Financial Planning, Millennials

Peer Pressure

“Without 40, Oli, there’d be no me. Imagine if I never met the broksies.” -Drake, ‘God’s Plan’ Drake credits much of his success to his friends, especially Noah “40” Shebib and Oliver “Oli” El-Khatib; both have played critical roles in Drake’s rise to become one of the most popular artists right now—Noah on the music side of things and Oliver…

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Mixtapes

Weekly Mixtape For April 28th, 2018

Week In Review Articles: The New York Times: Korean Set The Table For A Deal Trump Will Try To Close The Wall Street Journal: Growth Cooled In First Quarter As Consumers Reined In Spending The Wall Street Journal: Wells Fargo’s 401(k) Practices Probed By Department Of Labor Mixtape: What Works On Wall Street: How To Arbitrage Human Nature “But while we…

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Whiteboard Series

Whiteboard Series: Backdoor Roth IRA

As many Millennials begin to see their incomes rise, they are beginning to the phaseout of being able to contribute to one of the most powerful investment vehicles around–the Roth IRA. I’m surprised how few people are aware of the backdoor Roth IRA strategy which until the most recent tax bill was technically a loophole. But it now has received…

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Investing

Stocktoberfest East 2018

Tuesday night I hopped on the last flight out of Indy to make my way to New York City for Stocktoberfest East 2018, a tremendous investment focused event put on by the fine folks at StockTwits. The late flight, early morning arrival and full day of learning made for a long Wednesday, but it was definitely worth it–Stocktoberfest East will…

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Mixtapes

Weekly Mixtape For April 21st, 2018

  Week In Review Articles: Wall Street Journal: IRS Extends Tax Filing For One Day After Computer Problems Recode: Amazon Prime Has 100 Million-Plus Prime Memberships Wall Street Journal: North Korea’s Kin Strikes Milder Tone On Nuclear Tests, Detainees Mixtape: The Reformed Broker: Reps “There are no natural-born phenoms, just people who got the reps in early, before anyone was paying…

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Podcasts

All About Your Benjamins The Podcast Ep. 014: Behavioral Finance With Brendan Mullooly, CFP®

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 of my goals was to have other financial advisors that were early in their careers on before they become big names in the profession–Brendan, along with his…

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Mixtapes

Weekly Mixtape for April 14th, 2018

The Week In Review video will be back next week; luckily, this week’s video would have been short due to a lack of major events this week. Had there been a video, these would have been the topics: 1. Friday evening the U.S., U.K., and France launched a targeted military attack in Syria as a response to the use of…

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Podcasts

All About Your Benjamins The Podcast Ep. 013: Live Longer And Prosper Series With Tim Hays

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 and wellness into financial planning by examining different ways to improve our health. As I mention in the podcast introduction, we spend so much time focusing…

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Fitness

Live Longer And Prosper

Today I tweeted out and shared on Instagram a preview of the first episode in a new series on All About Your Benjamins The Podcast I’m calling The Live Longer and Prosper Series; when I decided to start a podcast, I originally wanted to call it “Live Longer and Prosper” to combine my passions for finance and fitness. But, I…

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Mixtapes

Weekly Mixtape For April 7th, 2018

  Week In Review Articles: Wall Street Journal: U.S. Secretary Steven Mnuchin Sees “Potential” Of Trade War Wall Street Journal: U.S. Labor Market Shows Resilience Despite Volatile Backdrop Wall Street Journal: Spotify’s Splashy Debut Pressures Banks Investment News: Wells Fargo Wealth-Management Used Similar Incentives To Those Behind Fake-Account Scandal   Mixtape: Abnormal Returns: Finance Blogger Wisdom The Reformed Broker: Be Terrified “Lies…

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