Your Optimal Personal Economy PODCAST-logo

Your Optimal Personal Economy PODCAST

Podcasts

Your Optimal Personal Economy (YOPE) is not solely based on your investment rate of return. It's your ability to protect, save, grow, distribute, enjoy and transfer. It's your ability along the journey to seek fulfillment in all domains of life, not just money.

Your Optimal Personal Economy (YOPE) is not solely based on your investment rate of return. It's your ability to protect, save, grow, distribute, enjoy and transfer. It's your ability along the journey to seek fulfillment in all domains of life, not just money.

Location:

United States

Genres:

Podcasts

Description:

Your Optimal Personal Economy (YOPE) is not solely based on your investment rate of return. It's your ability to protect, save, grow, distribute, enjoy and transfer. It's your ability along the journey to seek fulfillment in all domains of life, not just money.

Language:

English

Contact:

732.897.4096


Episodes

Episode 91 - The Race to Self-Improvement — With Guest Joseph Greco

6/2/2021
It's important to acknowledge and prioritize your personal and professional development by giving back to yourself so that you can wake up every morning feeling empowered, selfless and guilt-free. In this episode, Justin Bennett sits down with Joseph Greco, founder and president of Palio, Inc, a brand that focuses on growth, achievement, and performance beyond a client's comfort zone. Together, they address the importance of putting yourself first in order to produce the best outcome...

Duration:00:37:08

Episode 90 - It’s Time to Embrace and Overcome the Fear of Failure — With Guest Frank Luna

5/19/2021
Everyone encounters failure, but the most successful people look at failure as an opportunity to grow and develop. In this episode, Justin Bennett connects with guest Frank Luna, a National Guardsman and accomplished public relations professional, about the idea of failure, discipline, wealth-building, and fitness! We discuss: - How Frank Luna’s experience in the Army National Guard shaped him - How you see the world as it relates to your body, fitness and mindset - The idea of failure...

Duration:00:38:16

Episode 89 - Everything Health, Fitness, and Business — With Guest Mark Neilan

5/5/2021
Take a minute and look at the way you are living your life right now—is your health your number one priority? If not, here's why it should be! In this episode, Justin Bennett is joined by one of the highest performing endurance athletes and successful gym owners in the state of New Jersey, Mark Neilan. Mark shares his fitness journey, tips on how to overcome hurdles, and his perspective on how to run a successful business with a healthy and fulfilling mindset. You’ll learn: Tune in...

Duration:00:27:32

Episode 88 - The Idea of Being Successful — With Guest Andy McOrmond

4/21/2021
Success is something we all yearn to achieve, but do you have what it takes to become successful in your optimal personal economy? Join Justin Bennett as he speaks with Andy McOrmond, the managing director at WallachBeth, as they define the meaning of success and what it takes to achieve it through ideal characteristics and life experiences. In this episode, you’ll learn: Tune in now to learn how you can become successful in your optimal personal economy! Resources: Bennett Financial...

Duration:00:30:03

Episode 87 — Re-Calibrating Your Mindset

4/7/2021
Living a successful life starts with one simple question: What’s important to you professionally and personally, that you wish to accomplish in the next 12 months? Join Justin Bennett as he helps you think about your goals, aspirations and purpose inside the next 12 months and how you can truly devote the time to the things that are important to you. He shares real life client examples and advice on reaching your true potential. In this episode, you’ll learn: Tune in now to discover how...

Duration:00:14:04

Episode 86 — The Stock Market Frenzy

3/24/2021
Are you getting caught up in the stock market frenzy? Here's what you should know! In this episode, Justin Bennett shares his insights on the stock market frenzy and explains the impact of short-term emotions that has investors, like you, to make snap investment and financial decisions! In this episode, you’ll learn: Tune in now to discover what Justin Bennett has to say about the stock market frenzy! Resources: Bennett Financial Group: (732) 897-4096 | Justin Bennett 2021-116056...

Duration:00:08:48

Episode 85 -- The Digital Ecosystem -- With Aric Johnson

3/10/2021
When it comes to building a successful business, consistency in the value of the relationship built between financial professional and client is absolutely critical. In this episode, Justin Bennett is joined again by Aric Johnson, a marketing consultant who works with a number of financial professionals all over the country. Together, they cover the three reasons why Justin created his digital ecosystem, and the importance of it when it comes to the success of Bennett Financial. In this...

Duration:00:22:33

Episode 84 - An Educational View on Your Financial Decisions

2/24/2021
There are multiple products that will take you on very different financial journeys. It’s important to find the product that meets your expectations, and fulfills a strategy for you, your family, your business and your future. In this episode, Justin Bennett shares an educational view on how to look at your financial decisions. He shares a common theme that he has noticed throughout many conversations with clients, discusses what those conversations typically look like and what the client...

Duration:00:14:22

Episode 83 -- Reflecting on 2020 -- With Aric Johnson

1/6/2021
Although 2020 was a shared, global experience, many people across the world experienced things differently. How has 2020 been for you? In this episode, Justin Bennett is joined by Aric Johnson, a marketing consultant who works with a number of financial professionals all over the country. Together, Justin and Aric go back in time to revisit, recap and reflect on the year 2020 to gain a better understanding of our behaviors during this unprecedented time. In this episode, you’ll...

Duration:00:12:19

Episode 82 - Why I Won’t Tell You What To Do With Your Money

12/2/2020
Justin Bennett isn’t a fan of when financial professionals tell people what they should and shouldn’t be doing with their finances. Rather than telling you what to do, Justin believes in showing you what’s possible. Today, Justin unpacks why he strongly believes that it’s not the financial professional’s responsibility to tell clients what to do with their money. He also explains how his team helps clients discover what’s possible with their protection and wealth-building so they can make a...

Duration:00:07:28

Episode 81 - Focus on What You Can Control During COVID-19 (Here’s How!)

11/18/2020
The pandemic has obviously altered our day-to-day lives, both personally and professionally. But the way Justin Bennett sees it: You can either let COVID-19 control you –– or you can control yourself in relation to COVID-19. Today, Justin shares why he believes these are the only options we have for maintaining our mental and physical health in the midst of this pandemic. He also reveals what routine he refuses to let go of right now, despite some major obstacles. In this episode, you’ll...

Duration:00:08:35

Episode 80 - High Performers Give Back to Their Competition (Here’s Why!)

11/4/2020
If you're performing at the top of your game, it's important to give back from a place of abundance versus scarcity –– especially to people inside your own industry. Today, Justin Bennett talks about why he accepted the invitation to present in front of a competing firm. He reveals what lesson he shared with them and why he encourages top performers to give back within their own industry. In this episode, you’ll learn: Tune in now to get inspired to give back with abundance! Resources:...

Duration:00:06:54

Episode 79: Is Your Perspective Ready for the 2020 Election Outcome?

10/21/2020
No one knows what will happen in the 2020 U.S. presidential election. That's why it's critical to make sure your perspective is properly aligned. To help you properly position your plan now and going forward, Justin Bennett uncovers how the market has historically reacted to presidential elections over the long term In this episode, you’ll learn: Tune in now for advice on how to properly position your plan as we prepare for the 2020 election. Resources: Bennett Financial Group: (732)...

Duration:00:10:33

Episode 78 - Be Aware of Misleading and Sensational Financial language

10/10/2020
Have you ever stumbled upon an article with a misleading headline? Has a headline ever scared or startled you? Language has the power to move people. That’s why Justin Bennett wants to help you think critically about the words you’re exposed to, especially in the context of financial strategies. Today, Justin discusses the prevalence of misused language when it comes to financial strategies and how educating yourself can protect you from falling into common traps. In this episode, you’ll...

Duration:00:08:50

Episode 77: Are You Committed To Your Craft?

9/23/2020
Do you enjoy what you do? Does it provide you with a sense of purpose and fulfillment? Do you enjoy what you do? Does it provide you with a sense of purpose and fulfillment? Today, Justin Bennett highlights the value of placing a high-level of commitment into your craft using strategies like peer advisory groups. He provides an in-depth picture of his experience with cultivating his craft and shares how learning from others can help you bring value to your business. In this episode, you’ll...

Duration:00:11:39

Episode 76: 4 Planning Principles That Guide High-Income Earners

9/16/2020
High-performing professionals who earn high income levels gravitate towards four planning principles. Today, Justin Bennett uncovers the planning moves that high income-earning professionals commonly make and benefit from. These professionals are usually at an extremely high level in their profession and may include business owners, high-level sales professionals, and high-level executive managers. This episode will take you inside Justin’s newest white paper, “How To Empower the Present...

Duration:00:14:35

Episode 75: Is It Time To Stop DIYing Your Financial Plan?

9/2/2020
Do you feel like you should be able to create and monitor your own financial plan? This is a feeling that many high-performing business owners and professional may experience. However, is it possible that your DIY plan is only suboptimal? Today, Justin Bennett shares the story of a new client relationship. This client is a high-income earner whose life was becoming so complex that he started to question whether he should keep calling all the shots with his finances. In this story, you will...

Duration:00:15:44

Episode 74: Case Study: Should I Add My Spouse to Payroll for the Social Security Benefit?

8/12/2020
If you were interested in a planning strategy that involved a specialized topic, like Social Security, what lengths would your financial professional go to in order to help you make an optimal decision? In this episode, Justin Bennett walks you through a planning case study. You will explore the case of a longtime, high-performing client and how Justin approached his question. In this episode, you’ll learn: Listen now to hear a case study that demonstrates what steps Bennett Financial...

Duration:00:07:19

Episode 73: 3 Pillars of Success for Your Personal Economy –– With David Bachstetter

7/29/2020
Do you have a planning quarterback who is dedicated to helping you optimize your personal economy? In this episode, Justin Bennett is joined once again by David Bachstetter to discuss how David could add value to your planning and what’s important to you, your family and your business. David additionally uncovers three pillars of success that could add value to your personal economy. In this episode, you’ll learn: Listen now to hear how David Bachstetter’s experiences in corporate finance...

Duration:00:15:01

Episode 72: A Career Change into Comprehensive Planning –– With David Bachstetter

7/15/2020
If you felt like something was missing from your career, would you make the jump into a more fulfilling profession? Today, Justin Bennett talks to someone who has done just this — Bennett Financial’s newest member, David Bachstetter. Together, they unpack David’s robust experience in the financial services industry and what sparked him to transition into the comprehensive planning world. In this episode, you’ll learn: Listen now to meet David Bechstetter, the newest member of Bennett...

Duration:00:13:25