjamins™.

  • Digital and Crypto Assets With Tyrone Ross (IG Live Episode)

    Digital and Crypto Assets With Tyrone Ross (IG Live Episode)

    22/05/2020 Duração: 57min

    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… Continue Reading→ The post Digital and Crypto Assets With Tyrone Ross (IG Live Episode) appeared first on All About Your Benjamins™.

  • Stressing The Healthcare System With Frank Sawyer

    Stressing The Healthcare System With Frank Sawyer

    02/04/2020 Duração: 35min

    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 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… Continue Reading→ The post Stressing The Healthcare System With Frank Sawyer appeared first on All About Your Benjamins™.

  • Tim Maloney: Thematic Investing

    Tim Maloney: Thematic Investing

    31/03/2020 Duração: 38min

    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 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.… Continue Reading→ The post Tim Maloney: Thematic Investing appeared first on All About Your Benjamins™.

  • Phil Pearlman: Building On The Experiences Of Others

    Phil Pearlman: Building On The Experiences Of Others

    27/03/2020 Duração: 53min

    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 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… Continue Reading→ The post Phil Pearlman: Building On The Experiences Of Others appeared first on All About Your Benjamins™.

  • Jamie Hopkins: SECURE Act 101

    Jamie Hopkins: SECURE Act 101

    04/02/2020 Duração: 52min

    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… Continue Reading→ The post Jamie Hopkins: SECURE Act 101 appeared first on All About Your Benjamins™.

  • Jason Howell, CFP®: Family Governance

    Jason Howell, CFP®: Family Governance

    28/10/2019 Duração: 50min

    “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… Continue Reading→ The post Jason Howell, CFP®: Family Governance appeared first on All About Your Benjamins™.

  • Genti Cici, CFP®, CAIA, MBA: StandUp For Financial Literacy

    Genti Cici, CFP®, CAIA, MBA: StandUp For Financial Literacy

    22/10/2019 Duração: 01h04min

    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 learned about Genti Cici’s mission at the Inside ETF’s Canada conference this summer as he and I spent about 30 minutes talking between sessions. I found out that… Continue Reading→ The post Genti Cici, CFP®, CAIA, MBA: StandUp For Financial Literacy appeared first on All About Your Benjamins™.

  • Rundown: Flexibility

    Rundown: Flexibility

    08/10/2019 Duração: 03min

    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. Check out this great post by my friend Jeremy Walter in addition to checking out my thoughts on today’s Rundown. Go ahead and subscribe to the RLS… Continue Reading→ The post Rundown: Flexibility appeared first on All About Your Benjamins™.

  • Rundown: Risk Tolerance

    Rundown: Risk Tolerance

    03/10/2019 Duração: 03min

    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 Briefing. 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,… Continue Reading→ The post Rundown: Risk Tolerance appeared first on All About Your Benjamins™.

  • Rundown: Invest In Your Health

    Rundown: Invest In Your Health

    27/09/2019 Duração: 04min

    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 encourage my clients to find ways to take care of themselves. A couple of weeks ago, I practiced what I always preached and… Continue Reading→ The post Rundown: Invest In Your Health appeared first on All About Your Benjamins™.

  • Project One Question: Wealth/Stack 2019

    Project One Question: Wealth/Stack 2019

    27/09/2019 Duração: 16min

    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 Question episode for All About Your Benjamins The Podcast. If I’m being honest, I failed at this episode…not because what you are about to listen to… Continue Reading→ The post Project One Question: Wealth/Stack 2019 appeared first on All About Your Benjamins™.

  • Rundown: Ashby Daniels’ Life’s Curveballs and Mindset

    Rundown: Ashby Daniels’ Life’s Curveballs and Mindset

    25/09/2019 Duração: 02min

    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…there was no way he wasn’t going to help the woman in distress. Give his post a read and then give a listen to… Continue Reading→ The post Rundown: Ashby Daniels’ Life’s Curveballs and Mindset appeared first on All About Your Benjamins™.

  • The Rundown: Tyrone Ross, “What’s Done In The Dark”

    The Rundown: Tyrone Ross, “What’s Done In The Dark”

    19/09/2019 Duração: 02min

    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 Periscope to bring it to your attention. Go watch this video as well! What’s done in the dark will come to light. https://t.co/zbXG3FwjHw — Tyrone V.… Continue Reading→ The post The Rundown: Tyrone Ross, “What’s Done In The Dark” appeared first on All About Your Benjamins™.

  • Meeting Of The Minds II: Wealth/Stack Podcast

    Meeting Of The Minds II: Wealth/Stack Podcast

    18/09/2019 Duração: 46min

    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 Meeting Of The Minds at each conference I attend. As I’m sure you are well aware, Wealth/Stack wrapped up not too… Continue Reading→ The post Meeting Of The Minds II: Wealth/Stack Podcast appeared first on All About Your Benjamins™.

  • The Rundown: More Income

    The Rundown: More Income

    17/09/2019 Duração: 03min

    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 answer, but the solution isn’t necessarily easy to accomplish–the most common example/issue is the need for additional income. There are many families who have trimmed… Continue Reading→ The post The Rundown: More Income appeared first on All About Your Benjamins™.

  • The Rundown: Home Country Bias

    The Rundown: Home Country Bias

    25/07/2019 Duração: 05min

    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 today. Over allocating to your home country is a common behavioral bias investors suffer from and for U.S. investors, it’s been a benefit over the last 10… Continue Reading→ The post The Rundown: Home Country Bias appeared first on All About Your Benjamins™.

  • The Rundown: Balancing Today with Tomorrow

    The Rundown: Balancing Today with Tomorrow

    24/07/2019 Duração: 03min

    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. Calibrating Capital: Today Vs. Tomorrowland Go ahead and subscribe to the RLS Wealth Management Rundown Flash Briefing. Disclaimer: Nothing on this blog should be considered advice,… Continue Reading→ The post The Rundown: Balancing Today with Tomorrow appeared first on All About Your Benjamins™.

  • Ashby Daniels, CFP®: The Retirement Field Guide

    Ashby Daniels, CFP®: The Retirement Field Guide

    16/07/2019 Duração: 57min

    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 Ashby Daniels, CFP®, so I asked him to join me for a conversation covering some of them. In this episode we discuss: Understanding and re-evaluating your budget Choosing… Continue Reading→ The post Ashby Daniels, CFP®: The Retirement Field Guide appeared first on All About Your Benjamins™.

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