Ranked #1
Ashby Daniels, CFP®: The Retirement Field Guide
Ashby Daniels, CFP®: The Retirement Field Guide
Audience: Clients and Financial AdvisorsThere are numerous factors to consider when it comes to retirement planning, and... Read more
16 Jul 2019
•
57mins
Ranked #2
George Kinder: Life Planning And A Golden Civilization
George Kinder: Life Planning And A Golden Civilization
George Kinder is the father of the Life Planning movement, a unique approach to financial planning, and author of one of... Read more
13 Jun 2019
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54mins
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Ranked #3
Kyle Van Pelt: FinTech, The Future Of Financial Advice, and Iron Man
Kyle Van Pelt: FinTech, The Future Of Financial Advice, and Iron Man
(041) I knew when Kyle offered to fly out to Fishers to see me we would have a day filled with great conversation and re... Read more
6 May 2019
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36mins
Ranked #4
Frazer Rice: Financial Education For All Net Worths
Frazer Rice: Financial Education For All Net Worths
Episode 38: Establishing a solid financial foundation starts in the home; most people develop their money habits, good o... Read more
18 Feb 2019
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1hr 7mins
Ranked #5
Chris Haigh, CFP®: Student Loans And Home Ownership
Chris Haigh, CFP®: Student Loans And Home Ownership
Episode 40: It seems as if the American Dreams of a college education and home ownership have put many individuals, part... Read more
2 Apr 2019
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45mins
Ranked #6
Getting Comfortable With Being Uncomfortable With Mike Philbrick (032)
Getting Comfortable With Being Uncomfortable With Mike Philbrick (032)
There is overwhelming evidence suggesting diversification provides a tremendous "free" benefit for investors. Yet despit... Read more
20 Nov 2018
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52mins
Ranked #7
Genti Cici, CFP®, CAIA, MBA: StandUp For Financial Literacy
Genti Cici, CFP®, CAIA, MBA: StandUp For Financial Literacy
The lack of financial literacy in America is a well documented issue, and while many financial advisors discuss the stat... Read more
22 Oct 2019
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1hr 4mins
Ranked #8
Nina O’Neal: Advanced Planning For Entrepreneurs And Business Owners
Nina O’Neal: Advanced Planning For Entrepreneurs And Business Owners
Episode 39: In the last year I've begun to work with more entrepreneurs and have begun learning new planning strategies ... Read more
12 Mar 2019
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55mins
Ranked #9
A RAD Conversation With Khe Hy (036)
A RAD Conversation With Khe Hy (036)
I'll keep this introduction short; Khe Hy has been someone I've been following for almost two years now--I first heard h... Read more
5 Feb 2019
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1hr 11mins
Ranked #10
Meeting Of The Minds At Dana Point Podcast
Meeting Of The Minds At Dana Point Podcast
At the IMN Global Indexing and ETF conference in Dana Point, a group of talented financial professionals got together in... Read more
2 Jul 2019
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1hr
Ranked #11
Money, Marriage and Communication with Angela Castelli (004)
Money, Marriage and Communication with Angela Castelli (004)
In the fourth episode of All About Your Benjamins The Podcast I am joined by an extra-special guest, my wife, Angela Cas... Read more
6 Feb 2018
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52mins
Ranked #12
Meeting Of The Minds II: Wealth/Stack Podcast
Meeting Of The Minds II: Wealth/Stack Podcast
The Meeting Of The Minds in Dana Point was one of my favorite videos I've recorded this year. After getting such a warm ... Read more
18 Sep 2019
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46mins
Ranked #13
The Behavioral Investor With Dr. Daniel Crosby (027)
The Behavioral Investor With Dr. Daniel Crosby (027)
Behavioral finance, the field of understanding why we make the decisions we do with money, is not a new topic for this p... Read more
16 Oct 2018
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49mins
Ranked #14
Project One Question: Wealth/Stack 2019
Project One Question: Wealth/Stack 2019
Wealth/Stack has been well covered--I did my own summary here, so there's no need for me to revisit how great the confer... Read more
27 Sep 2019
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16mins
Ranked #15
First Diversification, Now Optimization With Mike Philbrick (033)
First Diversification, Now Optimization With Mike Philbrick (033)
In the last episode, we discussed the importance of diversification and now we build upon it and discuss how to optimize... Read more
21 Nov 2018
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44mins
Ranked #16
Sector Bias In Portfolios With Lawrence Hamtil (035)
Sector Bias In Portfolios With Lawrence Hamtil (035)
We've covered various behavior biases impacting investors' portfolios, and in this episode, we will explore a new one...... Read more
29 Jan 2019
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57mins
Ranked #17
Rundown: Risk Tolerance
Rundown: Risk Tolerance
It only makes sense that today's Rundown deals with risk tolerance--I am at the Riskalyze Fearless Investing Summit, aft... Read more
3 Oct 2019
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3mins
Ranked #18
Rundown: Invest In Your Health
Rundown: Invest In Your Health
Eventually, I'd like to find a way to incorporate wellness and health into my financial planning process--I haven't figu... Read more
27 Sep 2019
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4mins
Ranked #19
An Introduction To Jamie Catherwood (030)
An Introduction To Jamie Catherwood (030)
At some point this summer I noticed a new and very active member in the FinTwit community; he was reaching out to all of... Read more
6 Nov 2018
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45mins
Ranked #20
Rundown: Flexibility
Rundown: Flexibility
Life never goes as planned; sometimes it's for the better and sometimes it not. Being flexible is important to handle li... Read more
8 Oct 2019
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3mins