Your Optimal Personal Economy PODCAST

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15Episodes

Your Optimal Personal Economy (YOPE) is not solely based on your investment rate of return. It’s your ability to protect, save, grow, distribute, enjoy and transfer. It’s your ability along the journey to seek fulfillment in all domains of life, not just money.

Archived Episodes

For more YOPE content, check out our archived podcasts on the Your Optimal Personal Economy YouTube Channel!

Disclosure

Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

All investments and investment strategies contain risk and may lose value. No financial strategy can ensure peace of mind, assure profit, or guarantee against loss.

All investments and investment strategies contain risk and may lose value.

Episode 83 — Reflecting on 2020 — With Aric Johnson

January 6, 2021

Although 2020 was a shared, global experience, many people across the world experienced things differently. How has 2020 been for you?

In this episode, Justin Bennett is joined by Aric Johnson, a marketing consultant who works with a number of financial professionals all over the country. Together, Justin and Aric go back in time to revisit, recap and reflect on the year 2020 to gain a better understanding of our behaviors during this unprecedented time.

In this episode, you’ll learn:

The top three questions clients have asked during this unprecedented time
How to stay positive and build a strong mentality in knowing you can't control various aspects of life
How to understand the application in decision making
And more!

Join us as we take a step back and reflect into our journey together in the year of 2020.

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

2020-113010

Exp 12/2022

Disclosure

Justin Bennett is a Registered Representative of Park Avenue Securities LLC PAS. OSJ: 1150 Raritan road, Suite 201 Cranford New Jersey 07016 (908) 709-0020. Securities products are offered through PAs, member of FINRA SIPC. Financial representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Bennett Financial group, LLC is not an affiliate or a subsidiary of Guardian or PAS.

Policy benefits are reduced by any outstanding loans and loan interest. Dividends, if any, are affected by policy loans and loan interest. If the policy lapses, or is surrendered, any loans considered gain in the policy may be subject to ordinary income taxes. If the policy is a Modified Endowment Contract (MEC), loans are treated like withdrawals, but as gain first, subject to ordinary income taxes. If the policy owner is under 59 ½, any taxable distribution from the policy may also be subject to a 10% federal tax penalty.

Your Optimal Personal Economy PODCAST

Your Optimal Personal Economy PODCAST

Archived Episodes

Disclosure

Episode 83 — Reflecting on 2020 — With Aric Johnson

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