Many Millennials are entering a stage in their lives where proper financial planning will make a huge impact on their futures. The trouble is, for so long financial advisors didn’t want to work with young professionals, which led to a group of individuals believing they don’t need or aren’t ready for financial planning. Fortunately, there is a growing force of…
Unless you’re a CPA, you probably don’t like to think about taxes, but after listening to this episode with Bill Sweet, you just might. Bill is the CFO and resident tax expert at Ritholtz Wealth Management, one of the fastest growing RIA’s in the country, and he is the perfect guest to make taxes interesting. I asked Bill to join…
Gaming and esports are quietly becoming a multi-billion dollar industry, and it’s not just the game and device makers profiting. Gamers and e-athletes are receiving college scholarships, endorsements, and surprising incomes for playing their favorite video games. Blake Street, a founding partner and Chief Investment Officer for Warren Street Wealth Advisors, is not only a financial advisor but a gamer himself. I asked…
In America, we tend to take the economic and personal freedoms we have for granted; not all countries allow for basic human rights like property ownership, equal rights for women, banking rights, and more. In this episode, I am joined by Perth Tolle, the founder of Life and Liberty Indexes to discuss the index she has created which allows investors…
Wouldn’t it be great if your investment dollars were able to impact the way the world’s largest companies conduct business? Thanks to Socially Responsible Investing (SRI), investors have the ability to invest in companies meeting a variety of different screens in an attempt to do just that. One of the most popular themes of SRI is ESG investing, which places…
The eighteenth episode of All About Your Benjamins The Podcast is a special project I came up with shortly before heading to California for the Evidence-Based Investing Conference (EBI); this special project consisted of asking some of my friends from FinTwit (Finance Twitter), along with some of the individuals I look up to the most, one question and one question only.…
On the seventeenth episode of All About Your Benjamins The Podcast I’m joined by Brian Portnoy, Director of Investment Education for Virtus Investment Partners. In addition to his role with Virtus, Brian is also an esteemed author, and I asked him to join me to discuss his newest book, The Geometry Of Wealth. As you will hear me mention in the…
Disclaimer: Before you listen, please remember this conversation is for informational and educational purposes only. The cryptoassets discussed with Tyrone are not recommendations; it is imperative you consult a financial advisor to determine how and if cryptoassets fit into your overall financial plan. On the sixteenth episode of All About Your Benjamins The Podcast, I’m joined by Tyrone Ross Jr., a managing…
On the fifteenth episode of All About Your Benjamins The Podcast you’re stuck with just me! Before you decide to skip this episode, I’m answering some great questions from listeners, and I’m hoping to be able to do this periodically as more questions come in…send them to me at contact @ allaboutyour benjamins dot com or on Twitter, @Jus10Castelli. In the first…
On the fourteenth episode of All About Your Benjamins The Podcast I’m joined by my friend Brendan Mullooly, CFP® of Mullooly Asset Management. In one of my first podcast episodes, I mentioned one of my goals was to have other financial advisors that were early in their careers on before they become big names in the profession–Brendan, along with his…