Investing, Millennials

Guest Post on Live Wonderfull

My friends over at Live Wonderfull have a great blog covering everything Millennials (and really everyone) are most concerned with: work, wellness and travel. You should give them a follow, and you should probably start today… I had the fortune of contributing to their “Let’s Talk Money Mondays” series, and this week I cover how portfolio income can help supplement your…

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Bigger Picture

RLWM is Growing

I’ve been making the rounds on social media today sharing some exciting news…the RL Wealth Management family is growing. No, I’m not quite ready to hire my first employee. Rather, my wife is expecting our third child in late October, and since RLWM is an extension of my family, I view it as the company is growing too. As we…

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Mixtapes

Weekly Mixtape for April 28, 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 great week for content; I had a tough time narrowing down my favorite posts, but I think I chose some great ones. This week’s mixtape is heavy on investing–we’re covering some of…

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Investing, Vlog, Whiteboard Series

Whiteboard Series: The Rule of 72

The Whiteboard Series will consists of short videos covering a range of topics related to financial planning and investing–these are designed to be informational and fun. If you have anything you’d like to see show up in the series, find me on Twitter, Facebook or Instagram and let me know!

Investing

Home Country Bias Check-Up

Earlier this year I wrote about home country bias and how most investors suffer from it. I’ll skip the summary–you can read the post via the link below, but I thought it would be worth revisiting now that the 1st quarter is over to see if investors with home country bias are still missing out. Before I show this chart,…

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Baby Boomers, Bigger Picture, Millennials

RL Wealth Management on Social Media

Can’t get enough? Make sure to follow my firm, RL Wealth Management, L.L.C., on Instagram and Facebook, and since you’re at it, follow me on Twitter. You’ll get even more content, a behind the scenes look at RLWM, and the occasional family post–these might be the best. RL Wealth Management Instagram @RLWealthManagement RL Wealth Management Facebook @RLWealthManagement Twitter @Jus10Castelli  …

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Baby Boomers, Bigger Picture, Economics, Financial Planning, Millennials

WSJ: The Challenge of Our Disruptive Era

“We are entering an era in which we’re going to have to create a society of life long learners” -Ben Sasse Ben Sasse’s commentary in the Wall Street Journal addresses a very important topic, one I’m not sure the majority of the public is thinking about. We are experiencing a fundamental change in our economy, and this type of transition…

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Financial Planning, Insurance, Millennials, Vlog

Vlog: Life Insurance Through Your Employer

With the exception of not having a will, inadequate life insurance is one of the most common “mistakes” I see when meeting with young families. Understandably, no one wants to have the conversation surrounding life insurance, and too often there is a false sense of security because of the life insurance coverage provided by employers. For my first video blog, aka…

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Financial Planning

Don’t Knock Hourly Planning

My biggest beef with my industry is the underlying theme that only families with wealth need financial advisors; I’m talking real financial advisors–fiduciaries, not salespeople disguised as financial advisors. No financial advisor will admit to this, and they don’t have to, just look at the way the majority of financial advisory firms are structured–an annual management fee based on the…

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Mixtapes

Weekly Mixtape for April 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. I’m getting this out a little later than normal today, so I’ll be keeping the intro short. Straight to business this week…. First, if you enjoy my weekly mixtape, then you will love what Tadas…

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