All About Your Benjamins™

Private equity is an asset class many investors know very little about. It’s limited to the wealthy– you have to be an accredited investor ($1 million in net worth, excluding primary residence or $200k single/$300k married annual income) to have access to the best managers and it tends to be illiquid, which also makes it not the best investment option…Continue Reading→

At some point this summer I noticed a new and very active member in the FinTwit community; he was reaching out to all of the people we know and respect to meet for coffee, lunch, dinner, or just some of their time to ask questions and learn. It was obvious he was having success by the thank you tweets he…Continue Reading→

The personal finance and investing experience is constantly changing and changing for the better thanks to technology; Fintech is providing education, access, and leveling the playing field and there are few people, if any, who are entrenched in the space than Ian Rose. Ian is the CEO of StockTwits, a platform for investors to trade ideas and learn from each…Continue Reading→

It all started with a tweet. I’ve been an avid reader of James Clear for the last couple of years, and when I saw he was releasing a book, Atomic Habits, I immediately pre-ordered it. Not too long after placing my order, I saw James mention he would be making the rounds in the podcast circuit so I decided to tweet…Continue Reading→

Behavioral finance, the field of understanding why we make the decisions we do with money, is not a new topic for this podcast; I am fascinated by the subject and it is a tremendous honor to have Dr. Daniel Crosby on this episode. Dr. Crosby has just released a book called The Behavioral Investor, which is a must-read for anyone…Continue Reading→

Fintech has already made its impact on investment management, and with innovators like Andres Garcia-Amaya, it’s moving its sights toward financial planning and advice. While most Fintech companies are focusing on driving the cost of investing down, more companies are coming along looking to help individuals find a financial advisor that best fits their needs. Zoe Financial, Andres’ startup company,…Continue Reading→

Last month I spent three days in St. Louis at the XY Planning Network’s annual conference, XYPN Live, learning and discussing how advisors can collectively continue to move the financial planning industry forward. Most in attendance were financial advisors and most of those financial advisors were CFP® Professionals and XYPN members; however, there were non-XYPN members thinking of breaking away…Continue Reading→

What if you were able to create a financial plan that led you to the life you wanted–I’m not talking about retirement at 65, putting your kids through college, and the typical goals covered by most financial plans, but the life YOU really want to be living? Most financial advisors aren’t equipped with the skills to help their clients reach this…Continue Reading→

Many Millennials are entering a stage in their lives where proper financial planning will make a huge impact on their futures. The trouble is, for so long financial advisors didn’t want to work with young professionals, which led to a group of individuals believing they don’t need or aren’t ready for financial planning. Fortunately, there is a growing force of…Continue Reading→

Unless you’re a CPA, you probably don’t like to think about taxes, but after listening to this episode with Bill Sweet, you just might. Bill is the CFO and resident tax expert at Ritholtz Wealth Management, one of the fastest growing RIA’s in the country, and he is the perfect guest to make taxes interesting. I asked Bill to join…Continue Reading→

Gaming and esports are quietly becoming a multi-billion dollar industry, and it’s not just the game and device makers profiting. Gamers and e-athletes are receiving college scholarships, endorsements, and surprising incomes for playing their favorite video games. Blake Street, a founding partner and Chief Investment Officer for Warren Street Wealth Advisors, is not only a financial advisor but a gamer himself. I asked…Continue Reading→

In America, we tend to take the economic and personal freedoms we have for granted; not all countries allow for basic human rights like property ownership, equal rights for women, banking rights, and more. In this episode, I am joined by Perth Tolle, the founder of Life and Liberty Indexes to discuss the index she has created which allows investors…Continue Reading→

Wouldn’t it be great if your investment dollars were able to impact the way the world’s largest companies conduct business? Thanks to Socially Responsible Investing (SRI), investors have the ability to invest in companies meeting a variety of different screens in an attempt to do just that. One of the most popular themes of SRI is ESG investing, which places…Continue Reading→

The eighteenth episode of All About Your Benjamins The Podcast is a special project I came up with shortly before heading to California for the Evidence-Based Investing Conference (EBI); this special project consisted of asking some of my friends from FinTwit (Finance Twitter), along with some of the individuals I look up to the most, one question and one question only.…Continue Reading→

On the seventeenth episode of All About Your Benjamins The Podcast I’m joined by Brian Portnoy, Director of Investment Education for Virtus Investment Partners. In addition to his role with Virtus, Brian is also an esteemed author, and I asked him to join me to discuss his newest book, The Geometry Of Wealth. As you will hear me mention in the…Continue Reading→