All About Your Benjamins™

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Live Longer And Prosper Series With Tim Hays (013) Apr 10, 2018

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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 on the financial plan and investments, but what good are all of the efforts if we are not in good enough health to enjoy it all? In this episode, I'm joined by my close friend Tim Hays and we have a very open and honest conversation about a number of topics ranging from why nutrition and fitness are so important, different ways to try and improve overall health like fasting, dietary changes, weight training, and more. We also discuss how difficult it can be to find information due to conflicting studies funded by companies with agendas. I had a lot of fun with this episode and I think Tim and I laid the foundation for a great series. You can read here to learn more about why I started this series. As with anything discussed on this podcast, nothing Tim and I discuss should be considered advice; we are not healthcare professionals and a far from experts. It's important you consult your healthcare professional before making changes to your lifestyle! It's time to start thinking beyond the number when it comes to your financial plan and to take a look at how your health can impact your financial plan both financially and physically! iTunes: All About Your Benjamins The Podcast Ep. 013 Show Notes Dr. Rhonda Patrick website Invest Like The Best Podcast with Dr. Peter Attia Dr. Peter Attia Dr. Dominic D'Agostino The Whim Hof Method Primal Swoledier The Primal Blueprint by Mark Sisson It Starts With Food by Melissa Hardwick Unconventional Medicine by Chris Kresser The Four Hour Body by Tim Ferriss Found My Fitness Podcast (Dr. Rhonda Patrick) Fed Up What The Health and Robb Wolf Rebuttal EverlyWell Food Sensitivity Test Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.

Talking Fee-Only and Fiduciary With Brad Sherman (012) Apr 03, 2018

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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 Labor's Fiduciary Ruling, what it means and looks like to be a fiduciary, fee-only planning and more. I even learn about a new workout program, called Warrior Sculpt, that piqued my interest. I really enjoyed getting to know Brad beyond Twitter, and I'm looking forward to getting a chance to hang with him in person later this month at the StocktoberFest East conference in New York City; I have a feeling this won't be his only appearance on the podcast. Be sure to check out all of Brad's social media and give him a follow. I hope you enjoy! iTunes: All About Your Benjamins The Podcast Ep. 012 Show Notes: Investment News: What Does The New CFP Standard Mean For A CFP At A Wirehouse? All About Your Benjamins: Get To Know Your Advisor Twitter: @Shermanwealth Facebook: Sherman Wealth Management Instagram: Sherman Wealth LinkedIn: Brad Sherman Sherman Wealth Management Website Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.

Mastering Your Mindset With Dasarte Yarnway (011) Mar 27, 2018

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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 Dasarte shares four actions to help readers build wealth, and I asked him to join me to discuss one particular action--Mastering Your Mindset. Most financial books cover the basics of budgeting, asset allocation, saving, etc. and all of those(and more) are covered in Young Money, but I really appreciate how Dasarte goes beyond and discusses the psychological areas tied to personal finance as well. In our time together we also discuss his childhood and how it shaped his views on money, his career as a football player at the University of California-Berkeley, how he got interested in finance and more. I think you will enjoy Dasarte and our conversation; he will definitely be someone you will hear from again on the podcast. Be sure to order a copy of his book for yourself or someone who could use a good introduction to personal finance. I hope you enjoy! iTunes: All About Your Benjamins The Podcast Ep. 011 Show Notes: Young Money by Dasarte Yarnway (Support Dasarte and grab a copy!) Twitter: @DasarteYarnway Berknell Financial Group Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.

Dollar-Cost Averaging or Lump Sum Investing With Nathan Faber (010) Mar 24, 2018

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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. We'll discuss Nathan's research, the psychological aspect of choosing one strategy over the other, and how to decide which approach is best under different circumstances. We also discuss Nathan's background as a chemical engineer, how he landed at Newfound and staying true to my roots, we also discuss intermittent fasting. I really enjoyed my time with Nathan, and I hope to have him on the show again to discuss future research papers. I hope you enjoy! iTunes: All About Your Benjamins The Podcast Ep. 010 Show Notes: Whitepaper: Should You Dollar-Cost Average? by Nathan Faber Vanguard: Dollar-Cost Averaging Just Means Taking Risk Later Twitter: @theNFaber Flirting With Models Blog Newfound Research Website James Clear: The Beginner's Guide To Intermittent Fasting Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.

Factor Investing with Corey Hoffstein (009) Feb 27, 2018

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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 extremely excited. Corey is one of the sharpest people I've met and there are a number of topics I could have discussed with him, but I settled on factor investing since it is a topic he has written about on numerous occasions. For many listeners, the concept of factor investing may be a new topic and there is no one better to introduce the topic to you than Corey. In this episode, Corey will introduce you to factor investing, how it can be used in a portfolio, and what needs to be considered if/when using factors in a portfolio. He also shares his favorite factor and a great introductory book if you are interested in learning more. There is a lot of great information in this episode, and Corey does an amazing job breaking down a complicated topic in terms we can all understand. Don't worry, despite all of the investment conversations, we still find time to talk a little fitness. Disclaimer: Although we do not discuss in great detail, Newfound Research does offer mutual funds investing in strategies we discuss in this episode. Corey's appearance and mention of his firm and mutual fund do not represent an endorsement of Newfound Research or its funds. This conversation should also not be considered a recommendation of investment strategy or funds. Consult your financial advisor if you are interested in factor investing. iTunes: All About Your Benjamins Ep. 009 Show Notes: Twitter: @choffstein Flirting With Models Blog Newfound Research Website Your Complete Guide To Factor-Based Investing by Larry Swedroe Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.

Young, Fun and Financially Free with Leanna Haakons (008) Feb 20, 2018

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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, Young, Fun and Financially Free. We spend most of our time discussing her book, particularly focusing on the areas most personal finance introductory books miss. And yes, we even manage to work in the topic of fitness in our conversation...the streak continues!! I really enjoyed getting to talk with Leanna. We covered a lot of ground and important topics for not just young professionals, but anyone looking to get a better grasp on their financial situation. I hope you enjoy! iTunes: All About Your Benjamins The Podcast Ep. 008 Show Notes: Twitter: @leannanblackhawk Instagram: @leanna_hawk Black Hawk Financial Website Young, Fun and Financially Free Book Young, Fun and Financially Free Bonus Worksheets Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.

Foundations Of Financial Planning With Tim Mullooly (007) Feb 15, 2018

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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 him to join me on AAYB to continue our conversation into a deeper discussion about the foundations of a financial plan. Many individuals are approached by "financial advisors" claiming to offer financial planning when in reality it becomes a sales pitch or only asset management. Tim and I cover the areas you should have addressed when working with a financial advisor to create your financial plan. If some of these topics are new to you, then it may be time to revisit your plan and possibly your financial advisor. It was a great conversation and I think it will be helpful to those wanting to get started on their financial planning, but not quite sure where to start. I hope you enjoy! iTunes: All About Your Benjamins The Podcast Ep. 007 Show Notes: Twitter: @TimMulloolyMAM Living With Money Podcast Mullooly Asset Management Website Blog Post: Waiting On The High Schools To Change XY Planning Network Find An Advisor Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.

Volatility And The VIX With Andrew Thrasher (006) Feb 10, 2018

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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 volatility, and cover the risks of some of the investments available dealing with volatility. There is no one more qualified to cover this topic; Andrew is the 2017 Charles H. Dow Award winner for his paper on volatility, and we're lucky to steal some of his time! I'm looking forward to having him back on for a formal conversation in the future. I hope you enjoy! iTunes: All About Your Benjamins The Podcast Ep. 006 ***DISCLAIMER: IT'S IMPORTANT TO UNDERSTAND WE ARE NOT MAKING ANY RECOMMENDATIONS REGARDING INVESTMENTS, STRATEGIES OR ANYTHING OF THAT NATURE. THIS CONVERSATION IS PURELY INFORMATIONAL AND IS INTENDED TO HELP YOU GAIN A BETTER UNDERSTANDING OF A TOPIC YOU HAVE HEARD A LOT ABOUT IN THE LAST WEEK. Show Notes: Twitter: @AndrewThrasher Blog: Andrew Thrasher 2017 Charles H. Dow Winning Paper Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.

Extreme Ownership with Bennett Grove (005) Feb 09, 2018

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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 he introduced me to, Extreme Ownership by Jocko Willink and Leif Babin. We'll discuss the book's overall message, along with focusing on a few specific principles covered by the authors. We'll also discuss how these principles can be used to improve your career, your personal life and increase your overall happiness. Yes, of course, we discuss fitness and particularly how it has effects beyond physical and aesthetic benefits. I hope you enjoy! iTunes: All About Your Benjamins The Podcast Ep. 005 Show Notes: Twitter: @DawgServices Fire Dawgs Cleaning Website Fire Dawgs Junk Removal Website Books (I am not an Amazon affiliate) Extreme Ownership by Jocko Willink and Leif Babin E-Myth Revisited by Michael Gerber Discipline Equals Freedom by Jocko Willink Ego Is The Enemy by Ryan Holliday Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.

Money, Marriage and Communication with Angela Castelli (004) Feb 06, 2018

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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 non-best practices to avoid. We'll also share some of the approaches we take toward managing our household finances to serve as a template for those looking to improve their level of communication. Finally, it wouldn't be an All About Your Benjamins The Podcast episode without a little conversation about fitness, so we'll discuss Ang's favorite CrossFit workout. Grab your spouse, partner, or significant other and join us in an important conversation for all couples. It was a lot of fun having Ang on the podcast, and I hope you enjoy! iTunes: All About Your Benjamins The Podcast Ep. 004 Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.

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