May 8, 2020
Is your balance sheet positioned to withstand life’s curveballs, like the current COVID-19 pandemic? Do you know what financial actions to focus on right now?
In this special episode, Justin Bennett shares his recommendations for planning items to focus on so you can stay the course with your plan. Justin also discusses the features of a protection-first planning approach that is designed to get you through unplanned life events — no matter how disruptive they are or how long they last.
In this episode, you’ll learn:
- What a protection-first approach to planning looks like
- What changes to make with your level of protection if your net worth grows
- Three planning items to focus on during unexpected life events
- And more!
Tune in now to learn what to focus on to maintain a strong personal economy that can withstand unexpected events!
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
2020-99417 Exp. 4/22
May 6, 2020
In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we feel consumers should take during this time of uncertainty.
Tune in now to learn how the marketplace is being affected and what we’re doing to help clients during this tumultuous time.
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Exp: 4/2022
April 15, 2020
Are you saving your money that’s earmarked for the future in assets that are taxed differently??
In this episode, Justin Bennett explains the purpose of saving money in three silos: taxable accounts, tax-deferred accounts, and tax-free accounts. You will learn about the features of each account and why they each play a critical role in your optimal personal economy.
In this episode, you’ll learn:
- Which portion of a non-retirement investment account becomes taxable
- Examples of tax-deferred silos and how they differ from their taxable and tax-free counterparts
- How to take out 100% of your life insurance’s cash value without incurring a tax liability
- How many silos to include in your plan
- And more!
Listen now to learn about the three silos that Justin recommends for your growth money!
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
2020-95322
Exp 3/2022
April 1, 2020
Do you believe that getting a substantial raise is the only way to save more money?
Today, Justin Bennett explains why it’s possible to save more money at your current income with six common, but often overlooked, cashflow-triggering events. In this episode, Justin walks you through each event and tells you how to direct the new money onto your balance sheet.
In this episode, you’ll learn:
- How often your cashflow-triggering events might happen
- How to plan for these events and direct new money onto your balance sheet
- Which cashflow event tacks new money onto your paycheck
- Which cashflow event business owners should be aware of
- And more!
Join Justin now to learn about six cashflow-triggering events that can generate new money for you to save!
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
2020-95320 Exp. 3/22
March 18, 2020
Most people don’t have a good understanding of what financial professionals do. This lack of understanding leads them to have disjointed financial plans that can cause more stress in different domains of their lives.
In this episode, Justin Bennett helps you better understand the role of financial professionals and speaks to the importance of working with a planner who will focus on your entire financial picture. This is your walkthrough of Bennett Financial Group’s planning philosophy, which is one that sets them apart from other planners.
In this episode, you’ll learn:
- What your personal economy consists of and why all the pieces must work together
- How to know if a planner is truly a “comprehensive planner”
- Justin’s answers to these questions: “How are you different?” “How can you produce value for me, my family, and my business?”
- And more!
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Exp 2/2022
![Episode 65 - How to Borrow Capital Without Disrupting Your Plan]()
March 5, 2020
Let’s say you wanted to purchase a second property as an investment or for your family to enjoy — or both. How would you get the proper capital for a down payment without disrupting your planning?
In this episode, Justin Bennett shares the story of how he helped a long-time client with his planning resulting in him doing what he wanted to do. This conversation highlights the power of having options, and the opportunities that can come from using the cash value built up inside of a life insurance policy.
In this episode, you’ll learn:
- How this solution was efficient (e.g. making sure the client wouldn’t be subject to taxation)
- An outline of this strategy, including the numerous benefits to the client
- Why the client chose this strategy over other options for getting capital
- Whether the cash value will continue to grow within the policy in the meantime
- And more!
Tune in now to hear an example of why cash value can be an effective capital source to lean on.
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Exp 1/2022
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
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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Exp 12/2021
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
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
2019-90338
Exp 11/2021
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.
2019-90334
Exp 11/2021
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
