Mixtapes

Weekly Mixtape For July 31st, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: Fed Lifts Rates by 0.75 Point Again The WSJ: U.S. Stocks Rise, Giving S&P 500 Best Month Since 2020 The WSJ: Rich Americans Keep Borrowing, Defying Economic Gloom The WSJ: Single Ticket Wins ​$1.337 Billion Mega Millions Jackpot Weekly Mixtape…

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Mixtapes

Weekly Mixtape For July 24th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: Fed Officials Preparing to Lift Interest Rates by Another 0.75 Percentage Point The WSJ: There Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough? The WSJ: Heat Wave Hits U.S. Farms, Stressing Crops and Ranchers’ Herds…

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The Next Episode

Cogli L’ Attimo | The Next Epsiode

Terry and I both have “cogli l’attimo” tattooed on our foreams to remind us to seize each day. In this episode we start off by talking about making the most of each day and then head off to other topics. Listen: Apple Podcasts Spotify Google Podcasts Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining…

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Mixtapes

Weekly Mixtape For July 10th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: U.S. Added 372,000 Jobs In June CNBC.com: Here’s Where The Jobs Are For June 2022–In One Chart The WSJ: Inflation Fears Drove Larger Fed Rate Increases In June The WSJ: Oil Prices Pulled Lower By Dimming Demand CNBC.com: Another Hot…

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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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