All About Your Benjamins™

Wealth/Stack has been well covered–I did my own summary here, so there’s no need for me to revisit how great the conference was. While I was in Scottsdale, I managed to record another Project One Question episode for All About Your Benjamins The Podcast. If I’m being honest, I failed at this episode…not because what you are about to listen to…Continue Reading→

Ashby Daniels has become a very close friend of mine and this is one of my favorite blog posts he’s written. After talking about his personal story growing up, I knew how his run would turn out…there was no way he wasn’t going to help the woman in distress. Give his post a read and then give a listen to…Continue Reading→

Shoutout to my good friend Tyrone Ross for the motivation I needed earlier this morning with his Periscope. I usually don’t put Fed related Rundowns on the podcast, but I wanted to highlight Ty’s Periscope to bring it to your attention. Go watch this video as well! What’s done in the dark will come to light. https://t.co/zbXG3FwjHw — Tyrone V.…Continue Reading→

The Meeting Of The Minds in Dana Point was one of my favorite videos I’ve recorded this year. After getting such a warm response to it, I decided I am going to do my best to organize a fresh Meeting Of The Minds at each conference I attend. As I’m sure you are well aware, Wealth/Stack wrapped up not too…Continue Reading→

As much as financial advisors love to solve our clients’ financial planning needs and have all of the answers, the truth is sometimes we don’t have all of the answers. And sometimes we have the answer, but the solution isn’t necessarily easy to accomplish–the most common example/issue is the need for additional income. There are many families who have trimmed…Continue Reading→

I’ve written about home country bias before, but I thought it would be great to revisit given the U.S. market’s outperformance of international markets for yet another year, well at least up until today. Over allocating to your home country is a common behavioral bias investors suffer from and for U.S. investors, it’s been a benefit over the last 10…Continue Reading→

Balance is something I try to stress with clients when it comes to their financial plan and my friend Jeremy Walter shares reasons why this is so important. You can find his blog post below. Calibrating Capital: Today Vs. Tomorrowland Go ahead and subscribe to the RLS Wealth Management Rundown Flash Briefing. Disclaimer: Nothing on this blog should be considered advice,…Continue Reading→

Audience: Clients and Financial Advisors There are numerous factors to consider when it comes to retirement planning, and I don’t know of anyone better suited to discuss some of these topics than Ashby Daniels, CFP®, so I asked him to join me for a conversation covering some of them. In this episode we discuss: Understanding and re-evaluating your budget Choosing…Continue Reading→

The job of a budget is to align your use of capital with your values. — Carl Richards (@behaviorgap) July 3, 2019 Go ahead and subscribe to the RLS Wealth Management Rundown Flash Briefing. Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of…Continue Reading→

At the IMN Global Indexing and ETF conference in Dana Point, a group of talented financial professionals got together in a hotel room for an impromptu conversation about the current state of financial services, the future, improvements we’d like to make, and what excites us the most about our profession. You may have seen all or parts of the video,…Continue Reading→

Congratulations to the Toronto Raptors and Mr. “Board Man Gets Paid” Kawhi Leonard on winning the NBA Championship last evening. When it comes to trash talk, Kawhi isn’t the flashiest with “Board”, “Nope”, “Bucket” and the infamous “Board Man Gets Paid”, but he is one the best NBA players and multi-champion. His game isn’t much flashier that his trash talking,…Continue Reading→

George Kinder is the father of the Life Planning movement, a unique approach to financial planning, and author of one of my favorite planning books, The Seven Stages Of Money Maturity; he also recently released another book that expands on the life planning concept called A Golden Civilization And The Map Of Mindfulness, which we discuss later in our conversation.…Continue Reading→

There’s no shortage of articles explaining how cutting back on minor spending, like daily coffees, can help jump-start savings (or paying down debt), and while not spending as much on coffee will certainly help, it most likely won’t make or break a financial plan. The realest answer to the problem of wanting or needing to save more is to make…Continue Reading→

George Kinder is the father of life planning and more in-depth and intentional financial planning process; I had the privilege to talk with George for an episode that will be on the podcast next week, but I couldn’t wait to share the three questions that he teaches in his book The Seven Stages Of Money Maturity. Give today’s Rundown a…Continue Reading→

Last July I did a Whiteboard Video about the inverted yield curve. Earlier this year I talked about the inverted yield curve on a couple of the Week In Review Videos. And today, the Rundown is about the inverted yield curve again. As talks with China appear to be going nowhere, for the time being, investors are re-evaluating their tolerance…Continue Reading→