Episode 22 - Brokers Are A Thing Of The Past

April 18, 2018

While the days of using brokers are long gone, investment management remains an essential component of an overall, macroeconomic plan. Justin Bennett and his team at Bennett Financial work with various investment managers who play an integral role. Utilizing an investment manager creates a less fragmented, broker-like approach because there will be ongoing management in line with a core philosophy.

Tune into this episode and find out why Justin believes that investment management done by
investment managers offers a refreshing and proactive approach.

2018-57963
Expiration 4/2020

00:0000:00

Episode 21 - Planning Should Be Understood Over 60 Plus Years

April 12, 2018

It is common to try and perfect the 20-30 years of wealth building while growing a family and developing in a career. A traditional, successful approach may result in a sizable balance of investable assets. This traditional approach may also produce income during retirement that compromises lifestyle when looking at the income after taxes and after inflation. Thus, it is most optimal to understand how planning works for 60 plus years which consists of the wealth creation phase as well as the wealth distribution phase.

In this episode, Justin Bennett explains how the traditional approach to planning when creating
wealth may result in unintended consequences when going to create income from that wealth.

2018-57961
Expiration 4/2020

00:0000:00

Episode 20 - Life Insurance Explained Using a Historical View

March 7, 2018

In order to appreciate and understand which type of life insurance is suitable for you, it is valuable to understand the innovations and changes to the life insurance business over the past 200 years. Learn about the topic of life insurance in a different manner in which it is often discussed and marketing.  Feel great about the life insurance decision you make.

As a result of becoming educated on the different types of life insurance, you can understand what is most appropriate for you and your planning.  This episode will help you to continue to learn about Your Optimal Personal Economy.

Bennett Financial

 

2018-55996
Expiration 3/2020

00:0000:00

Episode 19 - Us vs Them

March 7, 2018

What is different about an experience with a large financial institution compared to an experience with Bennett Financial? Justin shares experiences that his clients had when they were trying to receive attention from these large institutions. Find out what caused these clients to enter into a long term, planning relationship with Bennett Financial after they encountered experiences with other firms. 

This podcast is all about understanding Bennett Financial’s personalized approach to helping clients reach their Optimal Personal Economy. Learn more in this podcast with Justin Bennett.

Bennett Financial

 

2018-55993
Expiration 3/2020

00:0000:00

Episode 18 - People Want Safety

February 2, 2018

Our brains are hardwired for safety. Every day we follow routines to keep ourselves and our families safe. We lock our doors, we look both ways before crossing streets, we wear seatbelts. When it comes to protecting your finances, why are people less likely to act safely?

In this episode, I discuss the safety paradox and why I think people are willing to put their financial security at risk.

Submission #: 2018-54106 Exp: 2/2020

Bennett Financial

00:0000:00

Episode 17 - How to Embrace Accountability

February 2, 2018

When it comes to your finances, do you embrace accountability? What does it mean to take an accountable approach to your planning? With accountability comes discipline-- and when you combine them together, you are on your way to Your Optimal Personal Economy.  

Learn more about how to embrace accountability to meet your short-term and long term goals in this podcast:

00:0000:00

Episode 16 - Everything is Different Now

January 18, 2018

In this episode Justin shares how the financial planning approach has changed over the years. The approaches that were taken for the previous generation no longer work the same as they do for those who are now planning and approaching retirement years. We are in a totally different time now and the planning approach, mindset and expectations are dramatically different than those of the previous generation.

Learn more about the new paradigm of Lifetime Financial Discipline in this podcast with Justin Bennett

2018-52871
Expiration: 1/20

00:0000:00

Episode 15 - Do You Prefer the Same or Less

January 18, 2018

What if you were no longer generating an income due to a temporary, unplanned life event? How much money do you have to temporarily support your lifestyle and expenses? In this episode, Justin discusses whether or not it’s beneficial to use your bank account balance or retirement account balance to provide income during that temporary, unplanned life event. 

Learn more in this podcast with Justin Bennett.

 

2018-52682
Expiration 1/20

00:0000:00

Episode 14 - What You Need to Know About Gross Rate of Return vs. Net Rate of Return

January 8, 2018

In today's society many people have a micro-perspective on their accounts. In other words, they look at their retirement and non-retirement accounts, do some quick calculations to determine what the rate of return might be, and then move on. But we need to take all of our investments into account and understand the difference between gross rate of return vs. the net rate of return to reach your optimal personal economy.

Justin breaks down the differences between between gross rate of return vs. net rate of return in this episode:

 

 

2017-51658
Expiration 12/19

00:0000:00

Episode 13 - Unconventional Coordination

January 8, 2018

When it comes to your finances, it is important to ensure that all of the professionals in your life are looking out for your best interest.  Whether you’re saving for your children's education or refinancing your home, when you work with the right professionals, they can help coordinate conversations with other professionals to get to the bottom of what’s important to you!

 

Learn more about unconventional coordination with Justin Bennett in this podcast.

 

2017-51632

Expiration 12/19

00:0000:00