Best Ben Lockwood Podcasts (2024)

1
Year-End Planning Part 2: 2025 Tax Planning Strategies 19:01

6d ago19:01

19:01

As we approach the end of the year, it’s the perfect time to talk about some year-end planning strategies. In this two-part episode, Ben and Dan will cover what you need to know and think about before we head into the new year. Last episode, we focused on updates regarding Social Security, and today, we’ll shift our focus to year-end planning from …

1
11: Jackie Grubb 45:29

13d ago45:29

45:29

Yes, you read that title correctly! This episode is the grand finale of Season 1 of Skilfully Speaking, so the tables are turned, and Jackie Grubb is the guest and is being interviewed by Paul Philpott. Paul finds out about Jackie’s skills journey – from childhood ambitions to be a Blue Peter presenter and a make-up artist, to becoming a teacher. W…

1
Year-End Planning Part 1: 2025 Social Security Updates 12:57

18d ago12:57

12:57

As we approach the end of the year, it’s the perfect time to talk about some year-end planning strategies. In this two-part episode, Ben and Dan will cover what you need to know and think about before we head into the new year. Listen in as they discuss the new cost of living adjustments, earnings limits, and the Windfall Elimination Provision. Don…

1
10: David Lockwood, CEO Babcock International Group 38:50

1M ago38:50

38:50

The team at Skilfully Speaking and City College Plymouth has a great relationship with Babcock International Group. So, it’s great that Babcock’s CEO, David Lockwood has been chatting to Jackie about what it’s like running a global organisation, the essential skills that Babcock looks for in new recruits, the importance of having the right aspirati…

1
What Does it Mean to Be CFP® Accredited with Dan Oaklief 14:35

2M ago14:35

14:35

We’re excited to announce that one of our team members, Dan Oaklief, has recently earned his Certified Financial Planner designation. This is such an awesome achievement and one that he’s worked diligently to accomplish, but what does this actually mean for advisors and clients? Today we’re sitting down with Dan to discuss this milestone, what it m…

1
9: The Best of… Part 1 31:11

3M ago31:11

31:11

In this special compilation we focus on the importance of education, career choices and technology. The guests featured are former MP, Robert Halfon, Theatre Royal Plymouth CEO, James Mackenzie-Blackman, TV presenter turned life coach, Anna Williamson, Olympics legend, Dame Kelly Holmes, entrepreneur, Ben Towers and AI educator, Dan Fitzgerald. Bro…

1
What’s Driving Market Volatility This Summer? With CIO Keith Lockwood 17:02

3M ago17:02

17:02

In this episode of Unlocking Your Financial Future, Ben is joined by Chief Investment Officer, Keith Lockwood. He’s here to help dive into some of the market volatility we have seen lately and what it could mean for your investments. Tune in as Ben and Keith look at how geopolitical factors can impact the market, how recent recession talk could be …

1
8: With James Mackenzie-Blackman. 35:31

4M ago35:31

35:31

James is the CEO of Theatre Royal Plymouth. He was born in Plymouth and has worked all over the world developing skills, encouraging young people, raising millions of pounds for charity and teaming up with the likes of Sir Matthew Bourne to stage ground-breaking productions that have taught young people new skills that have changed their lives. Jac…

1
7: Dan Fitzpatrick, The AI Educator 45:54

5M ago45:54

45:54

Dan is known as “The AI Educator” and has written extensively about AI, as well as having travelled the world educating everyone from students to businesses about AI. Jackie asks him all about what AI is and what it can do now, as well as how AI can help us with education in the future and what skills are required to work with it. Supported by Babc…

1
Updates From The Annual Social Security Trustees Report (Part 2) 16:14

5M ago16:14

16:14

In today’s episode, we’re continuing our conversation on the annual Social Security Trustees Report. In this half of the conversation, we’ll cover some interesting statistics from the report, including the impact of declining birth rates and immigration on Social Security's future. We'll also explore how life expectancy trends and recent events lik…

1
6: Ben Towers 38:21

6M ago38:21

38:21

Ben’s story is extraordinary and unique. He started running businesses at the age of 11, is the founder of the employee engagement platform, Happl and has been described by Sir Richard Branson as “one of the UK’s most exciting entrepreneurs” and at the time of recording this episode, Ben is only 25 years old. So, how did he develop such impressive …

1
Updates From The Annual Social Security Trustees Report (Part 1) 20:39

6M ago20:39

20:39

In today’s episode, we’re going to share some updates from the annual Social Security Trustees Report. With Social Security serving as a cornerstone for countless retirees, understanding its current state and future projections is important. Listen in as Ben highlights the key takeaways from the 277-page report that you need to know about. Here’s s…

1
5: Liz Earle MBE 43:43

7M ago43:43

43:43

As co-founder of the Liz Earle Beauty Company in 1995, Liz knows all about the skills required to succeed. She’s also been busy as a TV presenter, writer and over the years has even launched a magazine and a range of jewellery. Liz has all the knowledge and experience to give advice on the skills we all need to learn, to earn and to live a happier,…

1
4: The Rt Hon Robert Halfon MP 29:05

8M ago29:05

29:05

Robert Halfon is Minister for Skills, Apprenticeships and Higher Education. He discusses his important and challenging role in shaping the education and skills landscape in the country – areas he’s been passionate about even before he entered the House of Commons. He also shares his personal education and skills stories, including his health challe…

1
Behind Baskets Galore with Deborah and Hannah Wasylko (Part 2) 28:41

9M ago28:41

28:41

We’re back to finish up our conversation with Deborah and Hannah Wasylko, the dynamic duo behind Baskets Galore. This business specializes in customized corporate gift designs, from branded items to gift baskets featuring local and gourmet selections. If you missed part 1, you can check it out here! Here’s some of what we discuss in this episode: H…

1
3: Anna Williamson 44:07

9M ago44:07

44:07

From CITV to This Morning, Anna is not only a familiar face on our TV screens, she’s also a counsellor, mental health campaigner, one half of the LuAnna podcast and the author of the best-selling book, Breaking Mad. Jackie discovers the connections between developing skills and taking care of mental health, as well as Anna’s work with The Prince’s …

1
Behind Baskets Galore with Deborah and Hannah Wasylko (Part 1) 35:45

9M ago35:45

35:45

We’re excited to sit down with Deborah and Hannah Wasylko, the dynamic duo behind Baskets Galore. This business specializes in customized corporate gift designs, from branded items to gift baskets featuring local and gourmet selections. Join us as they share the story behind starting this business and their passion for creatively assisting business…

1
2: Dame Kelly Holmes - Part 2 35:48

10M ago35:48

35:48

Part 2 of a 2 part launch special with Dame Kelly Holmes. In this two-part special to kick off the podcast series, Jackie chats to double-Olympic gold medallist Dame Kelly Holmes about her life inside and outside athletics and the skills that took her on this extraordinary journey: from meeting an inspirational PE teacher at school, through joining…

1
1: Dame Kelly Holmes - Part 1 32:45

10M ago32:45

32:45

Part 1 of a 2 part launch special with Dame Kelly Holmes. In this two-part special to kick off the podcast series, Jackie chats to double-Olympic gold medallist Dame Kelly Holmes about her life inside and outside athletics and the skills that took her on this extraordinary journey: from meeting an inspirational PE teacher at school, through joining…

1
The Kitchen 212 Journey with Mike and Mandy Hamlin (Part 2) 30:58

10M ago30:58

30:58

We’re excited to welcome back Mike and Mandy Hamlin for today’s episode. Mike and Mandy are the owners of the successful food truck and catering business, Kitchen 212. From losing their jobs during the pandemic to taking the leap to start their own business, their story is incredibly inspiring. If you missed part 1, you can check it out here! Here’…

1
The Kitchen 212 Journey with Mike and Mandy Hamlin (Part 1) 23:26

10M ago23:26

23:26

We’re excited to have some special guests on the podcast for a fun two-part episode. Mike and Mandy Hamlin are the owners of the successful food truck and catering business, Kitchen 212. From losing their jobs during the pandemic to taking the leap to start their own business, Mike and Mandy have an inspiring story to share. Join us as we chat abou…

1
2023 Wrap Up: End of Year Market Update (Part 1) 16:55

10M ago16:55

16:55

As we wrap up the year, we are joined by Keith Lockwood (CIO) for a two-part discussion, exploring the financial dynamics of 2023 and providing insights into what lies ahead in 2024. Listen in as we chat about this rollercoaster of a year, focusing on the unprecedented market gains in November and December, the dominance of the “Magnificent Seven” …

1
2023 Wrap Up: Market Predictions for 2024 (Part 2) 20:09

10M ago20:09

20:09

In case you missed it, we recently released a podcast episode with Keith Lockwood (CIO), where we reflected on this year’s financial landscape. Coming off a pretty good year in the market, what can we expect to see in 2024? Listen in as we discuss the anticipated trends and challenges that the new year might bring. Here’s some of what we discuss in…

1
Financial Planning for 2024: Retiring in the New Year (Part 2) 17:49

11M ago17:49

17:49

If you’re hoping to start your retirement journey in 2024, there are some key things you need to start thinking about in order to properly prepare. In today’s episode, Dan Oaklief, RICP®, CPFA® is back to share some advice for those who plan on retiring in the new year. After discussing key year-end planning strategies for 2023 in our last episode,…

1
End of Year Financial Planning Strategies For 2023 (Part 1) 16:16

12M ago16:16

16:16

It’s that time of year! Join us for a thoughtful episode where we unpack some key year-end planning strategies for 2023. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Here’s some of what we discuss in this episode: Making the most of your…

1
Skilfully Speaking - The Promo 1:05

12M ago1:05

1:05

Acquiring new skills and seizing opportunities can unlock a whole new world. In Skilfully Speaking, well-known successful people from a wide range of backgrounds pass on the secrets to their success. Talking to skills expert and leading educationalist Jackie Grubb, they share experiences and advice aimed at inspiring others to embrace new skills an…

1
Roth IRAs and Conversions Explained (Part 2) 18:07

1y ago18:07

18:07

We’re back with Dan Oaklief, RICP®, CPFA® to continue our conversation about Roth IRAs. If you missed part one, be sure to check that out here. In it, we break down the fundamentals of Roth IRAs and discuss the contribution rules for 2023, contribution limits, and much more. For part two of this series, we’re going to dive a bit deeper into this co…

1
Roth IRAs and Conversions Explained (Part 1) 15:37

1y ago15:37

15:37

Today we’re joined by the one and only Dan Oaklief, RICP®, CPFA® to dive into the world of Roth IRAs. As we enter the fourth quarter, we have a lot of conversations about Roth IRAs and conversions this time of year. We thought it’d be the perfect time to break down key differences between the two and answer some common questions in a two-part episo…

1
Celebrating a Decade of Marriage and 11 Years In Business 15:15

1y ago15:15

15:15

In the month of August, Ben and Kaitlin celebrated 10 years of marriage and 11 years of BA Schrock Financial Group being open. It’s easy to say that it was a month of celebration! Listen in as they reflect on a decade of marriage and over 11 years in business. Here are some key takeaways from this episode: Embracing Risk: Ben and Kaitlin share how …

1
Your TD Ameritrade – Charles Schwab Transition Questions Answered 17:30

1y ago17:30

17:30

In today’s episode, we’re diving into the impending transition from TD Ameritrade to Charles Schwab and what it means for our clients. As the big announcement of the acquisition/merger can feel overwhelming, we are here to provide clarity, answer your questions, and provide guidance on what to anticipate. Here’s some of what you’ll learn in this ep…

1
Chatting with Realtor Amanda Ondrey: The State Of The Real Estate Market (Part 2) 21:09

1+ y ago21:09

21:09

Today, we have Amanda Ondrey from M.C. Real Estate joining us once again. In our previous segment, we delved into Amanda's real estate career and her journey as a business owner. In this episode, Amanda talks with us about the current real estate market and addresses some common concerns and questions about buying and selling in this environment. H…

1
Chatting with Realtor Amanda Ondrey: Building An All-Female Team (Part 1) 19:49

1+ y ago19:49

19:49

Today we have the pleasure of sitting down with Amanda Ondrey of M.C. Real Estate. In part one of this two-part episode, Amanda, renowned for her all-female team, shares her real estate journey with us- from being mentored herself and surviving the 2008 market crash to establishing herself as a successful realtor. She also shares invaluable insight…

1
Ep 110: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 2) 27:43

1+ y ago27:43

27:43

We are back with Joel Cavanaugh, partner at Hanna Rasnick Evanchan Palmisano Hobson & Fox LLC, for this episode. Joel handles a wide array of cases in estate planning and has a wealth of knowledge to share with us today. In part one of this two-part episode, we got to know more about Joel and talked about the ins and outs of running a business. In …

1
Ep 109: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 1) 17:10

1+ y ago17:10

17:10

Today we are glad to welcome Joel Cavanaugh to the podcast. Joel is a partner at Hanna Rasnick Evanchan Palmisano Hobson & Fox LLC and handles a wide array of cases in estate planning. In this two-part episode, Joel will discuss his journey as an attorney and business owner and will answer your questions about estate planning. Here’s some of what y…

1
Ep 108: Financial Planning During Market Loss with Dan Oaklief (Part 2) 18:39

1+ y ago18:39

18:39

Today we are excited to be back with Dan Oaklief, RICP®, CPFA, one of our experienced advisors at BA Schrock Financial Group. For the past three years, Dan has been hosting informative webinars to educate clients on taxes, retirement, and social security planning. In part two of this two-part episode, we’ll talk about the impact of the current mark…

1
Ep 107: Financial Planning During Market Loss with Dan Oaklief (Part 1) 19:12

1+ y ago19:12

19:12

Today we are excited to be joined by Dan Oaklief, one of our experienced advisors at BA Schrock Financial Group. For the past three years, Dan has been hosting informative webinars to educate clients on taxes, retirement, and social security planning. In part one of this two-part episode, we’ll unpack some of the common questions Dan receives from …

1
Redefining Conservatism for Millenials | Josh Lewis of Saving Elephants 1:06:13

1+ y ago1:06:13

1:06:13

Josh Lewis was a longtime conservative who began to question the GOP after their embrace of Trump and his brand of populist nationalism. In an attempt to find a solution, Josh studied conservative thinkers going back decades and began Saving Elephants, a blog and podcast dedicated to defining the conservative movement for the next generation. Josh …

1
What the Advent of Radio Can Teach Us About Tech Regulation | Paul Matzko 48:42

1+ y ago48:42

48:42

Last week, the Supreme Court heard arguments challenging Section 230, which gives tech companies immunity from content posted on their platforms. At the core of the debate is whether the government should take a more active role in policing how tech platforms moderate content. In the 1920s, America was in the midst of a similar debate as the radio …

1
Ep 106: How Retirement Changes Impact Finances (Part 2) 20:02

1+ y ago20:02

20:02

In this episode, we’re spending some time with BA Schrock’s Colleen LeMasters, CFP® to share our process for helping and assisting clients when the face these significant changes that disrupt life and retirement. This is a conversation that we can approach from multiple angles so we’ve broken it out into two parts. In part one we talked about these…

1
Debt, Austerity, and the Decline of a Global Superpower | Ben Studebaker 37:59

1+ y ago37:59

37:59

In the 19th century, Great Britain found itself saddled with debt after funding the Napoleonic Wars in continental Europe. In this episode, Ben Studebaker and Dan revisit how austerity measures taken by the British government ultimately led to its decline as a world power, how falling into the trap of "sensible spending" often forgoes investments f…

1
Ep 105: How Life Changes Impact Finances (Part 1) 16:55

1+ y ago16:55

16:55

The only certainty in life is that we have no idea what tomorrow will bring. Even the best laid plans can change in an instant, but a well-constructed financial plan will ease the burden during these life events. In this episode, we’re spending some time with BA Schrock’s Colleen LeMasters, CFP® to share our process for helping and assisting client…

1
The Economic Fallout of the Debt Ceiling Debate | Marc Goldwein 39:44

2y ago39:44

39:44

Last week, Treasury Secretary Janet Yellen announced the federal government would hit the debt ceiling limit sooner than expected, and "extraordinary measures" would need to be taken to keep the government functioning. In this episode, Marc Goldwein of the Committee for a Responsible Federal Budget discusses how a lack of congressional oversight ha…

1
CORRECTED EP: The Growing Momentum of Ranked Choice Voting | Nathan Lockwood 36:19

2y ago36:19

36:19

CORRECTION: If you happened to download this episode and find the prior week's episode instead, apologies. This is the correct file. Nathan Lockwood of Rank the Vote discusses his journey from volunteer to Executive Director of a nationwide grassroots organization promoting ranked-choice voting nationwide and the growing momentum the electoral refo…

1
How Expanding Immigration Could Tame Inflation | Gordon Hanson 36:38

2y ago36:38

36:38

Gordon Hanson of the Harvard Kennedy School discusses how increasing the number of work visas issued for skilled and unskilled labor could help curb the short-term problem of inflation while ensuring the US economy remains competitive over the long-term. America Needs More Immigration to Defeat Inflation, an article Gordon co-authored with Matthew …

1
Ep 104: What is the Certified Financial Planner Designation? 15:21

2y ago15:21

15:21

Anyone that’s looking for a financial advisor has probably see all the different designations people might have, but it’s tough for anyone outside of the industry to know what everything means. If there’s one you want to pay attention to when it comes to building a plan, it’s going to be the Certified Financial Planner (CFP®) designation. Here’s so…

1
The Election of Kevin McCarthy and the Perils of a Non-Governing Government 41:52

2y ago41:52

41:52

With Kevin McCarthy's victory as Speaker of the House secured after 15 tries and a series of concessions, Data Mike joins Dan to discuss the implications this could have on regulation and the global economy as we continue to grapple with the nation's debt.By Dan Sally

1
Ep 103: SECURE Act 2.0 – Retirement Changes You Need to Know About 21:51

2y ago21:51

21:51

Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this legislation means, how it might impact you, and what planning opportunities this could open up. Here’s some of what you’ll learn on this episode: Th…

1
Nationalism, Race, and American Party Politics | Leonie Huddy 45:28

2y ago45:28

45:28

Since the election of Donald Trump in 2016, a party once based on free markets and multilateralism pivoted to a more nationalistic approach to immigration, trade, and military alliances. In this episode, Leonie Huddy discusses how - despite the fact nationalist sentiment has declined in the US over the last 20 years - a mix of political opportunism…

1
A New Year Message from Your Host 11:47

2y ago11:47

11:47

A short review of what we've learned in 2022, and what's in store for 2023.By Dan Sally

1
REBROADCAST: Political Polarization and the Federal Budget. How Rising Interest Rates Could Hurt Us All. | Maya MacGuinaes 37:19

2y ago37:19

37:19

In this rebroadcast (originally published in Feb 2002), Maya MacGuineas of the Committee for a Responsible Federal Budget discusses how an inherently political process for allocating federal funds combined with an increasingly contentious political climate has put the United States in a fiscally dangerous situation. You can learn more about the CFR…

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