Bench TalkEstate PlanningTax Planning May 26, 2022 Family Limited Partnership What is a Family Limited Partnership A Family Limited Partnership is simply a formal partnership… Greg Welborn Love1
Financial PlanningBench TalkPreparing For RetirementRetirement & Freedom June 17, 2020 Avoid Running Out Of Money How To Avoid Running Out Of Money Life is full of things to worry about,… Greg Welborn Love0
Investing & Market CommentariesBench TalkFamilies & ProfessionalsRetirement & Freedom March 18, 2020 Covid-19 Market Update Covid-19 Perspective and Encouragement We wanted to take some time and review some important market… Greg Welborn Love0
Investing & Market CommentariesBench Talk February 11, 2020 Understanding Your 401(k) This BenchTalk is all about understanding your 401(k) plan. At its core, a 401(k) is… Danny Beckwith Love0
Investing & Market CommentariesBench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom January 24, 2020 Best Financial Investments in 2020 What were the best financial investments in 2019? This is the question that many people… Greg Welborn Love2
Financial PlanningBench Talk December 4, 2019 Can A Financial Advisor Really Help? Can A Financial Advisor Help You? Can a financial advisor help you in a meaningful… Greg Welborn Love1
Retirement & FreedomBench TalkFinancial PlanningPreparing For Retirement 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… Greg Welborn Love0
Financial PlanningBench TalkFamilies & Professionals October 3, 2019 Can You DIY Your Finances? Can you DIY your personal finances? By now, most of us are familiar with the… Danny Beckwith Love1
College PlanningBench TalkFamilies & ProfessionalsFinancial Planning September 30, 2019 How To Pay For College Parents and students all across the country continue to wonder how they are going to… Chris Siraganian Love0
Investing & Market CommentariesBench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom 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… Chad Germann Love0
Bench TalkFinancial Planning 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,… Chris Siraganian Love0
Families & ProfessionalsBench TalkFinancial PlanningPreparing For RetirementRetirement & Freedom 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… Danny Beckwith Love1
Financial PlanningBench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom April 17, 2019 How to Become a Millionaire How To Become A Millionaire Do you want to be a millionaire? Of course, that’s… Greg Welborn Love0
Financial PlanningBench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom 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… Danny Beckwith Love2
Bench TalkFamilies & ProfessionalsInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom February 20, 2019 Stocks and Bonds Diversification Diversification Diversification starts with predictability. Before we even start building an investment portfolio for a… Greg Welborn Love0
Bench TalkFamilies & ProfessionalsInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom January 23, 2019 What Are Bonds and Why Own Them? Companies have the ability to raise money in a lot of different ways. If… Greg Welborn Love0
Bench TalkFamilies & ProfessionalsInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom 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… Greg Welborn Love2
Bench TalkFamilies & ProfessionalsFinancial PlanningPreparing For Retirement 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… Greg Welborn Love0
Financial PlanningBench TalkFamilies & ProfessionalsGreg WelbornInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom August 31, 2018 What Makes Fee-Only Different? Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors,… Greg Welborn Love8
Bench TalkFamilies & ProfessionalsFinancial PlanningInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom 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,… Chad Germann Love11
Bench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom July 25, 2018 Bob Lazzarini Introduction Meet Bob Lazzarini - businessman, educator, consultant, and coach. In this Bench Talk, Bob gives… First Financial Love0
Bench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom July 13, 2018 Adrian Heywood Introduction What are the three most important things people need to remember in order to lead… Greg Welborn Love0
Bench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom July 6, 2018 Bob Lazzarini | Manage Commitments Finding out how to balance our priority management, commitment management, time management, and energy management… First Financial Love0
Bench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom June 13, 2018 Adrian Heywood | Let’s Talk Our ability to communicate is something that many people take for granted. Funny, because it’s… First Financial Love0
Bench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom 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… First Financial Love0
Bench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom February 6, 2018 Bob Lazzarini | Understanding Underperformance Often times we look at the actions and behaviors of other people and think we… First Financial Love0
Bench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom December 6, 2017 Adrian Heywood | React or Respond Sometimes in order to achieve a better outcome, it is wise to first choose how… First Financial Love0
Bench TalkFamilies & ProfessionalsFinancial PlanningPreparing For RetirementRetirement & Freedom October 2, 2017 Equifax Data Breach Identify Theft In The Digital Age As you may have read, there was a security… Greg Welborn Love0
Bench TalkFinancial Planning 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… Greg Welborn Love13
Insurance & AnnuitiesBench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom 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… Greg Welborn Love9
Financial PlanningBench Talk 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… Chad Germann Love4
Bench Talk June 14, 2017 Adrian Heywood | Carpe Diem Carpe Diem – “Seize the Day!” For some, this message brings encouragement but for others,… First Financial Love0
Bench TalkFamilies & ProfessionalsFinancial PlanningInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom 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… Greg Welborn Love4
Bench TalkFamilies & ProfessionalsFinancial PlanningPreparing For Retirement 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… Scott Sommers Love7
Bench TalkInvesting & Market Commentaries April 11, 2017 Bench Talk: The Mosquito and The Shark Inflation and Mosquitoes – what do these two things have in common? Mosquitoes, as we… Chad Germann Love5
Bench TalkFamilies & ProfessionalsInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom 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… Greg Welborn Love6
Bench TalkRetirement & Freedom February 14, 2017 Bench Talk: Getting Financially Prepared Another New Year – Brings out the prognosticators Some our predicting a return to Boom… Chad Germann Love3
Bench TalkFamilies & ProfessionalsFinancial PlanningPreparing For RetirementRetirement & Freedom 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… Scott Sommers Love6
Bench TalkFamilies & ProfessionalsInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom October 11, 2016 Bench Talk: Why Do We Invest? Why Do We Invest? Investing is risky so why do it? The reason is inflation.… Chad Germann Love7
Financial PlanningBench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom September 5, 2016 Bench Talk: Bills Are Never Late How do you live with regular bills if your income is irregular? How do… John Griesinger Love7
College PlanningBench TalkFamilies & ProfessionalsFinancial Planning 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… Chris Siraganian Love5
Bench TalkFamilies & ProfessionalsFinancial PlanningPreparing For RetirementRetirement & Freedom August 8, 2016 Bench Talk: Don’t Ignore Your Finances One of the biggest concerns couples have is how to talk about their finances.… Scott Sommers Love8
Bench TalkFamilies & ProfessionalsFinancial PlanningPreparing For RetirementRetirement & Freedom 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… Chad Germann Love8
Estate PlanningBench TalkRetirement & Freedom 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,… Greg Welborn Love5
Bench TalkFamilies & ProfessionalsFinancial PlanningPreparing For Retirement 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,… John Griesinger Love6
Bench TalkFamilies & ProfessionalsFinancial PlanningPreparing For RetirementRetirement & Freedom 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… Chris Siraganian Love7
Bench TalkFamilies & ProfessionalsFinancial PlanningPreparing For RetirementRetirement & Freedom May 3, 2016 Bench Talk: Great Coaches Cast Vision One of my favorite movie quotes is from a film called Miracle. If you've… Scott Sommers Love10
Bench TalkFamilies & ProfessionalsFinancial PlanningInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom 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… Chad Germann Love5
Bench TalkEstate PlanningFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom March 9, 2016 Bench Talk: Wealth Transition Troubles We’re currently in the greatest transfer of wealth that history has ever seen. Anywhere from… Greg Welborn Love6
Bench TalkEstate PlanningRetirement & Freedom 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… John Griesinger Love4