All About Your Benjamins The Podcast

Project One Question: XYPN Live 2018 (025)

Last month I spent three days in St. Louis at the XY Planning Network’s annual conference, XYPN Live, learning and discussing how advisors can collectively continue to move the financial planning industry forward. Most in attendance were financial advisors and most of those financial advisors were CFP® Professionals and XYPN members; however, there were non-XYPN members thinking of breaking away…

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Mixtapes

Weekly Mixtape For October 6th, 2018

Week In Review Articles: The WSJ: U.S. Unemployment Rate Falls to Lowest Level Since 1969 The WSJ: Low-Income Workers See Long-Awaited Wage Gains The WSJ: U.S. and Canada Reach Nafta Deal The WSJ: Kavanaugh in Line for High Court Confirmation The WSJ: U.S. Stocks Widen Lead Over Rest of the World The WSJ: Bond Yields Reach New Highs On Growth Outlook Mixtape: A Wealth Of Commons…

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Bigger Picture, Financial Planning

Financial Planning For Today

Every Friday I take Roman, Leo, and now Silas to breakfast at our local coffee shop (shout out to Geist Coffee); R&L get 2 donuts each (I usually get to finish between 1/2 to a whole donut), Silas gets a banana, and I get a bacon, egg and cheese sandwich with a cold brew…no deviation from the order. Every. Friday.…

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Reversion To The Mean Podcast

Reversion To The Mean Ep. 015: Momentum, Son

 iTunes Episode 15: Momentum, son Show Notes: The Wall Street Journal: Wall Street’s Marijuana Madness: ‘It’s Like the Internet in 1997’ ETF.com: Vanguard Makes ESG Debut Wealth Management: The Rise Of The Super Models Rad Reads: How Much Your Kids Will Inherit Should Impact How Hard You Work Stephen Nelson: Turning $1 Million Into $64 Million The Wall Street Journal: Domino’s Offered Free Pizza…

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Mixtapes

Weekly Mixtape For September 22nd, 2018

Week In Review Articles: The WSJ: Trump Announces New Tariffs on Chinese Imports The WSJ: It’s Not All Tech. Small Stocks Are Powering the Market Higher Mixtape: Bob Seawright: Dear Future Me “In effect, I want this article to serve as a letter to my future self and to act as a commitment device. “ The Reformed Broker: Sometimes It Would Be Better To…

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Reversion To The Mean Podcast

Reversion To The Mean Ep. 014: Front Running Millennials

iTunes Episode 014: Front Running Millennials Show Notes: Barry Ritholtz: Crimes Were Committed The Irrelevant Investor: Making Private Public A Wealth Of Common Sense: Don’t Take Asset Allocation Advice From Billionaires The WSJ: Why The 4% Retirement Rule Is Just A Starting Point Seeking Alpha: Robinhood Is Making Millions Selling Out Their Millennial Customers To High-Frequency Traders Financial Planning: Startup That Buys Small…

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Mixtapes

Weekly Mixtape For September 15th, 2018

No Week In Review Video This Week: Early Morning Soccer and Celebrating Our 12th Wedding Anniversary. Mixtape A Wealth Of Common Sense: Wage Growth vs. The Stock Market “It’s important to remember that the economic backdrop definitely plays a role in what happens in the stock market, but you can’t discount the risk appetite of investors.” Morgan Housel: Long-Term News “The Dow Jones…

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