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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All About Your Benjamins The Podcast

George Kinder: Life Planning And A Golden Civilization

George Kinder is the father of the Life Planning movement, a unique approach to financial planning, and author of one of my favorite planning books, The Seven Stages Of Money Maturity; he also recently released another book that expands on the life planning concept called A Golden Civilization And The Map Of Mindfulness, which we discuss later in our conversation.…

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All About Your Benjamins The Podcast

Chris Haigh, CFP®: Student Loans And Home Ownership

Episode 40: It seems as if the American Dreams of a college education and home ownership have put many individuals, particularly Millennials, in financial distress. Financial advisors are not immune from the same financial constraints we help our clients with, and in a couple of honest blog posts, Chris Haigh, CFP® shared his experience and anger with the student loan machine.…

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All About Your Benjamins The Podcast

Frazer Rice: Financial Education For All Net Worths

Episode 38: Establishing a solid financial foundation starts in the home; most people develop their money habits, good or bad, from their parents. While it’s not the case for everyone, most carry on the same behaviors witnessed when while growing up which means it is important for parents to show good money habits, but also teach them to their children. My…

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All About Your Benjamins The Podcast

Sector Bias In Portfolios With Lawrence Hamtil (035)

We’ve covered various behavior biases impacting investors’ portfolios, and in this episode, we will explore a new one…one you’ve probably never thought about–sector bias. Lawrence Hamtil, a principal with Fortune Financial Advisors, is one of FinTwit’s top investment researchers and writers, and he has written extensively on this topic. I love having guests who challenge my views on investing and portfolio…

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