HeyJaredLife, 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.
- Indexed episodes, last 90 days
- 6
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- Sep 15, 2026
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- Jul 7, 2026
Latest episodes
10 Questions to Ask Before You Retire (opens the original)
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In this episode of Life, Money, and Living Well Reflections , we bring to life an article by David Schimberg exploring 10 important questions to consider before making the transition into retirement. Retirement readiness involves much more than reaching a certain age or hitting a number in your portfolio. From Social Security and Medicare to monthly spending, withdrawal strategies, taxes, investment risk, and long-term care, there are important financial decisions that can shape the decades ahea
Your Success Is Meant to Be Shared: David Githuku (opens the original)
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The question is, what hasn't David Githuku done? He earned a PhD in Polymer Engineering at Texas A&M. He had a 26 year career at Procter & Gamble, eventually becoming the VP of Research and Development. In 2020, he founded the ACE SME Foundation, focused on equipping underserved business founders with funding, training, and mentorship to build sustainable, socially impactful businesses. With a special focus on Africa, ACE is helping change communities by investing in entrepreneurs. ACE has helpe
The Surprising Habit Our Happiest Clients Share (opens the original)
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What if your financial plan could make you happier, not just wealthier? In this episode of Life, Money, and Living Well Reflections , we bring to life an article by Ben Beshear exploring a surprising pattern among some of the happiest people we've had the privilege of serving. Over the years, we've noticed that many of these clients approach money with a similar mindset. They prioritize generosity, consistently save for the future, and intentionally keep their fixed expenses under control. The r
Enjoying every Decade : Bobb Biehl (repost with new intro and commentary) (opens the original)
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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 consulte
Smart Moves to Minimize Your Future Required Minimum Distributions (opens the original)
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What if one of your biggest retirement challenges isn't running out of money... but paying too much in taxes? In this episode of Life, Money, and Living Well Reflections, we bring to life an article by John Brannon exploring a retirement planning issue many diligent savers never see coming: Required Minimum Distributions, or RMDs. For decades, you've contributed to traditional IRAs and 401(k)s, allowing your investments to grow tax-deferred. But eventually, the IRS requires you to begin taking m
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