Episode 37 - Doesn’t Everybody Want The Same Thing?

December 5, 2018

Doesn't everybody want the same thing—to have health, wealth, success and protection for their families now and for generations to come?

In Justin Bennett’s experience, most people want to leave a powerful and lasting legacy. In this episode, Justin explains how he helps clients with multi-generational planning that doesn’t compromise their lifestyle today.

In this episode, you will learn:

  • About the common objectives that most people generally have as well as some unique
  • How you can create a plan that impacts many generations to come.
  • How you can create and execute a plan without sacrificing the way you currently live.

Tune in now and discover how you can leave a powerful legacy with help from a planner!

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

Exp 11/2020


Episode 36 - What is a Selfless Approach to Planning?

November 14, 2018

Have you noticed that our society has become more ME-driven?

While many financial plans focus solely on what’s best for the client, Justin Bennett has designed a planning approach for those who are more focused on caring for those around them. This is not an approach that will resonate with everyone; it’s for people who are determined to lead selfless lives and to impact future generations.

In this episode, you’ll learn:

  • What it means to make selfless financial decisions
  • The features and goals that this selfless planning approach embodies
  • Why Bennett Financial believes in this approach to planning
  • The difference between capacity and desire—and why it matters
  • How tax-free capital can be allocated in a selfless planning approach

Tune in now and discover how a selfless planning approach can help you make an impact!

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


Episode 35: Conversations to Have Before You Exit Your Business

October 25, 2018

What is the best way to exit your business? This is a question that becomes more and more pressing for business owners as they approach their End Game.

For Justin Bennett, an early conversation about exiting is the key to achieving optimal results. In this episode, he explains his approach to helping business owners plan for successful exits.

In this episode, you’ll learn:
- The difference between an inside sale and outside sale
- How Justin addresses a common oversight among people who’ve sold their businesses
- How business owners can put themselves in the strongest possible position before exiting
- The essential conversation that Justin has with clients once they’ve exited
- Why it’s advantageous to convert a lifestyle business into an enterprise business

Tune in now to learn how you can prepare for an optimal business exit!

Expiration 10/2020


Episode 34 - Discussion with a Client: The Value of a Relationship

October 9, 2018

Often when choosing a planner, you have to take a leap of faith. Take it from Chris Russell, who was an aspiring business owner when he enlisted Justin Bennett’s help with planning approximately 10 years ago. In this episode, Justin and Chris speak candidly about their advisor-client relationship and how they’ve inspired each other.

Here’s what you will learn about in this episode:

  • What Justin and his team learned from working with a new business owner.
  • Chris’ experience with expanding his consulting business into the digital world.
  • How Chris makes the most of family time despite having a unique schedule.
  • Chris and his wife’s vision for the Caitlin Elizabeth Russell Foundation.
  • And much more.

Tune in now and learn how a long-time client has benefitted from having a paradigm-shifting planner on his side.

Bennett Financial Group - Website Bennett Financial Group Facebook Page | Checkmate StrategiesCaitlin Elizabeth Russell Foundation

Expiration 9/2020


Episode 33 - Eight Life Lessons from Running a 100-Mile Race

September 26, 2018

After running 100 miles through the Colorado Rockies, Justin Bennett walked away from the Leadville Trail 100 Run with more than a coveted belt buckle.

In this episode, Justin reflects on the race’s literal and figurative twists and turns, and he shares the eight lessons he learned along the way.

Here is a preview of Justin’s takeaways:

  • Life is a journey, enjoy the ride.
  • The mind controls the body, the body doesn’t control the mind
  • Success and legacy are not about having increases in profits every year.
  • And more!

Tune in now to hear about Justin’s race experience and the rest of his eight takeaways!

Leadville Trail 100 Run | Bennett Financial Group - Website | Bennett Financial Group Facebook Page

Expiration 9/2020


Episode 32 - Why You Should Consider Life Insurance That Doesn’t Go Away

September 13, 2018

Are you aware of the benefits that permanent life insurance could offer you and your planning?

Given the amount of misinformation out there, many people overlook this type of insurance as a suitable option.

Today, Justin Bennett takes the opportunity to outline how permanent life insurance can be used as your friend in your planning. He explains how this insurance can fit into a plan and how it can allow retirees to spend more income from their investments during retirement compared to not having the insurance during retirement. In this episode, Justin also dispels limited advice that many financial gurus dish out about “living on the interest of your investments.”

Tune in now to gain a clearer understanding of how permanent life insurance can optimize your personal economy.


Bennett Financial Group - Website | Bennett Financial Group Facebook Page


Expiration 8/2020


Episode 31 - Mindset Going Into Running 100 Miles

August 28, 2018

What if you had 30 hours to run 100 miles? If 100 miles isn’t challenging enough, consider this: what if you’re also running at elevations of 9,200 to 12,600 feet?

This is exactly what Justin Bennett set out to do.

Justin recorded this podcast just days before participating in the legendary Leadville Trail 100 Run, a 100-mile ultramarathon trail run in the Colorado Rockies.

In this special episode, Justin speaks about his training routine and how self-discipline took on a whole new meaning during the process. He also shares what he learned about seeking help in the form of a coach and pacer, and why he believes that how you are anywhere is how you are everywhere.

Tune in to find out what it takes to prepare for a 100-mile race through the most extreme conditions.


Bennett Financial Group - Website Bennett Financial Group Facebook Page


Expiration 8/2020


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.


Bennett Financial Group - Website | Bennett Financial Group Facebook Page


Expiration 8/2020


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.



Bennett Financial Group



Expiration 7/2020


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.


Bennett Financial