All About Your Benjamins™

“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/IHuTKVuHnvo Week In Review Articles The WSJ: Fed Lifts Rates by 0.75 Point Again The WSJ: U.S. Stocks Rise, Giving S&P 500 Best Month Since 2020 The WSJ: Rich Americans Keep Borrowing, Defying Economic Gloom The WSJ: Single Ticket Wins ​$1.337 Billion Mega Millions Jackpot https://twitter.com/DeadC...

“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/2oZ23DV5CIs Week In Review Articles The WSJ: Fed Officials Preparing to Lift Interest Rates by Another 0.75 Percentage Point The WSJ: There Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough? The WSJ: Heat Wave Hits U.S. Farms, Stressing Crops and Ranchers’ Herds CNBC.com: Mortga...

Terry and I both have "cogli l'attimo" tattooed on our foreams to remind us to seize each day. In this episode we start off by talking about making the most of each day and then head off to other topics. https://youtu.be/iZZwAZLbQ8w Listen: Apple Podcasts Spotify Google Podcasts Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your...

“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/JD_WfxjZVqU Week In Review Articles The WSJ: U.S. Added 372,000 Jobs In June CNBC.com: Here's Where The Jobs Are For June 2022--In One Chart The WSJ: Inflation Fears Drove Larger Fed Rate Increases In June The WSJ: Oil Prices Pulled Lower By Dimming Demand CNBC.com: Another Hot Inflation Report And...

“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/dmVXymKbVbg The WSJ: Dow Jumps More Than 800 Points as Fears of Interest-Rate Hikes Subside The WSJ: Fed Chair Jerome Powell Says Higher Interest Rates Could Cause a Recession The WSJ: Facebook, Netflix and PayPal Are Value Stocks Now The WSJ: Supreme Court Overturns Roe v. Wade, Eliminates Constit...

In a crossover episode with PRST, I talk with Ramona Maior about her path to becoming a financial advisor and how her passion (and purpose) extend to more than financial planning. Ramona’s story is remarkable and she’s really just getting started with the impact she will make. Her story also shows how you can have a career that you are passionate about and at the same time it can be the means to a...

We all plan to live long lives and hopefully have an enjoyable encore season in our life. In this episode Terry leads us through a discussion about why and how we should prepare to not just live a long life but to find meaningful longevity. https://youtu.be/p173UrfLpkQ Listen (coming soon): Apple Podcasts Spotify Google Podcasts Disclaimer: Nothing on this blog should be considered advice, or reco...

“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/3eRgyllLdH0 Week In Review Articles CNBC.com: Payrolls Rose 390,000 In May, Better Than Expected As Companies Keep Hiring The WSJ: May Jobs Report Keeps Fed on Track for Half-Point Interest-Rate Rises The WSJ: Biden Says No Short-Term Fix to High Energy, Grocery Prices The WSJ: Lumber Prices Slump...

For many transitioning to a new chapter/episode or as Terry's case, into his encore, means the social network once relied upon is gone. Finding a new social network is extremely important no matter the stage of life--as Terry shares a lack of social connection can have a negative impact on our health. Welcome to The Next Episode... https://youtu.be/l3LgNjLKeNs Listen: Apple Podcasts Spotify Google...

"“The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/ln4yDe1h8zA Week In Review Articles The WSJ: Buffalo Supermarket Shooting Leaves at Least 10 Dead The WSJ: Stocks Trim Weekly Losses With Friday Gains The WSJ: Inflation Slipped in April, but Upward Pressures Remain The WSJ: Senate Confirms Jerome Powell to Second Term Leading Federal Reserve The...

In this episode Terry puts Justin in the interview seat to discuss some financial planning topics and strategies for those heading into their "encore". Welcome to The Next Episode... https://youtu.be/SuGboZFXWZc Listen: Apple Podcasts Spotify Google Podcasts Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation...

"The headlines that may or may not be impacting your financial plan and portfolio.” https://youtu.be/RFu39u8frNg Week In Review Articles The WSJ: Fed Lifts Interest Rates by Half Point in Biggest Hike Since 2000 The WSJ: Stocks Extend Losing Streak to 5 Weeks The WSJ: The Tech Industry’s Epic Two-Year Run Sputters The WSJ: Rapid Pace of U.S. Job Growth Stretched Into April The WSJ: Crypto Prices S...

"The headlines that may or may not be impacting your financial plan and portfolio." https://youtu.be/oJXBLR7WrBc Week In Review Articles The WSJ: U.S. GDP Falls 1.4% as Economy Shrinks for First Time Since Early in Pandemic The WSJ: Tech Rout Drags Nasdaq to Worst Month Since 2008 The WSJ: U.S. Consumers Boosted Spending in March The WSJ: U.S. Consumer Sentiment Rebounded in April -- University of...

"The headlines that may or may not be impacting your financial plan and portfolio." https://youtu.be/4qhk8h1Lt7A Week In Review Articles The WSJ: U.S. Inflation Accelerated to 8.5% in March, Hitting Four-Decade High The WSJ: Mortgage Rates Hit 5% for First Time Since 2011 The WSJ: Twitter Adopts Poison Pill Plan to Block Elon Musk From Increasing Stake The WSJ: Peloton to Cut Price of Bikes, Raise...

As you enter the next chapter in life, for Terry it's an encore career, it's important not to lose the ability to dream. In this episode, Terry and Justin discuss how a lack of courage keeps individuals from dreaming and why it's so important to keep those aspirations alive--to keep pushing forward. Welcome to The Next Episode... https://youtu.be/nS6NOlUw2YE Apple Podcasts Spotify Google Podcasts...

https://youtu.be/dLpb44ujrJM Week In Review Articles The WSJ: Powell Says Fed Will Consider More-Aggressive Interest-Rate Increases to Reduce Inflation The WSJ: Mortgage Rates Hit Fresh Three-Year High The WSJ: U.S. Jobless Claims Fall to 187,000, Lowest Level Since 1969 The WSJ: Judge Ketanji Brown Jackson’s Supreme Court Confirmation Hearings: What to Know Nike: Nike Partners With the Bryant Fam...

https://youtu.be/TTxEjigRESc Week In Review Articles The WSJ: Fed Raises Interest Rates for First Time Since 2018 The WSJ: Mortgage Rates Rise Above 4% for the First Time Since 2019 The WSJ: China’s Covid-19 Surge Shuts Down Plants in Manufacturing Hubs Shenzhen and Changchun The WSJ: After Walt Disney, Robert Iger Heads to the Metaverse https://twitter.com/Steph_Bogan/status/1505184630734872579 W...

https://youtu.be/hdkxomMsKCQ Week In Review Articles The WSJ: Inflation Reached 7.9% in February; Consumer Prices Are the Highest in 40 Years The WSJ: Senate Passes $1.5 Trillion Spending Bill That Includes Aid for Ukraine The WSJ: Bitcoin Price Surges on Biden’s Crypto Executive Order The WSJ: Amazon Board Approves 20-for-1 Stock Split, $10 Billion Share Repurchase The WSJ: MLB Owners and Players...

This conversation with Carl Paoli is the perfect sendoff for The Pursuit--going forward The Pursuit can be found on it's own podcast channel, PRST. Carl is a legend in the CrossFit community and although I've moved on from being a crazy CrossFit junkie, I've continued to follow him. Recently I noticed more of his content talking about mindset, designing life, and other themes that complement what...

Retirement has brought more time to Terry's schedule and he discusses how he is prioritizing his time management to maximize his happiness. Welcome to The Next Episode... https://youtu.be/AeBTQnnk_zk Apple Podcasts Google Podcasts Spotify Books The Mount Of Olives Atomic Habits Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to you...

I've been hinting at slowing down, freeing up my schedule, having more experiences with Ang and the boys, taking better care of myself, and spending more time exploring my creative interests. I've told you I'd be able to share more about it and now is that time. I stepped down at Onramp Invest on February 28th--it was a decision that was made last year and had been a work in progress. Some recent...

Short and sweet this week. With the invasion of Ukraine this week, it didn't seem like a good time to record a full episode. So give this a quick 3 minute listen and then use the rest of the time that would have been spent listening reflecting on what you are grateful for. https://youtu.be/3d2eDV71Kgs Apple Podcasts Google Podcasts Spotify Disclaimer: Nothing on this blog should be considered advi...

For Terry, retirement is an encore and not an abyss of time and he explains how he transitioned to retirement, what he did from a planning standpoint, and what he has planned for his encore. Welcome to The Next Episode... https://youtu.be/wdyoCm5xrYc Apple Podcasts Google Podcasts Spotify Books The Alchemist A Long Bright Future Disclaimer: Nothing on this blog should be considered advice, or reco...

A tweet from Jack Butcher inspired today's topic for discussion. There really is no such thing as "failing" because every event we view as a failure is actually a learning lesson--an opportunity to find growth. So as you go on your Pursuit, there will be pivots you will make and things may not always turn out the way you had planned but they will always present a lesson that will help you as you c...

As this episode drops on my 40th birthday, I can't help but be excited for the upcoming year, decade, and beyond. My personal growth over the last couple of years had led me to a place where I feel in greater control of my destiny and with the ability to create the life I want for my family. I've realized the core values I've always lived by can be lived with great intent and move me closer to a l...