Your Optimal Personal Economy PODCAST
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

 

2019-73836

Exp 1/2021

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

2018-70740
Exp 11/2020

Episode 39 - Are You Focused on Growth or Income?

Episode 39 - Are You Focused on Growth or Income?

January 2, 2019

Should you take a growth-focused or an income-focused approach with your investments?

Justin Bennett has noticed that most consumers don’t understand how growth and income assets differ, let alone which one is suitable for their financial world. Today, Justin brings clarity to this subject by explaining how he helps clients determine whether to invest for growth or income.

In this episode, you’ll learn:
• What people tend to overlook when they consider investing for growth.
• The key differences between a growth asset and income asset.
• How to identify which approach is most suitable for you.
• Whether investors can take a hybrid approach.

Tune in now and learn how growth and income assets can shape your optimal personal economy!

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

2018-70733
Exp 11/2020

Episode 38 - Overweight on Your Burn Rate

Episode 38 - Overweight on Your Burn Rate

December 19, 2018

How does an individual become overweight on their burn rate?

Justin Bennett is here to answer this question—and it’s an issue that will hit home for many high
performing professionals who are steadily increasing their income. Listen in as Justin guides his co-host, Matt Halloran, through a series of questions to illustrate how Bennett Financial helps individuals discover if they are overweight on their burn rate.

In this episode you will learn:

  • What it means to be overweight on your burn rate.
  • Bennett Financial’s process to help you self-discover the status of your burn rate.
  • How you can stay on top of your burn rate without compromising your lifestyle.
  • Why being aware of your burn rate is crucial for reaching your balance.

Tune in now and learn how you can achieve balance while staying on top of your expenses.

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

2018-70726
Exp 11/2020

Episode 37 - Doesn’t Everybody Want The Same Thing?

Episode 37 - Doesn’t Everybody Want The Same Thing?

December 5, 2018

Doesn't everybody want the same thing—to have health, wealth, success and protection for their families now and for generations to come?

In Justin Bennett’s experience, most people want to leave a powerful and lasting legacy. In this episode, Justin explains how he helps clients with multi-generational planning that doesn’t compromise their lifestyle today.

In this episode, you will learn:

  • About the common objectives that most people generally have as well as some unique
    objectives.
  • How you can create a plan that impacts many generations to come.
  • How you can create and execute a plan without sacrificing the way you currently live.

Tune in now and discover how you can leave a powerful legacy with help from a planner!

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

2018-70744
Exp 11/2020

Episode 36 - What is a Selfless Approach to Planning?

Episode 36 - What is a Selfless Approach to Planning?

November 14, 2018

Have you noticed that our society has become more ME-driven?

While many financial plans focus solely on what’s best for the client, Justin Bennett has designed a planning approach for those who are more focused on caring for those around them. This is not an approach that will resonate with everyone; it’s for people who are determined to lead selfless lives and to impact future generations.

In this episode, you’ll learn:

  • What it means to make selfless financial decisions
  • The features and goals that this selfless planning approach embodies
  • Why Bennett Financial believes in this approach to planning
  • The difference between capacity and desire—and why it matters
  • How tax-free capital can be allocated in a selfless planning approach

Tune in now and discover how a selfless planning approach can help you make an impact!

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

Episode 35: Conversations to Have Before You Exit Your Business

Episode 35: Conversations to Have Before You Exit Your Business

October 25, 2018

What is the best way to exit your business? This is a question that becomes more and more pressing for business owners as they approach their End Game.

For Justin Bennett, an early conversation about exiting is the key to achieving optimal results. In this episode, he explains his approach to helping business owners plan for successful exits.

In this episode, you’ll learn:
- The difference between an inside sale and outside sale
- How Justin addresses a common oversight among people who’ve sold their businesses
- How business owners can put themselves in the strongest possible position before exiting
- The essential conversation that Justin has with clients once they’ve exited
- Why it’s advantageous to convert a lifestyle business into an enterprise business

Tune in now to learn how you can prepare for an optimal business exit!

2018-68480
Expiration 10/2020

Episode 34 - Discussion with a Client: The Value of a Relationship

Episode 34 - Discussion with a Client: The Value of a Relationship

October 9, 2018

Often when choosing a planner, you have to take a leap of faith. Take it from Chris Russell, who was an aspiring business owner when he enlisted Justin Bennett’s help with planning approximately 10 years ago. In this episode, Justin and Chris speak candidly about their advisor-client relationship and how they’ve inspired each other.

Here’s what you will learn about in this episode:

  • What Justin and his team learned from working with a new business owner.
  • Chris’ experience with expanding his consulting business into the digital world.
  • How Chris makes the most of family time despite having a unique schedule.
  • Chris and his wife’s vision for the Caitlin Elizabeth Russell Foundation.
  • And much more.

Tune in now and learn how a long-time client has benefitted from having a paradigm-shifting planner on his side.

Bennett Financial Group - Website Bennett Financial Group Facebook Page | Checkmate StrategiesCaitlin Elizabeth Russell Foundation

2018-67037
Expiration 9/2020

Episode 33 - Eight Life Lessons from Running a 100-Mile Race

Episode 33 - Eight Life Lessons from Running a 100-Mile Race

September 26, 2018

After running 100 miles through the Colorado Rockies, Justin Bennett walked away from the Leadville Trail 100 Run with more than a coveted belt buckle.

In this episode, Justin reflects on the race’s literal and figurative twists and turns, and he shares the eight lessons he learned along the way.

Here is a preview of Justin’s takeaways:

  • Life is a journey, enjoy the ride.
  • The mind controls the body, the body doesn’t control the mind
  • Success and legacy are not about having increases in profits every year.
  • And more!

Tune in now to hear about Justin’s race experience and the rest of his eight takeaways!

Leadville Trail 100 Run | Bennett Financial Group - Website | Bennett Financial Group Facebook Page

2018-67076
Expiration 9/2020

Episode 32 - Why You Should Consider Life Insurance That Doesn’t Go Away

Episode 32 - Why You Should Consider Life Insurance That Doesn’t Go Away

September 13, 2018

Are you aware of the benefits that permanent life insurance could offer you and your planning?

Given the amount of misinformation out there, many people overlook this type of insurance as a suitable option.

Today, Justin Bennett takes the opportunity to outline how permanent life insurance can be used as your friend in your planning. He explains how this insurance can fit into a plan and how it can allow retirees to spend more income from their investments during retirement compared to not having the insurance during retirement. In this episode, Justin also dispels limited advice that many financial gurus dish out about “living on the interest of your investments.”

Tune in now to gain a clearer understanding of how permanent life insurance can optimize your personal economy.

Resources:

Bennett Financial Group - Website | Bennett Financial Group Facebook Page

2018-65416

Expiration 8/2020