Your Optimal Personal Economy PODCAST
Episode 49 - Why Comprehensive Planning Is More Important Than You Think

Episode 49 - Why Comprehensive Planning Is More Important Than You Think

June 12, 2019

Are you working with a team that takes a comprehensive and empathetic approach to planning?

Today, Justin Bennett highlights what exactly the planning process looks like when it encompasses all areas of your personal financial economy. Justin’s focus on enhancing empathy and building meaningful client relationships is sure to change how you feel about the planning process.

In this episode, you’ll learn:

  • How working with a comprehensive planning firm differs from working with a professional who focuses on one particular area
  • Why Justin Bennett chose to build a comprehensive planning practice
  • What it means for the Bennett Financial team to operate with an “all-in” approach
  • Why they call their planning process a lifetime financial discipline
  • And more!

Tune in now to discover why comprehensive planning is more important than you may have thought!

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

 

Episode 48 - Illustration Warfare

Episode 48 - Illustration Warfare

May 17, 2019

The marketplace uses permanent life insurance illustrations with various types of life insurance to make them look promising....but are they realistic?

Today, Justin Bennett breaks down how illustration warfare shapes people’s expectations and why illustrations vary from one type of insurance to the next. Justin also discusses what to consider about indexed universal life insurance projections, and how his team helps clients make informed decisions when choosing life insurance products.

In this episode, you’ll learn:

  • How illustrations are used when presenting different life insurance solutions to potential clients
  • What to keep in mind when you see an inflated projection on an illustration
  • Which type of life insurance offers the least amount of risk
  • What to consider about the future of indexed universal life insurance projections
  • What questions the Bennett Financial team asks clients to help them make informed decisions about life insurance
  • And more!

Tune in now to discover a new way of thinking about permanent life insurance illustrations.

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

Episode 47 - Is Your Planner Providing You With Good Thinking?

Episode 47 - Is Your Planner Providing You With Good Thinking?

May 1, 2019

Justin Bennett strongly believes in the value of prompting clients to stop and think about things in a way they previously did not.

Without realizing it, you may be conditioned to think about an aspect of your life in a one-dimensional way, when there are actually several dimensions. In today’s episode,

Justin explains how he and his team ask questions that provide good thinking to clients.

In this episode, you’ll learn:

- How Justin Bennett defines “good thinking”
- Why using Google to research your planning options is a losing game
- Examples of how Bennett Financial provides good thinking, which shifts clients away from a conventional mindset
- How to determine if your planner is providing you with good thinking 
- And more!

Tune in now to learn how good thinking can completely change your planning mindset!

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

Episode 46 - Are You Playing in the Gap?

Episode 46 - Are You Playing in the Gap?

April 10, 2019

High performing professionals often find themselves playing within the gap.

Are you one of them?

In today’s episode, Justin Bennett explains why high performers, like business owners, tend to be in the gap; why it’s actually a positive place to be; and how to navigate this space.

In this episode, you’ll learn:

  • The characteristics of high performers
  • What it means to play in the gap
  • Why being in this mental space keeps high performers accountable
  • How to balance living in the gap with working towards your goals
  • Why a high level of self-awareness is key for navigating the gap
  • And more!

Tune in now to learn how you can make the most of the gap!

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

 

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Episode 45 - Relationship and Value - Both Are Necessary

Episode 45 - Relationship and Value - Both Are Necessary

April 8, 2019

Is your relationship with your planner providing you with the value and relationship you deserve?

Today, Justin Bennett shines a light on this question as he uncovers what it looks like to have a meaningful connection and to receive value in the client-planner relationship. Whether you’re already working with a planner or are considering working with one, this episode is a must-listen!

In this episode, you’ll learn:

  • Why relationship and value are the most critical elements in the client-planner relationship
  • Examples of how Bennett Financial deepens its client relationships
  • What a strong relationship with a financial professional looks like
  • The conversation most planners aren’t willing to have
  • And more!

Tune in now and consider whether you’re getting the relationship and value you deserve from your financial planner.

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

 

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Episode 44 - Do You Want Net Worth or Income?

Episode 44 - Do You Want Net Worth or Income?

March 13, 2019

It’s time to break away from the traditional planning perspective and offer a different perspective on how to be financially satisfied and fulfilled from a practical perspective.

In this paradigm-shifting episode, Justin Bennett uncovers a critical piece of the planning process that traditional planning leaves out of conversations — the difference between net worth versus income.

In this episode, you’ll learn:

  • Why your desire for net worth or income will depend on your stage of life
  • Why traditional planning leaves much to be desired
  • What you need in order to have net worth converted effectively into income
  • A new way to think about converting net worth into income
  • Why it’s unrealistic to say, “My net worth is X, so my retirement income will be Y”
  • And more!

Tune in now to learn a new, better way to think about income and net worth!

Resources:

Bennett Financial Group - Website | Bennett Financial Group Facebook Page

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Episode 43 - If You Are Committed to Your Craft, A Study Group Helps

Episode 43 - If You Are Committed to Your Craft, A Study Group Helps

March 4, 2019

Do you belong to a study group?

Business study groups don't seem to be common outside the financial industry however high performing professionals in any industry have so much to gain by collaborating with like- minded business folks. In today’s episode, Justin Bennett explains how he’s benefited from his study group and why he discusses them with clients.

In this episode, you’ll learn:

  • How Justin’s national study group formed, how often they meet, and what’s on their agenda.
  • Why bringing peers together can welcome collaboration and camaraderie.
  • Why Justin discusses high performing professionals should be part of a study group.
  • The far-reaching benefits that study groups can have on clients.
  • And more!

Tune in now and discover the benefits study groups can offer you!

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

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Episode 42 - If You Can Do This, You’ll Be In An Optimal Position

Episode 42 - If You Can Do This, You’ll Be In An Optimal Position

February 13, 2019

If you can spend the most amount of income on the least amount of money, you’ll be in an optimal position.

Today, Justin Bennett unpacks an under-discussed and misunderstood idea in the financial world resulting in uncovering a different approach to planning.  It’s time to rethink traditional planning and learn how to be optimal.

In this episode, you’ll learn:

  • The deep-seated flaws of traditional planning
  • An example of how Bennett Financial helps clients spend the most amount of income on the least amount of money
  • How Bennett Financial’s planning philosophy takes into consideration unplanned life events and inflation
  • And more!

Tune in now and discover how to win!

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

 

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Episode 41 - A New Way to Think About Leadership

Episode 41 - A New Way to Think About Leadership

February 2, 2019

How would you feel if your planner bossed you around, demanding that you deal with your money exactly how they want you to?

Most people don’t respond well to such a domineering approach, and Justin Bennett will be the first to say that it’s a highly ineffective way to lead clients. In today’s episode, Justin shares his team’s leadership philosophy, which is built on client empowerment and self-discovery.

In this episode, you’ll learn:

  • Why successful people favor a self-discovery approach to planning
  • What content creation has to do with leadership
  • What the most successful leaders have in common
  • What a parent-child dynamic might look like in a planning relationship
  • The most under-discussed and misunderstood concept in the planning world
  • And more!

Tune in now to discover a new way to think about leadership!

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

 

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Episode 40 - Being Present and Feeling Empathy

Episode 40 - Being Present and Feeling Empathy

January 16, 2019

What does it mean for a planner to be present?

To be present with clients is to have a high level of self-awareness and ability to demonstrate empathy, according to Justin Bennett. 

But how do these personal skills powerfully impact the planner-client relationship? Justin is here to explain with examples from Bennett Financial.

Here’s what you will learn in this episode:

  • How clients can benefit from working with planners who demonstrate presence and empathy.
  • How Bennett Financial’s co-authored approach to planning facilitates their present and empathetic approach.
  • Whether being present and having empathy are skills that can be learned.
  • Examples of how Justin and his team stay in tune with clients and offer ongoing value.

Tune in now and learn how to recognize whether your planner is being present with you!

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

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