All About Your Benjamins The Podcast

Ashby Daniels, CFP®: The Retirement Field Guide

Audience: Clients and Financial Advisors There are numerous factors to consider when it comes to retirement planning, and I don’t know of anyone better suited to discuss some of these topics than Ashby Daniels, CFP®, so I asked him to join me for a conversation covering some of them. In this episode we discuss: Understanding and re-evaluating your budget Choosing…

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Mixtapes

Weekly Mixtape For July 14th, 2019

It’s coming back by popular demand…The week in review video will return next week. Week In Review Articles… The WSJ: Jerome Powell Says Outlook Hasn’t Improved in Recent Weeks, Setting Stage for Rate Cut The WSJ: Health-Care Rally Helps Lift Dow to Record Close The WSJ: Stocks Close Out Week With More Gains The WSJ: SEC Clears Blockstack to Hold First Regulated Token Offering…

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Reversion To The Mean Podcast

Reversion To The Mean: BBQ Stock Tips

Think Advisor: Ex-NBA Star Says He Should’ve Listened to His Financial Advisor Vanguard: Working Teens And Roth IRAs: A Perfect Investing Match New York Times: At 75, Taking Care of Mom, 99: ‘We Did Not Think She Would Live This Long’ Washington Post: The Case For Diet Soda: It Gets A Bad Rap, But The Research Tells A Different Story Bloomberg: Beyond Meat Fever Turns…

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Mixtapes

Weekly Mixtape For July 7th, 2019

Reminder: The Week In Review Is Being Replaced By The Daily Flash Briefing In The RLS Wealth Management Rundown On Your Amazon Devices. Click Here To Enable This Flash Briefing!  Mixtape: Morgan Housel: Why Things Break: Easy Causes of Business and Investing Failure “The Upside Of A Recession “But now you have a problem. Information gained through real experiences is the most influential kind of information…

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Bigger Picture

We’re Only As Good As Our Peers

“One hand washes the other and they both wash the face” -Tyrone Ross Jr. (I know he wasn’t the first to say this, but he is who I ‘ve heard it from–multiple times.) Historically, the mentality of the financial advisor has been “me vs. you” (or “us vs. them” on the firm level); other advisors were viewed as competition in…

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Financial Planning

Meeting Of The Minds In Dana Point

The future is bright: Courtney Ranstrom / Trailhead Planners Perth Tolle / Life And Liberty Indexes Emlen Miles-Mattingly / Gen Next Wealth Dasarte Yarnway / Berknell Financial Group Alex Chalekian / Lake Avenue Financial Stephen Nelson / The Athlete Investor Taylor Schulte / TaylorSchulte.com Scott Frank / Stone Steps Financial Tyrone Ross, Jr. / TyroneRoss.io Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial…

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Technology

Must-Listen-To-Podcast: Taylor Schulte’s Experiments In Advisor Marketing

Lately, I’ve enjoyed spending my free time creating content, learning how to best distribute that content, and discovering more ways to market for RLS Wealth Management. I don’t have a traditional marketing background–I studied economics in college and for most of my career, I wasn’t able to market my myself and business. And while I feel confident in what I’ve…

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The Rundown

The Rundown: RLSWM Turns 4 And A New Way To View Your Budget

The job of a budget is to align your use of capital with your values. — Carl Richards (@behaviorgap) July 3, 2019 Go ahead and subscribe to the RLS Wealth Management Rundown Flash Briefing. Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of…

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Bigger Picture

RLS Wealth Management Turns 4

July 3rd will always be a special day…not because it’s the day before the 4th of July, but because it was on July 3rd, 2015 that I received an email from the Secretary of the State of Indiana approving my newly formed registered investment advisor for the business. I’d waited for a little over a month to receive the email…

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Podcast Appearances

Appearance On The Gestalt University Podcast

Mike Philbrick, former All About Your Benjamins The Podcast guest and President of Resolve Asset Management asked me to join him on a podcast episode to talk about using social media and content to grow your personal and business presence. We were joined by the co-founders of TractionHouse, a firm that specializes in helping financial professionals build a content strategy…

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