When it comes to alternative investments and deciding how to diversify your portfolio, how much you should be investing, and the risk that comes with it, you need an expert to help guide the way.

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D. CFP®, are joined by Dave Jensen, an expert in the alternative investment space. Around three years ago Dave co-founded a private investment firm called Sandlot Partners, focused on two key areas: experts and alignment.

Dave discusses: 

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About Our Guest: 

Dave Jensen is the Co-Founder & Managing Partner of Sandlot Partners, an independent private investment firm. Sandlot partners with exceptional founders and management owners who believe in the long-term potential of their business and provides them with growth capital, strategic guidance, and/or partial liquidity. Sandlot’s investors include family offices and strategic individuals that provide patient capital and seek strong alignment.

Dave is a Co-Founder of Beacon Data, an expert data strategy and implementation consultant serving the private equity community. Helping tech and business leaders solve pain points and drive value through modern data infrastructure, analytics, and AI. Guiding light to companies serious about digital transformation and turning data into a strategic advantage.

Dave enjoys spending time outdoors with his wife Liz and their 5 children. In addition to being an avid golfer, skier, hiker, and movie watcher, Dave is a former professional baseball player (KC Royals 3rd-round pick). Dave also volunteered and worked in Latin America over 3 years where he became passionate about and keeps up with the amazing people, culture, and Spanish language.

You could have the best financial plan only to worry when dealing with an emergency. How can you avoid feeling uncertain about your plan before that happens?

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP®, focus on what comprehensive financial planning means and what it looks like for clients. They explore strategies to focus a financial plan on the client’s needs and goals while sharing tips to prevent miscommunication with loved ones in case of an emergency.

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Wouldn’t it be incredible to learn about the economics in life through an outdoor experience that allows you to immerse yourself in a curriculum that helps young adults fully become responsible with their money in life?

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP® are joined by BYU Professor Mark Widmer who teaches an integrated course on the economy of life. He is focused on leading the youth in a positive direction through performance management at the Marriott School of Business.

Mark discusses: 

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About Our Guest: 

Mark Widmer has a passion for applying theory and research in experience contexts to help individuals, families, and leaders thrive. As a professor and associate chair of Experience Design & Management, he teaches in the MBA and Executive MBA programs at the Marriott School of Business at Brigham Young University. He conducts and publishes research and maintains strong industry connections through consulting.

Do you have a side business, or are you an entrepreneur looking for a way to save independently for retirement? 

Are you aware of the inner workings of a solo 401k and how it differs from a regular 401k? 

We have the answers you need!

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP®, are joined by Rachel Nabers, one of the world’s experts in solo 401k’s, to discuss what exactly they are and how you can use them.

Rachel discusses: 

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About Our Guest:

Rachel Nabers is one of the leading experts on solo 401k plans. She has a passion for helping entrepreneurs, solopreneurs, and small business owners, who she views as the backbone of the US economy. Rachel works side by side with her husband, Jeff Nabers, CEO and founder of solo 401k.com.

Are you a property investor looking to maximize your profits while minimizing your tax liability?

Join Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP® for this exciting new episode that dives deep into the world of 1031 exchanges.

Listen in as they are joined by Lonnie Nielson, a specialist in 1031 exchanges and the Transaction Coordinator at 1031 Pros. Together they explore the ins and outs of this tax-saving tool and how it can benefit real estate investors.

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Lonnie Neilson has been involved with 1031 exchanges for over 30 years. He started his firm, 1031 Pros early in his career, and has assisted investors with over 18,000 exchanges over the years. Lonnie has a Bachelor of Science (BS) in Financial Planning from Brigham Young University.

Are you tired of feeling overwhelmed and stressed about money? Does the pursuit of wealth feel empty — like no amount of money can make you truly happy?

According to today’s guest, the solution lies in financial education that focuses on resourcefulness rather than just math.

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP®, are joined by Sarah Newcomb, Ph.D., founder of Thrive Financial Empowerment Center. Join them as they explore the relationship between money and happiness, so you can thrive with real wealth.

Sarah discusses: 

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About Our Guest: 

Sarah Newcomb, Ph.D. is a behavioral economist and Founder of the Thrive Financial Empowerment Center. As an applied scientist, Sarah adapts the findings of academic research for practical use in personal financial management. As a financial empowerment coach, she helps people avoid and escape the traps of mindset that contribute to financial hardship. Through writing, speaking, and applied research, Sarah is on a mission to help people get UNSTUCK and build lives they love with the resources they already have. Sarah’s thought leadership has earned mentions in Reuters, the Wall Street Journal, Forbes, HerMoney, and many other outlets. She is a regular contributor to PsychologyToday.com, and the author of Loaded – Money, psychology, and how to get ahead without leaving your values behind.

Estate planning stretches far beyond managing your finances. It includes planning for your future, your legacy, and how your wishes will affect your loved ones.

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP® are joined by Stanford McCullough, J.D., LL.M., CFP® to discuss his new role at Blue Barn Wealth in the advisory space, working with clients as he specializes in estate and tax planning. 

Stanford discusses: 

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About Our Guest: 

Stanford McCullough, J.D., LL.M., CFP® is an associate attorney at Fabian VanCott. Stanford graduated from the S.Q. Quinney school of Law (University of Utah) and then received his LLM in Taxation from UC Irvine.  He currently serves as the Program Chair of the Tax Section of the Utah State Bar.

Stanford studied for his undergraduate degree at the nationally-ranked financial planning program at Utah Valley University, and he maintains his CFP® certification today. Combining his CFP® certification with his LLM in Taxation, Stanford is well-equipped to be an asset for his clients in planning around their personal finances and in navigating their tax picture. 

At Fabian VanCott, Stanford specializes in income tax planning for liquidation events, wealth transfer and estate planning, and business succession planning for high-net-worth families and entrepreneurs.  Stanford is surrounded by a team of reputable income and estate attorneys who assist on complicated income and estate tax planning cases and transactions.

Stanford is entrepreneurial-oriented and started several part-time businesses while in college.  Stanford is an avid sports fan and loves skiing, mountain biking, canyoneering, and mountain climbing.

Have you ever thought about what would happen to your income if you suddenly became unable to work due to illness or injury?

Disability insurance can protect your income and provide a safety net for a time just like that.

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP® are joined by Bart Spencer (aka The DI NUT), Director of Disability Income and Long Term Care at Allegis Advisor Group. They break down how disability insurance works, including critical costs and benefits involved.

Bart discusses: 

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About Our Guest: 

Bart Spencer is the Director of Disability Income and Long Term Care at Allegis Advisor Group. He is very involved in the insurance community and is known as “The DI NUT” because of his passion for disability income protection. Bart speaks regularly in industry meetings such as gatherings of the National Association of Insurance and Financial Advisors (NAIFA). He is past president of NAIFA Bonneville in Ogden, UT, and membership chair for the Utah NAIFA Association.

When considering whether an annuity would be worthwhile for you, some questions you might ask yourself are why would I choose an annuity over just having a taxable brokerage account? What benefits could it provide for me? How can I differentiate between the different types of annuities, and why would I go through all the trouble of getting one? How can an annuity relieve some of the income stresses I might face in retirement? 

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP® are joined by Jackson Bradley, Consultant at DPL Financial Partners, to discuss what you need to know when it comes to annuities.

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Relationships are seen as the cornerstone of living a full and happy life. They are vital to mental and emotional well-being and even survival, so why don’t we pay more attention to them?

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP® are joined by Dr. Scott Anderson, a marriage and family therapist with various works based on the understanding of yourself through your relationships. Our ongoing relationships determine the quality of our lives more than we realize, so let’s take a closer look at how we can understand our lives through this lens.

Scott discusses: 

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About Our Guest: 

Scott Anderson attained a BA degree from the University of Utah in Psychology, a Master’s degree in Counseling and Guidance, and a Ph.D. in Marriage and Family Therapy from BYU. He taught in the Church Education System of the Church of Jesus Christ of Latter-day Saints beginning in 1972, with the majority of his career as a faculty member at the Orem Institute of Religion. He is a published author and lectures for BYU Education Weeks, Especially for Youth, and various other venues, including the Governor’s Conference On Families and the Utah Freedom Academy. Dr. Anderson recently retired from working as a therapist at Suncrest Counseling Center. He enjoys home improvement projects, family history, and humanitarian service, and had a great time running a marathon with his daughter. He and his wife, Angelle, who is the Family Activities Coordinator for The Family History Guide Association, reside in Bluffdale, Utah.