All About Your Benjamins The Podcast

Phil Pearlman: Building On The Experiences Of Others

It’s been said, “experience is a master teacher, even when it’s not our own.” Phil Pearlman, the Chief Community Officer at StockTwits, has experienced multiple economic cycles, market crashes and recoveries, business successes and failures, and other life events making him a master teacher we can all learn from. In this episode, we briefly touch on current market conditions and…

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All About Your Benjamins The Podcast

Jamie Hopkins: SECURE Act 101

Click Here To Listen On Apple Podcasts At the end of 2019, Congress passed and the President signed the SECURE Act which brought potential changes to your financial planning.  I’m fortunate to have been connected with Jamie Hopkins who is a retirement income expert, his Twitter account says so, and an expert in the SECURE Act. He breaks down the…

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All About Your Benjamins The Podcast

Genti Cici, CFP®, CAIA, MBA: StandUp For Financial Literacy

The lack of financial literacy in America is a well documented issue, and while many financial advisors discuss the statistics, few have built their firms to really make an impact. I briefly learned about Genti Cici’s mission at the Inside ETF’s Canada conference this summer as he and I spent about 30 minutes talking between sessions. I found out that…

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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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