Tag Archives: Portfolio Planning

An Expert Conversation on Alternative Investments with Dave Jensen from Sandlot Partners (Ep. 23)

October 11, 2023Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, WealthAdvisors, Blue Barn Wealth, Data, Entrepreneurs, Financial, Founders, Investing, Partners, Planning, Podcast, Portfolio Planning, Retirement, Savings, Your Path to Real WealthYour-Path-to-Real-Wealth

When it comes to alternative investments and deciding how to diversify your portfolio, how much you should be investing, and the risk that comes with it, you need an expert to help guide the way.

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D. CFP®, are joined by Dave Jensen, an expert in the alternative investment space. Around three years ago Dave co-founded a private investment firm called Sandlot Partners, focused on two key areas: experts and alignment.

Dave discusses:

Some alternative ways you can diversify your portfolio
Some drawbacks when considering the risks that come with these types of investments
Alignment and what that means for Sandlot Partners
Some of his successful alternative investments
And more

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About Our Guest:

Dave Jensen is the Co-Founder & Managing Partner of Sandlot Partners, an independent private investment firm. Sandlot partners with exceptional founders and management owners who believe in the long-term potential of their business and provides them with growth capital, strategic guidance, and/or partial liquidity. Sandlot’s investors include family offices and strategic individuals that provide patient capital and seek strong alignment.

Dave is a Co-Founder of Beacon Data, an expert data strategy and implementation consultant serving the private equity community. Helping tech and business leaders solve pain points and drive value through modern data infrastructure, analytics, and AI. Guiding light to companies serious about digital transformation and turning data into a strategic advantage.

Dave enjoys spending time outdoors with his wife Liz and their 5 children. In addition to being an avid golfer, skier, hiker, and movie watcher, Dave is a former professional baseball player (KC Royals 3rd-round pick). Dave also volunteered and worked in Latin America over 3 years where he became passionate about and keeps up with the amazing people, culture, and Spanish language.

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What to Consider When Evaluating An Annuity with Jackson Bradley (Ep. 15)

June 14, 2023Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, WealthAnnuities, Blue Barn Wealth, Budgeting, Fees, Financial, Fixed Expenses, Income, Insurance, Pension, Podcast, Portfolio Planning, Retirement, Withdrawal Rates, Your Path to Real WealthYour-Path-to-Real-Wealth

When considering whether an annuity would be worthwhile for you, some questions you might ask yourself are why would I choose an annuity over just having a taxable brokerage account? What benefits could it provide for me? How can I differentiate between the different types of annuities, and why would I go through all the trouble of getting one? How can an annuity relieve some of the income stresses I might face in retirement?

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP® are joined by Jackson Bradley, Consultant at DPL Financial Partners, to discuss what you need to know when it comes to annuities.

Listen as Jackson discusses:

The tax deferral you would get when using an annuity
What withdrawal rates look like with annuities
How annuities can be used as an income source with annuitizing
And more

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Where to Start Planning Your Retirement (Ep.12)

April 26, 2023Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, WealthAssets, Blue Barn Wealth, Financial, Investments, Planning, Podcast, Portfolio Planning, Retirement, Roth IRA, Saving, Security, Your Path to Real WealthYour-Path-to-Real-Wealth

When planning for your retirement we like to ask the important questions, check your portfolio and gather all the information necessary prior to offering you a plan. When it comes to retirement, a one size fits all mindset can cause you to miss out on unique opportunities specific to your situation.

In this episode, Jeff Brimhall, PhD, CFP®, CFA, and Benjamin Cummings, PhD, CFP®, discuss a number of investment strategies such as contributing to a Roth IRA or a 401K and which one will work best for you based on your unique situation. Join us as you start your ideal retirement planning to live out your golden years the way you desire.

Jeff and Benjamin discuss:

How a Roth IRA might be the best account type for you
How to determine your retirement planning steps based on your age
The tax advantages you can gain depending on the type of account
How you can determine the right amount and way to save for retirement
And more

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Why You Should Start Investing In A 529 Plan with Richard Ellis (Ep.11)

April 12, 2023Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, Wealth529 Plan, Blue Barn Wealth, Children, College Savings, Education, Financial, Grandchildren, Planning, Podcast, Portfolio Planning, Richard Ellis, Savings Plan, Your Path to Real WealthYour-Path-to-Real-Wealth

Do you have children or grandchildren who have yet to graduate from high school? Are you wondering how you can offer them a timeless gift this year that supports their future goals?

Investing in a 529 plan might just be the perfect fit for you.

In this episode, Jeff Brimhall, PhD, CFP®, CFA, and Benjamin Cummings, PhD, CFP®, talk with Richard Ellis, executive director at my529 to discuss what exactly a 529 plan is, how it compares to other savings plans and why you should start investing sooner rather than later. He also talks about transferring it from one beneficiary to another and what will happen to the plan if it is not used for education.

Richard discusses:

The benefits of having a 529 plan depending on the state you live in
How you can get a tax advantage on education expenses by investing in a 529 plan
Some reasons people start a 529 plan early for their children
And more

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About Our Guest:

Richard Ellis is a seasoned professional with experience working at all levels of state and local government. His primary expertise is in investment of public funds, debt issuance and budgeting. Richard has extensive experience speaking and training large and small groups. He has served on several boards and commissions helping develop policy and strategic initiatives. Richard also has experience working with various constituencies to find solutions to problems and continue the advancement of programs.

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How To WIN At Insurance with Todd Erkis (Ep.10)

March 22, 2023Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, WealthBlue Barn Wealth, Car Insurance, Deductibles, Dependants, Financial, Insurance, Life Insurance, Plan, Podcast, Portfolio Planning, Savings, Savings Plan, Spouse, Your Path to Real WealthYour-Path-to-Real-Wealth

Do you know what it means to “win” at insurance? If you’ve never thought about insurance in this light or have not considered how insurance can help during moments of high stress, you may want to tune in to this week’s episode.

In this episode, Jeff Brimhall, PhD, CFP®, CFA, and Benjamin Cummings, PhD, CFP®, talk with Todd Erkis, author and professor at St. Joseph’s University to discuss how you can reformat the idea of insurance in your eyes so that you have the protection you need, when you need it. From car to life insurance, it is important to know how these plans work so that you feel confident when the time comes to tap into this area of your portfolio.

Todd discusses:

When is the right time to lock in an insurance plan
How to understand deductibles and choosing the right deductible level
The right time to approach your insurance company with a claim
The decisions involved in life insurance and how to identify your needs
And more

Resources:

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LinkedIn: Todd Erkis

About Our Guest:

Todd Erkis is currently living a lifelong dream teaching finance and risk management at St. Joseph’s University.

He is the author of “What Insurance Companies Don’t Want You to Know – An Insider Shows You How to Win at Insurance” available at Amazon.com.

He is also, a life actuary with experience in M&A, pricing, financial projections, annuity and life products including variable annuities (VA) and VA hedging.

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