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The Advisor Of Tomorrow

Justin Castelli, CFP®

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The financial advisor of tomorrow looks different than the financial advisor of the past. This podcast will be a compilation of monthly interviews, audio from short videos, and more covering everything from practice management to marketing to branding and beyond that The Advisor Of Tomorrow needs to know. Your host is Justin Castelli, CFP®, the founder and financial advisor of RLS Wealth Management and co-Founder of The Advisor Growth Community™.
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In this episode, Terry and Justin talk about health, longevity, and the Yin and Yang of living longer and trying to do so with good health. Special guests in today's episode!https://youtu.be/E3BatdXyCb0Listen:Apple PodcastsSpotifyDisclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your …
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In this episode, Terry recaps the first 10 episodes of The Next Episode revisiting how they create a sort of checklist and then leads us down a discussion about recognizing when we are our best and how we can spend more time there.https://youtu.be/xZ2SeRb7z8gListen:Apple PodcastsSpotifyDisclaimer: Nothing on this blog should be considered advice, o…
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In this episode, Terry reflects on the first year of his "Encore", aka retirement. The guys not only talk about how Terry has adjusted to his new life but also discuss some of the economic headwinds being experienced right now. In addition to The Next Episode, Terry has started writing about his experiences on his blog, Terry's Thoughts. Check it o…
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This episode of the More Than Money Series features Andrew Martz CFP®, MBA. Andrew's chapter, What The Hat Lady Of Hollywood Taught Us can be found on page 105.Be sure to stay tuned for more episode with the authors of More Than Money.If you haven’t purchased your copy you can do so by clicking here–your purchase will help support The BLX Internshi…
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This episode of the More Than Money Series features Jordan Benold. Jordan's chapter, High Earners, Not Wealthy...Yet can be found on page 89 .Be sure to stay tuned for more episode with the authors of More Than Money.If you haven’t purchased your copy you can do so by clicking here–your purchase will help support The BLX Internship and The Foundati…
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This episode of the More Than Money Series features Melissa Joy. Melissa's chapter, From Unanswered Questions To Financial Confidence, can be found on page 221.Be sure to stay tuned for more episode with the authors of More Than Money.If you haven’t purchased your copy you can do so by clicking here–your purchase will help support The BLX Internshi…
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This episode of the More Than Money Series features Kevin Mahoney. Kevin's chapter, Living Your Own Financial Life can be found on page 193 .Be sure to stay tuned for more episode with the authors of More Than Money.If you haven’t purchased your copy you can do so by clicking here–your purchase will help support The BLX Internship and The Foundatio…
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This episode of the More Than Money Series features Todd Bryant. Todd's chapter, A Change Of Retirement Plans can be found on page 155.Be sure to stay tuned for more episode with the authors of More Than Money.If you haven’t purchased your copy you can do so by clicking here–your purchase will help support The BLX Internship and The Foundation Of F…
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This episode of the More Than Money Series features Douglas Lynch. Douglas’s chapter, Picking Up The (Financial) Pieces can be found on page 71.Be sure to stay tuned for more episode with the authors of More Than Money.If you haven’t purchased your copy you can do so by clicking here–your purchase will help support The BLX Internship and The Founda…
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This episode of the More Than Money Series features Steven Fox. Steven’s chapter, What Matters The Most can be found on page 95.Be sure to stay tuned for more episode with the authors of More Than Money.If you haven’t purchased your copy you can do so by clicking here–your purchase will help support The BLX Internship and The Foundation Of Financia…
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This episode of the More Than Money Series features Michael Baker. Michael's chapter, Finding A New Life Plan can be found on page 63.Be sure to stay tuned for more episode with the authors of More Than Money.If you haven’t purchased your copy you can do so by clicking here–your purchase will help support The BLX Internship and The Foundation Of Fi…
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This episode of the More Than Money Series features Dana Menard. Dana's chapter, The American Dream can be found on page 113.Be sure to stay tuned for more episode with the authors of More Than Money.If you haven’t purchased your copy you can do so by clicking here–your purchase will help support The BLX Internship and The Foundation Of Financial P…
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This episode of the More Than Money Series features Elliott Appel. Elliott's chapter, Living Today Planning For Tomorrow can be found on page 205.Be sure to stay tuned for more episode with the authors of More Than Money.If you haven’t purchased your copy you can do so by clicking here–your purchase will help support The BLX Internship and The Foun…
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We kick the More Than Money Series with Shanna Due, AFC®. Shanna is not only the author of the chapter Save A Life?, which you can find on page 213 of the book but she is also the leader of the effort to bring More Than Money To Life. Be sure to stay tuned for more episode with the authors of More Than Money.If you haven't purchased your copy you c…
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“The headlines that may or may not be impacting your financial plan and portfolio.”https://youtu.be/sBUKbgxWgPcWeek In Review ArticlesThe WSJ: The Markets Are Locked in a Game of Chicken With the FedThe WSJ: U.S. Consumer Sentiment Edged Up to Nine-Month High in Early January as Inflation EasedThe WSJ: Economists in WSJ Survey Still See Recession T…
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“The headlines that may or may not be impacting your financial plan and portfolio.”https://youtu.be/2-GgDLWmjIMWeek In Review ArticlesThe WSJ: Fed Raises Rate by 0.5 Percentage Point, Signals More Increases LikelyThe WSJ: U.S. Inflation Eased in November, CPI Report ShowsThe WSJ: Stocks Fall, Pressured by Mounting Recession ConcernsThe WSJ: Congres…
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“The headlines that may or may not be impacting your financial plan and portfolio.”https://youtu.be/FfKqValJtfAWeek In Review ArticlesThe WSJ: November Employment Report Shows U.S. Economy Added 263,000 JobsThe WSJ: Jobs Report Keeps Federal Reserve on Track for 0.5-Point Rate RiseThe WSJ: Dow Shines as Higher Rates Squeeze Nasdaq’s Tech StocksThe …
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https://youtu.be/sbE1MqzpwBc“The headlines that may or may not be impacting your financial plan and portfolio.”Week In Review ArticlesMindful.org: How To Practice GratitudeCNBC.com: Black Friday Online Sales Top $9 Billion In New RecordThe WSJ: Congress Returns To Tackle Government Funding, Same-Sex Marriage, Railroad StrifeCNBC.com: Student Loan P…
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“The headlines that may or may not be impacting your financial plan and portfolio.”https://youtu.be/BIjuR1wGoVUWeek In Review ArticlesThe WSJ: Inflation Sits at 8.2% as Core Prices Hit Four-Decade HighThe WSJ: Dow Closes More Than 800 Points Higher in Volatile DayThe WSJ: Mortgage Rates Hit 6.92%, a 20-Year HighThe WSJ: Inflation Pushes Social Secu…
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It's been a little over six months since Terry joined me at RLS Wealth and officially embarked on his "encore". I thought it would be fun to turn the mic on him and ask him what he's learned so far and what he sees coming in the future.We didn't cover everything in this first episode, so we'll be recording a part 2 soon.https://youtu.be/v0NTpm0OVhg…
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“The headlines that may or may not be impacting your financial plan and portfolio.”https://youtu.be/sdO81L-GST8https://twitter.com/lazettabraxton/status/1573853721137713158Weekly MixtapeMorgan Housel: Incentives--The Most Powerful Force In The World "Stories are the only realistic solution, simplifying complex problems into a few simple sentences. …
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“The headlines that may or may not be impacting your financial plan and portfolio.”https://youtu.be/fBiKKwg_JWQWeek In Review ArticlesThe WSJ: FedEx Stock Tumbles After Warning on Economic TrendsThe WSJ: Stocks Suffer Worst Day Since June 2020The WSJ: Mortgage Rates Top 6% for the First Time Since the 2008 Financial CrisisCoindesk: The Ethereum Mer…
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“The headlines that may or may not be impacting your financial plan and portfolio.”https://youtu.be/7JjhGyKhsv8Week In Review ArticlesThe WSJ: Biden’s Student Loan Forgiveness Plan to Cancel Up to $20,000 in Debt for MillionsThe WSJ: Powell Says Fed Must Show Resolve in Fighting InflationThe WSJ: More Stocks Are Taking Part in Bounceback RallyThe W…
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“The headlines that may or may not be impacting your financial plan and portfolio.”https://youtu.be/Q5rhEOCYrJ8Week In Review ArticlesThe WSJ: Biden Signs Bill Aimed at Lowering Drug Costs, Boosting Renewable EnergyCNBC.com: Jobless claims edge lower as Fed looks to cool labor marketThe WSJ: U.S. Home Sales Dropped in July for Sixth Straight MonthT…
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“The headlines that may or may not be impacting your financial plan and portfolio.”https://youtu.be/NqrSYw17arwWeek In Review VideosCNBC.com: Consumer Prices Rose 8.5% In July, Less Than Expected As Inflation Pressures Ease A BitThe WSJ: July Jobs Report: U.S. Added 528,000 New Jobs as Unemployment Rate Fell to 3.5%The WSJ: FBI Recovered 11 Sets of…
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“The headlines that may or may not be impacting your financial plan and portfolio.”https://youtu.be/IHuTKVuHnvoWeek In Review ArticlesThe WSJ: Fed Lifts Rates by 0.75 Point AgainThe WSJ: U.S. Stocks Rise, Giving S&P 500 Best Month Since 2020The WSJ: Rich Americans Keep Borrowing, Defying Economic GloomThe WSJ: Single Ticket Wins ​$1.337 Billion Meg…
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“The headlines that may or may not be impacting your financial plan and portfolio.”https://youtu.be/2oZ23DV5CIsWeek In Review ArticlesThe WSJ: Fed Officials Preparing to Lift Interest Rates by Another 0.75 Percentage PointThe WSJ: There Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough?The WSJ: Heat Wave Hits U.S. Farms, Stressi…
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Terry and I both have "cogli l'attimo" tattooed on our foreams to remind us to seize each day. In this episode we start off by talking about making the most of each day and then head off to other topics. https://youtu.be/iZZwAZLbQ8wListen:Apple PodcastsSpotifyGoogle PodcastsDisclaimer: Nothing on this blog should be considered advice, or recommenda…
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“The headlines that may or may not be impacting your financial plan and portfolio.”https://youtu.be/JD_WfxjZVqUWeek In Review ArticlesThe WSJ: U.S. Added 372,000 Jobs In JuneCNBC.com: Here's Where The Jobs Are For June 2022--In One ChartThe WSJ: Inflation Fears Drove Larger Fed Rate Increases In JuneThe WSJ: Oil Prices Pulled Lower By Dimming Deman…
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“The headlines that may or may not be impacting your financial plan and portfolio.”https://youtu.be/dmVXymKbVbgThe WSJ: Dow Jumps More Than 800 Points as Fears of Interest-Rate Hikes SubsideThe WSJ: Fed Chair Jerome Powell Says Higher Interest Rates Could Cause a RecessionThe WSJ: Facebook, Netflix and PayPal Are Value Stocks NowThe WSJ: Supreme Co…
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In a crossover episode with PRST, I talk with Ramona Maior about her path to becoming a financial advisor and how her passion (and purpose) extend to more than financial planning.Ramona’s story is remarkable and she’s really just getting started with the impact she will make. Her story also shows how you can have a career that you are passionate ab…
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We all plan to live long lives and hopefully have an enjoyable encore season in our life. In this episode Terry leads us through a discussion about why and how we should prepare to not just live a long life but to find meaningful longevity.https://youtu.be/p173UrfLpkQListen (coming soon):Apple PodcastsSpotifyGoogle PodcastsDisclaimer: Nothing on th…
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“The headlines that may or may not be impacting your financial plan and portfolio.”https://youtu.be/3eRgyllLdH0Week In Review ArticlesCNBC.com: Payrolls Rose 390,000 In May, Better Than Expected As Companies Keep HiringThe WSJ: May Jobs Report Keeps Fed on Track for Half-Point Interest-Rate RisesThe WSJ: Biden Says No Short-Term Fix to High Energy,…
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For many transitioning to a new chapter/episode or as Terry's case, into his encore, means the social network once relied upon is gone. Finding a new social network is extremely important no matter the stage of life--as Terry shares a lack of social connection can have a negative impact on our health.Welcome to The Next Episode...https://youtu.be/l…
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"“The headlines that may or may not be impacting your financial plan and portfolio.”https://youtu.be/ln4yDe1h8zAWeek In Review ArticlesThe WSJ: Buffalo Supermarket Shooting Leaves at Least 10 DeadThe WSJ: Stocks Trim Weekly Losses With Friday GainsThe WSJ: Inflation Slipped in April, but Upward Pressures RemainThe WSJ: Senate Confirms Jerome Powell…
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In this episode Terry puts Justin in the interview seat to discuss some financial planning topics and strategies for those heading into their "encore". Welcome to The Next Episode...https://youtu.be/SuGboZFXWZcListen:Apple PodcastsSpotifyGoogle PodcastsDisclaimer: Nothing on this blog should be considered advice, or recommendations. If you have que…
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"The headlines that may or may not be impacting your financial plan and portfolio.”https://youtu.be/RFu39u8frNgWeek In Review ArticlesThe WSJ: Fed Lifts Interest Rates by Half Point in Biggest Hike Since 2000The WSJ: Stocks Extend Losing Streak to 5 WeeksThe WSJ: The Tech Industry’s Epic Two-Year Run SputtersThe WSJ: Rapid Pace of U.S. Job Growth S…
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"The headlines that may or may not be impacting your financial plan and portfolio."https://youtu.be/oJXBLR7WrBcWeek In Review ArticlesThe WSJ: U.S. GDP Falls 1.4% as Economy Shrinks for First Time Since Early in PandemicThe WSJ: Tech Rout Drags Nasdaq to Worst Month Since 2008The WSJ: U.S. Consumers Boosted Spending in MarchThe WSJ: U.S. Consumer S…
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"The headlines that may or may not be impacting your financial plan and portfolio."https://youtu.be/4qhk8h1Lt7AWeek In Review ArticlesThe WSJ: U.S. Inflation Accelerated to 8.5% in March, Hitting Four-Decade HighThe WSJ: Mortgage Rates Hit 5% for First Time Since 2011The WSJ: Twitter Adopts Poison Pill Plan to Block Elon Musk From Increasing StakeT…
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As you enter the next chapter in life, for Terry it's an encore career, it's important not to lose the ability to dream. In this episode, Terry and Justin discuss how a lack of courage keeps individuals from dreaming and why it's so important to keep those aspirations alive--to keep pushing forward.Welcome to The Next Episode...https://youtu.be/nS6…
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https://youtu.be/dLpb44ujrJMWeek In Review ArticlesThe WSJ: Powell Says Fed Will Consider More-Aggressive Interest-Rate Increases to Reduce InflationThe WSJ: Mortgage Rates Hit Fresh Three-Year HighThe WSJ: U.S. Jobless Claims Fall to 187,000, Lowest Level Since 1969The WSJ: Judge Ketanji Brown Jackson’s Supreme Court Confirmation Hearings: What to…
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https://youtu.be/TTxEjigREScWeek In Review ArticlesThe WSJ: Fed Raises Interest Rates for First Time Since 2018The WSJ: Mortgage Rates Rise Above 4% for the First Time Since 2019The WSJ: China’s Covid-19 Surge Shuts Down Plants in Manufacturing Hubs Shenzhen and ChangchunThe WSJ: After Walt Disney, Robert Iger Heads to the Metaversehttps://twitter.…
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https://youtu.be/hdkxomMsKCQWeek In Review ArticlesThe WSJ: Inflation Reached 7.9% in February; Consumer Prices Are the Highest in 40 YearsThe WSJ: Senate Passes $1.5 Trillion Spending Bill That Includes Aid for UkraineThe WSJ: Bitcoin Price Surges on Biden’s Crypto Executive OrderThe WSJ: Amazon Board Approves 20-for-1 Stock Split, $10 Billion Sha…
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This conversation with Carl Paoli is the perfect sendoff for The Pursuit--going forward The Pursuit can be found on it's own podcast channel, PRST. Carl is a legend in the CrossFit community and although I've moved on from being a crazy CrossFit junkie, I've continued to follow him. Recently I noticed more of his content talking about mindset, desi…
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Retirement has brought more time to Terry's schedule and he discusses how he is prioritizing his time management to maximize his happiness. Welcome to The Next Episode...https://youtu.be/AeBTQnnk_zkApple PodcastsGoogle PodcastsSpotifyBooksThe Mount Of OlivesAtomic HabitsDisclaimer: Nothing on this blog should be considered advice, or recommendation…
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I've been hinting at slowing down, freeing up my schedule, having more experiences with Ang and the boys, taking better care of myself, and spending more time exploring my creative interests. I've told you I'd be able to share more about it and now is that time. I stepped down at Onramp Invest on February 28th--it was a decision that was made last …
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Short and sweet this week. With the invasion of Ukraine this week, it didn't seem like a good time to record a full episode. So give this a quick 3 minute listen and then use the rest of the time that would have been spent listening reflecting on what you are grateful for.https://youtu.be/3d2eDV71KgsApple PodcastsGoogle PodcastsSpotifyDisclaimer: N…
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For Terry, retirement is an encore and not an abyss of time and he explains how he transitioned to retirement, what he did from a planning standpoint, and what he has planned for his encore. Welcome to The Next Episode...https://youtu.be/wdyoCm5xrYcApple PodcastsGoogle PodcastsSpotifyBooksThe AlchemistA Long Bright FutureDisclaimer: Nothing on this…
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A tweet from Jack Butcher inspired today's topic for discussion. There really is no such thing as "failing" because every event we view as a failure is actually a learning lesson--an opportunity to find growth. So as you go on your Pursuit, there will be pivots you will make and things may not always turn out the way you had planned but they will a…
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As this episode drops on my 40th birthday, I can't help but be excited for the upcoming year, decade, and beyond. My personal growth over the last couple of years had led me to a place where I feel in greater control of my destiny and with the ability to create the life I want for my family.I've realized the core values I've always lived by can be …
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