Life, Money, and Living Well

Books to the Rescue: Teaching Your Children About Money

What if the most important money lessons your kids learn… don't come from you directly? In this Life, Money, and Living Well Reflections episode, we bring to life an article by John Brannon exploring a simple but often overlooked idea: sometimes the best way to teach your children about money is by borrowing better words. Talking about money can feel complicated, especially with kids. But it doesn't have to be. This episode walks through a practical, age-by-age approach to building financial understanding, from early childhood stories to teenage decisions and young adult realities. Along the way, it highlights helpful books, simple frameworks, and everyday moments that can shape how kids think about earning, spending, saving, and giving. Because ultimately, teaching your kids about money isn't about having the perfect explanation. It's about creating shared experiences, starting conversations, and helping them build a healthy story around money over time. If you're a parent, or hope to be one someday, this episode offers a simple place to start. Listen now to learn how small conversations today can shape your child's financial future. Read the article here: https://www.livewellcapital.com/books-to-the-rescue.htm [https://www.livewellcapital.com/books-to-the-rescue.htm] Brief legal disclaimer: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal or investment advice. Listeners should seek the input of their own tax, legal, and financial planning professionals before acting on any of the information provided. Any speaker on this podcast expresses ideas that are subjective to the time of the recording, and are subject to change without notice, and are not always indicative of the opinions of the underwriters of this show. This episode should not replace the diligence of a full financial plan with a financial planning professional that can take your specific situation into account.

Investing Through Uncertainty: A $300 Billion Perspective with Jeb Bentley

If you've ever wondered how large institutions invest through uncertainty and still keep promises decades into the future, this conversation offers a rare behind-the-scenes look. Ben sits down with Jeb Bentley, Chief Investment Officer of Northwestern Mutual, who oversees more than $300 billion in assets. With experience spanning public markets, private investments, and wealth management, Jeb has had a front-row seat to multiple market cycles, shifting interest rate environments, and major structural changes in capital markets. Brief legal disclaimer: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal or investment advice. Listeners should seek the input of their own tax, legal, and financial planning professionals before acting on any of the information provided. Any speaker on this podcast expresses ideas that are subjective to the time of the recording, and are subject to change without notice, and are not always indicative of the opinions of the underwriters of this show. This episode should not replace the diligence of a full financial plan with a financial planning professional that can take your specific situation into account. This material does not constitute investment advice and is not intended as an endorsement of any specific investment or security. Please remember that all investments carry some level of risk, including the potential loss of principal invested.

Good Financial Groundwork Takes Flexible Goals-Based Planning

What if the goals you're planning for today… aren't the ones that will actually matter most tomorrow? In this Life, Money, and Living Well Reflections episode, we bring to life an article by Brad Weeks exploring a simple but powerful idea: financial planning shouldn't be rigid, it should be flexible. Most financial plans are built around clearly defined goals. But in reality, goals evolve as life unfolds. The challenge is learning how to plan ahead while leaving room for change. This episode walks through a practical framework for building a strong financial foundation using four core categories: traditional goals, milestone goals, lifestyle goals, and philanthropic goals. Instead of trying to predict the exact future, this approach helps you prepare for a range of meaningful possibilities. Because ultimately, great planning isn't about getting every detail right. It's about creating a structure that can adapt as your life does. Read the article here: https://www.livewellcapital.com/good-financial-groundwork.htm [https://www.livewellcapital.com/good-financial-groundwork.htm] Brief legal disclaimer: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal or investment advice. Listeners should seek the input of their own tax, legal, and financial planning professionals before acting on any of the information provided. Any speaker on this podcast expresses ideas that are subjective to the time of the recording, and are subject to change without notice, and are not always indicative of the opinions of the underwriters of this show. This episode should not replace the diligence of a full financial plan with a financial planning professional that can take your specific situation into account.

John Pepper's Masterclass in Leadership: Character, Curiosity, and Courage

Not all CEOs are created equal. Some are visionaries, seeing possibilities that others don't. Some are autocratic, my-way-or-the-highway leaders. Some lead by delegating, while others micromanage. But the most effective leaders? They lead by example. That's John Pepper. We could use the rest of the time reading off his accomplishments. John served as the CEO and then Chairman of the Board for Fortune 100 juggernaut Procter and Gamble. He was the CEO of the National Underground Railroad Freedom Center, and served as Chairman of the Board of the Walt Disney Company. A thoughtful, reflective leader, John raised the water level everywhere he went by focusing on character, significance, and values. A proponent of inclusive leadership long before it was a buzz word, John spent his life putting his money where his mouth is. He is a quiet heavyweight who, at 87 years-old, is still learning and leading with fervor. Brief legal disclaimer: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal or investment advice. Listeners should seek the input of their own tax, legal, and financial planning professionals before acting on any of the information provided. Any speaker on this podcast expresses ideas that are subjective to the time of the recording, and are subject to change without notice, and are not always indicative of the opinions of the underwriters of this show. This episode should not replace the diligence of a full financial plan with a financial planning professional that can take your specific situation into account.

Five Strategies That Will Keep You Calm During Volatile Markets : Ben Beshear

Market volatility has a way of shaking even the most disciplined investors. Elections, interest rates, geopolitical tension, inflation, tax changes. The headlines shift daily, and so does the anxiety. In this Life, Money, and Living Well Reflections episode, Ben begins with a simple but honest admission: no one knows what will happen next. But while we cannot predict markets, we can prepare for them. Drawing on nearly a century of S&P 500 data, Ben walks through five practical strategies designed to reduce panic and increase clarity during uncertain times: • Use safer assets for liquidity • Resist the temptation to time the market • Diversify thoughtfully • Rebalance consistently • Think long term The message is simple but powerful: control what you can control. The goal is not to eliminate volatility. It is to build a plan that can endure it. As always, your financial plan should be built for your life, not the other way around. This episode is a narrated version of a written article originally published by LiveWell Capital, created for listening on the go. You can read the original article here: Five Strategies That Will Keep You Calm During Volatile Markets [https://www.livewellcapital.com/five-strategies-to-keep-calm.htm] Brief legal disclaimer: This podcast is intended for informational purposes only. The ideas and opinions on this episode do not constitute tax, legal, or investment advice. Listeners should seek the input of their own tax, legal, or financial planning professional before acting on any of the information provided. Any speaker on this podcast series expresses opinions that are subjective at the time of recording and are subject to change without notice and are not always indicative of the opinions of the underwriters of this show. This episode should not replace the diligence of a full financial plan with a financial planning professional that can take your specific situation into account.