Your Optimal Personal Economy PODCAST
Episode 64 - Are You Surrounding Yourself With Like-Minded People?

Episode 64 - Are You Surrounding Yourself With Like-Minded People?

January 17, 2020

Are you making an effort to surround yourself with like-minded people?

In this episode, Justin Bennett talks about his decision to be intentional about building friendships with people who are similar to him. Today’s conversation is one that emphasizes the benefits of finding and nurturing connections with like-minded people. 

In this episode, you’ll learn:

  • Examples of where you might meet your community of like-minded people
  • Ways to stay in touch with new friends
  • Words of advice about how to approach new friendships
  • The benefits of spending time with people who are similar to you
  • And more!

Tune in now to discover what can happen when you surround yourself with like-minded people!

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

Episode 63 - Your Personal Economy Is a Lot Like Chicken Noodle Soup

Episode 63 - Your Personal Economy Is a Lot Like Chicken Noodle Soup

December 26, 2019

Chicken noodle soup and your personal economy have a lot in common.

In this episode, Justin Bennett uncovers a different way to think about your approach to planning. Instead of making isolated decisions about the many moving parts of your financial life, Justin recommends that you view your personal economy as a whole — just like a bowl of chicken noodle soup.

In this episode, you’ll learn:

  • Why making one planning decision without considering of the other moving parts is a flawed approach
  • A common planning challenge for the average busy professional
  • Why your personal economy is a lot like chicken noodle soup
  • What approach leads to an effective and efficient personal economy
  • And more!

Tune in now to find out why your personal economy is a lot like chicken noodle soup!

 

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

Episode 62 - Why It Should Never Be Sales Over Service

Episode 62 - Why It Should Never Be Sales Over Service

December 20, 2019

Do you feel like you’re constantly being sold to by people in financial services?

Today, Justin Bennett discusses why the sales-centric ways of the financial services industry need to end. This is a candid discussion that uncovers the flaws of this industry and what Justin is doing to keep service at the forefront, even if it means being an outlier.

In this episode, you’ll learn:

  • What financial professionals overlook when they prioritize sales over service
  • How having a focus on service creates introductions
  • What could happen if the financial industry were to become service-focused
  • Why this industry has a high turnover ratio
  • And more!

Tune in now to hear an inside take on why people in financial services need to give their approach to client relationships an overhaul!

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

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Episode 61 - What Happened When I Asked My 8-Year-Old What It Means To Be “Rich”

Episode 61 - What Happened When I Asked My 8-Year-Old What It Means To Be “Rich”

December 11, 2019

At what point would you consider someone to be rich?

In this episode, Justin Bennett shares a conversation he had with his 8-year-old son about what it means to be rich, and what happened when he asked his son to use non-money identifiers to pinpoint wealth.

In this episode, you’ll learn:

- An example of how to initiate an age-appropriate conversation with kids that can help broaden their perspective on what it means to be rich

- Words of advice about giving children the freedom to form their own perspectives

- Why Justin encourages clients to think critically about their planning decisions

- And more!

Tune in now to learn how Justin’s conversation with his son about the definition of “rich” unfolded.

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Exp 11/2021

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

Episode 60 - A New Way to Talk to Your Family About Stewardship

Episode 60 - A New Way to Talk to Your Family About Stewardship

November 27, 2019

If you’re like Justin Bennett’s clients, you want your kids to not only be responsible stewards of money but to also be instrumental in passing down values for generations to come.

Today, Justin explains how he approaches values-based conversations about transferring wealth to the next generation. Listen in as Justin walks you through this important conversation, turning the typical definition of “wealth” on its head while showing you how to start talking to your family about stewardship.

In this episode, you’ll learn:

  • What tends to happen in families who don’t talk about stewardship
  • How Justin defines “wealth” and “money” and how these definitions tie into the stewardship conversation
  • What concerns people most about having these conversations with family
  • Words of advice for initiating a conversation about stewardship
  • And more!

Tune in now to discover a new way to think about stewardship conversations!

 

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Exp 11/2021

 

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

Episode 59 - Plan for the Future Now

Episode 59 - Plan for the Future Now

November 14, 2019

What if you could make a decision today that would allow you to win over your short-term and long-term planning?

In this episode, Justin Bennett emphasizes how acting early can pay off in the future. You will hear stories about the decisions that high-performing clients have made now to help them live optimally later.

In this episode, you’ll learn:

  • How a real estate investor built up cash value and protection when Justin put an intermediary step in place
  • Why people who boost their savings as their income increases won’t feel like they’re “missing” that money
  • The benefits of acting now to plan for your future
  • What the downsides are to being reactive
  • And more!

Join Justin now and discover the advantages of planning for your future now!

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

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Exp 11/2021

Episode 58 - Finding Your Flow State

Episode 58 - Finding Your Flow State

October 16, 2019

Have you ever been so completely immersed in an activity that time seemed to not exist? This experience, sometimes referred to as being “in the zone,” is also known as being in a flow state.

In this episode, Justin Bennett walks you through his own experience with being in a flow state during an extreme endurance event called 29029 Everesting out in Utah. This challenge called on participants to climb 29,029 feet — the equivalent of Mount Everest — testing every ounce of willpower along the way.

In this episode, you’ll learn:

  • About an inside perspective of the 29029 Utah challenge
  • How Justin knew he had entered a flow state
  • What it feels like to be in a flow state
  • Examples of when you may be called to overcome a dark point
  • And more!

Tune in now to hear about Justin’s experience and to consider how you can find your own state of flow!

 

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Exp 10/2021

Episode 57 - Your Firsthand Experience Matters More Than You Realize

Episode 57 - Your Firsthand Experience Matters More Than You Realize

October 7, 2019

Do you ever find yourself forming opinions based on someone else’s experience? Everyone has done this at some point. But what if you’re missing out on experiences and tools that can enrich your life, all because you’re borrowing another person’s experience?

In this episode, Justin Bennett elaborates on the incomparable value of firsthand experience and urges you to encounter the unknown for yourself. This is a rich conversation about the power of self-discovery.

In this episode, you’ll learn:

- How internalizing other people’s experiences can cause us to miss out
- How preconceived notions can affect your planning decisions
- Why self-discovery is a powerful approach to decision making
- And more!

Listen in now and learn why your firsthand experience matters more than you may realize!

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Exp 10/2021

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

Episode 56 - Considerations for Transferring vs. Assuming Risk

Episode 56 - Considerations for Transferring vs. Assuming Risk

September 18, 2019

When it comes to your investments and insurance, you can either transfer or assume the risk, but how do you know which option is best for you?

Today, Justin Bennett talks about the decision-making process between transferring versus assuming risk, and what you need to take into consideration when making your decision.

In this episode, you’ll learn:

- Why planning around risk shouldn’t be done in a vacuum

- An example of when someone would have to decide whether to assume or transfer risk

- How transferring risk also applies to investments

- How business owners can decide to assume or transfer risk with their profit

- And more

Listen now to learn more about the difference between transferring and assuming risk with

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

 

Episode 55 - Are You Changing Your Planning For The Right Reasons?

Episode 55 - Are You Changing Your Planning For The Right Reasons?

September 11, 2019

Just like humans, the market and the financial industry are constantly evolving.

How are you keeping up?

Today, Justin Bennett highlights the importance of making the right planning changes that are appropriate for the times, and what it means to make changes for the right reasons.

In this episode, you’ll learn:

  • How the marketplace is different now compared to 10 years ago
  • How Bennett Financial addresses changing times with clients
  • Examples of some of the wrong reasons to change your planning
  • The right reasons for change
  • And more!

Join Justin now for another thought-provoking episode on how your planning should be changing along with the times — as long as it’s for the right reasons.

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

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Exp 8/2021