All About Your Benjamins

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→ The post The Life + Liberty Index With Perth Tolle (020) appeared first on All About Your Benjamins™.

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 post Socially Responsible and ESG Investing with Joey Fishman (019) appeared first on All About Your Benjamins™.

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→ The post Project One Question-EBI West (018) appeared first on All About Your Benjamins™.

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→ The post The Geometry Of Wealth With Brian Portnoy (017) appeared first on All About Your Benjamins™.

Disclaimer: Before you listen, please remember this conversation is for informational and educational purposes only. The cryptoassets discussed with Tyrone are not recommendations; it is imperative you consult a financial advisor to determine how and if cryptoassets fit into your overall financial plan. On the sixteenth episode of All About Your Benjamins The Podcast, I’m joined by Tyrone Ross Jr., a managing… Continue Reading→ The post Cryptoassets with Tyrone Ross, Jr.(016) appeared first on All About Your Benjamins™.

On the fifteenth episode of All About Your Benjamins The Podcast you’re stuck with just me! Before you decide to skip this episode, I’m answering some great questions from listeners, and I’m hoping to be able to do this periodically as more questions come in…send them to me at contact @ allaboutyour benjamins dot com or on Twitter, @Jus10Castelli. In the first… Continue Reading→ The post Listener Questions (015) appeared first on All About Your Benjamins™.

On the fourteenth episode of All About Your Benjamins The Podcast I’m joined by my friend Brendan Mullooly, CFP® of Mullooly Asset Management. In one of my first podcast episodes, I mentioned one of my goals was to have other financial advisors that were early in their careers on before they become big names in the profession–Brendan, along with his… Continue Reading→ The post Behavioral Finance With Brendan Mullooly, CFP® (014) appeared first on All About Your Benjamins™.

The thirteenth episode of All About Your Benjamins The Podcast is also the first episode in a new series I’m calling Live Longer and Prosper. LLAP is an experiment to find how to incorporate health and wellness into financial planning by examining different ways to improve our health. As I mention in the podcast introduction, we spend so much time focusing… Continue Reading→ The post Live Longer And Prosper Series With Tim Hays (013) appeared first on All About Your Benjamins™.

In the twelfth episode of All About Your Benjamins The Podcast I’m joined by President of Sherman Wealth Management, Brad Sherman. Like so many of my guests, Brad and I originally connected via Twitter. What started out as a simple retweet led to a brief exchange on Twitter and then to this episode. Brad and I discuss the Department of… Continue Reading→ The post Talking Fee-Only and Fiduciary With Brad Sherman (012) appeared first on All About Your Benjamins™.

On the eleventh episode of All About Your Benjamins The Podcast I’m joined by CEO and Co-Founder of Berknell Financial Group, Dasarte Yarnway. Not only is Dasarte a CEO at the age of 26, but he is also a published author with his new book Young Money–making me feel like an underachiever at the age of 36! In Young Money… Continue Reading→ The post Mastering Your Mindset With Dasarte Yarnway (011) appeared first on All About Your Benjamins™.

The tenth episode of All About Your Benjamins The Podcast welcomes yet another member of the Newfound Research crew. I’m joined by Nathan Faber, Vice President of Investment Strategies, to discuss a paper he recently wrote comparing a dollar-cost averaging strategy with a lump sum investment strategy. You might be surprised to learn which strategy the research suggests is optimal.… Continue Reading→ The post Dollar-Cost Averaging or Lump Sum Investing With Nathan Faber (010) appeared first on All About Your Benjamins™.

The ninth episode of All About Your Benjamins The Podcast is a special one–in this episode, I’m joined by Corey Hoffstein, co-founder and CIO of Newfound Research. I’ve followed Corey for a few years now and have had the opportunity to talk with him on a number of occasions, so when he agreed to come on the podcast I was… Continue Reading→ The post Factor Investing with Corey Hoffstein (009) appeared first on All About Your Benjamins™.

In the eighth episode of All About Your Benjamins The Podcast, I get the opportunity to talk with Leanna Haakons, the founder of Black Hawk Financial. Leanna has taken her experience consulting with various investment companies to helping wealth management firms communicate better with their clients. In addition to helping firms educate their clients, Leanna has also written her own educational book,… Continue Reading→ The post Young, Fun and Financially Free with Leanna Haakons (008) appeared first on All About Your Benjamins™.

In the seventh episode of All About Your Benjamins The Podcast I’m joined by Tim Mullooly, one the fearsome foursome at Mullooly Asset Management. Tim works alongside his father Tom and his brothers Brendan and Casey–you’ll be hearing more from the Mullooly clan in the future. I recently was a guest on Tim’s podcast, Living With Money, and I asked… Continue Reading→ The post Foundations Of Financial Planning With Tim Mullooly (007) appeared first on All About Your Benjamins™.

The sixth episode of All About Your Benjamins The Podcast is a special edition, and I’m joined by my friend Andrew Thrasher to discuss the recent volatility in the market and what that means to the average investor. We’ll discuss what volatility and the VIX are, how he uses it in his job, how the average investor should react to… Continue Reading→ The post Volatility And The VIX With Andrew Thrasher (006) appeared first on All About Your Benjamins™.

In the fifth episode of All About Your Benjamins The Podcast I am joined by Bennett Grove, founder of Fire Dawg Cleaning Services and Fire Dawg Junk Removal. Bennett is a friend from my days at Franklin College and in full disclosure, he is also a client of my firm. I asked Bennett to join me to discuss a book… Continue Reading→ The post Extreme Ownership with Bennett Grove (005) appeared first on All About Your Benjamins™.

In the fourth episode of All About Your Benjamins The Podcast I am joined by an extra-special guest, my wife, Angela Castelli. Ang and I have a candid conversation about the importance of communication within a relationship when it comes to household finances. We’ll discuss why communication is the foundation to successfully managing finances, the topics to discuss, and some… Continue Reading→ The post Money, Marriage and Communication with Angela Castelli (004) appeared first on All About Your Benjamins™.

In the third episode of All About Your Benjamins The Podcast I am joined by Kyle Moore, CFP® of Quarry Hill Advisors to discuss the impact of the most recent tax bill, especially the impact on young professionals and Millennials–don’t worry, we keet politics out. We also discuss his path to starting his own Registered Investment Advisory firm, his stint… Continue Reading→ The post The New Tax Bill and Strength Training with Kyle Moore, CFP® (003) appeared first on All About Your Benjamins™.

Welcome back to the second episode if the All About Your Benjamins The Podcast; in this episode, I have a chance to talk with my friend @FerventFinance–I can call him my friend because I have actually met him in person. We cover everything from how he became interested in finance to the F.I.R.E. movement to some weightlifting. I had a… Continue Reading→ The post Finance, F.I.R.E., and Fitness With Fervent Finance (002) appeared first on All About Your Benjamins™.

Welcome to the first official episode of All About Your Benjamins The Podcast. I’m excited to finally have gotten the podcast off the ground, and can’t wait to talk a little cryptocurrency and Blockchain with you today. This podcast is for those new to the subject and want to learn a little more about what everyone else is talking about.… Continue Reading→ The post A Beginner’s Guide To Cryptocurrency and Blockchain (001) appeared first on All About Your Benjamins™.