Mixtapes

Weekly Mixtape For June 26th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” The WSJ: Dow Jumps More Than 800 Points as Fears of Interest-Rate Hikes Subside The WSJ: Fed Chair Jerome Powell Says Higher Interest Rates Could Cause a Recession The WSJ: Facebook, Netflix and PayPal Are Value Stocks Now The WSJ: Supreme Court Overturns Roe v. Wade,…

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All About Your Benjamins The Podcast

More Than Planning with Ramona Maior | All About Your Benjamins The Podcast

In a crossover episode with PRST, I talk with Ramona Maior about her path to becoming a financial advisor and how her passion (and purpose) extend to more than financial planning. Ramona’s story is remarkable and she’s really just getting started with the impact she will make. Her story also shows how you can have a career that you are…

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Financial Planning

Maneuvering Inflation On Fox 59

Check out the conversation Angela Ganote and I had about how you can create room in your budget for the time being. As you’ll see toward the end of the segment we ran out of time to hit everything I was hoping to touch base on so I thought I’d add those couple of items here: Additional considerations: If possible,…

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The Next Episode

Meaningful Longevity | The Next Episode

We all plan to live long lives and hopefully have an enjoyable encore season in our life. In this episode Terry leads us through a discussion about why and how we should prepare to not just live a long life but to find meaningful longevity. Listen (coming soon): Apple Podcasts Spotify Google Podcasts Disclaimer: Nothing on this blog should be…

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Mixtapes

Weekly Mixtape For June 12th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: U.S. Inflation Hit 8.6% in May The WSJ: Persistent Inflation Drags on U.S. Stocks The WSJ: Gasoline Prices Reach $5 a Gallon Nationwide for the First Time Weekly Mixtape Morgan Housel: Once In A Lifetime “What’s different now is the…

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Bigger Picture

18 Summers

Over the weekend in The Weekly PRST I shared about my recent trip to Venice Beach with Leo. It was a short trip but we packed a great time into it. I’ll save retelling the full story and share The Weekly PRST so you can check out the details. But I will share one picture that sums up our second…

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Mixtapes

Weekly Mixtape For June 5th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles CNBC.com: Payrolls Rose 390,000 In May, Better Than Expected As Companies Keep Hiring The WSJ: May Jobs Report Keeps Fed on Track for Half-Point Interest-Rate Rises The WSJ: Biden Says No Short-Term Fix to High Energy, Grocery Prices The WSJ: Lumber Prices…

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The Next Episode

Social Networking | The Next Episode

For many transitioning to a new chapter/episode or as Terry’s case, into his encore, means the social network once relied upon is gone. Finding a new social network is extremely important no matter the stage of life–as Terry shares a lack of social connection can have a negative impact on our health. Welcome to The Next Episode… Listen: Apple Podcasts…

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Mixtapes

Weekly Mixtape For May 15th, 2022

““The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: Buffalo Supermarket Shooting Leaves at Least 10 Dead The WSJ: Stocks Trim Weekly Losses With Friday Gains The WSJ: Inflation Slipped in April, but Upward Pressures Remain The WSJ: Senate Confirms Jerome Powell to Second Term Leading Federal Reserve The…

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The Next Episode

Pre-Encore Planning | The Next Episode

In this episode Terry puts Justin in the interview seat to discuss some financial planning topics and strategies for those heading into their “encore”. Welcome to The Next Episode… Listen: Apple Podcasts Spotify Google Podcasts Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all…

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