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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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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