Die with Zero : Bill Perkins (repost with new intro and commentary)
Life, Money, and Living Well
We dig into the podcast episode library to bring back one of the all time favorites. Ben digs into a great conversation with Bill Perkins to cover a lot of ground on a variety of topics that all relate to life, money, and living well. A can't miss episode! Brief legal disclaimer: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal or investment advice. Listeners should seek the input of their own tax, legal, and financial planning professionals before acting on any of the information provided....
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Tennis & Fashion Icon : Stan Smith
Life, Money, and Living Well
What does it take to become a legend? Excellence? Drive? Work ethic? A little bit of luck? Now, imagine becoming a legend not only in one avenue of life... but two. That’s what Stan Smith has done. At the age of 16, a young Stan set some simple (if not audacious) tennis-related goals for himself: to make the US Davis Cup Team; to become the best player in the US, to win Wimbledon; and to become the best player in the world. And then, he went about checking things off his list. He was the #1 player in the US four times between 1969-1973. In 1972, he won...
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Ongoing Growth : Anthony Munoz
Life, Money, and Living Well
The first Bengal inducted into the Pro Football Hall of Fame, Anthony Munoz is widely considered the greatest offensive linemen in the history of the NFL. In his 13 seasons with the team, Munoz was selected to the NFL Pro Bowl 11 times. Although his on-field accomplishments are the stuff of legend, it’s the life he’s built after leaving the gridiron that has cemented him to many as the most-beloved Bengal in our franchise’s history. Among other things, Anthony oversees the Munoz Foundation, an initiative that has impacted the lives of 55,000 local kids and teens through...
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What Could You Do? : Steven Jarvis
Life, Money, and Living Well
Steven Jarvis is “the most interesting CPA in the world!” Steven is a CPA and the founder of Retirement Tax Services, a tax firm that aims to bridge the gap between tax professionals, financial advisors, and their clients with one goal in mind—to reduce most people’s largest expense in retirement: taxes! He’s also the author of the book Don’t Get Killed On Taxes — 20 of the Most Common Reasons You’re Sending Too Much Money To The IRS. When he’s not helping his clients keep more of their hard-earned money in their own pockets, Steven co-hosts “The Retirement Tax Podcast,”...
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Year in Review : Ben Beshear
Life, Money, and Living Well
Ben and Dave look at the past year in podcast guests, television, life highs, and what to look foward to in the new year. After 20 years as a financial services professional and completing thousands of financial plans for clients…Ben shares the secrets to building wealth, but more importantly building a fulfilling life. Brief legal disclaimer: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal or investment advice. Listeners should seek the input of their own tax, legal, and financial planning professionals...
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Miles to Go : Rivers Rutherford
Life, Money, and Living Well
While we may all like different genres of music, there’s one thing we can agree on: songwriting is an artform. Today, we get to connect with a living legend of songwriting. While you may not immediately recognize his name, if you’ve spent any time around country music, I’m betting you’ll recognize his songs. Rivers Rutherford has written 29 Top-40 country songs for artists like Brooks and Dunn, Tim McGraw, Faith Hill, Brad Paisley and Blake Shelton. River’s won so many songwriting awards we could fill the rest of our time together with them—and for his hard work, he was...
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Living a Rich Life : James Lenhoff
Life, Money, and Living Well
Is money a source of stress in your life? If you answered “yes,” you aren’t alone. A recent study, from August 2024, uncovered some pretty stunning insights into the relationship between Americans, stress, and their wallets. When it comes to money, too many of us aren’t living well. That’s why I’m so excited to have James Lenhoff as our guest today. James is an entrepreneur, a certified financial planner, an author and podcaster, with one simple goal: to help release the pressure of financial stress that so many people feel. James is also the author of Living a...
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A Life of Purpose : Ron Beshear
Life, Money, and Living Well
It’s been said that a great father doesn’t tell his kids how to live—instead, he lives well and lets them watch. I can say that’s been the story for me. And today, you’re going to get your own front row seat as I spend time with one of the most inspiring, motivational, and encouraging men I know. He also just happens to be my father. Ron Beshear served over five decades at Northwestern Mutual, starting as a financial advisor and eventually becoming a managing partner at the Fortune 500 company. Alongside his wife, and my amazing mom, Mary, he started “Serving Your...
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Legacy Challenge: Blake Brewer
Life, Money, and Living Well
Blake has formed The Legacy Letter Challenge. His goal? Equipping 1 million mothers and fathers to pen letters that will help their children move into confidence, hope, resilience and success upon the time of their death. Blake travels the country leading workshops on writing legacy letters, and delivering keynote addresses and leadership around the topic. What Blake has to share today just might change the trajectory of your loved one’s life after you are gone. It really is that important. After 20 years as a financial services professional...
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Finishing Strong : John Schlifske
Life, Money, and Living Well
Today, we’re catching up with John Schlifske, the soon-to-be-retiring CEO of Northwestern Mutual. Under his leadership, Northwestern Mutual has reached new heights of success, excellence, and customer service. As a private wealth advisor for Northwestern Mutual, I have been profoundly influenced by John’s tenure, and count myself among the many people touched by his leadership and vision. After joining Northwestern Mutual in 1987 as an investment specialist, John moved from portfolio manager to senior executive overseeing a variety of the company’s...
info_outlineIt’s been said that a great father doesn’t tell his kids how to live—instead, he lives well and lets them watch. I can say that’s been the story for me. And today, you’re going to get your own front row seat as I spend time with one of the most inspiring, motivational, and encouraging men I know. He also just happens to be my father.
Ron Beshear served over five decades at Northwestern Mutual, starting as a financial advisor and eventually becoming a managing partner at the Fortune 500 company. Alongside his wife, and my amazing mom, Mary, he started “Serving Your Purpose” in 1987, helping individuals and organizations clarify their purpose, generate greater personal satisfaction, and reach their highest potential.
With three published books, 10,000+ one-on-one interviews, and 55 years of marriage between them, Ron and Mary are highly sought after speakers, coaches, and experts on living lives of purpose.
I know he’s my father, but it’s not an exaggeration to say Ron has an outsized impact wherever he goes. His mission statement is to “live an outward-focused, others-centered life, serving individuals and institutions both personally and professionally for God’s glory.” As his son, I can say, he’s done exactly that… and more.
After 20 years as a financial services professional and completing thousands of financial plans for clients…Ben shares the secrets to building wealth, but more importantly building a fulfilling life.
Brief legal disclaimer: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal or investment advice.
Listeners should seek the input of their own tax, legal, and financial planning professionals before acting on any of the information provided. Any speaker on this podcast expresses ideas that are subjective to the time of the recording, and are subject to change without notice, and are not always indicative of the opinions of the underwriters of this show.
This episode should not replace the diligence of a full financial plan with a financial planning professional that can take your specific situation into account.