No Bonds Podcast

Send us Fan Mail 70% of families who build wealth lose it by the second generation. Jim Bode and Vincent Savio dig into why, and share what the families who beat that statistic are doing differently. Jim talks about what he and Crista did for their three kids before they were old enough to understand the stock market, including the simple habit they called "the investment tax." Vincent S...

Send us Fan Mail On February 20, 2013, Ben Beck, CFP® and Jim Bode left Merrill Lynch to start Beck Bode, an independent RIA based out of Massachusetts while also serving clients in New Hampshire and Michigan. In this special anniversary episode of NoBondsCast, they tell the full founding story for the first time. They talk about the 5 AM game plan, walking out of Merrill Lynch, the clients who fo...

Send us Fan Mail Most financial plans don’t break because of markets — they break when they lack clarity, structure, and intention. In this episode of No Bonds Cast , Ben Beck, CFP® and Jim Bode discuss why progress matters more than performance, how plans drift without structure, and what it takes to build a financial plan that can adapt as life changes. If your goals feel different than they use...

Send us Fan Mail In the face of a volatile market, it can be difficult to see the forest for the trees. How can we focus on the long term when the current financial climate is erratic? In our latest episode of the NoBondsCast podcast, Beck Bode Chief Investment Officer and Co-Managing Partner Ben Beck, CFP®, along with Co-Managing Partner Jim Bode, discuss the economy’s tumultuous year, and the im...

Send us Fan Mail One of the most frequently asked questions we get from our clients is, “Can you give me a refresher on your investment philosophy?” In this episode of the NoBondsCast, Chief Investment Officer, Ben Beck, CFP®, and Senior Client Advisors Karen O’Donoghue and Andy Martone will discuss that very topic by revisiting the basics. Whether you are a long-term client, new to Beck Bode, or...

Send us Fan Mail In this episode of the NoBondsCast, originally recorded on July 26, 2023, Ben speaks with two experienced client advisors - Tammy Stoerkel and Erik Beck - about what’s on clients’ minds. Inflation and market volatility make an appearance in this engaging and educational conversation which will appeal to seasoned and novice investors alike. It so happens that the episode was record...

Send us Fan Mail An interesting conversation about Youtube TV and bonds. Get more of Beck Bode here:Visit our website 👉 https://hubs.li/Q01d01rl0Get a FREE physical copy of Dancing with the Analysts 👉 https://hubs.li/Q01dJn0Y0SocialsFacebook: https://bit.ly/3zCQbR9LinkedIn: https://bit.ly/3xwJNYNInstagram: https://bit.ly/3MfWRsD About the Podcast The NoBonds Cast is a conversation-driven podcast...

Send us Fan Mail A message from Ben Beck, Managing Partner & Chief Investment Officer at Beck Bode. Get more of Beck Bode here:Visit our website 👉 https://hubs.li/Q01d01rl0Get a FREE physical copy of Dancing with the Analysts 👉 https://hubs.li/Q01dJn0Y0SocialsFacebook: https://bit.ly/3zCQbR9LinkedIn: https://bit.ly/3xwJNYNInstagram: https://bit.ly/3MfWRsD About the Podcast The NoBonds Cast i...

Send us Fan Mail Crypto Meltdown. In this episode, we discuss fads, the dangers of falling into fads, and what it really takes to be a successful investor long-term. Get more of Beck Bode here:Visit our website 👉 https://hubs.li/Q01d01rl0Get a FREE physical copy of Dancing with the Analysts 👉 https://hubs.li/Q01dJn0Y0SocialsFacebook: https://bit.ly/3zCQbR9LinkedIn: https://bit.ly/3xwJNYNInstagra...

Send us Fan Mail Get more of Beck Bode here:Visit our website 👉 https://hubs.li/Q01d01rl0Get a FREE physical copy of Dancing with the Analysts 👉 https://hubs.li/Q01dJn0Y0SocialsFacebook: https://bit.ly/3zCQbR9LinkedIn: https://bit.ly/3xwJNYNInstagram: https://bit.ly/3MfWRsD About the Podcast The NoBonds Cast is a conversation-driven podcast exploring financial planning, investing, legacy, and th...