Mixtapes

Weekly Mixtape for August 4th, 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. It was a big week in my house, my oldest, Roman turned 7 on Monday. We had a NBA themed party for him on Sunday, and we spent Monday together as a family. We snapped…

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Mixtapes

Weekly Mixtape for July 28th, 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. The boys are staying at their grandparent’s this evening, so my wife and I get a night out on the town, which means I’m under a strict deadline. Short and sweet for the intro this…

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Financial Planning, Millennials

Start With The Right Intent

“Every project must begin with the right intent.” – Ryan Holiday I’m in the process of finishing Ryan Holiday’s newest book, Perennial Sellers; it’s a book about creating timeless pieces of work–perennial sellers. I pre-ordered the book because I’m a fan of Holiday’s work, enjoy his writing style and wanted to support him. I also thought I’d pick up a few…

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Millennials

Teaching Kids About Money

The Meb Faber Show Episode #62 is a must listen to for parents and soon-to-be parents. I’m an avid listener of Meb’s podcast, and while his podcast tends to be more technical and about investing, this episode is one that everyone can follow. In episode #62, Meb talks with Ron Lieber about the types of conversations about money we should…

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Whiteboard Series

Whiteboard Series: 529 Plans

The boys are back in this week’s Whiteboard video where we discuss the basics of 529 Plans. You’ll want to talk with your financial advisor to determine the best fit for 529 plans in your financial plan–there are a lot of little details that will impact how they might be implemented.     Disclaimer: Nothing on this blog should be…

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Bigger Picture

An Official Logo for All About Your Benjamins

I’ve been at this blog for awhile now, so I decided it was time to get an official logo. It’s taken a little while, but I’m super pumped with the final design. A big thank you to everyone whom provided feedback on the different logos I shared, I really appreciate it!Disclaimer: Nothing on this blog should be considered advice, or recommendations.…

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Mixtapes

Weekly Mixtape for July 21st, 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. The weeks continue to fly by, and I’m making sure to enjoy each day, regardless of what it might bring. How are you tackling each day? This week ended with a little bit of excitement…

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Baby Boomers, Bigger Picture, Financial Planning, Millennials

My Guest Post on The Backcourt Report

Social media, specifically Twitter, has been instrumental in the success of RL Wealth Management. It may come as a surprise, but the impact on my firm has not been attracting clients, but it has been the opportunity to connect with other like-minded advisors across the country. As a solo advisor, being able to network with advisors helping change the landscape…

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Bigger Picture, Financial Planning, Millennials

A New Breed of Advisors

“And if someone chooses a different wealth management firm because this whole squad’s rockin’ Nikes and New Balance, then frankly, we’ve dodged a bullet. That’s the wrong client for us. We want to work with people who are talking to us for the right reason – wealth management, investing expertise and true financial advice.”     -Josh Brown Amen.   It’s always…

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Mixtapes

Weekly Mixtape for July 14th, 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. Keeping it short and sweet this week…here’s this week’s mixtape.