Episode 30 - How Discipline Can Bring You Freedom

August 15, 2018

The more discipline you have, the more opportunities you’re bound to create.

In today’s episode, Justin Bennett talks about that powerful correlation between discipline and freedom. This is a connection that Justin has experienced in his own life. By practicing discipline, he has learned to stay focused on creating the life he wants to live.

Justin also shares the questions that he and his team ask clients. These questions are designed to help clients pinpoint what exactly they want in their lives. His team’s ultimate goal is to help clients live a way that brings them excitement, joy, and happiness.

Listen now as Justin explains how thinking about what you want in life and how you can get there, can ultimately result in more freedom and opportunities.

 

RESOURCES:
Bennett Financial Group - Website | Bennett Financial Group Facebook Page

 

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Expiration 8/2020

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Episode 29 - Is DIY Financial Planning Right for You?

August 2, 2018

Do-it-yourself (DIY) is a trend that many consumers have adopted in many different areas. The platforms used for this DIY approach consist of (and are not limited to) Pinterest YouTube, Google, etc. After doing some “research”, you can self-categorize yourself as an “expert” in anything. Of course that comes with absolutely no experience and/or root knowledge.

So....Is DIY the best approach for your financial planning?

In today’s episode, Justin Bennett explains why many people take financial planning into their own hands. Justin also explores the risks associated with DIY and then the benefits of working with a professional.

Tune in now to find out if working with a professional or taking the DIY approach is right for you.

 

Resources:

Bennett Financial Group

 

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Expiration 7/2020

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Episode 28 - Why You Should Consider a Reverse Pension Max.

July 24, 2018

There is a conversation you should have with your financial planner as early as possible—not as close to retirement as possible.

This essential conversation is about the reverse pension max.

In this episode, Justin Bennett explores different pension options for married couples. But he takes it a step further by discussing overlooked scenarios that could greatly impact payouts down the road. For instance, Justin explains the potential outcomes for couples who choose a joint and survivor pension. If the non-pension spouse passes away first, how much income will the surviving spouse be left with? Would it have been better to do a reverse pension max.?

These are complex questions, but Justin has a way of bringing simplicity to these conversations. Tune in and learn more about the reverse. pension max.

Resources:

Bennett Financial

 

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Episode 27 - Why Do You Care How Much Money I Make?

July 10, 2018

Do you ever wonder how much money your financial planner earns?

If so, you’re not alone. But why do people want to know?

In this episode, Justin Bennett touches a topic that most planners won’t go near. He explores why people ask this question and why it seems to be socially acceptable. Justin also presents a new way of defining value in the financial service industry.

Of course, Justin also explains how he handles this challenging question. Don’t miss out on this daring episode!

Resources:

Bennett Financial

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Episode 26 - Do You Understand Time Value of Money?

July 4, 2018

Today, Matt Halloran and Justin Bennett discuss an important economic concept called time value of money. Time value of money refers to the highest net rate of return available to an individual, family, or business. Whenever you spend a dollar somewhere, you’ve relinquished not only that dollar, but any interest it would have earned going forward. In other words, time value of money represents an opportunity cost when money is spent today instead of saved for tomorrow.

Tune in and learn why it’s important to consider time value of money as you make important financial decisions.

Bennett Financial’s Website

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Episode 25 - What You Need to Know About Monte Carlo Simulations

June 20, 2018

 

Can the past predict the future? Matt Halloran and Justin Bennett are exploring this question in their conversation about Monte Carlo simulation.

In this episode, Justin explains how this financial forecasting tool fits into a comprehensive planning process. Justin also outlines the limitations of Monte Carlo simulations and shares what he believes might be our best overall predictors of success.

Tune in and learn how Justin uses Monte Carlo simulations to help his clients optimize their personal economy.

Bennett Financial’s Website:

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Episode 24 - Have You Considered This Retirement Risk?

May 16, 2018

Have you ever heard of the longevity risk?

Today, Justin Bennett discusses a vital consideration that people tend to overlook as they plan for retirement. With advancements in science and technology, we’re more likely than ever to live longer, healthier lives. This is good news. . . But, is your money going to last?

Learn all about longevity risk in this latest episode! 2018-58986 Expiration 4/2020

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Episode 23 - How to Prepare Mentally and Emotionally for Your Retirement

May 1, 2018

Most of us plan on retiring. However, the gravity of our decision may not set in until retirement is only a month away. Then, the idea of making that big announcement to family, friends, and colleagues can feel daunting.

Today, Justin Bennett discusses the emotional and psychological experience of preparing for retirement. Get inspired to speak your decision into existence and get excited for this next phase of your life.

Listen in and find out how you can strengthen your retirement mindset!

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Expiration 4/2020

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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.

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Expiration 4/2020

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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

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