May 26, 2022
Family Limited Partnership
What is a Family Limited Partnership A Family Limited Partnership is simply a formal partnership…
June 17, 2020
Avoid Running Out Of Money
How To Avoid Running Out Of Money Life is full of things to worry about,…
March 18, 2020
Covid-19 Market Update
Covid-19 Perspective and Encouragement We wanted to take some time and review some important market…
February 11, 2020
Understanding Your 401(k)
This BenchTalk is all about understanding your 401(k) plan. At its core, a 401(k) is…
January 24, 2020
Best Financial Investments in 2020
What were the best financial investments in 2019? This is the question that many people…
December 4, 2019
Can A Financial Advisor Really Help?
Can A Financial Advisor Help You? Can a financial advisor help you in a meaningful…
October 30, 2019
How to Achieve Financial Security in 7 Straightforward Steps
How Do You Achieve Financial Security? The short answer is you need a solid…
October 3, 2019
Can You DIY Your Finances?
Can you DIY your personal finances? By now, most of us are familiar with the…
September 30, 2019
How To Pay For College
Parents and students all across the country continue to wonder how they are going to…
September 4, 2019
Financial Recession: Top 3 Things to Do
If you have been listening to the news there seems to be a lot of…
August 7, 2019
Investment Checklist: step one, have cash flow?
Investments Checklist What is investing? We all hear about the great investors like Warren Buffett,…
June 13, 2019
Financial Wisdom and Fee Only Advice
Value of Fee-Only Advice After being in the business for a while now, I have…
April 17, 2019
How to Become a Millionaire
How To Become A Millionaire Do you want to be a millionaire? Of course, that’s…
March 20, 2019
This is the Value of Fee-Only Advice
Value of Fee-Only Advice After being in the business for a while now, I have…
February 20, 2019
Stocks and Bonds Diversification
Diversification Diversification starts with predictability. Before we even start building an investment portfolio for a…
January 23, 2019
What Are Bonds and Why Own Them?
Companies have the ability to raise money in a lot of different ways. If…
December 20, 2018
What Are Stocks and Why Own Them?
So, what are stocks? A stock is in simple terms, a piece of paper stating…
November 15, 2018
You Need A Solid Financial Plan
You Need a Solid Financial Plan Here's a quick recap of the importance of having…
August 31, 2018
What Makes Fee-Only Different?
Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors,…
August 11, 2018
Financial Planning and Delayed Gratification
Stanford's Marshmallow Experiment In the ‘60’s Stanford conducted a test with 4 and 5-year kids,…
July 25, 2018
Bob Lazzarini Introduction
Meet Bob Lazzarini - businessman, educator, consultant, and coach. In this Bench Talk, Bob gives…
July 13, 2018
Adrian Heywood Introduction
What are the three most important things people need to remember in order to lead…
July 6, 2018
Bob Lazzarini | Manage Commitments
Finding out how to balance our priority management, commitment management, time management, and energy management…
June 13, 2018
Adrian Heywood | Let’s Talk
Our ability to communicate is something that many people take for granted. Funny, because it’s…
May 6, 2018
Bob Lazzarini | What You “Know” Might Fool You
Often times we look at the actions and behaviors of other people and think we…
February 6, 2018
Bob Lazzarini | Understanding Underperformance
Often times we look at the actions and behaviors of other people and think we…
December 6, 2017
Adrian Heywood | React or Respond
Sometimes in order to achieve a better outcome, it is wise to first choose how…
October 2, 2017
Equifax Data Breach
Identify Theft In The Digital Age As you may have read, there was a security…
September 1, 2017
Money Management Lessons from Johnny Depp
The Importance of Money Management Today, I want to talk about a story that's ripped…
July 13, 2017
Bench Talk: How Does Life Insurance Really Work?
Everyone needs some sort of life insurance but how do you determine what type…
June 19, 2017
Bench Talk: 5 Things You Can Do
5 Things You Can Do Today There is an old saying, part of Isacc Newton's…
June 14, 2017
Adrian Heywood | Carpe Diem
Carpe Diem – “Seize the Day!” For some, this message brings encouragement but for others,…
May 30, 2017
Is Your Advisor an Eeyore?
Video transcript: No, no, no, no! You can’t do that! That will never work! We’ve…
May 16, 2017
Bench Talk: Are You Paying Attention?
Are you paying attention to what you are spending? When it comes to our finances, paying…
April 11, 2017
Bench Talk: The Mosquito and The Shark
Inflation and Mosquitoes – what do these two things have in common? Mosquitoes, as we…
March 30, 2017
Bench Talk: Your Instincts Can Kill You
Your Instincts Can Kill You Picture yourself strapped into a machine full of kerosene with…
February 14, 2017
Bench Talk: Getting Financially Prepared
Another New Year – Brings out the prognosticators Some our predicting a return to Boom…
January 27, 2017
Bench Talk: Habit of Generosity with Kids
Bench Talk: Habit of Generosity with Kids Video Outline: Is your money like manure? For all…
October 11, 2016
Bench Talk: Why Do We Invest?
Why Do We Invest? Investing is risky so why do it? The reason is inflation.…
September 5, 2016
Bench Talk: Bills Are Never Late
How do you live with regular bills if your income is irregular? How do…
August 25, 2016
Bench Talk: How I Paid Off $50k in Student Debt
Did you know that there are over 45 million people in the United States…
August 8, 2016
Bench Talk: Don’t Ignore Your Finances
One of the biggest concerns couples have is how to talk about their finances.…
July 27, 2016
Bench Talk: You Don’t Have to Win the Lottery
Many people believe that they need to win the lottery to get their finances…
July 12, 2016
Bench Talk: 10 Questions to Assess Your Estate Plan
It’s important to assess the health of your estate plan. More often than not,…
May 31, 2016
Bench Talk: Money Difference and Relationships
So I don't know if you remember the old jazz standard sung by Billie Holiday,…
May 17, 2016
Bench Talk: Brewing The Perfect Financial Plan
For today's Bench Talk I'm going to be talking about beer and financial plans. I…
May 3, 2016
Bench Talk: Great Coaches Cast Vision
One of my favorite movie quotes is from a film called Miracle. If you've…
March 23, 2016
Bench Talk: Does it Matter How Your Advisor Gets Paid?
Does it matter how your financial advisor gets paid? Before I answer that, I'd…
March 9, 2016
Bench Talk: Wealth Transition Troubles
We’re currently in the greatest transfer of wealth that history has ever seen. Anywhere from…
February 3, 2016
Bench Talk: Why You Need A Living Trust
One of the key components of a financial plan is estate planning, and a…
