Welcome to the Life, Money, and Living Well Podcast Jeff Bloomfield is the CEO of BrainTrust, an agency helping some of the world’s biggest companies (Johnson & Johnson, Mitsubishi, and John Deere just to name a few) communicate more effectively. What’s his secret? Neuroscience.

The first of his blue-collar farming family to attend college, Jeff learned the power of hard work and storytelling from his grandfather. After graduation, Jeff entered the field of biotech, and came face-to-face with the burgeoning field of neuroscience.

Jeff’s incredible expertise lives at the intersection of brain biology and human psychology. What he’s going to share today just might change the way you speak tomorrow.

Jeff’s a highly sought-after keynote speaker, author, and podcaster, as well as a devoted husband and father.

After 20 years as a financial services professional and completing thousands of financial plans for clients…Ben shares the secrets to building wealth, but more importantly building a fulfilling life.

Here is a brief legal disclaimer about today's episode: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal or investment advice. Listeners should seek the input of their own tax, legal, and financial planning professional before acting on any of the information provided. Any speaker on this podcast expresses ideas that are subjective to the time of the recording, and are subject to change without notice, and are not always indicative of the opinions of the underwriters of this show. This episode should not replace the diligence of a full financial plan with a financial planning professional that can take your specific situation into account.

Welcome to the Life, Money, and Living Well Podcast Today, we talk with Cory Carlson. As an entrepreneur, former executive, husband, and father of three, Cory Carlson understands the pressures working parents face. He is passionate about helping business leaders win at home and work. Twenty years in corporate America gave Cory amazing opportunities as he worked his way up to the executive level. But he also saw brokenness: work without purpose, burnout, lack of focus, strained marriages, and absentee parents. Business leaders especially were often not living life to the fullest. When Cory discovered coaching, it helped him become a better leader, husband, and father. So he left his corporate career to help other leaders win at work and at home. Cory does this through executive coaching, speaking, and writing.

After 20 years as a financial services professional and completing thousands of financial plans for clients…Ben shares the secrets to building wealth, but more importantly building a fulfilling life.

Here is a brief legal disclaimer about today's episode: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal or investment advice. Listeners should seek the input of their own tax, legal, and financial planning professional before acting on any of the information provided. Any speaker on this podcast expresses ideas that are subjective to the time of the recording, and are subject to change without notice, and are not always indicative of the opinions of the underwriters of this show. This episode should not replace the diligence of a full financial plan with a financial planning professional that can take your specific situation into account.

Welcome to the Life, Money, and Living Well Podcast Today, we talk with the author of The Psychology of Money, Morgan Housel. His book has sold over two million copies and translated into 52 languages. Morgan is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of the New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He serves on the board of directors at Markel and is a partner at the Collaborative Fund.

After 20 years as a financial services professional and completing thousands of financial plans for clients…Ben shares the secrets to building wealth, but more importantly building a fulfilling life.

Here is a brief legal disclaimer about today's episode: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal or investment advice. Listeners should seek the input of their own tax, legal, and financial planning professional before acting on any of the information provided. Any speaker on this podcast expresses ideas that are subjective to the time of the recording, and are subject to change without notice, and are not always indicative of the opinions of the underwriters of this show. This episode should not replace the diligence of a full financial plan with a financial planning professional that can take your specific situation into account.

Welcome to the Life, Money, and Living Well Podcast

Today, we sit down with the author of Die with Zero, Bill Perkins. Listen as we dive into what that exactly means! Should you spend your money now, or save for retirement? Can you do both? Let's learn how to live a more fulfilling life while preparing for the future.

Key Points in Today’s Episode: 

 

•    Who is Bill Perkins? (2:40)
•    What is a goal post? (14:25)
•    What is 'Memory Dividend'? (21:00)
•    'Time buckets' Defined (24:25)
•    How does Bill plan Financially? (38:53)
•    Charity and Experience Fulfillment (42:00)

 

After 20 years as a financial services professional and completing thousands of financial plans for clients…Ben shares the secrets to building wealth, but more importantly building a fulfilling life.

Here is a brief legal disclaimer about today's episode: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal or investment advice. Listeners should seek the input of their own tax, legal, and financial planning professional before acting on any of the information provided. Any speaker on this podcast expresses ideas that are subjective to the time of the recording, and are subject to change without notice, and are not always indicative of the opinions of the underwriters of this show. This episode should not replace the diligence of a full financial plan with a financial planning professional that can take your specific situation into account.

 

Welcome to the Life, Money, and Living Well Podcast

 

In today’s episode, we talk about a question we have been getting a lot recently- “Should I pay off my mortgage early?” Generally, there are two types of people that ask this question:

 

1. Those that hate debt and they cannot wait to get it off their backs.
2. Those that are looking for what the best deal is in the long run.

 

 We are going to dive in to the numbers of this decision and also discuss what four big things we believe you should do before considering paying off your mortgage.

 

Key Points in Today’s Episode: 

 

•   The predictability of the market (3:06)
•    What is going to yield the highest return (6:19)
•    Four big things to do before paying off your mortgage (6:47)

After 20 years as a financial services professional and completing thousands of financial plans for clients…Ben shares the secrets to building wealth, but more importantly building a fulfilling life.

Here is a brief legal disclaimer about today's episode: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal or investment advice. Listeners should seek the input of their own tax, legal, and financial planning professional before acting on any of the information provided. Any speaker on this podcast expresses ideas that are subjective to the time of the recording, and are subject to change without notice, and are not always indicative of the opinions of the underwriters of this show. This episode should not replace the diligence of a full financial plan with a financial planning professional that can take your specific situation into account.

Welcome to the Life, Money, and Living Well Podcast

In today’s episode, we talk about retirement! We dissect five different types of retirement and how to decide what the best option is for you based on your lifestyle, your goals, your passions, and, of course, your finances. 

 

Key Points in Today’s Episode: 

 

•    Retire Early (9:00)
•    Mini Retirements (10:37)
•    Second Act or Passion Project (12:03)
•    Traditional (13:00)
•    Never Retire (13:52)

 

After 20 years as a financial services professional and completing thousands of financial plans for clients…Ben shares the secrets to building wealth, but more importantly building a fulfilling life.

Here is a brief legal disclaimer about today's episode: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal or investment advice. Listeners should seek the input of their own tax, legal, and financial planning professional before acting on any of the information provided. Any speaker on this podcast expresses ideas that are subjective to the time of the recording, and are subject to change without notice, and are not always indicative of the opinions of the underwriters of this show. This episode should not replace the diligence of a full financial plan with a financial planning professional that can take your specific situation into account.

Welcome to the Life, Money, and Living Well Podcast

Today, we talk about Money and Happiness. Do you really need money to be happy? How much money do you need to be happy? Your host Ben will go through 5 big ideas that will allow you to use money as a tool, to live a more fulfilling life. 

Key Points in Today’s Episode: 

•    Buy experiences instead of things (4:18)
•    Automate everything that’s important (6:00)
•    Be present (9:40)
•    Be generous (11:33)
•    Practice gratitude (14:26)

 

After 20 years as a financial services professional and completing thousands of financial plans for clients…Ben shares the secrets to building wealth, but more importantly building a fulfilling life.

Here is a brief legal disclaimer about today's episode: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal or investment advice. Listeners should seek the input of their own tax, legal, and financial planning professional before acting on any of the information provided. Any speaker on this podcast expresses ideas that are subjective to the time of the recording, and are subject to change without notice, and are not always indicative of the opinions of the underwriters of this show. This episode should not replace the diligence of a full financial plan with a financial planning professional that can take your specific situation into account.

Welcome to the Life, Money, and Living Well Podcast

In today’s episode, we talk about  how to make a decision on buying a house! How much house is too much house? What is affordable? How should I think about it? We explain important elements when buying a house and how to make this decision conducive in regards to your financial well-being. It’s a big decision, so it’s important to know your goals for yourself and your family when planning– do you want your children to be within walking distance of their friends’ houses? Is the yard big enough for your pets? 

Key Points in Today’s Episode: 

• 3 non-financial Cs (2:24)   
• 5 financial questions to ask before buying a house (7:37)

After 20 years as a financial services professional and completing thousands of financial plans for clients…Ben shares the secrets to building wealth, but more importantly building a fulfilling life.

Here is a brief legal disclaimer about today's episode: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal or investment advice. Listeners should seek the input of their own tax, legal, and financial planning professional before acting on any of the information provided. Any speaker on this podcast expresses ideas that are subjective to the time of the recording, and are subject to change without notice, and are not always indicative of the opinions of the underwriters of this show. This episode should not replace the diligence of a full financial plan with a financial planning professional that can take your specific situation into account.

Welcome to the Life, Money, and Living Well Podcast

 

In today’s episode, we talk about the main reason to hire a financial advisor. We also discuss how a good financial advisor will work as a guide leading you to your goals. Learn the #1 objective for financial advisors and five ways they deliver this to clients.

Key Points in Today’s Episode: 

 

•    The #1 reason to hire a financial advisor (2:51)
•    A financial advisor’s #1 objective (4:40)
•    5 ways financial advisors deliver this goal (5:19)

After 20 years as a financial services professional and completing thousands of financial plans for clients…Ben shares the secrets to building wealth, but more importantly building a fulfilling life.

Here is a brief legal disclaimer about today's episode: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal or investment advice. Listeners should seek the input of their own tax, legal, and financial planning professional before acting on any of the information provided. Any speaker on this podcast expresses ideas that are subjective to the time of the recording, and are subject to change without notice, and are not always indicative of the opinions of the underwriters of this show. This episode should not replace the diligence of a full financial plan with a financial planning professional that can take your specific situation into account.

Welcome to the Life, Money, and Living Well Podcast

In today’s episode, we talk about the #1 money rule and how the “easy secret” to make your financial life easier. We talk about how to save, how much to save, and where to save it. Starting your savings rate at any percentage is better than continuing to put off starting it; you have to start somewhere.

Key Points in Today’s Episode: 

•    The #1 Money Rule (2:38)
•    3 Steps to boost your savings percentage (3:54)
•    Rules for starting your savings percentage (6:55)

After 20 years as a financial services professional and completing thousands of financial plans for clients…Ben shares the secrets to building wealth, but more importantly building a fulfilling life.

Here is a brief legal disclaimer about today's episode: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal or investment advice. Listeners should seek the input of their own tax, legal, and financial planning professional before acting on any of the information provided. Any speaker on this podcast expresses ideas that are subjective to the time of the recording, and are subject to change without notice, and are not always indicative of the opinions of the underwriters of this show. This episode should not replace the diligence of a full financial plan with a financial planning professional that can take your specific situation into account.