All About Your Benjamins The Podcast

First Diversification, Now Optimization With Mike Philbrick (033)

In the last episode, we discussed the importance of diversification and now we build upon it and discuss how to optimize a diversified portfolio. Just like the last episode, we cover a number of strategies and mention some companies–these should not be mistaken for recommendations. This episode is meant to be a conversation, educational, and an exploration into investing in different…

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All About Your Benjamins The Podcast

Getting Comfortable With Being Uncomfortable With Mike Philbrick (032)

There is overwhelming evidence suggesting diversification provides a tremendous “free” benefit for investors. Yet despite the evidence, many investors fail to properly diversify. Whether it be overweighting to their home country, chasing returns, or not even having an investment strategy, too many investors underperform due to succumbing to behavioral biases or ignorance. In this first of a two-episode series, I’m joined…

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All About Your Benjamins The Podcast

Private Equity And Impact Investing with Wes Lyons, CFP® (031)

Private equity is an asset class many investors know very little about. It’s limited to the wealthy– you have to be an accredited investor ($1 million in net worth, excluding primary residence or $200k single/$300k married annual income) to have access to the best managers and it tends to be illiquid, which also makes it not the best investment option…

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All About Your Benjamins The Podcast

Financial Advice and Fintech With Andres Garcia-Amaya (026)

Fintech has already made its impact on investment management, and with innovators like Andres Garcia-Amaya, it’s moving its sights toward financial planning and advice. While most Fintech companies are focusing on driving the cost of investing down, more companies are coming along looking to help individuals find a financial advisor that best fits their needs. Zoe Financial, Andres’ startup company,…

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