(041) I knew when Kyle offered to fly out to Fishers to see me we would have a day filled with great conversation and record top-notch content. I had no idea the videos we’d record would be so good that I’d have to make a podcast out of them. With nearly 35 minutes of important information, I was afraid many…
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.…
Episode 39: In the last year I’ve begun to work with more entrepreneurs and have begun learning new planning strategies that while may not be a good fit for everyone, can be very impactful for business owners and other entrepreneurs. In an effort to continue to expand my horizons as a financial advisor, I met Nina O’Neal who has been…
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…
The future of financial services is very bright; there’s a lot to be excited about: The technology. Access to information. The people. And more. I’m not the only one optimistic about the future–while at the Inside ETFs conference this week I managed to grab nineteen of my friends and asked them all the same question, “When you think about the…
I’ll keep this introduction short; Khe Hy has been someone I’ve been following for almost two years now–I first heard him on Patrick O’Shaughnessy’s podcast Invest Like The Best and was captivated by his story. I’ve enjoyed his writing and podcast, Rad Awakenings, and it was a tremendous honor to have him the show. We cover a lot of ground…
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…
In January I started All About Your Benjamins The Podcast with no real expectations. I was a huge fan (and still am) of Patrick O’Shaughnessy’s Invest Like The Best and I decided I wanted to do the same thing. So, after some Google searches, multiple views of a Pat Flynn How-To video series, and some practice runs I launched the…
There is no shortage of stories of professional athletes going bankrupt or being taken advantage of by financial advisors, and my guest Amobi Okugo is determined to change those narratives. Amobi is a professional soccer player in the MLS (fun fact: he went pro after his freshman year at UCLA) and the founder of A Frugal Athlete, which is his…
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…