Podcasts

All About Your Benjamins The Podcast Ep. 015: Listener Questions

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 hoping to be able to do this periodically as more questions come in…send them to me at contact @ allaboutyour benjamins dot com or on Twitter, @Jus10Castelli. In the first…

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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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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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Podcasts

All About Your Benjamins The Podcast Ep. 010: Dollar-Cost Averaging or Lump Sum Investing With Nathan Faber

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 a paper he recently wrote comparing a dollar-cost averaging strategy with a lump sum investment strategy. You might be surprised to learn which strategy the research suggests is optimal.…

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Podcasts

All About Your Benjamins The Podcast Ep. 008: Young, Fun and Financially Free with Leanna Haakons

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 with various investment companies to helping wealth management firms communicate better with their clients. In addition to helping firms educate their clients, Leanna has also written her own educational book,…

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Financial Planning, Podcasts

All About Your Benjamins The Podcast Ep. 007: Foundations Of Financial Planning With Tim Mullooly

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 brothers Brendan and Casey–you’ll be hearing more from the Mullooly clan in the future. I recently was a guest on Tim’s podcast, Living With Money, and I asked…

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