Podcast appearances and mentions of justin castelli

In this insightful episode of Just Press Record on the Cultish Creative YouTube channel, host Matt Zeigler welcomes back Mark McCartney ( @whatisagoodlife ) for a thought-provoking conversation sparked by a clip featuring Phil Pearlman  @PhilipPearlman ) and Jessica Yarmey ( @SizzleSociety ) . The discussion explores the profound idea that enlightenment might simply be remembering what was always there within us, rather than adding something new.Key Topics:The concept that self-development is about revealing what's innate rather than constructing or adding to ourselvesHow paying attention to life's natural fluctuations helps us find flowThe evolution from rigid mindfulness practices to a more integrated awareness of everyday lifeThe relationship between presence, attention, and loveMark's journey of self-acceptance and how it transformed his relationship with himselfThe power of giving attention to others and ourselvesThe connection between Mark and previous guest Sean DeLaney (author of "When Life Begins to Whisper")Reflections on Paulo Coelho's "The Alchemist" as a source of affirmation (cc:  @Justin_Castelli  )

Ever wonder how to align financial goals with core values? Join us for an inspiring conversation with Justin Castelli, a creative entrepreneur and financial advisor. As the founder of RLS Wealth and a leader in Advisors Growing as a Community, Justin shares his journey from traditional advising to life planning, emphasizing authenticity in both his personal and professional life.Learn how the Kinder Method and the Evoke process transformed Justin's approach to financial planning, helping clients align their money with their values. He shares how creative outlets like spoken word and music have pushed him out of his comfort zone, leading to personal growth and self-discovery.Justin also discusses staying authentic in environments that often demand conformity, balancing life's spiritual, mental, and physical aspects, and using signs and omens to guide decisions. Don't miss his thoughtful insights on integrating creativity, individuality, and purpose into financial planning.Justin's Social:https://www.linkedin.com/in/justincastelli/X: @jus10castellihttps://www.justincastelli.io/Music in this episode was obtained from Bensound

BONUS EPISODE! Full Credit for this episode goes to Justin Castelli, a fellow curious mind, podcaster, and an all around passionate, kind, human being. Justin Castelli: I had the opportunity to return the favor and Bogumil Baranowski on LifeDesign+ after appearing on his podcast, Talking Billions. It was fun to turn the tables on Bogumil, who is a phenomenal podcast host and learn more about his story, how he is living his authentic life helping families create and manage generational wealth, and more. Find the original episode here: https://www.justincastelli.io/lifedesignpluspod/189 — learn more about Justin, and the work he does — https://www.justincastelli.io/ Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

In this episode, the ReSolve team delves into a profound conversation with Justin Caselli, a financial advisor and life coach, who shares his journey of self-discovery and alignment of spirit, mind, and body. He discusses how this alignment influences financial stability and the concept of living an authentic life.Topics Discussed• Justin's personal journey of self-discovery and the importance of aligning spirit, mind, and body for overall happiness and financial stability• The concept of life design and the pursuit of an authentic life• The role of introspection in understanding one's authentic self and how it impacts financial decisions• The impact of consciousness levels on the effectiveness of financial advisors and the quality of their advice• The concept of Life Design Planning and its role in helping clients live their best life• How aligning personal values with financial planning can lead to a more fulfilling and financially secure life• The concept of the 'authentic life' and how it influences financial decisions and overall life satisfaction• The importance of living an authentic life and its impact on client relationships and business growth• Justin's daily notes as a part of his process and his vision for themThis episode is a must-listen for anyone seeking to understand the connection between personal fulfillment and financial stability. Justin's insights provide a fresh perspective on financial advising, emphasizing the importance of living an authentic life and aligning one's spirit, mind, and body.

Justin Castelli is a life planner, advisor, and creator. He is the founder of RLS Wealth, a registered investment adviser based in Fishers, Indiana, a co-founder of Advisors Growing as a Community (The AGC), the host of the LifeDesign+ podcast, and author of the Daily Notes. But, most importantly, he is a husband and a father to three boys.  Justin has been in the profession since graduating from college in 2004 and has had a unique journey giving him experience and exposure to different versions of a financial advisor before launching RLS Wealth in 2015 to have more control over his life and business. Since moving to the independent RIA space with RLS Wealth, Justin was named a top advisor to watch by Financial Advisor Magazine in 2019 and has been the recipient of Investopedia's 100 Most Influential Advisors in 2019-2023, Investment News 40 under 40 in 2020, and a ThinkAdvisor Luminary in 2021. Passion is the driver behind all of Justin's endeavors and experiments in life and he is inspired to help more people find their passions and purpose in life to live their authentic lives. Takeaways: The Value of Financial Planning The Pursuit of an Authentic Life Pivoting and Learning from Wrong Paths Embracing Lightness and Regret-Free Living The Connection Between Living an Authentic Life and Managing Finances Aligning Passions and Financial Rewards The Impact of Thoreau's Walden on the Pursuit of an Authentic Life The Significance of The Alchemist in Justin's Journey as a Creator Creating Authentically Building Long-Term Relationships Lessons from Every Event Defining Success: Being True to Myself Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

In this episode of Just Press Record, I dive deep into the complex topic of personal growth with my guests Justin Castelli and Adam Bruderly. We explore how traumatic experiences, both big and small, can serve as catalysts for change when combined with supportive relationships and a willingness to make difficult choices. Through sharing our own stories and insights, we uncover the importance of recognizing the "ingredients" for growth that are often right in front of us, even if we don't always see them. Together, we discover that the path to living an authentic life is paved with moments of discomfort, learning, and the acceptance that perfection is unattainable. Join us as we navigate the winding road of personal development and uncover the power of choice in shaping our journeys.

Scott Snider is joined by Justin Castelli on this episode of the Exit Is Now Podcast. If you joined EPI at the 2023 Summit you know Justin as one of our highest rated Power Session speakers. He is the Founder of RLS Wealth, PRST, and author of More than Money. On this episode Scott dives in to Justin's financial advisory and entrepreneurial journey as Justin moves towards a creator first business with financial advisory as a second focus. Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Justin Castelli opens up about his latest venture into life planning, aiming to revolutionize the way financial advisors engage with clients and themselves. By shedding light on his own transformative experience and the impact of helping others align their financial strategies with their genuine life goals, Justin advocates for a more authentic, fulfilling approach to financial advising. This episode is an essential listen for advisors seeking to navigate the emotional aspects of finance, providing insights into the future of advisory services where life planning plays a pivotal role.

In the first episode of our new series, the Intentional Investor, Matt Zeigler sits down with RLS Wealth founder Justin Castelli to discuss his personal mission and the tools he uses to achieve it. They discuss Justin's life planning mission, why he prefers visions over goals, the $1,000,000 check he wrote to his future self and a lot more. We hope you enjoy the discussion. SEE LATEST EPISODES ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com/financial-planning-podcast⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://sunpointeinvestments.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JACK Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JUSTIN Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW MATT Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/cultishcreative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/⁠⁠⁠⁠⁠

In this episode, Matt is joined by Justin Castelli, CFP® - the Founder and Financial Advisor at RLS Wealth, Co-Founder of The AGC™, Founder of PRST, Host of the All About Your Benjamins podcast, and a Board Member of Philly Phinancial Literacy Week Inc. They delve into Justin's perspective on the interconnected aspects of the mind, body, spirit, and finances.Justin recounts his personal journey, tracing his path from aspiring NBA player to becoming an entrepreneur and thought leader.He shares the catalyst that propelled him into content creation, emphasizes the need for increased creativity within our industry, and discusses ways to assist others in recognizing their responses to making mistakes.Justin offers insights into assisting advisors in overcoming their apprehensions around forming deeper connections with clients, illustrates a life planning dialogue with a client as an example, and explores the potential impact of a world where everyone embraces authenticity in their lives.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

After 18+ years in the industry, Justin Castelli decided to shift his business model away from traditional financial planning. Here's his quote to explain why: “My clients were planning for the life they were told to live. Not the life they wanted to live.” Too often, our client's life and money decisions are influenced by … Read More Read More

After 18+ years in the industry, Justin Castelli decided to shift his business model away from traditional financial planning. Here's his quote to explain why: "My clients were planning for the life they were told to live. Not the life they wanted to live." Too often, our client's life and money decisions are influenced by: -What society tells them -What their family did -The pursuit of achievement And so on... But what if you could guide clients toward crafting a life they actually want to live? What if you could help them intentionally craft a life around their passions and purpose? That's exactly why Justin Castelli decided to evolve his business model. The traditional financial planning model didn't suffice. He shares with us the personal journey that led to this decision and how he plans to do it with new and existing clients. Things you'll learn: Questions that uncover passion and purpose How this approach forever changed a client's life Why most people don't live the life they want to live Two exercises he suggests for clients to uncover their authentic life How he harnesses regret to help clients get clarity on what's important   The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals. *For more resources discussed in this episode -> Go Here. *For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn

EPISODE SUMMARY: Justin Castelli of RLS Wealth has built a successful practice that many advisors look to for inspiration. While many advisors seek to grow their practice by adding advisors to their firm, Justin has found a different approach that has led to more freedom and growth for his firm. In this episode, Justin talks extensively about his journey back to solopreneurship, how he currently works with clients, and the one decision that brought it all together.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.  ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying are provided by Altruist Financial LLC. © 2023 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

In this episode Melissa Joy, CFP®, is a guest on the All About Your Benjamins podcast, hosted by Justin Castelli, CERTIFIED FINANCIAL PLANNER™ practitioner, and founder of RLS Wealth. Melissa is one of the contributors to the new book, More than Money, curated by Justin which explores the practical aspects of financial planning. During their conversation, Melissa shares a powerful story from her chapter in the book, where she explains how financial planning played a crucial role in helping a widow cope with the aftermath of her spouse's sudden death by suicide. Tune in to hear their insightful discussion about the real-life impact of financial planning.Resources:Purchase a copy of More Than Money: Real Life Stories of Financial Planning, Melissa's Chapter. from Unanswered Questions to Financial Confidence, can be found on page 221.Learn more about Justin Castelli, CERTIFIED FINANCIAL PLANNER™ practitioner and RLS Wealth.Follow All About Your Benjamins podcast.Connect with Melissa Joy, CFP® and Pearl Planning. Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

Advisors are currently facing some significant challenges when it comes to working with millennial clients. The challenge lies in the fact that most high-net-worth clients are around 70 years old, while millennials are looking for advisors who can offer innovative, non-traditional approaches.The idea that millennials don't want professional advice is an under-informed perspective. As a practitioner, it's not about whether millennials want advice or not; the question that begs an answer is, "What kind of advice do millennials want?" and "How do they want to get it?"To stay relevant and attract millennial clients, advisors must adapt their strategies and align them with the clients' objectives. This means that advisors need to change their approach to incorporate new technologies and methods that are in line with the way millennials prefer to manage their finances.Fintech is a challenge that advisors must consider. With the proliferation of apps available today, millennials can manage their finances without intermediaries, all from their smartphones. Advisors should integrate Fintech into their approach to ensure that they remain relevant and useful to their clients.Justin Castelli, Investment Advisor and Founder at RLS Wealth, joined us to share some the ways he's navigated these challenges. One of the reasons he's uniquely qualified to explore this topic is because he realized and envisioned much of the ideas we discuss at the point of breaking away from a larger financial institution after many years, and becoming an independent advisor.Fortunately, most of what we discuss here can be, with some tools (including fintech), thought, and effort, painlessly integrated into your existing practice, so as to grow your book into the millenial market, as well as reduce your practice's potentially high succession risk.Where to find Justin Castelli:Justin Castelli on LinkedinJustin Castelli at RLS WealthJustin Castelli at All About Your BenjaminsFor a Canadian WealthTech resource/solution, one example to check out is AdvisorFlow that allows you to easily and efficiently onboard new clients of all types. (This is not an endorsement. Canadian advisors use AdvisorFlow as a wealthtech solution).AA is looking for a subscription platform that can support advisors looking for a solution for flat rate services for smaller clients seeking professional advice.Copyright © AdvisorAnalyst

In episode 14, I am re-sharing a recent podcast episode that I was fortunate enough to be a guest on! You may remember Justin Castelli from Episode 2 of Gem Sessions — he also has his own podcast called “On Our PRST,” named after his multimedia brand, PRST (pronounced pursuit). PRST is a multi-disciplinary collective founded by Justin Castelli connecting spirit, mind, body, and money in the pursuit of authentic living. The collective is comprised of a media company (blog, video, podcast, etc.), an education & services company, and a lifestyle brand—with more to come in the future. The mission behind PRST is to help individuals whom consider themselves as creative (artists of all types, entrepreneurs, athletes, etc.) to lean into their passion and continue to bet on themselves to create the life they were meant to live. PRST encourages creativity, curiosity, experimentation, wandering, financial responsibility, risk-taking and refusing to be placed in a box. It was great to jump on this podcast and tell my background story in a way that I never have before. Justin really asked some great questions that allowed me to dig deep into my roots and pulled out some amazing memories from my journey that I even forgot about over the years. This was the best podcast experience I've ever had as a guest — which is why I am re-sharing it on my own podcast feed. I think you guys will truly enjoy is and take a lot away from the episode! This episode is powered by HOIST, an IV-Level hydration drink featuring 3x the electrolytes of leading competitors. HOIST is formulated to give instant and optimal hydration with half the sugar, no fillers or preservatives and a clean ingredient list that other sports drinks. To learn more about how HOIST can bring your hydration to the next level, head to drinkhoist.com and use the code PACE for 10% off all orders. --- Support this podcast: https://podcasters.spotify.com/pod/show/gemsessions/support

In episode 002 of Gem Sessions, I am joined by Justin Castelli. Justin has been in the financial industry for nearly two decades and brings a wealth of knowledge to the show (see what I did there?). He's the Owner & Founder of RLS Wealth - a financial planning & advisory firm, he's the Co-Founder of The AGC - a rapidly growing community of financial advisors from all over the globe, and most recently, Justin launched his newest venture PRST (pronounced pursuit). PRST is a collective of media, education, services and lifestyle brands that encourages creativity, experimentation, wandering, financial responsibility, risk-taking, and the refusal to be placed in a box. In this episode, Justin discusses financial literacy in terms of planning, investing, budgeting and exploring how money can be a tool to help you build the life that you want. We also take a look at the new school financial landscape, talking about NIL deals for athletes, cryptocurrency investments, NFT projects and more. And lastly, we discuss the current state of youth sports and how money is the root cause of the downfall of quality in youth sports development. This is a great episode for all listeners. The principles discussed here span across all ages and occupations, I think you'll really enjoy it! If you want to catch up with Justin, you can find all of his contacts at www.justincastelli.io This episode is powered by HOIST, an IV-Level hydration drink featuring 3x the electrolytes of leading competitors. HOIST is formulated to give instant and optimal hydration with half the sugar, no fillers or preservatives and a clean ingredient list that other sports drinks. To learn more about how HOIST can bring your hydration to the next level, head to drinkhoist.com and use the code PACE for 10% off all orders. Catch up with the Gem Sessions Podcast on social media below! https://www.instagram.com/gemsessionspodcast https://twitter.com/gemsessionspod https://www.facebook.com/GemSessionsPodcast/ https://www.youtube.com/justinochoaTV https://www.gemsessionspodcast.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/gemsessions/support

Today Carl Paoli sits down with Justin Castelli, a financial advisor who is not content just being a financial advisor. Justin is also a family man and entrepreneur interested in making meaningful changes in those he serves. Currently, Justin spends his days in the roles of Financial Advisor and Founder of RLS Wealth, Co-Founder of The AGC™, and recently launched a brand extension of RLS Wealth, Pursuit™. Justin's book recommendations: Psychology of Money. I will Teach You To Be Rich. More Than Money (next year). Think and Grow Rich. The Alchemist. The Power of Now Learn more about Justin here: https://www.justincastelli.io/ --- Send in a voice message: https://anchor.fm/carlpaoli/message Support this podcast: https://anchor.fm/carlpaoli/support

Justin's Bio:I am a CERTIFIED FINANCIAL PLANNER™ practitioner, the founder and leader of RLS Wealth, co-founder of The AGC™, and a member of the XY Planning Network. Having spent my entire career in the financial services industry, I started RLS Wealth in 2015 to bring my passions to my work and help dreamers align their passions with their finances. Since launching RLS Wealth, I've been included in Financial Advisor Magazine's Advisors To Watch 2019,  Investopedia's Top 100 Advisor (2019 and 2020), and Investment News 40 under 40 2020 Class.PurposeMy purpose is to live a fulfilled life and make a lasting impact on others as their guide on their journey toward fulfillment by supporting them and encouraging them to step out of their comfort zone to achieve their goals.The music in this episode was obtained from BenSound.

In today's episode, we are bringing back some of our favorite questions and answers from our previous guests Howard Wright, Korey Sewell, and Justin Castelli.  We answer the questions: For people who take the step to do research and end up in a crazy rabbit hole and think that the information they find is the truth, how can people find actual, real sources? Everyone has something they can use to help others in their anti-racism journey. How does someone figure out the thing that they can do to make a difference in their communities? How do you talk to your children about race? How do can you help them understand how to navigate these conversations when a parent isn't around? Do you have a question that you want to be answered on a future episode of The Inclusion 1st Podcast? Submit your question here. Ready to dive in further? Check out all the places you can find us below:  Top 5 Most Asked Questions On Anti-Racism  Ask a question on anti-racism Follow us on Instagram  Follow us on Facebook

In this episode, Justin Castelli shares his tips and tricks on building a powerful brand. You don't want to miss it! #PayMeInEquity

In the financial industry, there can be a lot of missing pieces. But creating a supportive community with other financial advisors just might be the solution you've been looking for. In this episode, Ryan Shanks speaks with Justin Castelli, the co-founder of Advisors Growing as a Community (AGC) and founder of RLS Wealth. Justin discusses … Continue reading Creating Community Within the Advisory Space With Justin Castelli (Ep. 3) →

This week, Jamie Hopkins and Ana Trujillo Limon talk with Justin Castelli, Chief of Staff at Onramp Invest and co-founder of The AGC, about creating content for financial advisors, building a holistic community of advisors, and choosing a niche. You can find show notes and other information at CarsonGroup.com/Framework.

How will a new generation of financial advisors who look beyond numbers and help focus client goals around their passions and values affect planning? On this episode of the Elementality podcast, Reese Harper welcomes Justin Castelli, Co-Founder at The AGC™. Hear why Justin thinks your advice shouldn't be framed solely around money, but also on what makes a client truly happy.

On this episode I'm joined by fellow financial advisor and friend, Justin Castelli. We're talking about something that admittedly I've been a bit skeptical about until recently, and that's NFTs – non-fungible tokens. A lot of people look at the hype around NFTs and wonder why they have any value. They ask isn't it just a jpeg? Justin breaks down why they are so much more than that and how artists can utilize them. So If you're curious about NFTs, this is the episode for you. --- Send in a voice message: https://anchor.fm/tattoo-wealth/message

The RIA of the Future and FB goes META Marc Nichols is joined by Justin Castelli, Financial Advisor and Founder of RLS Wealth and RLS Wealth, Pursuit™, Chief of Staff at Onramp Invest, and Co-Founder of The AGC™. As a Registered Investment Advisor, Justin shares what he's seeing in the evolution of the fin-tech space and what it means for the RIA of the future. He and Marc also dive into Facebook's move to META and why we're likely to see a continued trend of blending the traditional and digital. Justin on Twitter: @jus10castelli Justin on Linkedin: @justincastelli Arbor Digital is a team of passionate professionals dedicated to responsibly constructing and managing digital asset portfolios by continually evaluating blockchain projects with potential. Our mission is to be the connection for Registered Investment Advisors and their clients to the world of digital assets and to educate them about the disruptive power of blockchain technology within financial services. to learn more and find out how you can #getoffzero visit https://arbordigital.io/ to book a demo or subscribe to our weekly Digital Asset Roundup. rate and review us: Apple Podcasts Google Podcasts Listen: Spotify Amazon Music Alexa Find out more at https://asset-revolution.pinecast.co Send us your feedback online: https://pinecast.com/feedback/asset-revolution/c57c72b9-fe1e-4a04-a61b-bc4f1a660fd2

In today's episode, we are talking to Justin Castelli, the founder of RLS Wealth and is a registered investment advisor in Fishers, Indiana. He is also the Chief of Staff at Onramp Invest and the Co-Founder of the AGC™, an online community for financial advisors  Justin has a personal mission statement that he has condensed down to one word: IMPACT. He has a goal to make an impact in everything he does and with everyone he comes across as he works to make the world a better place.  Come join us for this real, authentic, and honest conversation about what it looks like to be an activist in 2021. In this episode, we answer questions like:  >How do you talk to your kids about race and the events that are happening in the world? >What is the best way to communicate your intentions for inclusion in an authentic way? >For the person who is playing on the sidelines and feeling uncomfortable, how can they get started and have some influence? >How do you learn from a mistake that you make in talking about or acting on anti-racism and stand in integrity? Do you have a question that you want to be answered on a future episode of The Inclusion 1st Podcast? Submit your question here to be featured on a future episode:  https://www.inclusion1stproject.org/ask-a-question You can find more information about Justin using the links below: Twitter: https://twitter.com/jus10castelli LinkedIn: https://www.linkedin.com/in/justincastelli/ Website: https://www.justincastelli.io/ Advisor Community: https://advisorgc.com/  . . . Ready to dive in further? Check out all the places you can find us below:  Social Justice Superhero Academy: https://sjsacademy.samcart.com/products/social-justice-superhero-academy-/  Top 5 Most Asked Questions On Anti-Racism: https://www.inclusion1stproject.org/top5  Ask a question on anti-racism: https://www.inclusion1stproject.org/ask-a-question Follow us on Instagram: https://www.instagram.com/inclusion1stproject/  Follow us on Facebook: https://www.facebook.com/Inclusion1stProject 

Justin Castelli, RIA, founder of RLS Wealth Management joins the RYA Crew to talk about his very successful journey in personal brand building as an advisor, that began when he established his own RIA, after being an advisor for 10 years. Justin talks about when and how he decided to use the power of blogs, video and podcasts to create a strong persona that reflected his values, personality and knowledge, and grew the footprint of his Indiana-based firm from local to nationwide.Since then, Castelli has widened the scope of his work to co-developing The AGC Community (Advisor Growth Community) an advisor marketing peer group that meets on a regular basis to exchange marketing and process experiences with one another. Justin has been a featured guest speaker at some of the world's largest financial conferences where he has shared his experience with personal brand building with thousands of advisors.This year, Castelli was recruited to join the team at Onramp Invest, a company founded by CEO, Tyrone Ross, a now well known RIA, who has specialized within the HNW cryptocurrency space. Onramp Invest provides advisors with the ability to merge their clients crypto- and defi assets into the investment planning ecosystem, via an IPaaS, Integration Platform as a Service. We talk about what this means for advisors, particularly in the context of being able to advise their clients who already own crypto-assets outside of their purview, and how it has the potential to beneficially impact the way advisors and investors can work together to include their already-owned, or planned crypto-asset investments, into full view of their financial planning.Where to find Justin Castelli, RIAJustin CastelliWhere to find the Raise Your Average (RYA) crew:ReSolve Asset ManagementReSolve Asset Management BlogMike Philbrick on LinkedinRodrigo Gordillo on LinkedinAdam Butler on LinkedinPierre Daillie on LinkedinJoseph Lamanna on LinkedinAdvisorAnalyst.com******"You don't have to be brilliant, just wiser than the other guys, on average, for a long time." Charlie MungerWelcome to Raise Your Average, our deep dive journey into learning from the people and process behind the world of investing. Through conversations with leaders in the investments game, we peel back the layers of the onion on how these holders of the keys to the kingdom allocate their time, their energy, and their dollars.We are all students and we are all teachers. We are the average of the 5 people we spend the most time with. Come hang out with us for a while and raise your average, as we raise ours.Music credit: In Hip Hop, Paul Velchev (8MJZA6T3LK)

Welcome to another episode of 20/20 Money! My guest on today's show is Justin Castelli. Justin has become a good friend of mine and is also an advisor located in Fishers, IN. Through Justin's storied career as an advisor, he's built his firm RLS Wealth Management and is more recently taking an active role as the VP of Marketing and Brand Development with Onramp, an integration platform that helps investment advisory firms safely, confidently, and intelligently invest in the new age of cryptoassets. In this conversation, I'm admittedly “learning in public” as I consider myself in the due diligence phase of gathering information on how to incorporate digital assets into one's overall portfolio. Justin has very much been a student of the crypto movement, having spent years learning about this emerging asset class as well as educating advisors and investors alike. The focus of this conversation is going to be a primer/intro to crypto assets and how they can be viewed as a potential holding in your overall portfolio along with the understanding of expectations around these asset classes relative to traditional asset classes like stocks and bonds. And be sure to stick around to the end of the episode, when I ask Justin the one question I ask every new guest on 20/20 Money. It's an answer that really resonated with me and should really be taken to heart by every OD listening, especially if you own your practice or are thinking about practice ownership in the future. It's one of the reasons I absolutely love working with OD practice owners. As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, manage cash flow, and make proactive money decisions or check out any number of additional free resources like our eBooks and on-demand webinars. And with that albeit longer introduction, I hope you enjoy my conversation with Justin Castelli. Cryptoassets: The Innovative Investor's Guide to Bitcoin and Beyond On Purpose Podcast by Tyronne Ross Modern Finance with Kevin Rose podcast Estate Planning & Cryptocurrencies Follow us on Instagram: https://www.instagram.com/2020moneypod/  ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify Google Podcasts Stitcher  ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Justin Castelli has built an RIA, multiple brands and a business serving Financial Advisors. In this interview, Justin shares the good, the bad and the ugly of his journey. We get into the details of his tech stack as well as his pricing model for clients. Along with his partner Taylor Shulte, he launched The Advisor Growth Community where they serve over 140 advisors from around the world. We also go deep on the subscription model for serving clients.

I believe that if you are going to ask someone to do something for you, you must be willing to do it yourself. I asked Justin Castelli, a fellow podcaster and financial professional, to turn the tables/microphone on me. This was a great conversation to get to know me, my thoughts on business, and this podcast. It also helps set the tone for all of the incredible conversations, stories, and hopefully useful information that is going to come. Find complete shownotes on my blog... Chris Struckhoff's Orange County Business Success Check out my other show Retirement NOW And feel free to shoot me an email at chris@chrisstruckhoff.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

In this episode, we sit down with Justin Castelli, Founder of RLS Wealth, as well as the Advisor Growth Community. Justin has become one of the premier marketers within the advisor community. We dive into his entire process - why he creates, how he creates, and what he measures. This is our conversation with Justin Castelli.  

Podcast: The Advisor Of Tomorrow (LS 28 · TOP 10% what is this?)Episode: The AGILE Financial Planning Process with Roger WhitneyPub date: 2020-01-19For financial advisors, investment management and asset allocation alone are not going to cut it. In order to build a practice for the long term and be an Advisor of Tomorrow, financial advisors are going to need to help their clients develop, implement, and adjust financial plans guiding their journey through life.  Roger Whitney, the Retirement Answer Man, shares his AGILE Financial Planning process--this process will help advisors build deeper relationships, better help their clients, and be positioned for the future.The podcast and artwork embedded on this page are from Justin Castelli, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Advisor Of Tomorrow (LS 28 · TOP 10% what is this?)Episode: The AGILE Financial Planning Process with Roger WhitneyPub date: 2020-01-19For financial advisors, investment management and asset allocation alone are not going to cut it. In order to build a practice for the long term and be an Advisor of Tomorrow, financial advisors are going to need to help their clients develop, implement, and adjust financial plans guiding their journey through life.  Roger Whitney, the Retirement Answer Man, shares his AGILE Financial Planning process--this process will help advisors build deeper relationships, better help their clients, and be positioned for the future.The podcast and artwork embedded on this page are from Justin Castelli, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Independent investment adviser Tyrone Ross speaks with Certified Financial Planners (CFP) Justin Castelli and Douglas Boneparth about how they're looking at bitcoin and what they're hearing from clients."My biggest concern is that things move too slowly," said Douglas Boneparth, "The horse is out of the barn. You now have advisers getting flak from their clients on 'why am I not here? You've been telling me you mined bitcoin in 2014 and you ... are generally positive about it. You've also been telling me you can't advise about it. ... And I don't want to hear about the SEC and regulations or other things. You're my adviser, should I have been advised on it?’ There's a tolerance here that other clients are going to have. If you tell them ‘no’ too many times, they're going to tell you ‘no’ by firing you. Right now that seems a little extreme, but if you pan out five or 10 years, you have time on your side to see something like bitcoin or crypto rise...""I don't have a lot of inbound demand," said Justin Castelli, "But I have a weekly email that I've refined and sent to clients. I'm going to start putting some information in there because I don't know how many of my clients realize i've spent a lot of time researching it, that I know about it, that I personally do some investing in it on my own. I want them to feel comfortable coming to me, knowing that I know about it.""But Interestingly enough," he continued, "Yesterday I was doing a review with a 58- and 59-year-old couple. They have a lot of cash, wondering, 'what can we do?', and they saw my StockTwits bitcoin, litecoin, ripple on [the wall of my office], and the wife said she'd heard about bitcoin and asked [me] about it. She was actually very interested in learning more because they have more than enough in equities. They're at a point now where they could afford to do this if they understand it. She's like, 'I really like the sound of this, I want to learn more.' Whether or not she actually does it, I don't know, but it was very interesting because you'd think it'd be my younger clients who get more excited about it but yesterday it was a retiree, a former teacher at that, who was interested in it."Advisors learn for free:The goal of Bitcoin for Advisors is to equip investment advisors with tools to better understand bitcoin, talk to their clients about bitcoin and to work bitcoin into their businesses. We’re working closely with professional advisors to build out a program that is timely, valuable and actionable for the financial advisor community, and presented in a manner that is targeted and relevant to their interests.Through a series of keynotes, panels and interactive roundtable sessions, we will discuss investment theses for bitcoin, why younger demographics are turning to this asset and how it fits into the current global macroeconomic picture. We will also walk through the practicalities: how to answer client questions about bitcoin, how to talk to your compliance department about bitcoin and how bitcoin can help grow your book. Advisors will walk away from this virtual event with a grasp of how bitcoin fits into the world and their businesses.

Independent investment adviser Tyrone Ross speaks with Certified Financial Planners (CFP) Justin Castelli and Douglas Boneparth about how they're looking at bitcoin and what they're hearing from clients."My biggest concern is that things move too slowly," said Douglas Boneparth, "The horse is out of the barn. You now have advisers getting flak from their clients on 'why am I not here? You've been telling me you mined bitcoin in 2014 and you ... are generally positive about it. You've also been telling me you can't advise about it. ... And I don't want to hear about the SEC and regulations or other things. You're my adviser, should I have been advised on it?’ There's a tolerance here that other clients are going to have. If you tell them ‘no’ too many times, they're going to tell you ‘no’ by firing you. Right now that seems a little extreme, but if you pan out five or 10 years, you have time on your side to see something like bitcoin or crypto rise...""I don't have a lot of inbound demand," said Justin Castelli, "But I have a weekly email that I've refined and sent to clients. I'm going to start putting some information in there because I don't know how many of my clients realize i've spent a lot of time researching it, that I know about it, that I personally do some investing in it on my own. I want them to feel comfortable coming to me, knowing that I know about it.""But Interestingly enough," he continued, "Yesterday I was doing a review with a 58- and 59-year-old couple. They have a lot of cash, wondering, 'what can we do?', and they saw my StockTwits bitcoin, litecoin, ripple on [the wall of my office], and the wife said she'd heard about bitcoin and asked [me] about it. She was actually very interested in learning more because they have more than enough in equities. They're at a point now where they could afford to do this if they understand it. She's like, 'I really like the sound of this, I want to learn more.' Whether or not she actually does it, I don't know, but it was very interesting because you'd think it'd be my younger clients who get more excited about it but yesterday it was a retiree, a former teacher at that, who was interested in it."Advisors learn for free:The goal of Bitcoin for Advisors is to equip investment advisors with tools to better understand bitcoin, talk to their clients about bitcoin and to work bitcoin into their businesses. We’re working closely with professional advisors to build out a program that is timely, valuable and actionable for the financial advisor community, and presented in a manner that is targeted and relevant to their interests.Through a series of keynotes, panels and interactive roundtable sessions, we will discuss investment theses for bitcoin, why younger demographics are turning to this asset and how it fits into the current global macroeconomic picture. We will also walk through the practicalities: how to answer client questions about bitcoin, how to talk to your compliance department about bitcoin and how bitcoin can help grow your book. Advisors will walk away from this virtual event with a grasp of how bitcoin fits into the world and their businesses.

Justin Castelli is the founder of RLS Wealth Management and the AGC, a community to help financial advisors foster collaboration and growth. Justin has been featured on CNBC, Bloomberg, and the Journal of Financial Planning. He also creates excellent content, which you can find at allaboutyourbenjamins.com. WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g

In this episode with Justin Castelli, we talk starting your own firm, his journey with entrepreneurship, living a life of purpose, and some advice for you the listener.

In this episode of Trends with Benefits, Justin Castelli, Founder of RLS Wealth Management joins me for a discussion about changes taking place within the financial planning business and how it continues to evolve.

Justin Castelli, founder of RLS Wealth Management, joins us to talk about what a subscription model looks like for financial advisors, how the role of an advisor will evolve over the next few decades, and why content is king when it comes to getting your brand out.

What does content have to do with being a financial planner? How can it help a new financial planner make their mark? According to Justin Castelli, CFP®, founder and owner of RLS Wealth Management, blogger, and podcast host, content can develop your personal brand, tell your story, and grow your business.

Justin Castelli, Founder of RLS Wealth, joins TacoTech to give us a peek behind the curtain of his advisory firm's recent rebrand. He tells us how he manages building a company brand with a personal brand, the financial planning technology that gets him excited, and the gas station tacos he can't get enough of. Join hosts Johnny Sandquist (Three Crowns Copywriting & Marketing) and Torie Happe (Flyer) to listen in on the conversation and join us every Thursday for new episodes.

In every organization, company, or community, in order to thrive, achieve goals, and make change possible, understanding and collaboration, is needed. To be honest, black people, especially males, are treated differently by law enforcement and society. We are feared for reasons we don’t understand. This fear of black people has been going on for a very long time and is completely getting out of hand. It’s time that we put a stop to this history of violence and oppression. But how? Where should one start? How do we even make others aware of all of this when they’re not willing to take a look? How do we bring this issue to the table? As a white brother or sister, how can you be a part of this change? Join me in this episode, as we talk to people, whom I consider my allies in the financial industry — Sonya Dreizler, Justin Castelli, and Jason Wenk. They are all successful financial professionals who are empowering people to do their best with what they have, to live the life they deserve. In this conversation, we talk about allyship, empathy, the importance of racial justice, and why we need to talk about racial issues now and the role of white people on behalf of the black community.  They also share their honest thoughts on what they felt and where they stand on this current situation we’re facing.  We also talk about solutions and suggestions on how to take real action for people of color inside and outside the workplace. If you really want to be a part of this movement of change and break the systemic racism in this country, start by listening to this episode. I encourage you to step up into action so that we can all move forward towards a brighter future where we are all collaboratively thriving. Highlights: >> Our allies thoughts on the recent events that unfolded recently in our country >> Where do you fit in as an ally and how can you become a part of this change? >> Why it matters that people need to listen to this issue we’re facing right now? Why should people take a second look? >> Expanding your knowledge and awareness of what’s really happening >> The importance of racial justice and the role of white people in all of these issues >> The negative overrepresentation of media to the black community >> Brief history of the racial inequality in the United States >> Feeling empathy, regrets, and addressing mistakes >> Micro and Macro Action: measures we can do to help propel change and how to start? >> Listening, understanding then collaborating >> Suggested solutions for a more inclusive and diverse workplace Resources: >> Sonya Dreizler’s Social Media LinkedIn (https://www.linkedin.com/in/sdreizler) Twitter @SonyaDreizler (https://twitter.com/SonyaDreizler/status/1266071363506200576) Solutions with Sonya (https://www.solutionswithsonya.com/) >> Financial Services Has a Racism Problem (https://www.solutionswithsonya.com/news/2020/5/27/financial-services-has-a-racism-problem) >> Justin Castelli  LinkedIn (https://www.linkedin.com/in/justincastelli) Twitter @just10castelli (https://twitter.com/jus10castelli) Justin Castelli - website (https://justincastelli.io/) RLS Wealth Management (https://rlswm.com/) >> Jason Wenk’s Social Media  LinkedIn (https://www.linkedin.com/in/jasonwenk) Twitter @jasonwenk (https://twitter.com/jasonwenk) Altruist (http://altruist.com) Jason Wenk - website (https://www.jasonwenk.com/) Jason Wenk’s blog (https://medium.com/@jason.wenk) >> Additional resources to expand your Knowledge about racism, racial justice, and what’s really happening to the black community:  Revision for History: GCSE Modern World History by Ben Walsh and Wayne Birks...

Justin Castelli is a financial advisor and the founder of RLS Wealth Management. RLSWM was founded in 2015 with the belief that independent, unbiased financial planning and investment management should be available to everyone looking for it. In addition to working with clients regardless of their asset level or income, Justin runs the financial planning blog ‘All About Your Benjamins.’ He loves spending quality time with his family and listening to hip-hop. Tune in to hear: - What does authenticity look like in a brand and in personal life? - How to maintain a balance between personal and professional content in branding - How authenticity effects likability - How to maintain a characteristic “thing” or focus without it becoming a shtick - What elements make up a good online community and what elements can derail it? - Ways to balance an organic, grassroots approach to business while remaining solvent Web - www.justincastelli.io

Joining us on this episode of the Conquer Risk podcast is special guest Justin Castelli, Founder and Financial Advisor at RLS Wealth Management. Justin is also the Co-Founder of The AGC™ (Advisor Growth Community) and shares how the organization is providing a much needed resource to advisors, including:The value in its collaborative online communityTop questions advisors are seeking answers toProviding perspectives beyond the usual industry voicesWe hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple PodcastsSubscribe in Google PlayLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://blog.potomacfund.com/Disclosure: http://bit.ly/2l3OvaL See acast.com/privacy for privacy and opt-out information.

This week we have an interview with special guest, Justin Castelli (starts at 27:05). Justin is a registered independent advisor, running his own firm, RLS Wealth Management. Before we get to the interview, our hosts Ryan Henderson and Brett Schafer have their news stories for the week. Ryan dives into the Travis Scott concert on the Fortnite platform, and analyzes the Matthew Ball article discussing the immersive experiences (1:20). Brett discusses why Peloton is riding high during coronavirus, and whether or not we think the business model will withstand the test of time (8:48). Our favorite businesses are teaming up this week in our current state of fintwit (21:06). After current state of fintwit we have our delightful discussion with Justin Castelli (27:05). After the interview, as always, we have our Hot Water (1:07:00), FMK (1:13:04), and Anecdotal Evidence (1:14:10). --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chit-chat-money/support

ETF.com’s Drew Voros covers several recent ETF stories including BNY Mellon’s entrance into ETFs, American Century launching the first semi-transparent ETFs, and the Fed’s decision to purchase junk bond ETFs.  Pacer ETFs’ Sean O’Hara talks financial markets and trend-following ETFs.  The AGC’s Justin Castelli explains how financial advisors can grow personally and professionally, while better […]

Watch on YouTubeTimestamps:02:00 – It all starts with the community.18:30 – Incorporating technology and embracing a digital future.23:00 – Why giving is essential for business growth.41:27 – Best marketing practices for building your brand and sharing your story.Learn more about us ► https://altruist.com/

“I have something to admit – I enjoy receiving a paycheck twice every month. Some people are willing to give up the sure thing to pursue a passion project, launch their own business, or take a year off to travel the world. While I’m envious of those with such conviction, I just can’t pull the trigger.”Kevin (@ferventfinance) blogs at Fervent Finance and is the co-host of the Reversion to the Mean podcast with Justin Castelli. Tadas got Kevin on the phone Skype to talk about a recent post of his entitled “It’s Okay to Like Your Paycheck.” While the media is focused on Instagram influencers, FIRE advocates and startup CEOs, there is a whole world of people out there doing the do. Kevin talks about how a “regular job” has a host of benefits that go beyond a regular paycheck.1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ See acast.com/privacy for privacy and opt-out information.

Quick announcement! Justin Castelli and I are in the midst of launching a private community for growth-minded advisors. In short, if you are a fan of this show, you are going to love what we are building. We are taking these conversations and ideas to a whole new level with guest lectures, workshops, in-depth discussions with peers, and more. Follow this link to learn more: www.taylorschulte.com/community On today’s show, we are talking about cold emailing. Specifically: Why cold emails are useful in marketing Proven tips for improving the response rate of a cold email The exact email I sent to a total stranger that led to a pretty rewarding opportunity For the links and resources mentioned in this episode, visit www.taylorschulte.com/8

In Ep. 81, Justin Castelli returns to the podcast to talk about the value of creating content.  Justin talks about how he plans to help financial advisors build their personal brand by utilizing blogs, videos, podcasts and more.  They discuss the importance of finding your voice, being authentic, and speaking directly to your audience.  This conversation isn't just for financial advisors, any business owner in any industry could benefit from this conversation.  Enjoy!

In this episode, Simon and Chadd we were featured as special guests along with Justin Castelli of RLS Wealth management on a podcast series produced by Resolve Asset Management based in Toronto, Canada - hosted by Mike Philbrick, President of Resolve Asset Management. The discussion was centred around digital "tribe-building" and the paradigm shifts taking place in the marketing world that are commoditizing the process of tribe-building. This was a jam packed episode. We hope you get value out of it.

Social media has democratized access to media, providing Wealth and Asset Managers with an unprecedented opportunity to capture investor mindshare via digital marketing. Tune in and listen as Mike Philbrick, ReSolve’s President hosts an epic digital marketing roundtable discussion with experts in the field of digital marketing for Asset and Wealth Managers – Chadd Weston and Simon Jalbert from Traction House, as well as veteran Wealth Management professional Justin Castelli from RLS Wealth Management. Together we go deep to tackle the application of digital marketing as it relates to Wealth and Asset Management businesses covering the following items and MORE! How the network effect informs how to most effectively market to your client and prospects. How to zero-in on the highest impact content How to cross-purpose your content and find the best platforms for distribution How to find your tribe and hone your niche market with the right mix of marketing and selling The changing paradigm of “know-like-and-trust” in a digital economy. You will not want to miss this episode. Whether you’re a veteran marketer or just starting the process, this podcast provides unprecedented access to some exceptional minds in the realm of digital marketing for Wealth and Asset Managers with real boots-on-the-ground experience.

Frazer Rice and Tyrone Ross in the studio for "Wealth, Actually" Welcome back to the "Wealth, Actually" podcast. (Reminder:  There is no investment advice here!) Bitcoin and other cryptocurrencies have come back into the news as they have jumped around in price in the last two years.  To help us understand the crypto phenomenon, I spoke with Tyrone Ross of Noblebridge Wealth. An extra special thank you to Tyrone for his unique insight, not only into cryptocurrencies, but in describing his personal journey in the wealth management space. There are powerful lessons to be learned here. Website: tyroneross.io Twitter: @TR401 Tyrone is a start up investor and financial consultant. He has developed a deep expertise in the cryptocurrency space He has been a go-to expert for many financial advisors as the space evolves.  In addition to his cryptocurrency niche, Tyrone has carved out a burgeoning media and twitter presence with his outspoken and impactful views on the need for inclusion in the closed off world of financial advice.  Tyrone is also officially the fastest person I have ever interviewed as he was an Olympic Qualifier in the 400m back in 2004! (For those looking for excellent primer on the blockchain and how Bitcoin and other cryptocurrencies work, check out BLOCKCHAIN BASICS: A NON-TECHNICAL INTRODUCTION IN 25 STEPS by Daniel Drescher.  You will know more about how Crytpocurrencies and other technologies work [and their limits) than 99.9% of the public.  I also explored the subject in two terrific WA podcasts with Blockchain investor, BART STEPHENS and the CEO and Co-Founder of the Kowala, EILAND GLOVER.) Background: Tell us a bit about your professional background . . . Educational / Family experience Olympic experience- what did you take from it?  How did you use it? How does that inform your advice to clients? How did you get interested in cryptocurrencies? Let's get right to cryptocurrency. What is the appeal of cryptocurrencies? How is the world adopting cryptocurrencies into use cases? How do you distinguish between the use of crypto and investing in crypto? Describe what the market has done in the last couple of years . . . How do we distinguish between Bitcoin, Ethereum, Ripple and the other currencies? Who is equipped to parse through the differences? Do you need to understand code?  How many people really get the underlying structure of the cryptocurrencies? Is blockchain- the technological underpinning behind cryptocurrencies and other uses- a better bet? How would you get exposure to that space? What are you telling clients? Media and Marketing When did you "know" you were an entrepreneur? What was your marketing plan and how have you developed your practice? We met through twitter and I am amazed at the power of that medium- what is your take? Relationships within the #fintwit and media community (Josh Brown, Justin Castelli and Doug Boneparth, among others)- what are your impressions? You tweeted an amazing video on the role of privilege and background in the investment community and lots of great media appearances- Where should these discussions be taking us?  What's next? How do we stay in touch with you? Website: tyroneross.io Twitter: @TR401   DON'T FORGET TO PICK UP YOUR COPY OF WEALTH ACTUALLY- THE LINK IS BELOW. https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT

Frazer Rice and Tyrone Ross in the studio for "Wealth, Actually" Welcome back to the "Wealth, Actually" podcast. (Reminder:  There is no investment advice here!) Bitcoin and other cryptocurrencies have come back into the news as they have jumped around in price in the last two years.  To help us understand the crypto phenomenon, I spoke with Tyrone Ross of Noblebridge Wealth. An extra special thank you to Tyrone for his unique insight, not only into cryptocurrencies, but in describing his personal journey in the wealth management space. There are powerful lessons to be learned here. Website: tyroneross.io Twitter: @TR401 Tyrone is a start up investor and financial consultant. He has developed a deep expertise in the cryptocurrency space He has been a go-to expert for many financial advisors as the space evolves.  In addition to his cryptocurrency niche, Tyrone has carved out a burgeoning media and twitter presence with his outspoken and impactful views on the need for inclusion in the closed off world of financial advice.  Tyrone is also officially the fastest person I have ever interviewed as he was an Olympic Qualifier in the 400m back in 2004! (For those looking for excellent primer on the blockchain and how Bitcoin and other cryptocurrencies work, check out BLOCKCHAIN BASICS: A NON-TECHNICAL INTRODUCTION IN 25 STEPS by Daniel Drescher.  You will know more about how Crytpocurrencies and other technologies work [and their limits) than 99.9% of the public.  I also explored the subject in two terrific WA podcasts with Blockchain investor, BART STEPHENS and the CEO and Co-Founder of the Kowala, EILAND GLOVER.) Background: Tell us a bit about your professional background . . . Educational / Family experience Olympic experience- what did you take from it?  How did you use it? How does that inform your advice to clients? How did you get interested in cryptocurrencies? Let's get right to cryptocurrency. What is the appeal of cryptocurrencies? How is the world adopting cryptocurrencies into use cases? How do you distinguish between the use of crypto and investing in crypto? Describe what the market has done in the last couple of years . . . How do we distinguish between Bitcoin, Ethereum, Ripple and the other currencies? Who is equipped to parse through the differences? Do you need to understand code?  How many people really get the underlying structure of the cryptocurrencies? Is blockchain- the technological underpinning behind cryptocurrencies and other uses- a better bet? How would you get exposure to that space? What are you telling clients? Media and Marketing When did you "know" you were an entrepreneur? What was your marketing plan and how have you developed your practice? We met through twitter and I am amazed at the power of that medium- what is your take? Relationships within the #fintwit and media community (Josh Brown, Justin Castelli and Doug Boneparth, among others)- what are your impressions? You tweeted an amazing video on the role of privilege and background in the investment community and lots of great media appearances- Where should these discussions be taking us?  What's next? How do we stay in touch with you? Website: tyroneross.io Twitter: @TR401   DON'T FORGET TO PICK UP YOUR COPY OF WEALTH ACTUALLY- THE LINK IS BELOW. https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT

In the episode, my good friend Justin Castelli record the first ever co-branded podcast on something that we are both passionate about: hip hop. We discuss Nipsey Hussle's legacy, his life and how his principles can help any entrepreneur along their journey. You can also watch the live recording of this podcast on Justin's Youtube channel. Hit subscribe by visiting here: https://www.youtube.com/watch?v=gEFGFyMvYC0 You are #YoungMoney. Enjoy!

If you're a listener of the show, I’m going to assume you are either:  Not creating content, want to start, and unsure where to begin Currently creating content and want to improve and reach more people If that sounds like you, you're in for a real treat today.  I have four really special guests who have found massive success (both personally and financially) each on a different media platform. Joining me on the show today I have Jeff Rose, Roger Whitney, Kathy Longo, and Justin Castelli sharing: Their favorite content platform and why they think it's best How they are using that platform to build and educate their audience Their advice for financial advisors who aren’t sure they are on the right platform, want to take their content game to the next level, or don’t know even know where to begin For all the resources, links, and show notes for this episode, go to www.taylorschulte.com/4.    

Had it not been for Nyle Bayers (and Justin Castelli), I would've probably never started the Young Money Podcast. That's why this episode is such a big deal. In this episode, I have Nyle Bayers, Vice President of Up Capital Management speak with us about best practices for investing through your 401(K) plan. With his expertise, I'm sure you'll gain some great insight. You are #YoungMoney. Enjoy! A little more about Nyle: Nyle worked his way to become an Investment Advisor and Fiduciary to over 25 corporate retirement plans before age 30. These plans represent over 3,000 participants and ~$90M in assets. He also is a portfolio manager and financial planner for an additional $70M in assets. Twitter: @NyleBayer Twitter: @FinancialTimeTraveler IG: @NyleBayer

You never know who you are going to meet on the internet. (God Bless your DMs) I am so excited to have Justin Castelli join us on the Young Money Podcast. On this episode, Justin talks about building his financial firm, his barbell strategy, content creation and how he incorporates his family into his daily work. Honestly, Justin helped me organize our new Wealth Bridge™ client group and lives the lifestyle with his wife and kids that I one day hope to have. With his knowledge and personality, I am sure that you'll be motivated to choose an advisor that fits your needs and can help you reach your goals. You are #YoungMoney. Enjoy!

Justin Castelli certainly knows how to think outside the box. The owner of RL Wealth Management and a member of the XYPN Advisory Board, he developed a unique model that allows him to serve two different niches in the financial planning space. This so-called “barbell model” allows him to work with two types of clients: older clients that have wealth and younger clients that don’t. In today’s episode, Justin shares his experience starting his own firm and explains why asset minimums can result in turning away good clients. He has found a way to serve those who have accumulated substantial wealth, as well as those who are just starting to grow their net worth, and he shares his system with us today. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/118