Blog | Podcast Appearances
Tips for the Journey to Financial Freedom
This episode is going to surprise you. Ben doesn’t cover one-size-fits all investments. Instead, he shares what he teaches his clients to help them achieve their financial goals in ways where they don’t find themselves constantly dissatisfied or constantly falling short…
Aging Matters - Personal Finance
Ben and Mary get personal and talk about our unique relationships with money.…
Finding Joy in Financial Planning & Pursuing the 6 Stages of Financial Independence
Money is just a tool toward whatever you see for your life, whatever you envision, whatever your fulfillment could be. Whatever that is, it’s just a tool to go that direction…
Your Financial Permission Slip
We talked about how to give yourself a financial permission slip to spend and invest your money, how to find financial certainty…
Providing Exceptional Service
In this episode, Ben emphasizes the importance of meeting clients where they are and focusing on quality work. He shares how this approach has created incredible opportunities for his business’ growth and lasting relationships with his clients…