Investing, Vlog, Whiteboard Series

Whiteboard Series: Factor Investing

It’s no secret investment management and research is my favorite part of the execution of a financial plan. Prior to starting RL Wealth Management, I would research different strategies and read what the best money managers would write, but I was never in a position where I could use my research in my clients’ portfolios. That all changed in July…

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Baby Boomers, Financial Planning

Is An Early Retirement Program Right For You?

In just a few weeks, approximately 2,800 Eli Lilly employees will receive an early retirement incentive offered through Lilly’s Voluntary Early Retirement Program, or VERP.  For Eli Lilly employees evaluating the current VERP, this post comes a little late–applications were turned in a couple of weeks ago and those accepted into the program will find out around November 1st. But,…

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Mixtapes

Weekly Mixtape For October 7th, 2017

Every Saturday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. This week’s mixtape may have been the hardest one for me…not due to a lack of good content; I’m convinced there will never be a shortage of good reading. As I checked my Evernote and…

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Mixtapes

Weekly Mixtape for September 30th, 2017

Every Saturday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. Later today around 65 of RL Wealth Management’s clients and their families will be coming to our house for an annual client cookout. As much preparation that has already occurred, there is still so much…

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Financial Planning

The Trump Tax Plan Round-Up

I’ll be the first to admit tax planning is not where I spend the majority of my time; I know enough to be dangerous, well, maybe a little more than that, but I am not a tax professional. I don’t do my personal and business taxes, and when it comes to my clients’ taxes, I always refer them to their…

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Investing

Invest Like The Best Podcast: Hash Power

A few weeks ago I shared my introduction to Blockchain post for those interested in learning more about Bitcoin, Blockchain, and the other cryptocurrencies. I would have included Patrick O’Shaughnessy’s podcast if it had been out then; it’s such a great introduction to the subject I felt it deserved its own post. Patrick is a tremendous interviewer, and he has organized…

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Mixtapes

Weekly Mixtape for September 23rd, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. Well, after a few weeks of posting my week tape on Saturday morning, instead of Friday, I’ve made the executive decision to move the Weekly Mixtape to Saturday mornings. This should allow me to do…

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Vlog, Whiteboard Series

Whiteboard Series: Beneficiaries

Beneficiary designations are one of the most overlooked parts of a financial plan; it’s a small section of an IRA application, 401(k) enrollment, or life insurance policy, but it is extremely powerful and important. Watch the video below to learn more about beneficiary designations, when you remember to update them, and how beneficiary designations are often forgotten about. Enjoy Leo’s…

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Bigger Picture, Financial Planning, Millennials

Financial Planning Isn’t a Dance

“The art of living is more like wrestling than dancing, because an artful life requires being prepared to meet and withstand sudden and unexpected attacks.” -Marcus Aurelius, Meditations, 7.61 as found in The Daily Stoic September 20th reading. I used to work for an advisor whose favorite line was, “financial planning is an art, not a science”; I’ve always liked that quote,…

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