Life, Money, and Living Well

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.

Die with Zero : Bill Perkins (repost with new intro and commentary) 04/01/2025

Tennis & Fashion Icon : Stan Smith 03/04/2025

Tennis & Fashion Icon : Stan Smith 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 Wimbledon’s singles title. Later that same year, he was named the #1 player in the world. In 1978, Stan changed the fashion world when Adidas took his name for their classic tennis shoe. One of the most popular, and iconic, shoes in history, Adidas continues to make Stan Smiths, and estimates it has sold over 40 million pairs since their introduction. Inducted into the International Tennis Hall of Fame in 1987, Stan continues to take new ground. He is involved with a tennis academy in Hilton Head for young players, works with charitable organizations like The Boys and Girls Club & the Heritage Foundation, and is preparing to release a book in March called “Winning Trust.” 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. /episode/index/show/lifemoneyandlivingwell/id/35475500

Ongoing Growth : Anthony Munoz 02/04/2025

What Could You Do? : Steven Jarvis 01/07/2025

Year in Review : Ben Beshear 12/03/2024

Miles to Go : Rivers Rutherford 11/05/2024

Living a Rich Life : James Lenhoff 10/01/2024

A Life of Purpose : Ron Beshear 09/03/2024

A Life of Purpose : Ron Beshear 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 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. /episode/index/show/lifemoneyandlivingwell/id/32177752

Legacy Challenge: Blake Brewer 08/06/2024

Finishing Strong : John Schlifske 07/14/2024

Finishing Strong : John Schlifske 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 operations. Besides serving as the Chief Executive Officer and Chairman for Northwestern Mutual, John also serves as a director on the board of Kohl's Corporation, a member of the Executive Committee of the American Council of Life Insurers’ Board of Directors, and on the board of the Metropolitan Milwaukee Association of Commerce. Today, we celebrate his legacy, learn from the challenges he’s overcome, and glean some of the invaluable wisdom he has picked up along the way. Today, we hit all three: life, money, and living well. 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. /episode/index/show/lifemoneyandlivingwell/id/32102557

Premier Coaching: Jordan Montgomery 07/02/2024

Premier Coaching: Jordan Montgomery When you hear the word “coach,” what comes to mind? Maybe you think of icons like John Wooden, Vince Lombardi, or Pat Summit. Men and women who led their teams to remarkable achievements. No matter what comes to mind for you, one thing is true: we never grow out of needing coaches. We all need people in our corner who can provide insight, a guiding hand, and encouragement to keep us going. Today, we’re connecting with one of the country’s premier coaches. You’ve never seen him lifting a championship trophy on ESPN, but his leadership and insight has elevated the game for thousands. A highly regarded performance coach and keynote speaker, Jordan Montgomery regularly coaches businesses executives, sales organizations, and entrepreneurs. He’s worked with Fortune 500 companies, championship sports teams, and professional athletes. Aside from his role as founder of Montgomery Companies, Jordan also spends his time podcasting and writing. His new book, The Art of Encouragement: How to Lead Teams, Spread Love, and Serve from the Heart arrives on bookshelves is available this July. Affiliate Links: 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. /episode/index/show/lifemoneyandlivingwell/id/31515087

BULLS**T: John W. Wright 06/04/2024

BULLS**T: John W. Wright Today, we’re going to be talking a whole lot of....bulls**t. What you might not realize, though, is that BS could be the very thing that leads to your next breakthrough. At least, that’s what my guest, John W. Wright, believes. A high-school All-American in football, John was recruited by over 60 schools before committing to the University of Illinois. By the time John had finished there, he was the schools’ (and the Big 10’s) leading receiver, landing at #5 overall in NCAA history. He spent three years in the NFL before injuries forced him out of the game he loved. He might have taken off the helmet and pads, but he never lost the fire and grit. A keystone of his leadership style? Empowering others. Nowadays, John uses his 80 acre estate, Greyfield, as a training center for leaders. One of his secrets is what he calls “positive bulls**t.” Today, he’s going to unpack that for us, and we’ll get into what it takes to build great teams, the role of mentors, and how to have lasting impact. Affiliate Links: 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. /episode/index/show/lifemoneyandlivingwell/id/31514922

Good Reckless - Beth Guckenberger 05/07/2024

Good Reckless - Beth Guckenberger If someone is reckless, is that a good thing? Or a bad thing? Beth Guckenberger has a strong opinion about that. Beth lives in Cincinnati, Ohio. Along with her husband, Todd, they serve as co-executive directors of Back2Back Ministries, an international nonprofit dedicated to being a voice for orphaned and vulnerable children. Through a multipronged approach that meets spiritual, physical, educational, emotional and social needs, Back2Back is helping children across the globe overcome their life circumstances and break free from the cycle of generational poverty. Through Back2Back, over 30,000 people have traveled to serve orphaned and vulnerable children. 250 students have gained access to high school and college education. 37 children’s homes are making the transitions away from institutional care to family-style care. And over 500 organizations have been trained in Trauma Competent Care, rippling out to influence over 250,000 children in 68 countries. Between biological, foster, and adoption, the Guckenbergers have raised 11 children. Beth has also authored 13 books, including Throw the First Punch, Reckless Faith, and her most recent work, Warrior of Eden. 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. /episode/index/show/lifemoneyandlivingwell/id/31031368

Aggressive Life - Brian Tome 04/09/2024

Aggressive Life - Brian Tome According to the statistics, men aren’t doing well—at all. Men have a life expectancy 5 years less than women. Men are 4x more likely to commit suicide, and are 2x more likely to have an alcohol related incident or death. The CDC says half of all men, age 18 or over, already have hypertension, and 40% are obese. Men are quickly being outpaced by their female counterparts in education, with nearly 70% of all graduate students being female. 98% of all mass shootings are carried out by a male perpetrator. What’s going on? Men are floundering. And the key to living well is learning to rise together. My friend, Brian Tome, thinks he has an answer. The founding pastor of Crossroads Church in Cincinnati, recognized as one of the largest and fastest growing churches in the nation, Crossroads has purposefully run after men for the past 30 years... and it’s working. (affiliate link) Besides pastoring, Brian started MAN CAMP, a primitive weekend camping experience helping men reclaim the ancient code of manhood. Since its inception, some 30,000 men have attended, from all over the country and world. Brian is also the best-selling author of The FIve Marks of a Man, a book which was not only instrumental for me, but for thousands upon thousands of men looking for practical, actionable wisdom on how to live in our changing world. 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. /episode/index/show/lifemoneyandlivingwell/id/30736478

The Entrepreneur Life - Steve Wanamaker 03/05/2024

The Entrepreneur Life - Steve Wanamaker Entrepreneurship is a sexy word to some… until they realize just how much work, grit, and bravery it takes to start your own business. It’s not easy, and it’s not for the faint of heart. Data from the US Bureau of Labor Statistics shows that 20% of new businesses fail during the first two years; 45% during the first five years; and 65% during the first 10 years. Only ¼ of all businesses will make it to the 15 year mark. Steve Wanamaker is an entrepreneur and businessman defying those odds. In 1998, along with his wife, Steve took out a $20,000 loan on his house to start a print magazine out of their spare bedroom. The rest is history. Since then, Steve has started multiple successful media companies, two of which have been acquired. In 2004, Steve’s magazine, Inspire, was purchased by Gannett, a Fortune 500 media powerhouse that also owns The USA Today. And just last year, Steve sold his incredibly popular CDO Magazine, born from his time as co-director of MIT’s Chief Data Officer Information Quality Symposium, to private equity firm Growth Catalyst Partners. Today, this online magazine has a global readership of 400,000 in more than 184 countries, and has been recognized as one of America's fastest-growing private companies. Steve remains at CDO Magazine as founder and publisher, as well as sitting on the board for UC Health and FC Cincinnati. We’re going to talk about the real life of an entrepreneur, what it’s like to sell one of your businesses, what’s next for his career, and much, much 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. /episode/index/show/lifemoneyandlivingwell/id/30199993

Enjoying every Decade of Life - Bobb Biehl 01/02/2024

Enjoying every Decade of Life - Bobb Biehl What if you could know what was coming down the line? What if you could plan for the next stage of your life? What if you could learn that the wins and losses you were experiencing right now were perfectly normal? What if life was... well... surprisingly predictable? That’s what my guest, Bobb Biehl, believes. And he has the resume to prove it. For nearly 50 years, Bobb has been an executive mentor, helping thousands of leaders clearly define, and reach, their dreams. Since 1976, he has consulted with over 500 clients—Chick Fil A, the European Leadership Forum, and Logos Software just to name a few—and over 5,000 executives. He’s the author of 35 leadership and management tools in the area of personal and organizational development, and has been on the executive staff for World Vision Inc and a board member for Focus on the Family. (affiliate link) Bobb has spent his life helping others, and along the way, has gained invaluable insights into the predictability of life. His newest book, Decade by Decade, walks readers through what to expect at each stage of life. As you learn what is “normal,” it brings perspective to your own life, and it builds empathy for what your family members, friends, coworkers, and neighbors are experiencing in their respective phases of life as well. With a goal to help us confront the unpredictable, so we can enjoy the life we have right now, Bobb’s book is a game changer. 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. /episode/index/show/lifemoneyandlivingwell/id/28893093

Year in Review - Ben Beshear 12/05/2023

Your Retirement Quest - Keith Lawrence 11/07/2023

Choosing the Best College Financial Path for Your Family - Chris Wills 10/03/2023

Choosing the Best College Financial Path for Your Family - Chris Wills A recent study found that 66% of graduating high school students will make the jump to college. The biggest question each of them will face—how am I going to pay for this? Higher education prices are soaring (they’ve risen 180% since the 1980s) and getting financial aid is often a confusing process. Do I fill out the FAFSA or not? Does my 529 savings plan hurt my chances at aid? Is public institution a better deal than a private? What about community college? Higher education is one of life’s most complex and most significant purchases. Today, we’re going to try to clear the air about it. I’m joined by Chris Wills. For nearly a decade, Chris has been the president of College Inside Track, an organization helping families navigate the complicated college process, find the right fit, and get the best price at the schools they consider. Chris has done the deep dive into all things higher education, and his expert insights are invaluable. If you’re a parent—no matter the age—you’re going to want to save this one. Chris is a frequent contributor to the College Inside Track website, where his articles like “The 5 Myths of College Costs” and “4 Mistakes Families Make That Increase the Cost of College” have influenced thousands of families. 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. /episode/index/show/lifemoneyandlivingwell/id/28190156

Secrets of the Blue Zones - Dan Buettner 09/15/2023

Secrets of the Blue Zones - Dan Buettner Dan Buettner is letting the secret out—and what he has to say just might change the trajectory, and longevity, of your life. You’re gonna want to lean in on this one. Dan discovered five places in the world—he calls them Blue Zones—where people live the longest, healthiest, lives—Okinawa, Japan; Sardinia, Italy; Nicoya, Costa Rica; Ikaria, Greece; and Loma Linda, California. Spending significant time in these Blue Zones, Dan is unlocking the secrets that make these places so special. And he’s bringing it to the world. (affiliate link) Dan has taken his message of a longer, healthier, happier life to The Today Show, Oprah, and Good Morning America. He’s given keynote addresses at TEDMED and Google, and is putting his life-changing research into practice by partnering with governments, employers, and insurance companies to implement Blue Zones Projects—well-being initiatives based around his Blue Zones research. Dan is also a National Geographic Fellow, a three-time Guinness World Record holder for distance cycling, and an entrepreneur. 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. /episode/index/show/lifemoneyandlivingwell/id/28047111

The Third Option in Marriage - Kim and Laurie Baird 09/05/2023

The Third Option in Marriage - Kim and Laurie Baird You may not know their names, but I’m betting their story will grip you. Kim and Laurie Baird were small town sweethearts. Young and in love, Laurie was 19 when they got married. With barely a penny to their name, they had to borrow a car for their honeymoon. They didn’t have much, but they were committed to each other. While on paper, things were looking good for the Bairds, in their home it was a different story. As success was building, their marriage was crumbling. With their three kids out of the house, things hit a crisis. After thirty years of marriage, The Bairds were at their wits end. They ended up separating, sitting on the knife-edge of divorce. There was hurt, shame, and anger. But then they made an unexpected choice. They held on—just a little bit longer. And it made all the difference. They don’t have a book, or an online course they’re trying to sell—they’re two people who have walked a difficult road, and come out the other side passionate about marriage. Today, we’re going to hear their story, and pick up lessons they had to learn the hard way. It’s all about perseverance, perspective, and hanging on. 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. Here is a brief legal disclaimer about today's episode: 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 professional 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. /episode/index/show/lifemoneyandlivingwell/id/27669240

A "Reasonable" Conversation About Race, Politics and ALL the Things that Divide Us - Chuck Mingo 08/01/2023

A "Reasonable" Conversation About Race, Politics and ALL the Things that Divide Us - Chuck Mingo It’s not hard to tell, we live in a divided world. In fact, there are times it seems as divided as ever. Everything from race to gender, economic status to political lines, even your favorite sports team—they’ve all been weaponized as reasons to pull away from people who don’t look, think, or believe like us. More than just pointing out a problem (there are plenty of people who can do that), Chuck is piloting a solution—one that’s having an impact around the nation and world. Chuck Mingo is the CEO and founder of UNDIVIDED, a movement activating communities for racial healing and justice. From corporate boardrooms to prison facilities, the power of UNDIVIDED can be seen in thousands of lives changed. (affiliate link) A teaching pastor at one of the nation’s largest churches, UNDIVIDED started as a project meant for his church community. Since those early days, it’s grown exponentially. Capitalizing on storytelling, empathy, and the pain of exclusion, UNDIVIDED has a proven track record of teaching empathy and bringing people from all backgrounds together. 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. Here is a brief legal disclaimer about today's episode: 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 professional 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. /episode/index/show/lifemoneyandlivingwell/id/27373113

Define Your Legacy - Emily Chang 07/11/2023

Define Your Legacy - Emily Chang Emily Chang’s resume is the stuff of dreams. It begins at Procter & Gamble, where she spent 11 years, finishing as Global Associate Marketing Director for Personal Health Care. Then, she worked for Apple, helping to establish the face of the brand in China, where she was promoted to Head of Retail Marketing for Asia. She moved to Intercontinental Hotel Group, one of the world’s leading hotel companies, where she served as Chief Commercial Officer. Then Starbucks, where she looked after branded customer experience, first as Chief Marketing Officer of China before becoming the Senior Vice President of Marketing in Seattle. While we could talk for the next hour about her business success and learnings (and we will), it’s what she’s done with her spare bedroom that sets her lightyears above her peers. As her career has taken twists and turns, Emily’s family has maintained a spare room in each of their homes. These rooms are given to young people facing abuse, neglect and marginalization. The spare room has become a sanctuary for nearly 20 young people, each who, in their own way, have become part of Emily’s family. Her bestselling book, (affiliate link) to Live a More Intentional Life and Lead with Authentic Purpose shares the stories of her spare room, and how defining your legacy is imperative for everyone—from CEOs to stay-at-home dads. 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. Here is a brief legal disclaimer about today's episode: 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 professional 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. /episode/index/show/lifemoneyandlivingwell/id/27050727

The Power of Second Chances - Mark Whitacre 06/06/2023

The Power of Second Chances - Mark Whitacre In the mid-90s, Mark Whitacre was a hot-shot young business man. At 32, he became the Bioproducts Division president at multinational corporation Archer Daniels Midland. By 35, he was the corporate vice president and next in line for the top seat. His star was on the rise and moving fast. But everything at ADM was not as it seemed. Threatened with exposure, Mark became the highest-level executive to ever turn whistleblower in U.S. history. For three years he worked undercover for the FBI, helping to expose an illegal price-fixing scheme at work in the highest levels of leadership at ADM. Mark could have been a national hero. But then another discovery was made. Even as he was helping the FBI, Mark was embezzling money from the company, to the tune of $9.5 million. When the FBI uncovered this truth about their prized informant, he lost immunity, was prosecuted, and sentenced to 9 years in federal prison. That could have been the end for Mark Whitacre—but it wasn’t. Through rehabilitation and a spiritual rebirth during his prison sentence, Mark has committed himself to a life of integrity and honesty. His story will both mesmerize and inspire you. 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. Here is a brief legal disclaimer about today's episode: 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 professional 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. /episode/index/show/lifemoneyandlivingwell/id/26829108

Teaching kids valuable lessons about money and life - Stephen Carter 05/02/2023

Teaching kids valuable lessons about money and life - Stephen Carter It’s said that money doesn’t buy happiness. That’s true—but it’s not hard to understand that having your financial life in order makes living a happy life that much easier. As is the case with so many other things, the earlier you get on the road to financial literacy, the better. That’s where Stephen Carter comes in. Stephen is an author, speaker, and Director of Entrepreneurship at Cincinnati Hills Christian Academy, where he has built a nationally-recognized program teaching students the basics of business. He’s also the founder of Seed Tree Group, which teaches money management and wealth building to teenagers and young adults. Alongside his book of the same name, The Seed Tree: A Financial Fable, Stephen is changing the financial trajectory of an entire generation. Through the power of story, Stephen covers concepts like how to create a budget, finding a first job, setting up a ROTH IRA and developing an investment plan that harnesses the power of compound interest. If you have children at home, this is a can’t miss conversation. But even if you don’t, Stephen has the wisdom to help direct us all toward greater degrees of financial freedom. 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. Here is a brief legal disclaimer about today's episode: 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 professional 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. /episode/index/show/lifemoneyandlivingwell/id/26587953

Go after Outcomes (NOT Passion) - Todd Henry 04/04/2023

ALL Success starts with Communication - Jeff Bloomfield 03/07/2023

Win at Work & Home - Cory Carlson 01/03/2023

Morgan Housel - The Psychology of Money and Much More! 12/06/2022

The Bill Perkins Episode - A provocative view on how to get the most out of life 05/03/2022

Life, Money, and Living Well

TOPICS