Episode 18 - People Want Safety

February 2, 2018

Our brains are hardwired for safety. Every day we follow routines to keep ourselves and our families safe. We lock our doors, we look both ways before crossing streets, we wear seatbelts. When it comes to protecting your finances, why are people less likely to act safely?

In this episode, I discuss the safety paradox and why I think people are willing to put their financial security at risk.

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Episode 17 - How to Embrace Accountability

February 2, 2018

When it comes to your finances, do you embrace accountability? What does it mean to take an accountable approach to your planning? With accountability comes discipline-- and when you combine them together, you are on your way to Your Optimal Personal Economy.  

Learn more about how to embrace accountability to meet your short-term and long term goals in this podcast:

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Episode 16 - Everything is Different Now

January 18, 2018

In this episode Justin shares how the financial planning approach has changed over the years. The approaches that were taken for the previous generation no longer work the same as they do for those who are now planning and approaching retirement years. We are in a totally different time now and the planning approach, mindset and expectations are dramatically different than those of the previous generation.

Learn more about the new paradigm of Lifetime Financial Discipline in this podcast with Justin Bennett

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Episode 15 - Do You Prefer the Same or Less

January 18, 2018

What if you were no longer generating an income due to a temporary, unplanned life event? How much money do you have to temporarily support your lifestyle and expenses? In this episode, Justin discusses whether or not it’s beneficial to use your bank account balance or retirement account balance to provide income during that temporary, unplanned life event. 

Learn more in this podcast with Justin Bennett.

 

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Expiration 1/20

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Episode 14 - What You Need to Know About Gross Rate of Return vs. Net Rate of Return

January 8, 2018

In today's society many people have a micro-perspective on their accounts. In other words, they look at their retirement and non-retirement accounts, do some quick calculations to determine what the rate of return might be, and then move on. But we need to take all of our investments into account and understand the difference between gross rate of return vs. the net rate of return to reach your optimal personal economy.

Justin breaks down the differences between between gross rate of return vs. net rate of return in this episode:

 

 

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Expiration 12/19

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Episode 13 - Unconventional Coordination

January 8, 2018

When it comes to your finances, it is important to ensure that all of the professionals in your life are looking out for your best interest.  Whether you’re saving for your children's education or refinancing your home, when you work with the right professionals, they can help coordinate conversations with other professionals to get to the bottom of what’s important to you!

 

Learn more about unconventional coordination with Justin Bennett in this podcast.

 

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Expiration 12/19

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Episode 12 - What Is Your Approach to Planning Now?

January 3, 2018

We live in a fast-paced world. Sometimes we end up checking off our boxes as go, rather than planning ahead. When it comes to managing our finances, we fall into a habit of acting reactively rather than proactively. In this podcast, I’m sharing a different approach to financial planning that involves what I call, “lifetime financial discipline.”

 

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Expiration Date - 12/19

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Episode 11 - What I Learned From Summiting 29,029 Feet

December 19, 2017

When Justin Bennett was challenged to travel from Stratton, Vermont to Summit Street in Vermont 17 times which is the equivalent of 29,029 feet which is the same height of Mount Everest, Justin accepted the challenge and began his journey. Not knowing what to expect other than it was going to be really difficult, he quickly learned it would be one of the toughest things he has ever done in his life.

Learn more about Justin’s summiting trip and what he learned along the way in this podcast

 

 

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Episode 10 - 7 Reasons to Work with a Professional

November 17, 2017

When tackling finances or their personal economy, people often try to do it on their own or they are unsure about working with a professional. These reasons can help you understand the advantages of working with a professional. A professional is someone that has expertise and knowledge in a certain craft. A professional in planning focuses on a macroeconomic view. However, in planning, it’s important to have someone help you understand your overall personal economy, create a customized plan and help you integrate your plan into your life.

Learn more about the 7 reasons to work with a professional in this podcast:

 

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Episode 9 - What is YOPE

November 17, 2017

Your Personal Economy is about focusing on what’s important in your world versus what’s going on or important to the world outside. It’s a mindset and a philosophy – to make decisions on what matters most. It measures what matters most to you including: family, home, health, wellness, dreams, goals, legacy, giving, and more. It only works when developed into a plan of action followed up by a discipline to implement and stay within this mindset.

 

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