All About Your Benjamins™

All About Your Benjamins™ episodes:

• 07.24.2023

  The Yin And Yang Of Health And Longevity | The Next Episode

  In this episode, Terry and Justin talk about health, longevity, and the Yin and Yang of living longer and trying to do so with good health. Special guests in today's episode! https://youtu.be/E3BatdXyCb0 Listen: Apple Podcasts Spotify Disclaimer: Nothing on this blog should be considered advice,...

  
• 05.11.2023

  Becoming More Of Who You Are At Your Best | The Next Episode

  In this episode, Terry recaps the first 10 episodes of The Next Episode revisiting how they create a sort of checklist and then leads us down a discussion about recognizing when we are our best and how we can spend...

  
• 04.20.2023

  One Year In | The Next Episode

  In this episode, Terry reflects on the first year of his "Encore", aka retirement. The guys not only talk about how Terry has adjusted to his new life but also discuss some of the economic headwinds being experienced right now....

  
• 03.28.2023

  What The Hat Lady Of Hollywood Taught Us with Andrew Martz, CFP®, MBA | More Than Money

  This episode of the More Than Money Series features Andrew Martz CFP®, MBA. Andrew's chapter, What The Hat Lady Of Hollywood Taught Us can be found on page 105. Be sure to stay tuned for more episode with the authors of...

  
• 03.28.2023

  Higher Earners, Not Wealthy…Yet with Jordan Benold | More Than Money

  This episode of the More Than Money Series features Jordan Benold. Jordan's chapter, High Earners, Not Wealthy...Yet can be found on page 89 . Be sure to stay tuned for more episode with the authors of More Than Money. If you...

  
• 03.28.2023

  From Unanswered Questions To Financial Confidence with Melissa Joy, CFP®, CDFA® | More Than Money

  This episode of the More Than Money Series features Melissa Joy. Melissa's chapter, From Unanswered Questions To Financial Confidence, can be found on page 221. Be sure to stay tuned for more episode with the authors of More Than Money. If you...

  
• 03.28.2023

  Living Your Own Financial Life with Kevin Mahoney, CFP® | More Than Money

  This episode of the More Than Money Series features Kevin Mahoney. Kevin's chapter, Living Your Own Financial Life can be found on page 193 . Be sure to stay tuned for more episode with the authors of More Than Money. If you...

  
• 03.28.2023

  A Change Of Retirement Plans with Todd Bryant, CFP®, ChFC®, CLU®, AIF® | More Than Money

  This episode of the More Than Money Series features Todd Bryant. Todd's chapter, A Change Of Retirement Plans can be found on page 155. Be sure to stay tuned for more episode with the authors of More Than Money. If you haven’t...

  
• 03.23.2023

  Picking Up The (Financial) Pieces with Douglas Lynch, CPA, CFA, CFP® | More Than Money

  This episode of the More Than Money Series features Douglas Lynch. Douglas’s chapter, Picking Up The (Financial) Pieces can be found on page 71. Be sure to stay tuned for more episode with the authors of More Than Money. If you haven’t...

  
• 03.23.2023

  What Matters The Most with Steven Fox, CFP®, EA | More Than Money

  This episode of the More Than Money Series features Steven Fox. Steven’s chapter, What Matters The Most can be found on page 95. Be sure to stay tuned for more episode with the authors of More Than Money. If you haven’t purchased...

  
• 03.23.2023

  Finding A New Life Plan with Michael Baker, CFP®, CIMA®, RICP®, RMA® | More Than Money

  This episode of the More Than Money Series features Michael Baker. Michael's chapter, Finding A New Life Plan can be found on page 63. Be sure to stay tuned for more episode with the authors of More Than Money. If you haven’t...

  
• 03.23.2023

  The American Dream with Dana Menard, CFP®, EA | More Than Money

  This episode of the More Than Money Series features Dana Menard. Dana's chapter, The American Dream can be found on page 113. Be sure to stay tuned for more episode with the authors of More Than Money. If you haven’t purchased your...

  
• 03.23.2023

  Living Today Planning For Tomorrow with Elliott Appel | More Than Money

  This episode of the More Than Money Series features Elliott Appel. Elliott's chapter, Living Today Planning For Tomorrow can be found on page 205. Be sure to stay tuned for more episode with the authors of More Than Money. If you haven’t...

  
• 03.22.2023

  Save A Life with Shanna Due | More Than Money

  We kick the More Than Money Series with Shanna Due, AFC®. Shanna is not only the author of the chapter Save A Life?, which you can find on page 213 of the book but she is also the leader of...

  
• 01.15.2023

  Weekly Mixtape For January 15th, 2023

  “The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/sBUKbgxWgPc Week In Review Articles The WSJ: The Markets Are Locked in a Game of Chicken With the Fed The WSJ: U.S. Consumer Sentiment Edged Up to Nine-Month High...

  
• 12.18.2022

  Weekly Mixtape For December 18th, 2022

  “The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/2-GgDLWmjIM Week In Review Articles The WSJ: Fed Raises Rate by 0.5 Percentage Point, Signals More Increases Likely The WSJ: U.S. Inflation Eased in November, CPI Report Shows The WSJ: Stocks...

  
• 12.04.2022

  Weekly Mixtape For December 4th, 2022

  “The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/FfKqValJtfA Week In Review Articles The WSJ: November Employment Report Shows U.S. Economy Added 263,000 Jobs The WSJ: Jobs Report Keeps Federal Reserve on Track for 0.5-Point Rate Rise The WSJ:...

  
• 11.27.2022

  Weekly Mixtape For November 27th, 2022

  https://youtu.be/sbE1MqzpwBc “The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles Mindful.org: How To Practice Gratitude CNBC.com: Black Friday Online Sales Top $9 Billion In New Record The WSJ: Congress Returns To Tackle Government Funding, Same-Sex Marriage,...

  
• 10.16.2022

  Weekly Mixtape For October 16th, 2022

  “The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/BIjuR1wGoVU Week In Review Articles The WSJ: Inflation Sits at 8.2% as Core Prices Hit Four-Decade High The WSJ: Dow Closes More Than 800 Points Higher in Volatile Day The WSJ:...

  
• 10.01.2022

  Six Month Check In | The Next Episode

  It's been a little over six months since Terry joined me at RLS Wealth and officially embarked on his "encore". I thought it would be fun to turn the mic on him and ask him what he's learned so far...

  
• 09.25.2022

  Weekly Mixtape For September 25th, 2022

  “The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/sdO81L-GST8 https://twitter.com/lazettabraxton/status/1573853721137713158 Weekly Mixtape Morgan Housel: Incentives--The Most Powerful Force In The World "Stories are the only realistic solution, simplifying complex problems into a few simple sentences. And the best story...

  
• 09.18.2022

  Weekly Mixtape For September 18th, 2022

  “The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/fBiKKwg_JWQ Week In Review Articles The WSJ: FedEx Stock Tumbles After Warning on Economic Trends The WSJ: Stocks Suffer Worst Day Since June 2020 The WSJ: Mortgage Rates Top 6% for...

  
• 08.28.2022

  Weekly Mixtape For August 28th, 2022

  “The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/7JjhGyKhsv8 Week In Review Articles The WSJ: Biden’s Student Loan Forgiveness Plan to Cancel Up to $20,000 in Debt for Millions The WSJ: Powell Says Fed Must Show Resolve in...

  
• 08.21.2022

  Weekly Mixtape For August 21st, 2022

  “The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/Q5rhEOCYrJ8 Week In Review Articles The WSJ: Biden Signs Bill Aimed at Lowering Drug Costs, Boosting Renewable Energy CNBC.com: Jobless claims edge lower as Fed looks to cool labor market The...

  
• 08.14.2022

  Weekly Mixtape For August 14th, 2022

  “The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/NqrSYw17arw Week In Review Videos CNBC.com: Consumer Prices Rose 8.5% In July, Less Than Expected As Inflation Pressures Ease A Bit The WSJ: July Jobs Report: U.S. Added 528,000 New...

  
• 07.31.2022

  Weekly Mixtape For July 31st, 2022

  “The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/IHuTKVuHnvo Week In Review Articles The WSJ: Fed Lifts Rates by 0.75 Point Again The WSJ: U.S. Stocks Rise, Giving S&P; 500 Best Month Since 2020 The WSJ: Rich Americans Keep...

  
• 07.24.2022

  Weekly Mixtape For July 24th, 2022

  “The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/2oZ23DV5CIs Week In Review Articles The WSJ: Fed Officials Preparing to Lift Interest Rates by Another 0.75 Percentage Point The WSJ: There Are Signs Inflation May Have Peaked, but Can...

  
• 07.22.2022

  Cogli L’ Attimo | The Next Epsiode

  Terry and I both have "cogli l'attimo" tattooed on our foreams to remind us to seize each day. In this episode we start off by talking about making the most of each day and then head off to other topics....

  
• 07.10.2022

  Weekly Mixtape For July 10th, 2022

  “The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/JD_WfxjZVqU Week In Review Articles The WSJ: U.S. Added 372,000 Jobs In June CNBC.com: Here's Where The Jobs Are For June 2022--In One Chart The WSJ: Inflation Fears Drove Larger Fed...

  
• 06.26.2022

  Weekly Mixtape For June 26th, 2022

  “The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/dmVXymKbVbg The WSJ: Dow Jumps More Than 800 Points as Fears of Interest-Rate Hikes Subside The WSJ: Fed Chair Jerome Powell Says Higher Interest Rates Could Cause a Recession The...

  
• 06.17.2022

  More Than Planning with Ramona Maior | All About Your Benjamins The Podcast

  In a crossover episode with PRST, I talk with Ramona Maior about her path to becoming a financial advisor and how her passion (and purpose) extend to more than financial planning. Ramona’s story is remarkable and she’s really just getting started...

  
• 06.14.2022

  Meaningful Longevity | The Next Episode

  We all plan to live long lives and hopefully have an enjoyable encore season in our life. In this episode Terry leads us through a discussion about why and how we should prepare to not just live a long life...

  
• 06.05.2022

  Weekly Mixtape For June 5th, 2022

  “The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/3eRgyllLdH0 Week In Review Articles CNBC.com: Payrolls Rose 390,000 In May, Better Than Expected As Companies Keep Hiring The WSJ: May Jobs Report Keeps Fed on Track for Half-Point Interest-Rate...

  
• 05.20.2022

  Social Networking | The Next Episode

  For many transitioning to a new chapter/episode or as Terry's case, into his encore, means the social network once relied upon is gone. Finding a new social network is extremely important no matter the stage of life--as Terry shares a...

  
• 05.15.2022

  Weekly Mixtape For May 15th, 2022

  "“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/ln4yDe1h8zA Week In Review Articles The WSJ: Buffalo Supermarket Shooting Leaves at Least 10 Dead The WSJ: Stocks Trim Weekly Losses With Friday Gains The WSJ: Inflation Slipped in April, but...

  
• 05.10.2022

  Pre-Encore Planning | The Next Episode

  In this episode Terry puts Justin in the interview seat to discuss some financial planning topics and strategies for those heading into their "encore". Welcome to The Next Episode... https://youtu.be/SuGboZFXWZc Listen: Apple Podcasts Spotify Google Podcasts Disclaimer: Nothing on this blog should be considered advice, or recommendations....

  
• 05.08.2022

  Weekly Mixtape For May 8th, 2022

  "The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/RFu39u8frNg Week In Review Articles The WSJ: Fed Lifts Interest Rates by Half Point in Biggest Hike Since 2000 The WSJ: Stocks Extend Losing Streak to 5 Weeks The WSJ: The...

  
• 05.01.2022

  Weekly Mixtape For May 1st, 2022

  "The headlines that may or may not be impacting your financial plan and portfolio." https://youtu.be/oJXBLR7WrBc Week In Review Articles The WSJ: U.S. GDP Falls 1.4% as Economy Shrinks for First Time Since Early in Pandemic The WSJ: Tech Rout Drags Nasdaq to Worst Month...

  
• 04.17.2022

  Weekly Mixtape For April 17th, 2022

  "The headlines that may or may not be impacting your financial plan and portfolio." https://youtu.be/4qhk8h1Lt7A Week In Review Articles The WSJ: U.S. Inflation Accelerated to 8.5% in March, Hitting Four-Decade High The WSJ: Mortgage Rates Hit 5% for First Time Since 2011 The WSJ: Twitter...

  
• 03.31.2022

  Be A Dreamer | The Next Episode

  As you enter the next chapter in life, for Terry it's an encore career, it's important not to lose the ability to dream. In this episode, Terry and Justin discuss how a lack of courage keeps individuals from dreaming and...

  
• 03.27.2022

  Weekly Mixtape For March 27th, 2022

  https://youtu.be/dLpb44ujrJM Week In Review Articles The WSJ: Powell Says Fed Will Consider More-Aggressive Interest-Rate Increases to Reduce Inflation The WSJ: Mortgage Rates Hit Fresh Three-Year High The WSJ: U.S. Jobless Claims Fall to 187,000, Lowest Level Since 1969 The WSJ: Judge Ketanji Brown Jackson’s Supreme...

  
• 03.20.2022

  Weekly Mixtape For March 20th, 2022

  https://youtu.be/TTxEjigRESc Week In Review Articles The WSJ: Fed Raises Interest Rates for First Time Since 2018 The WSJ: Mortgage Rates Rise Above 4% for the First Time Since 2019 The WSJ: China’s Covid-19 Surge Shuts Down Plants in Manufacturing Hubs Shenzhen and Changchun The WSJ:...

  
• 03.13.2022

  Weekly Mixtape For March 13th, 2022

  https://youtu.be/hdkxomMsKCQ Week In Review Articles The WSJ: Inflation Reached 7.9% in February; Consumer Prices Are the Highest in 40 Years The WSJ: Senate Passes $1.5 Trillion Spending Bill That Includes Aid for Ukraine The WSJ: Bitcoin Price Surges on Biden’s Crypto Executive Order The WSJ:...

  
• 03.10.2022

  Designing Life with Carl Paoli | On Our PRST Podcast

  This conversation with Carl Paoli is the perfect sendoff for The Pursuit--going forward The Pursuit can be found on it's own podcast channel, PRST. Carl is a legend in the CrossFit community and although I've moved on from being a...

  
• 03.09.2022

  Time (And Happiness) Management | The Next Episode

  Retirement has brought more time to Terry's schedule and he discusses how he is prioritizing his time management to maximize his happiness. Welcome to The Next Episode... https://youtu.be/AeBTQnnk_zk Apple Podcasts Google Podcasts Spotify Books The Mount Of Olives Atomic Habits Disclaimer: Nothing on this blog should be considered...

  
• 03.04.2022

  Onramp’s Purpose In My Pursuit | The Pursuit

  I've been hinting at slowing down, freeing up my schedule, having more experiences with Ang and the boys, taking better care of myself, and spending more time exploring my creative interests. I've told you I'd be able to share more...

  
• 02.25.2022

  Gratitude | The Pursuit

  Short and sweet this week. With the invasion of Ukraine this week, it didn't seem like a good time to record a full episode. So give this a quick 3 minute listen and then use the rest of the time...

  
• 02.22.2022

  Transitioning To An Encore | The Next Episode

  For Terry, retirement is an encore and not an abyss of time and he explains how he transitioned to retirement, what he did from a planning standpoint, and what he has planned for his encore. Welcome to The Next Episode... https://youtu.be/wdyoCm5xrYc Apple...

  
• 02.18.2022

  Failure Is Not An Option | The Pursuit

  A tweet from Jack Butcher inspired today's topic for discussion. There really is no such thing as "failing" because every event we view as a failure is actually a learning lesson--an opportunity to find growth. So as you go on...

  
• 02.11.2022

  Midlife Awakening | The Pursuit

  As this episode drops on my 40th birthday, I can't help but be excited for the upcoming year, decade, and beyond. My personal growth over the last couple of years had led me to a place where I feel in...