Shows
The Family Finance Podcast089 The Top 5 Craziest Financial StatisticsGet ready to be shocked by five mind-blowing financial statistics that reveal just how wild our money habits really are. In this episode of The Family Finance Podcast, we break down the numbers and what they mean for your personal finances. You’ll walk away with eye-opening insights and practical takeaways to improve your money mindset.Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or representation of future results.2025-08-1123 minThe Family Finance Podcast088 Financial GeneticsIs money behavior inherited or learned? In this episode of The Family Finance Podcast, we explore the idea of “financial genetics”—how your upbringing, family culture, and even personality shape the way you handle money. Discover how understanding your financial roots can help you make smarter choices for your future.Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or representation of future results.2025-08-0424 minThe Family Finance Podcast087 The Parent Paycheck DilemmaIn this episode of The Family Finance Podcast, we unpack the real financial and emotional struggle many parents face: Is it worth it to work when childcare costs eat up most of your paycheck? We dive into the numbers, the hidden costs, and the personal values that shape this decision. Whether you're considering staying home or balancing career and kids, this episode helps you weigh the trade-offs with clarity and confidence.Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Pa2025-07-2816 minThe Family Finance Podcast086 Why We Buy Things We Don't NeedIn this episode of The Family Finance Podcast, we explore the psychology behind why we spend money on things we don’t actually need. From emotional triggers to social pressure, we break down the habits that quietly sabotage your financial goals. Tune in to learn how to recognize these patterns and take back control of your spending.Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or representation of future results.2025-07-2122 minThe Family Finance Podcast085 How Much Is Enough?In this episode of The Family Finance Podcast, we tackle the timeless question: how much money is truly enough? We’ll break down the difference between financial security and endless striving, and help you define “enough” based on your goals and values. Discover how contentment and clarity can reshape your approach to money and life.Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or representation of future results.2025-07-1421 minThe Family Finance Podcast084 Your Values, Your BudgetIn this episode of The Family Finance Podcast, we delve into how to create a budget that truly aligns with your personal values and priorities. Whether it's faith, family, giving, or freedom, aligning your money with what matters most can bring clarity and confidence to your financial decisions. Learn practical steps to create a values-based budget that works for your real life.Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guar2025-07-0721 minThe Family Finance Podcast083 The Hidden Costs of ParentingRaising kids comes with expenses you can plan for—and plenty you can’t. In this episode of The Family Finance Podcast, we break down the hidden costs of parenting, from unexpected fees to lifestyle shifts that impact your budget. Whether you're a new parent or deep in the school years, this episode will help you prepare for the real financial impact of raising a family.Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Pas2025-06-3013 minThe Family Finance Podcast082 Five Easy Ways to Save Money TodayLooking for simple ways to save money without overhauling your entire budget? In this episode of The Family Finance Podcast, we share 5 easy, practical tips to help you cut costs, spend smarter, and grow your savings—no stress required. Whether you're managing a household or just trying to make ends meet, these quick wins can make a real difference.Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guaran2025-06-2313 minThe Family Finance Podcast081 Student Loans 101: Borrowing, Repayment, and ReliefStudent loan debt can feel overwhelming, but you don’t have to face it alone. In this episode of The Family Finance Podcast, we break down how student loans work, smart repayment strategies, and what to know about forgiveness programs. Whether you're paying off your own loans or planning ahead for your kids, this conversation will help you make informed, confident decisions.Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past perfo2025-06-1618 minThe Family Finance Podcast080 Faith and Finances: A Biblical PerspectiveWhat does the Bible actually say about money, spending, and stewardship? In this episode of The Family Finance Podcast, we explore key biblical principles that can guide your financial decisions and help your family build a strong, values-based foundation. Whether you're managing debt, saving, or giving, you'll learn how faith and finances can work hand in hand.Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a gua2025-06-0921 minThe Family Finance Podcast079 Staying Out of Debt: What Actually WorksGetting out of debt is a huge win, but staying debt-free is where the real work begins. In this episode of The Family Finance Podcast, we share practical strategies for maintaining a debt-free lifestyle while raising a family and managing real-life expenses. From smart spending habits to setting up safeguards, learn how to keep debt from creeping back in.Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past p2025-06-0221 minThe Family Finance Podcast078 Mid-Year Money ReviewWe’re halfway through the year—how are your finances holding up? In this episode, we walk through a simple mid-year money check-in to help you assess your progress, reset your goals, and make smart moves for the rest of the year. Whether you're saving for a big goal or just trying to stay on track, this is your chance to realign and finish strong.Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments invol2025-05-2622 minThe Family Finance Podcast077 Investing is RiskyIn this episode of The Family Finance Podcast, we unpack the risks of investing—and why that’s not necessarily a bad thing. From market swings to emotional decisions, we explore what makes investing feel risky and how to navigate it with confidence. Learn how to manage risk wisely and invest in your family’s financial future with clarity and purpose.Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not g2025-05-1924 minThe Family Finance Podcast076 Social Security 101In this episode of The Family Finance Podcast, we break down the basics of Social Security and what it means for your family’s future. Learn how benefits are calculated, when to claim, and how your decisions today can impact your long-term financial security. Whether you're decades away or approaching retirement, this is the Social Security guide every family needs.Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and 2025-05-1218 minThe Family Finance Podcast075 Earn More or Spend LessOn today's episode of The Family Finance Podcast, we break down the pros and cons of earning more versus spending less. You'll get actionable advice to help you decide which approach fits your family's goals. Whether you need to trim the budget or boost your paycheck, this episode gives you a clear path forward.Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past perf2025-05-0516 minThe Family Finance Podcast074 Helping Teens Master Money: A Parent's Guide to Financial EducationWant to help your teen build smart money habits early? In this episode of The Family Finance Podcast, we share practical tips for teaching teens about budgeting, saving, spending wisely, and understanding the value of money. Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or representation of future results.2025-04-2821 minThe Family Finance Podcast073 Financial Success By The Decades (40s, 50s, 60s)What does financial success look like in your 40s, 50s, and 60s? In this episode of The Family Finance Podcast, we explore the key money moves for midlife and beyond, covering retirement planning, debt reduction, insurance, and legacy building. Tune in for practical strategies to stay financially strong through your peak earning years and into retirement.Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and 2025-04-2126 minThe Family Finance Podcast072 Financial Success By The Decades (20s-30s)What does financial success look like in your 20s and 30s? In this episode of The Family Finance Podcast, we break down the key money moves for each decade—from building smart habits and tackling debt to investing and growing wealth. Tune in for practical tips to set yourself up for long-term financial success!Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not2025-04-1422 minThe Family Finance Podcast071 Our Favorite Financial ResourcesLooking for the best tools, books, and apps to improve your finances? In this episode of The Family Finance Podcast, we share our favorite financial resources to help you budget, invest, and grow your wealth with confidence. Tune in for expert-recommended tools that make managing money easier and more effective!Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not 2025-04-0720 minThe Family Finance Podcast070 Estate Planning 101Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their family and legacy. In this episode of The Family Finance Podcast, we break down the essentials of wills, trusts, and key documents to ensure your loved ones are cared for. Tune in to learn how to create a solid estate plan without stress or confusion!Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. 2025-03-3113 minThe Family Finance Podcast069 Strategy for Home UpgradesThinking about upgrading your home but unsure how to do it wisely? In this episode of The Family Finance Podcast, we break down smart strategies for home renovations, budgeting for upgrades, and maximizing your home’s value without overspending. Tune in to learn how to make upgrades that fit your finances and future goals!Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not g2025-03-2416 minThe Family Finance Podcast068 Homeownership 101Thinking about buying a home? In this episode of The Family Finance Podcast, we’re covering Homeownership 101—everything you need to know before making one of the biggest financial decisions of your life. From saving for a down payment to understanding mortgage options, we’ll break it all down in simple terms.Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURESBen Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed2025-03-1726 minThe Family Finance Podcast067 Can I Retire Early?Dreaming of early retirement? In this episode of The Family Finance Podcast, we break down the key steps to achieving financial freedom sooner, from smart saving strategies to investing for long-term growth. Learn how to cut unnecessary expenses, boost your income, and build a plan that lets you retire on your terms.Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURESBen Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and ar2025-03-1023 minThe Family Finance Podcast066 Spring Clean Your FinancesShake off the winter blues and give your finances a fresh start! In this episode of The Family Finance Podcast, we’re diving into practical ways to declutter your budget, tidy up your accounts, and refresh your financial goals for the year ahead. From canceling unused subscriptions to organizing debt payoff plans, these simple steps will help you feel more in control of your money. Interested in Financial Coaching with MikeInterested in Financial Planning with BenDISCLAIMERS & DISCLOSURESBen Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is 2025-03-0330 minThe Family Finance Podcast065 Top 5 Personal Finance BooksExplore the best books to boost your money management skills in this episode of The Family Finance Podcast! We’re breaking down our top five personal finance books that cover many topics. Whether you’re a budgeting beginner or a seasoned saver, these recommendations will help you build a stronger financial mindset. Tune in to find your next must-read!
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliabl2025-02-2419 minThe Family Finance Podcast064 Financial Communication in MarriageIn this episode, we explore the crucial topic of money conversations in marriage. We discuss practical tips for navigating financial discussions, aligning goals, and managing differences in spending habits. Tune in for advice on how open, honest communication about finances can strengthen your relationship and lead to financial harmony.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or representation of future resul2025-02-1726 minThe Family Finance Podcast063 The Power of GenerosityToday, we explore the power of generosity and how giving can transform. Join us as we discuss the profound impact of selfless acts, the science behind generosity, and practical ways to incorporate kindness into your daily life. Tune in to discover how small acts of giving can lead to big changes, both personally and within your community. Don't miss this inspiring conversation on the life-changing effects of generosity!
https://www.library.hbs.edu/working-knowledge/why-giving-to-others-makes-us-happy
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a thi2025-02-1022 minThe Family Finance Podcast062 Our Top Budgeting Tips in 2025Master your finances in 2025 with our top budgeting tips! In this episode, we break down practical strategies to help you save more, spend smarter, and achieve your financial goals. Whether you're just starting or looking to fine-tune your budget, these actionable insights are perfect for every stage of your journey. Tune in and take control of your money today!
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve r2025-02-0332 minThe Family Finance Podcast061 Role of Technology in Personal FinanceIn this episode, Mike and Ben explore the growing role of technology in personal finance and how it’s transforming money management. Discover how tech innovations are making financial planning more accessible and efficient. Tune in to learn how to leverage technology to take control of your finances and achieve your financial goals.
Interested in Financial Coaching with Mike
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past perfor2025-01-2725 minThe Family Finance Podcast060 Teaching Kids about Finances Part IIIn Part 2, we offer practical, actionable tips for teaching your kids about money in everyday life. From setting up allowances to introducing savings goals, these hands-on strategies will help reinforce smart financial habits. Don't miss this guide to empowering the next generation with essential money skills!
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or represent2025-01-2029 minThe Family Finance Podcast059 Teaching Kids about Finances Part IIn Part 1 of our two-part series, we dive into the importance of instilling a healthy mindset about money in your kids. Learn how to shape their beliefs, attitudes, and values toward financial responsibility from a young age. Tune in to discover strategies that set the foundation for a positive relationship with money.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Pas2025-01-1331 minThe Family Finance Podcast058 Financial Stats to Know in 2025In this episode of The Family Finance Podcast, Mike and Ben break down the key financial statistics you need to know as you enter 2025. These stats can be a helpful gauge for your financial wellbeing. Tune in to stay ahead of the curve and plan your financial future with confidence!
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Pa2025-01-0623 minThe Family Finance Podcast057 Success Beyond Wealth in 2025In this episode, Mike and Ben explore key strategies for achieving financial success in 2025. Everything from navigating economic trends, smart investing, and budgeting techniques to help you thrive in the coming year. Tune in for practical tips and forward-thinking advice to secure your financial future and maximize opportunities in 2025.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past p2024-12-3023 minThe Family Finance Podcast056 What I'd Tell My 20 Year Old SelfIn this episode, Ben interviews Mike on what he wishes he knew in his twenties. From saving strategies to investing tips and managing debt, Mike shares crucial lessons that can help you build a solid financial foundation early. Tune in for practical advice to empower you to make smarter money decisions and set yourself up for long-term financial success.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject 2024-12-2331 minThe Family Finance Podcast055 Top 7 Financial Slam DunksIn this episode, Mike and Ben break down the top 7 financial slam dunks—simple, no-brainer moves that can boost your financial health. From automating savings to optimizing investments, these strategies are easy to implement. Whether you're new to personal finance or looking to sharpen your strategy, these tips will put you on the path to financial success. Tune in for actionable advice and practical steps to secure your financial future!
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from 2024-12-1619 minThe Family Finance Podcast054 Top Financial Headlines of 2024In this episode, we analyze the top financial headlines entering 2024 and review how those predictions played out. From market trends to economic shifts, we break down the key forecasts and their real-world outcomes. Tune in for insights into the financial events that shaped the year and what they mean for the future.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments in2024-12-0917 minThe Family Finance Podcast053 Year End Financial ChecklistGet your finances in shape before the year ends with this essential checklist! Mike and Ben break down the key steps to take before the sun sets on 2024. Budgeting, tax planning, and financial review are all essential components. Tune in for expert tips to help you close the year on a solid financial note and set yourself up for success in the new year.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party s2024-12-0216 minThe Family Finance Podcast052 How Much Does Your Life Cost?How much is your life costing you? In today's episode, Mike and Ben dive into this concept and how it directly dictates your financial well-being. Tune in for tangible ways to ensure you are keeping the cost of your life in check.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past 2024-11-2517 minThe Family Finance Podcast051 Top 5 Financial Vital SignsIn today's episode, Mike and Ben discuss the top five financial vital signs. Just as vital signs monitor your health, financial vital signs assess your financial wellness. Incorporating these into your financial plan will help elevate your financial well-being.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past perfor2024-11-1819 minThe Family Finance Podcast050 Roth vs TraditionalIn today's episode, Mike and Ben outline the differences between Roth and Traditional retirement accounts. This is one of the most common questions and least understood topics in personal finance. Tune in to learn the difference.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not2024-11-1117 minThe Family Finance Podcast049 Top 5 Wealth Building ObstaclesIn today's episode, Mike and Ben outline their main obstacles to building wealth. You may be surprised by what you discover. Although this list is not exhaustive, these challenges can significantly hinder your progress. Tune in to learn how to overcome them.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and a2024-11-0428 minThe Family Finance Podcast048 How Taxes WorkDuring today's episode, Mike and Ben provide an overview of what you need to know about taxes. While they are not tax professionals, the information provided is foundational knowledge everyone needs to know about how taxes work.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Pas2024-10-2822 minThe Family Finance Podcast047 Open Enrollment SuccessDuring today's episode, Mike and Ben discuss what success looks like during open enrollment. Even if nothing has changed, it is essential to review your selections and not leave money on the table. Tune in to see how to avoid open enrollment pitfalls and put yourself in a better financial position.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable b2024-10-2120 minThe Family Finance Podcast046 Avoiding Lifestyle CreepDuring today's episode, Mike and Ben discuss the concept of lifestyle creep. You may have heard this referred to as 'Keeping up with the Joneses.' Lifestyle Creep is one of the most dangerous concepts regarding wise money management. Tune in to see how you can avoid it, and put yourself in a better financial position.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-p2024-10-1422 minThe Family Finance Podcast045 Good Debt vs Bad DebtDuring today's episode, Mike and Ben discuss the concept of good and bad debt. Do you know if this statement has any validity? There is no doubt that debt surrounds our financial lives. Tune in to see what types of debt to avoid and what types (within reason) can benefit your financial life.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which2024-10-0726 minThe Family Finance Podcast044 Top 3 Financial MythsDuring today's episode, Mike and Ben discuss their top 3 financial myths. There is no shortage of myths out there, but these are, in large, the ones we see most often. Tune in to see if you knew these common topics are myths.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction f2024-09-3016 minThe Family Finance Podcast043 Navigating A Career ChangeDuring today's episode, Mike and Ben discuss their approach to making a career change. Gone are the days of staying in one career for your working life. Tune in to learn how you can accomplish this in a strategic, stress-free way.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correctio2024-09-2316 minThe Family Finance Podcast042 Top 5 Things To Do Before RetiringDuring today's episode, Mike and Ben discuss their top 5 essential steps before retiring. Entering retirement should be done strategically. Tune in to learn how to retire well.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performanc2024-09-1626 minThe Family Finance Podcast041 Boost Your Earning PotentialDuring today's episode, Mike and Ben discuss strategies and methods for increasing your earnings. From job promotion to side hustle, they cover it all. You can tune in to learn how to leverage your time and money to boost your earnings.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subj2024-09-0917 minThe Family Finance Podcast040 The Impact of Elections on InvestingDuring today's episode, Mike and Ben discuss the impact of presidential elections on the stock market and, more importantly, your investments. Tune in to learn what you should do in preparation for this year's election.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for err2024-09-0214 minThe Family Finance Podcast039 Should You Hire A Financial AdvisorDuring today's episode, Mike and Ben outline when it makes sense to work with a financial advisor. They also discuss their green and red flags when hiring an advisor. Tune in to learn if you should be working with an advisor.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reli2024-08-2622 minThe Family Finance Podcast038 Top 3 Habits of a Successful InvestorDuring today's episode, Mike and Ben outline their top 3 attributes that make up a successful investor. All of these habits are learned and can be improved upon by all investors. Tune in to learn how to become a successful investor.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be...2024-08-1924 minThe Family Finance Podcast037 All About RiskDuring today's episode, Mike and Ben explain the concept of risk in investing. Whether you DIY invest or have a financial planner, risk is essential to your financial life. Tune in to learn more!
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to2024-08-1222 minThe Family Finance Podcast036 How To Start InvestingDuring today's episode, Mike and Ben establish the importance of investing, and how to get started. Tune in to learn more!
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past pe2024-08-0525 minThe Family Finance Podcast035 Financially Prep for the SchoolyearDuring today's episode, Mike and Ben establish the importance of preparing for the school year, and lay out strategies to avoid those major spikes in spending throughout the year. Tune in to learn more!
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable b...2024-07-2916 minThe Family Finance Podcast034 Building Your Emergency FundDuring today's episode, Mike and Ben establish the importance of having an established emergency fund. If importance isn't enough, they dive into the logistics of building out your emergency fund regardless of your current financial situation. Tune in to learn more!
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-p...2024-07-2223 minThe Family Finance Podcast033 What is Financial Success?During today's episode, Mike and Ben dive into the qualities of someone who is financially success. This can take on many meanings, but certain identifiers differentiate those who are successful and those who are not yet. Tune in to learn more!
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a...2024-07-1522 minThe Family Finance Podcast032 Do You Need A Financial Coach?During today's episode, Ben interviews Mike about the financial coaching industry. They discuss everything from the coaching industry to indicators of whether you need a coach. Tune in to see if coaching can help you level up your finances.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a...2024-07-0826 minThe Family Finance Podcast031 How to Get Out of DebtIn today's episode, we discuss a commonly encountered financial topic: debt. It's something no one likes to talk about, and certainly, no one likes to be in. Join us as Mike and Ben share the best strategies for getting rid of debt and improving your financial situation.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The informati...2024-07-0128 minThe Family Finance Podcast030 Diversify Your IncomeMike and Ben are concluding their series on Financial Momentum and discussing how to achieve it. Today's focus is on diversifying your income and understanding which areas make sense for you. Tune in as they explore strategies for evaluating this important topic.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained he...2024-06-2419 minThe Family Finance Podcast029 Financial Momentum MindsetIn June, Mike and Ben will be discussing the concept of Financial Momentum and how to achieve it. The focus today is understanding the mindset and habits that can help you reach the next level of financial success. Join them as they delve into strategies for doing this.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any secu...2024-06-1724 minThe Family Finance Podcast028 Earn While You SleepDuring June, Mike and Ben will discuss the concept of Financial Momentum and how to achieve it. The next step in our discussion is to explore methods for generating passive income to enhance earnings. Join them as they delve into strategies for doing this.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Th...2024-06-1019 minThe Family Finance Podcast027 Elevate Your EarningsDuring June, Mike and Ben will be discussing the concept of Financial Momentum and how to achieve it. The first crucial step is to increase your earnings. Join them as they delve into strategies for doing this.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein h...2024-06-0321 minThe Family Finance Podcast026 Retirement Basics: How To Manage Your Nest EggRetirement is an important topic in financial planning that can significantly impact your future. Therefore, it's crucial to do it correctly. With this in mind, Mike and Ben offer their top tips for managing your nest egg well in retirement.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The...2024-05-2722 minThe Family Finance Podcast025 Retirement Basics: Five Keys For A Successful RetirementRetirement is an important topic in financial planning that can have a significant impact on your future. Therefore, it's crucial to do it correctly. With this in mind, Mike and Ben give their 5 Keys to Retirement Success.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information co...2024-05-2026 minThe Family Finance Podcast024 Retirement Basics: Investing Order of OperationsRetirement is an important topic in financial planning that can have a significant impact on your future. Therefore, it's crucial to do it correctly. With this in mind, Mike and Ben provide a quick overview of the investing order of operations.
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https://gitnux.org/average-employer-401k-match/#:~:text=The%20average%20employer%20401K%20match%20in%20the%20U.S.%20is%204.7,some%20form%20of%20employer%20match
DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is f...2024-05-1319 minThe Family Finance Podcast023 Retirement Basics: Investment AccountsRetirement is a core financial planning topic with major ramifications for your future self, so it makes sense that you want to do it right. Join Mike and Ben as they do a quick overview of the primary types of retirement accounts and lay out the pros and cons of each.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for th...2024-05-0617 minThe Family Finance Podcast022 How Much Is Enough?How much is enough? We don't often ask ourselves this question, but we think it might be worth considering. Join Mike and Ben as they explain why this can be such a valuable question to consider for yourself.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has...2024-04-2922 minThe Family Finance Podcast021 How Much Life Insurance Do You Need?How much life insurance do you need? It can be tricky to determine how much term life insurance you might need. Join Mike and Ben as they outline the considerations for analyzing your term life insurance needs.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein...2024-04-2217 minThe Family Finance Podcast020 How Much Car and House Can You Afford?How much can you afford to spend on a car? How about a house? For most people, these purchases are the biggest ones in their lives, and it's important to be confident that you can afford them. Join Mike and Ben as they dissect these purchases and the principles that can help you make them confidently.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only an...2024-04-1520 minThe Family Finance Podcast019 How Much Do You Need To Retire?How much do you need to retire? This is quite literally the million-dollar question! To find out how much you ACTUALLY need to retire, join Mike and Ben as they dissect the topic of retirement savings.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contai...2024-04-0820 minThe Family Finance Podcast018 How Much Should You Be Saving?Ever wonder if you're saving enough? What counts toward your savings rate? Join us as we discuss saving principles and what we think is a good goal for most people's savings rate.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has b...2024-04-0118 minThe Family Finance Podcast017 Family Finances: Generational WealthWhat is generational wealth? It's a term that is often thrown around with little understanding. Join Ben and Mike as they discuss what generational wealth is, and what it might look like for you to build it within your own context.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase...2024-03-2518 minThe Family Finance Podcast016 Family Finances: Making Major PurchasesJoin us as we dive into the art of decision-making when it comes to making significant purchases. Following along as we outline a strategy that will guide you through a large purchase, and how to be financially better off after the purchase than you were before.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer...2024-03-1820 minThe Family Finance Podcast015 Family Finances: College PlanningIn this episode, we dissect the options for college savings. From practical tips on account and investing options to laying out the criteria for knowing how and when to contribute. Join us as we discuss your options for college funding.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or...2024-03-1117 minThe Family Finance Podcast014 Family Finances: Teaching Kids about MoneyIn this episode, we uncover effective strategies for teaching children about money within the family setting. From practical tips on budgeting to initiating conversations about savings and investing, join us as we explore how to foster financial literacy in the next generation.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation...2024-03-0434 minThe Family Finance Podcast013 Marriage & Finance: Balancing Budget and LifestyleDiscover how to harmonize your marriage, finances, and lifestyle in our latest podcast episode. Join us as we share practical tips for balancing budgets while nurturing a fulfilling relationship and the life you hope to have.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or pu...2024-02-2618 minThe Family Finance Podcast012 Marriage & Finance: The Three Most Common Mistakes to AvoidIn this episode, we delve into the intersection of marriage and finance, highlighting the three most common mistakes couples make and how to avoid them. From communication breakdowns to differing financial goals, we provide practical insights and strategies to strengthen both your relationship and your financial future.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only an...2024-02-1919 minThe Family Finance Podcast011 Marriage & Finance: NewlywedsExplore the intersection of love and finance in our Marriage & Finance series. In this episode, Ben and Mike delve into the financial keys for success of newlywed couples. Join us for practical insights on fostering a strong financial connection with your partner.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make...2024-02-1223 minThe Family Finance PodcastStock Market All-Time High (What You Should Do)Join Ben and Mike as they break down the current state of the stock market. More importantly, stick around to hear how this is impacting your investment portfolio, and what you should do.
https://www.schwab.com/learn/story/does-market-timing-work
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make...2024-02-0716 minThe Family Finance Podcast010 Marriage & Finance: CommunicationExplore the intersection of love and finance in our Marriage & Finance series. In this episode, Ben and Mike delve into the key role communication plays in financial harmony within your marriage. Join us for practical insights on fostering a strong financial connection with your partner.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and...2024-02-0519 minThe Family Finance Podcast009 Financial Basics: Ten Financial Terms You Should KnowFrom stock to credit, we simplify the must-know terms for your financial journey. Join Ben and Mike as they break down these terms, and give you an overview of what you need to know. Tune in for a smarter approach to money.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to m...2024-01-2915 minThe Family Finance Podcast008 Financial Basics: Retirement PlanningWant to figure out the steps to retire with confidence? In this podcast, we outline the basic steps needed when planning for retirement.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein...2024-01-2223 minThe Family Finance Podcast007 Financial Basics: Getting Out of DebtEveryone has their own perception of debt's role in your financial life. Ben and Mike explain their reasoning and strategies to help you get out of debt. This is not something that people should feel shame around, but rather have a motivation to rid their life of unnecessary debt.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financial, legal, or tax advice through this podcast. The information presented is...2024-01-1524 minThe Family Finance Podcast006 Financial Basics: Budgeting for the LifespanIn this episode, Ben and Mike take the foundational principles for budget creation in their last episode and help you understand how to view your budget. Budgeting should be a piece of your financial picture that stays consistent over time, not something to be resented. Listen in to get some principles on viewing your budget through the right lens.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financia...2024-01-0815 minThe Family Finance Podcast005 Financial Basics: How to BudgetFor better or worse, we've all heard a lot about budgeting. In this episode, Mike and Ben lay out the importance of budgeting, while also explaining a simple approach to getting started, regardless of your experience in the past.
Check out YNAB!
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financial, legal, or tax advice through this podcast. The information presented is for educ...2024-01-0114 minThe Family Finance Podcast004 Financial Goal Setting: Making It StickThe final piece of the puzzle is figuring out how to build habits out of goals that can stick around long term. In this episode, we dive into a few key points to help you get the most out of your goals, and create lasting change.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financial, legal, or tax advice through this podcast. The information presented is for educatio...2023-12-1717 minThe Family Finance Podcast003 Financial Goal Setting: The RIGHT GoalsWe've made our case for why we think goal-setting is so important. In this second episode on financial goal setting, we get right into the practical ways this plays out. Grab 1 or 2 takeaways from today's episode to help implement goal-setting into your daily life.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and...2023-12-1716 minThe Family Finance Podcast002 Financial Goal Setting: Why Do It?We open up a 3 show series on financial goal setting and make our case for why we think financial goal setting is so important, that everyone should be doing it. This can take shape in many ways, but we want you to find the way that works for you, and stick with it. Start goal setting if you want to take that next step in your family's financial journey.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a...2023-12-1714 minThe Family Finance Podcast001 Kickoff EpisodeIn today's episode, we quickly overview who we are, why we started this podcast, and what our listeners can expect from our show.
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DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information...2023-12-1603 min
The Family Finance PodcastTrailerShow Trailer
DISCLAIMERS & DISCLOSURES
Ben Lex is a financial advisor but he does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or representation of future results.2023-12-1600 min