Tag Archives: Savings

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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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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Connect With Todd Erkis:

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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