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Best Justin Castelli podcasts we could find (updated December 2019)
Best Justin Castelli podcasts we could find
Updated December 2019
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Personal Finance, Investments & Markets
 
A weekly breakdown of Finance Twitter. Be sure to follow Justin and Kevin on Twitter at @Jus10Castelli and @ferventfinance. You can also follow their blogs at www.allaboutyourbenjamins.com and www.ferventfinance.com.
 
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“Family Governance–turning new wealth into old money” is front and center on Jason Howell’s website, and the concept of family governance is not one I was familiar with from a financial planning standpoint. From the quote, you can determine that the act of turning new wealth into old money is accomplished by involving the entire family. But wha ...…
 
The lack of financial literacy in America is a well documented issue, and while many financial advisors discuss the statistics, few have built their firms to really make an impact. I briefly learned about Genti Cici’s mission at the Inside ETF’s Canada conference this summer as he and I spent about 30 minutes talking between sessions. I found o ...…
 
Life never goes as planned; sometimes it’s for the better and sometimes it not. Being flexible is important to handle life’s events and it’s important for your financial plan to be flexible as well. Check out this great post by my friend Jeremy Walter in addition to checking out my thoughts on today’s Rundown. Go ahead and subscribe to the RLS… ...…
 
It only makes sense that today’s Rundown deals with risk tolerance–I am at the Riskalyze Fearless Investing Summit, after all. 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 ...…
 
Eventually, I’d like to find a way to incorporate wellness and health into my financial planning process–I haven’t figured out how to do it quite yet, so the most I can do is talk about it and encourage my clients to find ways to take care of themselves. A couple of weeks ago, I practiced what I always preached and… Continue Reading→ The post R ...…
 
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… ...…
 
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→ The post Rundown: Ashb ...…
 
- Index Fund Bubble? - Love What You're Doing - Workers Head To Smaller Cities - If You Improve It, They Will Come - Need For A Car? - The Case For Sabbaticals - Long Vs. Short Holidays
 
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.… ...…
 
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→ The post Meeting Of Th ...…
 
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 w ...…
 
- Personal Finance's Big Lie - Bad Tweet - Red Hot Housing - Why Parents Don't Discuss Money - Insider Trader Only 25 - Make Work Feel Like Play - Andrew Luck Retires
 
Looking for a Financial Planner? The Go-To Website Often Omits Red Flags Investing Proceeds From the Sale of a Business With Stocks at Fresh Highs, Investors’ Portfolios Look-Alike Stocks, Bond Yields, Oil Fall on New China Tariffs Different Ways to be Rich in 2019 The Fasting Cure Is No Fad
 
- WSJ - What You Gain—and Lose—When You Lock Money Up for the Long Run - NY Post - YouTube star Boram, 6, buys posh $8 million pad in South Korea - Financial Advisor Magazine - Why Most Millionaires Do Not Consider Themselves Rich - Financial Panther - Thoughts About Career Paths And Taking Risks - A Wealth of Common Sense - You May Have Longer ...…
 
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 la ...…
 
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 sh ...…
 
- How to nag coworkers to save for retirement - Splitting expenses - $500k isn't enough income for Kansas couple - Adrian Peterson - No more Friends and Office on Netflix - Non-traditional healthcare
 
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 y ...…
 
- Antoine Walker Schools Yount Athletes - Roth IRAs For Young Workers - Taking Care Of Elderly Parents - Diet Soda - Pea Fever - BBQ Stock Tips
 
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 c ...…
 
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 vi ...…
 
- Parents Fighting At Youth Sports - Daddy Daycare - American Housing Picture - Missed Income From Social Security - Smarter People Make Smarter Investors...Not For The Reason You Expect - Student Loans Not A National Crisis
 
- Personal Finance Is A Scam - Big City Biking - FB's Libra - More Art Than Science - Money Strings - Today Vs. Tomorrow - Live Rich Die Poor
 
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 hi ...…
 
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 ...…
 
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… ...…
 
- Kevin's Trip To Iceland - Financial Advice For Newborn - Money Manager To NBA Stars - Beat-up truck, Busch Light and chew - 25-year-old hairstylist spending - Why working til whenever is a risky retirement strategy - Jay-Z is Billionaire
 
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 ...…
 
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… Co ...…
 
On Monday the University of Michigan’s Consumer Sentiment Index hit a fifteen year high at 102.4, with expectations of 97.5. Check out today’s Rundown to learn more about the index and why investors pay attention to the reading. Be sure to subscribe to RLS Wealth Management’s Rundown on Amazon Disclaimer: Nothing on this blog should be consider ...…
 
- Amazon encourages employees to quit - Foundation Of investment plan - Money infidelities - Children don't stay with parent's financial advisor - Personal financial hacks - Financial independence doesn't require this - $91 million rabbit
 
Can you imagine graduating college, excited to head out into the workforce, but also a little nervous about the student loan payments you will soon be making–only to have the commencement speaker inform you he is covering the graduating class’s student loans through a grant? Well, the seniors at Morehouse College experienced this over the weeke ...…
 
The stereotypical goals of retirement and college are important and often the focus of a financial plan, but the probably won’t bring the greatest satisfaction in your life. What about the other values and experiences that are important to you and your family? Are you planning for those? Do you even know what those are? In Friday’s RLS Wealth M ...…
 
From the May 15th, 2019 RLS Wealth Management Rundown on your Alexa devices. As a quick follow up to Tuesday’s Rundown, the selloff Monday was met with nice bounce on Tuesday…I talk about why you shouldn’t get too excited about it. Bitcoin, with the little “b”, is on a nice little run this year, up over 100%, and I’m starting to… Continue Readi ...…
 
From the May 13th, 2019 RLS Wealth Management Alexa Flash Briefing: United Capital sells for $750 million to Goldman Sachs. One of the largest companies in the Registered Investment Advisor (RIA) world crosses over to Wall Street–what does this mean to advisors and clients of United Capital, along with other RIAs? I share my thoughts, which are ...…
 
- United Capital Sells Out - $100k on Tiger - Good Retirement News - Heading To Texas To Save On Taxes - No One Will Lend Small - Stupid Is As Stupid Does - Financial Superpowers
 
- Smartphones And The Gym - Facebook Getting Into Crypto - Beyond Meat - Why Is College Really Important To Us? - The NBA and The Three Point Shot - The NFL's Most Frugal Player - Why You Should Do Nothing
 
(041) I knew when Kyle offered to fly out to Fishers to see me we would have a day filled with great conversation and record top-notch content. I had no idea the videos we’d record would be so good that I’d have to make a podcast out of them. With nearly 35 minutes of important information, I was afraid many… Continue Reading→ The post Kyle Van ...…
 
- Big First Sports Bet - Fidelity Bashes Index Funds - SoFi Hands Out Taxable gains - Don't Talk Money - Ben Carlson Vs. Stephen A. Smith's Of Finance - Problem With Financial Advice - Bigger Homes - Avenger's Endgame
 
- More Money Than You Can Spend - Make It Easy - Homebuying Startups On The Rise - Paying Debt's Mental Benefit - The Cons Of A Side Hustle - We'll Never All Be Happy - Premium Ice Cream
 
Episode 40: It seems as if the American Dreams of a college education and home ownership have put many individuals, particularly Millennials, in financial distress. Financial advisors are not immune from the same financial constraints we help our clients with, and in a couple of honest blog posts, Chris Haigh, CFP® shared his experience and ang ...…
 
- There Is No Substitute For Hard Work - TV Chef Preps Plan to Retire in Five Years - 6 Women Share Their Biggest Financial Mistakes - The 4% Mortgage Is Back - Irrational Splurges - Reducing The Behavior Gap - Personal Finance For Normal People
 
- What College Students And Parents Should Know - Lawyers Going After Realtors Commissions - Bitcoin Winter - Death, Taxes, And More - DIY'ers Have Had It Easy - Making Mistakes--They're Good - Twenty Crazy Investment Facts
 
Episode 39: In the last year I’ve begun to work with more entrepreneurs and have begun learning new planning strategies that while may not be a good fit for everyone, can be very impactful for business owners and other entrepreneurs. In an effort to continue to expand my horizons as a financial advisor, I met Nina O’Neal who has been… Continue ...…
 
Episode 34 - LaCroix Bubble Pops - How Accountants Break The Bad News About Tax Refunds - Nosedive - Lighten The Load - From Chaos to Concept - Pure Downside, No Silver Lining - Unconventional Planning - Stock Market Volatility Takes A Bite Out of Net Worth
 
- Put Down Your Phone - Not Caring - Financial Notecard For Young Professionals - Substance - Mortgage Prepayment ROI - Best Fat Burning Exercise
 
- Lump Sum Investing - Nothing For Buffett To Buy - Wealthy, Successful, and Miserable - Too Much Stuff - Coast FI - Private Equity
 
Episode 38: Establishing a solid financial foundation starts in the home; most people develop their money habits, good or bad, from their parents. While it’s not the case for everyone, most carry on the same behaviors witnessed when while growing up which means it is important for parents to show good money habits, but also teach them to their ...…
 
Episode 31 - FinTwit Fantasy League - Dollar Cost Averaging Beats God - Spend Money - Cardi B's Monthly Spend - Stock Buyback Ban Is Dumb - Legacy - 100% Stocks - Theranos Doc.
 
The future of financial services is very bright; there’s a lot to be excited about: The technology. Access to information. The people. And more. I’m not the only one optimistic about the future–while at the Inside ETFs conference this week I managed to grab nineteen of my friends and asked them all the same question, “When you think about the… ...…
 
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