Whiteboard Series

Whiteboard Series: Wealthy vs. Rich

The whole squad is back again for the first Whiteboard Series Video in the new office. In this episode, we are taking a different approach–instead of just defining a financial planning term, we’re discussing a topic that has been of great interest to me as of late; I’ve been asking every podcast guest about this and my most recent podcast…

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All About Your Benjamins The Podcast

Cryptoassets with Tyrone Ross, Jr.(016)

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…

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Financial Planning, Insurance

The Reddit Insurance Fiasco

Infuriating. Insurance salesperson poses as a “financial advisor”, gives a “plan”, uses it to sell unwanted product. THIS is why we need a fiduciary standard. “r/personalfinance – My husband and I are idiots. We’ve been bamboozled by a financial advisor.” https://t.co/5dhE6lNfkg — MichaelKitces (@MichaelKitces) June 3, 2018 Earlier this week Michael Kitces shared a Reddit thread highlighting a couple who…

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Mixtapes

Weekly Mixtape For May 26th, 2018

Week In Review Articles: The Wall Street Journal: Russia, Saudi Arabia Near Deal to Lift Output, Giving Moscow New Sway The Wall Street Journal: Trump Revives Hopes of North Korea Summit The Wall Street Journal: Gina Haspel Sworn In as CIA Director The Wall Street Journal: New York Stock Exchange to Have First Female Leader in 226-Year History Mixtape: Pragmatic Capitalism:…

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All About Your Benjamins The Podcast

Listener Questions (015)

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…

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Bigger Picture

Ben Bergeron Shares 10 Habits To Drop

Ben Bergeron is one of the most successful coaches in CrossFit; he’s coached his athletes to six CrossFit Games championships, along many more making the Games as competitors. In addition to coaching top-level athletes, Ben started and runs CrossFit New England, provides programming through his CompTrain and CompTrain Masters websites, has written a book, and hosts a podcast, which is…

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Whiteboard Series

Whiteboard Series: Disability Insurance

My whole squad, well everyone but Mom, joined me over the weekend a new Whiteboard Series Video. Insurance is no one’s favorite subject, except for insurance salespeople, and in this week’s Whiteboard Series Video we quickly cover the importance of disability insurance. This is not the first time disability insurance has been covered on the blog, and it probably won’t…

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Mixtapes

Weekly Mixtape For May 19th, 2018

Week In Review Articles: The Wall Street Journal: Gambling Firms Race To Expand After Limits Are Lifted On Sports Betting The Wall Street Journal: Small Caps Set New Highs, Outpacing Their Multinational Peers   Mixtape: The Reformed Broker: Three Uncelebrated Edges “But the advisor’s job is not to enter the clients’ accounts into a performance derby and race against all other…

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Cryptoassets, Investing, Millennials

Diversify Those Crypto Gains

For most retail investors the hype around cryptocurrencies appears to have calmed down, which shouldn’t come as a surprise given how many caught FOMO and bought when Bitcoin was at $19,000. But, the 4th annual Consensus Blockchain Technology Summit, which kicked off Monday, tells a different story. For the individuals working in cryptocurrencies and Blockchain, the excitement hasn’t died down–it’s…

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Mixtapes

Weekly Mixtape For May 12th, 2018

(Next week I’ll use my camera instead of iPhone so the video is full screen–lesson learned!!) Week In Review Articles: Wall Street Journal: U.S. Consumer Sentiment Held Steady In Early May Wall Street Journal: Trump Withdrawals U.S. From Iran Accord Wall Street Journal: Pension Funds Still Making Promises They Probably Can’t Keep Mixtape: The Reformed Broker: You Are What You…

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