Your Optimal Personal Economy PODCAST
Episode 79: Is Your Perspective Ready for the 2020 Election Outcome?

Episode 79: Is Your Perspective Ready for the 2020 Election Outcome?

October 21, 2020

No one knows what will happen in the 2020 U.S. presidential election. That's why it's critical to make sure your perspective is properly aligned.

To help you properly position your plan now and going forward, Justin Bennett uncovers how the market has historically reacted to presidential elections over the long term

In this episode, you’ll learn:

  • Whether long-term stock performance differs depending on which presidential party is in office
  • What the average annual return of U.S. stocks is during an election year
  • How much money has floated into cash during the 2020 election year –– and what questions this number poses for our economy, post-election
  • How market performance has historically differed for incumbent vs. newly elected presidents
  • What to keep in mind, from a long-term perspective, regardless of the election outcome
  • And more!

Tune in now for advice on how to properly position your plan as we prepare for the 2020 election.

 

Resources:  Bennett Financial Group: (732) 897-4096 | Bennett Financial Group Facebook Page 

Episode 78 - Be Aware of Misleading and Sensational Financial language

Episode 78 - Be Aware of Misleading and Sensational Financial language

October 10, 2020

Have you ever stumbled upon an article with a misleading headline? Has a headline ever scared or startled you?

Language has the power to move people. That’s why Justin Bennett wants to help you think critically about the words you’re exposed to, especially in the context of financial strategies.

Today, Justin discusses the prevalence of misused language when it comes to financial strategies and how educating yourself can protect you from falling into common traps.

In this episode, you’ll learn:

  • Ways that language can be misleading through the ears of a consumer
  • How words can be used out of context
  • Why you should understand the language being used before making financial decisions
  • Why negative connotation sells
  • And more!

Listen now to become more aware of financial language that’s designed to create hype!

 

Resources:  Bennett Financial Group | Bennett Financial Group Facebook Page 

 

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Episode 77: Are You Committed To Your Craft?

Episode 77: Are You Committed To Your Craft?

September 23, 2020

Do you enjoy what you do? Does it provide you with a sense of purpose and fulfillment? 

Do you enjoy what you do? Does it provide you with a sense of purpose and fulfillment?

Today, Justin Bennett highlights the value of placing a high-level of commitment into your craft using strategies like peer advisory groups. He provides an in-depth picture of his experience with cultivating his craft and shares how learning from others can help you bring value to your business.

In this episode, you’ll learn:

  • How to enhance your skills with constructive criticism
  • Ways that participating in national organizations can help you to better serve your clients
  • The benefits of attending training sessions
  • How Bennett Financial builds long-term relationships with clients
  • And more!

Tune in now to learn how Justin Bennett stays committed to his craft — and how you can, too!

Resources:  Bennett Financial Group  | Bennett Financial Group Facebook Page 


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Episode 76: 4 Planning Principles That Guide High-Income Earners

Episode 76: 4 Planning Principles That Guide High-Income Earners

September 16, 2020

High-performing professionals who earn high income levels gravitate towards four planning principles.

Today, Justin Bennett uncovers the planning moves that high income-earning professionals commonly make and benefit from. These professionals are usually at an extremely high level in their profession and may include business owners, high-level sales professionals, and high-level executive managers. This episode will take you inside Justin’s newest white paper, “How To Empower the Present Value of Future Earnings for Optimal Planning.”

In this episode, you’ll learn:

  • What qualities high-performing professionals look for in a financial professional
  • Why having 'discipline wins championships' philosophy can help you shift into a phase of life where you can have your assets produce your income
  • Why people that are earning a high income tend to love liquidity
  • Why Justin recommends starting to plan for your future today
  • And more!

Tune in now to hear the moves that high performers make to optimize their personal economy.


Resources:  
Bennett Financial Group - Website | Bennett Financial Group Facebook PageFree White Paper: How To Empower the Present Value of Future Earnings for Optimal Planning 

 

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Episode 75: Is It Time To Stop DIYing Your Financial Plan?

Episode 75: Is It Time To Stop DIYing Your Financial Plan?

September 2, 2020

Do you feel like you should be able to create and monitor your own financial plan? This is a feeling that many high-performing business owners and professional may experience.

However, is it possible that your DIY plan is only suboptimal?

Today, Justin Bennett shares the story of a new client relationship. This client is a high-income earner whose life was becoming so complex that he started to question whether he should keep calling all the shots with his finances. In this story, you will hear how Justin walked this client through an understanding of how he was feeling, helped him optimize his personal economy, and helped him feel comfortable when he was getting overwhelmed.

In this episode, you’ll learn:

  • What it takes for people to accept that it’s time to work with a professional
  • Common issues with DIY approach
  • Insights into how Justin helped this client optimize his personal economy
  • How Justin helped this client feel comfortable during their onboarding process
  • And more!

Tune in now to consider whether it’s time to stop DIYing your financial plan.

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

Episode 74: Case Study: Should I Add My Spouse to Payroll for the Social Security Benefit?

Episode 74: Case Study: Should I Add My Spouse to Payroll for the Social Security Benefit?

August 12, 2020

If you were interested in a planning strategy that involved a specialized topic, like Social Security, what lengths would your financial professional go to in order to help you make an optimal decision?

In this episode, Justin Bennett walks you through a planning case study. You will explore the case of a longtime, high-performing client and how Justin approached his question.

In this episode, you’ll learn:

  • What Justin considered when helping his client arrive at a decision
  • Justin’s philosophy on using outside professionals for expertise in specialized topics
  • And more!

Listen now to hear a case study that demonstrates what steps Bennett Financial takes to help his clients. 

Resources:    Bennett Financial Group | Bennett Financial Group Facebook Page | Justin Bennett on LinkedIn 

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Episode 73: 3 Pillars of Success for Your Personal Economy –– With David Bachstetter

Episode 73: 3 Pillars of Success for Your Personal Economy –– With David Bachstetter

July 29, 2020

Do you have a planning quarterback who is dedicated to helping you optimize your personal economy?

In this episode, Justin Bennett is joined once again by David Bachstetter to discuss how David could add value to your planning and what’s important to you, your family and your business. David additionally uncovers three pillars of success that could add value to your personal economy.

In this episode, you’ll learn:

  • The benefits of having your own planning quarterback
  • The similarities between managing risk for companies and individuals
  • Why it’s beneficial to work with a financial professional who will speak up during the process
  • Three traits retirees want their plans to have
  • And more!

Listen now to hear how David Bachstetter’s experiences in corporate finance can add value to your personal economy!

Resources:  Bennett Financial Group | Bennett Financial Group Facebook Page | Justin Bennett on LinkedIn | David Bachstetter on LinkedIn 

 

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Episode 72: A Career Change into Comprehensive Planning –– With David Bachstetter

Episode 72: A Career Change into Comprehensive Planning –– With David Bachstetter

July 15, 2020

If you felt like something was missing from your career, would you make the jump into a more fulfilling profession?

Today, Justin Bennett talks to someone who has done just this — Bennett Financial’s newest member, David Bachstetter. Together, they unpack David’s robust experience in the financial services industry and what sparked him to transition into the comprehensive planning world.

In this episode, you’ll learn:

  • Where David used to work and what he learned from his experiences
  • What critical element was missing from his career
  • What made David realize that he wanted to become a financial planner
  • Why David sought out help with his own planning
  • And more!

Listen now to meet David Bechstetter, the newest member of Bennett Financial!

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

 

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Episode 71: Let Your Investment Portfolio Do Its Job –– With Shane Rogers

Episode 71: Let Your Investment Portfolio Do Its Job –– With Shane Rogers

June 30, 2020

Did you know that investments are only one piece of an optimal plan? Having the proper planning in place will allow your investments to do their job.

In this episode, Justin Bennett is joined by Shane Rogers, the Director of Investments at Bennett Financial. Together, they discuss the pitfalls of DIY investing, the benefits of working with a financial professional, and how to let your investment portfolio do what it’s supposed to –- instead of clinging to a short-term view.

In this episode, you’ll learn:

  • How investment management has evolved over the past 20 years
  • Common opportunities that DIY investors overlook
  • Which resources are available to people who work with an investment manager
  • Why investments are only one piece of an optimal plan
  • Which planning must exist to allow your investment portfolio to do its job
  • And more!

Listen now and learn how to optimize your investments to achieve your optimal outcome!

 

Resources:  

Bennett Financial Group - Website | Bennett Financial Group Facebook Page | Video about long-term investments

 

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Episode 70: How I Overcame Dark Moments to Cross the 100-Mile-Race Finish Line

Episode 70: How I Overcame Dark Moments to Cross the 100-Mile-Race Finish Line

May 27, 2020

Have you ever considered giving up in the middle of a challenge, despite having worked tirelessly to prepare for it? You might have even started rehearsing the reasons you would give your friends and family for quitting.

 

Justin Bennett has been there, too.

 

Today, Justin talks about how he pushed himself to complete his second 100-mile race, despite having dark thoughts about tapping out. You won’t want to miss this episode, as Justin speaks candidly about his race experience and how it relates to life in general. 

 

In this episode, you’ll learn:

 

  • What it was like to run through the Antelope Canyon and Horseshoe Bend of the Colorado River
  • How Justin worked through his internal struggles during the race
  • Justin’s recommendations on how to respond to life’s unexpected events
  • And more!

 

Listen now to hear how Justin pushed through dark moments to ultimately cross the finish line.

 

Resources:  Bennett Financial Group - Website | Bennett Financial Group Facebook Page | Antelope Canyon Ultra Marathons

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