The thirteenth episode of All About Your Benjamins The Podcast is also the first episode in a new series I’m calling Live Longer and Prosper. LLAP is an experiment to find how to incorporate health and wellness into financial planning by examining different ways to improve our health. As I mention in the podcast introduction, we spend so much time focusing…
In the twelfth episode of All About Your Benjamins The Podcast I’m joined by President of Sherman Wealth Management, Brad Sherman. Like so many of my guests, Brad and I originally connected via Twitter. What started out as a simple retweet led to a brief exchange on Twitter and then to this episode. Brad and I discuss the Department of…
On the eleventh episode of All About Your Benjamins The Podcast I’m joined by CEO and Co-Founder of Berknell Financial Group, Dasarte Yarnway. Not only is Dasarte a CEO at the age of 26, but he is also a published author with his new book Young Money–making me feel like an underachiever at the age of 36! In Young Money…
The tenth episode of All About Your Benjamins The Podcast welcomes yet another member of the Newfound Research crew. I’m joined by Nathan Faber, Vice President of Investment Strategies, to discuss a paper he recently wrote comparing a dollar-cost averaging strategy with a lump sum investment strategy. You might be surprised to learn which strategy the research suggests is optimal.…
The ninth episode of All About Your Benjamins The Podcast is a special one–in this episode, I’m joined by Corey Hoffstein, co-founder and CIO of Newfound Research. I’ve followed Corey for a few years now and have had the opportunity to talk with him on a number of occasions, so when he agreed to come on the podcast I was…
In the eighth episode of All About Your Benjamins The Podcast, I get the opportunity to talk with Leanna Haakons, the founder of Black Hawk Financial. Leanna has taken her experience consulting with various investment companies to helping wealth management firms communicate better with their clients. In addition to helping firms educate their clients, Leanna has also written her own educational book,…
In the seventh episode of All About Your Benjamins The Podcast I’m joined by Tim Mullooly, one the fearsome foursome at Mullooly Asset Management. Tim works alongside his father Tom and his brothers Brendan and Casey–you’ll be hearing more from the Mullooly clan in the future. I recently was a guest on Tim’s podcast, Living With Money, and I asked…
The sixth episode of All About Your Benjamins The Podcast is a special edition, and I’m joined by my friend Andrew Thrasher to discuss the recent volatility in the market and what that means to the average investor. We’ll discuss what volatility and the VIX are, how he uses it in his job, how the average investor should react to…
In the fifth episode of All About Your Benjamins The Podcast I am joined by Bennett Grove, founder of Fire Dawg Cleaning Services and Fire Dawg Junk Removal. Bennett is a friend from my days at Franklin College and in full disclosure, he is also a client of my firm. I asked Bennett to join me to discuss a book…
In the fourth episode of All About Your Benjamins The Podcast I am joined by an extra-special guest, my wife, Angela Castelli. Ang and I have a candid conversation about the importance of communication within a relationship when it comes to household finances. We’ll discuss why communication is the foundation to successfully managing finances, the topics to discuss, and some…