Your Optimal Personal Economy PODCAST

By Justin Bennett

Your Optimal Personal Economy (YOPE) is not solely based on your investment rate of return. It's your ability to protect, save, grow, distribute, enjoy and transfer. It's your ability along the jour... more

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FAQs about Your Optimal Personal Economy PODCAST:

How many episodes does Your Optimal Personal Economy PODCAST have?

The podcast currently has 93 episodes available.

Your Optimal Personal Economy PODCAST episodes:

March 04, 2019Episode 43 - If You Are Committed to Your Craft, A Study Group Helps
Do you belong to a study group?
Business study groups don't seem to be common outside the financial industry however high performing professionals in any industry have so much to gain by collaborating with like- minded business folks. In today’s episode, Justin Bennett explains how he’s benefited from his study group and why he discusses them with clients.
In this episode, you’ll learn:
How Justin’s national study group formed, how often they meet, and what’s on their agenda.
Why bringing peers together can welcome collaboration and camaraderie.
Why Justin discusses high performing professionals should be part of a study group.
The far-reaching benefits that study groups can have on clients.
And more!
Tune in now and discover the benefits study groups can offer you!
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
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11min
February 13, 2019Episode 42 - If You Can Do This, You’ll Be In An Optimal Position
If you can spend the most amount of income on the least amount of money, you’ll be in an optimal position.
Today, Justin Bennett unpacks an under-discussed and misunderstood idea in the financial world resulting in uncovering a different approach to planning. It’s time to rethink traditional planning and learn how to be optimal.
In this episode, you’ll learn:
The deep-seated flaws of traditional planning
An example of how Bennett Financial helps clients spend the most amount of income on the least amount of money
How Bennett Financial’s planning philosophy takes into consideration unplanned life events and inflation
And more!
Tune in now and discover how to win!
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page

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15min
February 02, 2019Episode 41 - A New Way to Think About Leadership
How would you feel if your planner bossed you around, demanding that you deal with your money exactly how they want you to?
Most people don’t respond well to such a domineering approach, and Justin Bennett will be the first to say that it’s a highly ineffective way to lead clients. In today’s episode, Justin shares his team’s leadership philosophy, which is built on client empowerment and self-discovery.
In this episode, you’ll learn:
Why successful people favor a self-discovery approach to planning
What content creation has to do with leadership
What the most successful leaders have in common
What a parent-child dynamic might look like in a planning relationship
The most under-discussed and misunderstood concept in the planning world
And more!
Tune in now to discover a new way to think about leadership!
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page

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12min
January 16, 2019Episode 40 - Being Present and Feeling Empathy
What does it mean for a planner to be present?
To be present with clients is to have a high level of self-awareness and ability to demonstrate empathy, according to Justin Bennett.
But how do these personal skills powerfully impact the planner-client relationship? Justin is here to explain with examples from Bennett Financial.
Here’s what you will learn in this episode:
How clients can benefit from working with planners who demonstrate presence and empathy.
How Bennett Financial’s co-authored approach to planning facilitates their present and empathetic approach.
Whether being present and having empathy are skills that can be learned.
Examples of how Justin and his team stay in tune with clients and offer ongoing value.
Tune in now and learn how to recognize whether your planner is being present with you!
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
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12min
January 02, 2019 Episode 39 - Are You Focused on Growth or Income?
Should you take a growth-focused or an income-focused approach with your investments?
Justin Bennett has noticed that most consumers don’t understand how growth and income assets differ, let alone which one is suitable for their financial world. Today, Justin brings clarity to this subject by explaining how he helps clients determine whether to invest for growth or income.
In this episode, you’ll learn:
• What people tend to overlook when they consider investing for growth.
• The key differences between a growth asset and income asset.
• How to identify which approach is most suitable for you.
• Whether investors can take a hybrid approach.
Tune in now and learn how growth and income assets can shape your optimal personal economy!
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
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10min
December 19, 2018Episode 38 - Overweight on Your Burn Rate
How does an individual become overweight on their burn rate?
Justin Bennett is here to answer this question—and it’s an issue that will hit home for many high
performing professionals who are steadily increasing their income. Listen in as Justin guides his co-host, Matt Halloran, through a series of questions to illustrate how Bennett Financial helps individuals discover if they are overweight on their burn rate.
In this episode you will learn:
What it means to be overweight on your burn rate.
Bennett Financial’s process to help you self-discover the status of your burn rate.
How you can stay on top of your burn rate without compromising your lifestyle.
Why being aware of your burn rate is crucial for reaching your balance.
Tune in now and learn how you can achieve balance while staying on top of your expenses.
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
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14min
December 05, 2018Episode 37 - Doesn’t Everybody Want The Same Thing?
Doesn't everybody want the same thing—to have health, wealth, success and protection for their families now and for generations to come?
In Justin Bennett’s experience, most people want to leave a powerful and lasting legacy. In this episode, Justin explains how he helps clients with multi-generational planning that doesn’t compromise their lifestyle today.
In this episode, you will learn:
About the common objectives that most people generally have as well as some unique
objectives.
How you can create a plan that impacts many generations to come.
How you can create and execute a plan without sacrificing the way you currently live.
Tune in now and discover how you can leave a powerful legacy with help from a planner!
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
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10min
November 15, 2018Episode 36 - What is a Selfless Approach to Planning?
Have you noticed that our society has become more ME-driven?
While many financial plans focus solely on what’s best for the client, Justin Bennett has designed a planning approach for those who are more focused on caring for those around them. This is not an approach that will resonate with everyone; it’s for people who are determined to lead selfless lives and to impact future generations.
In this episode, you’ll learn:
What it means to make selfless financial decisions
The features and goals that this selfless planning approach embodies
Why Bennett Financial believes in this approach to planning
The difference between capacity and desire—and why it matters
How tax-free capital can be allocated in a selfless planning approach
Tune in now and discover how a selfless planning approach can help you make an impact!
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
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12min
October 25, 2018 Episode 35: Conversations to Have Before You Exit Your Business
What is the best way to exit your business? This is a question that becomes more and more pressing for business owners as they approach their End Game.
For Justin Bennett, an early conversation about exiting is the key to achieving optimal results. In this episode, he explains his approach to helping business owners plan for successful exits.
In this episode, you’ll learn:
- The difference between an inside sale and outside sale
- How Justin addresses a common oversight among people who’ve sold their businesses
- How business owners can put themselves in the strongest possible position before exiting
- The essential conversation that Justin has with clients once they’ve exited
- Why it’s advantageous to convert a lifestyle business into an enterprise business
Tune in now to learn how you can prepare for an optimal business exit!
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Expiration 10/2020
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12min
October 09, 2018Episode 34 - Discussion with a Client: The Value of a Relationship
Often when choosing a planner, you have to take a leap of faith. Take it from Chris Russell, who was an aspiring business owner when he enlisted Justin Bennett’s help with planning approximately 10 years ago. In this episode, Justin and Chris speak candidly about their advisor-client relationship and how they’ve inspired each other.
Here’s what you will learn about in this episode:
What Justin and his team learned from working with a new business owner.
Chris’ experience with expanding his consulting business into the digital world.
How Chris makes the most of family time despite having a unique schedule.
Chris and his wife’s vision for the Caitlin Elizabeth Russell Foundation.
And much more.
Tune in now and learn how a long-time client has benefitted from having a paradigm-shifting planner on his side.
Bennett Financial Group - Website | Bennett Financial Group Facebook Page | Checkmate Strategies | Caitlin Elizabeth Russell Foundation
2018-67037
Expiration 9/2020
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19min

FAQs about Your Optimal Personal Economy PODCAST:

How many episodes does Your Optimal Personal Economy PODCAST have?

The podcast currently has 93 episodes available.