All About Your Benjamins™

The thirteenth episode of All About Your Benjamins The Podcast is also the first episode in a new series I’m calling Live Longer and Prosper. LLAP is an experiment to find how to incorporate health and wellness into financial planning by examining different ways to improve our health. As I mention in the podcast introduction, we spend so much time focusing…Continue Reading→

In the twelfth episode of All About Your Benjamins The Podcast I'm joined by President of Sherman Wealth Management, Brad Sherman. Like so many of my guests, Brad and I originally connected via Twitter. What started out as a simple retweet led to a brief exchange on Twitter and then to this episode.

Brad and I discuss the Department of Labor's Fiduciary Ruling, what it means and looks like to be a fiduciary, fee-only planning and more. I even learn about a new workout program, called Warrior Sculpt, that piqued my interest. I really enjoyed getting to know Brad beyond Twitter, and I'm looking forward to getting a chance to hang with him in person later this month at the StocktoberFest East conference in New York City; I have a feeling this won't be his only appearance on the podcast.

Be sure to check out all of Brad's social media and give him a follow.

I hope you enjoy!

iTunes: All About Your Benjamins The Podcast Ep. 012 

Show Notes:

Investment News: What Does The New CFP Standard Mean For A CFP At A Wirehouse?

All About Your Benjamins: Get To Know Your Advisor

Twitter: @Shermanwealth

Facebook: Sherman Wealth Management

Instagram: Sherman Wealth

LinkedIn: Brad Sherman

Sherman Wealth Management Website

 

Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.

In the twelfth episode of All About Your Benjamins The Podcast I’m joined by President of Sherman Wealth Management, Brad Sherman. Like so many of my guests, Brad and I originally connected via Twitter. What started out as a simple retweet led to a brief exchange on Twitter and then to this episode. Brad and I discuss the Department of…Continue Reading→

In the twelfth episode of All About Your Benjamins The Podcast I’m joined by President of Sherman Wealth Management, Brad Sherman. Like so many of my guests, Brad and I originally connected via Twitter. What started out as a simple retweet led to a brief exchange on Twitter and then to this episode. Brad and I discuss the Department of…Continue Reading→

On the eleventh episode of All About Your Benjamins The Podcast I'm joined by CEO and Co-Founder of Berknell Financial Group, Dasarte Yarnway. Not only is Dasarte a CEO at the age of 26, but he is also a published author with his new book Young Money--making me feel like an underachiever at the age of 36!

In Young Money Dasarte shares four actions to help readers build wealth, and I asked him to join me to discuss one particular action--Mastering Your Mindset. Most financial books cover the basics of budgeting, asset allocation, saving, etc. and all of those(and more) are covered in Young Money, but I really appreciate how Dasarte goes beyond and discusses the psychological areas tied to personal finance as well.

In our time together we also discuss his childhood and how it shaped his views on money, his career as a football player at the University of California-Berkeley, how he got interested in finance and more. I think you will enjoy Dasarte and our conversation; he will definitely be someone you will hear from again on the podcast.

Be sure to order a copy of his book for yourself or someone who could use a good introduction to personal finance.

I hope you enjoy!

iTunes: All About Your Benjamins The Podcast Ep. 011

Show Notes:

Young Money by Dasarte Yarnway (Support Dasarte and grab a copy!)

Twitter: @DasarteYarnway

Berknell Financial Group

Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.

On the eleventh episode of All About Your Benjamins The Podcast I’m joined by CEO and Co-Founder of Berknell Financial Group, Dasarte Yarnway. Not only is Dasarte a CEO at the age of 26, but he is also a published author with his new book Young Money–making me feel like an underachiever at the age of 36! In Young Money…Continue Reading→

On the eleventh episode of All About Your Benjamins The Podcast I’m joined by CEO and Co-Founder of Berknell Financial Group, Dasarte Yarnway. Not only is Dasarte a CEO at the age of 26, but he is also a published author with his new book Young Money–making me feel like an underachiever at the age of 36! In Young Money…Continue Reading→

The tenth episode of All About Your Benjamins The Podcast welcomes yet another member of the Newfound Research crew. I'm joined by Nathan Faber, Vice President of Investment Strategies, to discuss a paper he recently wrote comparing a dollar-cost averaging strategy with a lump sum investment strategy. You might be surprised to learn which strategy the research suggests is optimal. We'll discuss Nathan's research, the psychological aspect of choosing one strategy over the other, and how to decide which approach is best under different circumstances.

We also discuss Nathan's background as a chemical engineer, how he landed at Newfound and staying true to my roots, we also discuss intermittent fasting.

I really enjoyed my time with Nathan, and I hope to have him on the show again to discuss future research papers.

I hope you enjoy!

iTunes: All About Your Benjamins The Podcast Ep. 010

Show Notes:

Whitepaper: Should You Dollar-Cost Average? by Nathan Faber

Vanguard: Dollar-Cost Averaging Just Means Taking Risk Later

Twitter: @theNFaber

Flirting With Models Blog

Newfound Research Website

James Clear: The Beginner's Guide To Intermittent Fasting

 

Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.

The tenth episode of All About Your Benjamins The Podcast welcomes yet another member of the Newfound Research crew. I’m joined by Nathan Faber, Vice President of Investment Strategies, to discuss a paper he recently wrote comparing a dollar-cost averaging strategy with a lump sum investment strategy. You might be surprised to learn which strategy the research suggests is optimal.…Continue Reading→

The tenth episode of All About Your Benjamins The Podcast welcomes yet another member of the Newfound Research crew. I’m joined by Nathan Faber, Vice President of Investment Strategies, to discuss a paper he recently wrote comparing a dollar-cost averaging strategy with a lump sum investment strategy. You might be surprised to learn which strategy the research suggests is optimal.…Continue Reading→