Tag Archives: Retirement

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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The Basics of Comprehensive Financial Planning (Ep. 22)

September 27, 2023Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, WealthAssets, Benefits, Blue Barn Wealth, Financial, Financial Planning, Financial Strategies, Investments, Podcast, Retirement, Savings, Your Path to Real WealthYour-Path-to-Real-Wealth

You could have the best financial plan only to worry when dealing with an emergency. How can you avoid feeling uncertain about your plan before that happens?

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP®, focus on what comprehensive financial planning means and what it looks like for clients. They explore strategies to focus a financial plan on the client’s needs and goals while sharing tips to prevent miscommunication with loved ones in case of an emergency.

Jeff and Ben discuss:

The value of a comprehensive financial plan
The role of an advisor in building a client’s dream future
What’s included in a comprehensive financial plan
How estate planning benefits from a comprehensive financial plan
And more

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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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Investment Strategies at Blue Barn Wealth (Ep.7)

January 11, 2023Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, WealthBlue Barn Wealth, Financial, Goals, Investing, Investments, Podcast, Retirement, Your Path to Real WealthYour-Path-to-Real-Wealth

Choosing an advisor for your financial journey should mean partnering with someone who makes you feel comfortable.

In this episode, Jeff, Benjamin, and Hyrum discuss some of their investing strategies that can help you achieve your long-term financial goals, such as enjoying a comfortable retirement.

Jeff, Benjamin, and Hyrum discuss:

Why the average investor over the last few decades made a much lower return than what the markets would’ve allowed them to achieve
The first steps they take when working with new investors
Why you should diversify your investments, especially when pursuing long-term goals
The dangers of being an overconfident and undereducated investor
And more

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The Blue Barn Wealth Way: Key Offerings and Expertise (Ep.6)

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The Blue Barn Wealth Way: Key Offerings and Expertise (Ep.6)

December 21, 2022Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, WealthBlue Barn Wealth, Finance, Financial Advisor, Financial Planning, Financial Podcast, Podcast, Real Wealth, Retirement, Your Path to Real WealthYour-Path-to-Real-Wealth

At Blue Barn Wealth, your goals influence everything we do.

In this episode, Jeff Brimhall, Benjamin Cummings, and Hyrum Smith discuss how they are helping people like you achieve long-term goals. They will become your financial partner and help you bring your financial plan all together using the 12 key services they offer.

Jeff, Benjamin, and Hyrum discuss:

How they help people like you find their inspiration to lead a more fulfilling life
Why financial planning and living a simpler life go hand in hand
What you can expect in your first financial planning session with their team
12 services they offer and which one best suits your needs
And more

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What Is Real Wealth? (Ep.5)

December 7, 2022Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, WealthBlue Barn Wealth, Finance, Financial Planning, Financial Podcast, Podcast, Real Wealth, Retirement, Wealth, Wealth Management, Your Path to Real WealthYour-Path-to-Real-Wealth

What does it mean to achieve Real Wealth?

In the most simple terms, it means to increase the value of more than just your investments.

In this episode, Jeff Brimhall, Benjamin Cummings, and Hyrum Smith discuss the meaning and purpose of Blue Barn Wealth’s slogan, “Live Within Your Meaning,” and how they implement its message into the lives of people like you.

Jeff, Benjamin, and Hyrum discuss:

How they implement their slogan, “Live Within Your Meaning,” into their business practice
The strategies they use which can contribute to your wealth in whatever form that may be
Why you need to broaden your view of wealth to include more than just your investments
How creating Real Wealth can allow you to lead a simpler and more intentional life
And more