If you felt like something was missing from your career, would you make the jump into a more fulfilling profession?

Today, Justin Bennett talks to someone who has done just this — Bennett Financial’s newest member, David Bachstetter. Together, they unpack David’s robust experience in the financial services industry and what sparked him to transition into the comprehensive planning world.

In this episode, you’ll learn:

• Where David used to work and what he learned from his experiences

Listen now to meet David Bechstetter, the newest member of Bennett Financial!

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Exp 6/2022

Did you know that investments are only one piece of an optimal plan? Having the proper planning in place will allow your investments to do their job.

In this episode, Justin Bennett is joined by Shane Rogers, the Director of Investments at Bennett Financial. Together, they discuss the pitfalls of DIY investing, the benefits of working with a financial professional, and how to let your investment portfolio do what it’s supposed to –- instead of clinging to a short-term view.

In this episode, you’ll learn:

• How investment management has evolved over the past 20 years

Listen now and learn how to optimize your investments to achieve your optimal outcome!

Resources:  

Bennett Financial Group - Website | Bennett Financial Group Facebook Page | Video about long-term investments

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Have you ever considered giving up in the middle of a challenge, despite having worked tirelessly to prepare for it? You might have even started rehearsing the reasons you would give your friends and family for quitting.

Justin Bennett has been there, too.

Today, Justin talks about how he pushed himself to complete his second 100-mile race, despite having dark thoughts about tapping out. You won’t want to miss this episode, as Justin speaks candidly about his race experience and how it relates to life in general. 

In this episode, you’ll learn:

• What it was like to run through the Antelope Canyon and Horseshoe Bend of the Colorado River

Listen now to hear how Justin pushed through dark moments to ultimately cross the finish line.

Resources:  Bennett Financial Group - Website | Bennett Financial Group Facebook Page | Antelope Canyon Ultra Marathons

Is your balance sheet positioned to withstand life’s curveballs, like the current COVID-19 pandemic? Do you know what financial actions to focus on right now?

In this special episode, Justin Bennett shares his recommendations for planning items to focus on so you can stay the course with your plan. Justin also discusses the features of a protection-first planning approach that is designed to get you through unplanned life events — no matter how disruptive they are or how long they last. 

In this episode, you’ll learn:

• What a protection-first approach to planning looks like 

Tune in now to learn what to focus on to maintain a strong personal economy that can withstand unexpected events!

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

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In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we feel consumers should take during this time of uncertainty. 

Tune in now to learn how the marketplace is being affected and what we’re doing to help clients during this tumultuous time. 

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Exp: 4/2022 

Are you saving your money that’s earmarked for the future in assets that are taxed differently?? 

In this episode, Justin Bennett explains the purpose of saving money in three silos: taxable accounts, tax-deferred accounts, and tax-free accounts. You will learn about the features of each account and why they each play a critical role in your optimal personal economy.

In this episode, you’ll learn:

• Which portion of a non-retirement investment account becomes taxable

Listen now to learn about the three silos that Justin recommends for your growth money! 

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

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Do you believe that getting a substantial raise is the only way to save more money?

Today, Justin Bennett explains why it’s possible to save more money at your current income with six common, but often overlooked, cashflow-triggering events. In this episode, Justin walks you through each event and tells you how to direct the new money onto your balance sheet.  

In this episode, you’ll learn:

• How often your cashflow-triggering events might happen

Join Justin now to learn about six cashflow-triggering events that can generate new money for you to save!

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

2020-95320 Exp. 3/22

Most people don’t have a good understanding of what financial professionals do. This lack of understanding leads them to have disjointed financial plans that can cause more stress in different domains of their lives.

In this episode, Justin Bennett helps you better understand the role of financial professionals and speaks to the importance of working with a planner who will focus on your entire financial picture. This is your walkthrough of Bennett Financial Group’s planning philosophy, which is one that sets them apart from other planners.

In this episode, you’ll learn:

• What your personal economy consists of and why all the pieces must work together

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Let’s say you wanted to purchase a second property as an investment or for your family to enjoy — or both. How would you get the proper capital for a down payment without disrupting your planning?

In this episode, Justin Bennett shares the story of how he helped a long-time client with his planning resulting in him doing what he wanted to do. This conversation highlights the power of having options, and the opportunities that can come from using the cash value built up inside of a life insurance policy.

In this episode, you’ll learn:

• How this solution was efficient (e.g. making sure the client wouldn’t be subject to taxation)

Tune in now to hear an example of why cash value can be an effective capital source to lean on.

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Exp 1/2022

Are you making an effort to surround yourself with like-minded people?

In this episode, Justin Bennett talks about his decision to be intentional about building friendships with people who are similar to him. Today’s conversation is one that emphasizes the benefits of finding and nurturing connections with like-minded people. 

In this episode, you’ll learn:

• Examples of where you might meet your community of like-minded people

Tune in now to discover what can happen when you surround yourself with like-minded people!

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