Episodios

  • Why Financial Plans Break Without Intention

    Why Financial Plans Break Without Intention
    Jan 7 2026

    Most financial plans don’t break because of markets — they break when they lack clarity, structure, and intention.

    In this episode of No Bonds Cast, Ben Beck, CFP® and Jim Bode discuss why progress matters more than performance, how plans drift without structure, and what it takes to build a financial plan that can adapt as life changes.

    If your goals feel different than they used to, this conversation will help you think more clearly about what intentional, long-term planning actually looks like.

    Start a conversation with us

    About the Podcast
    The NoBonds Cast is a conversation-driven podcast exploring financial planning, investing, legacy, and the human side of money. Hosted by managing partners, Ben Beck, CFP®, and Jim Bode, the show is designed to help listeners think more clearly about their financial lives and the decisions that shape them.

    Important Disclosure
    This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. Views expressed are those of the hosts and guests as of the date of recording and may change. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results.

    Learn More
    Visit beckbode.com to learn more about our planning process or to schedule a conversation with our team.

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    22 m
  • What Is An Investor To Do In Markets Like These?

    What Is An Investor To Do In Markets Like These?
    Nov 10 2023
    In the face of a volatile market, it can be difficult to see the forest for the trees. How can we focus on the long term when the current financial climate is erratic?In our latest episode of the NoBondsCast podcast, Beck Bode Chief Investment Officer and Co-Managing Partner Ben Beck, CFP®, along with Co-Managing Partner Jim Bode, discuss the economy’s tumultuous year, and the importance of focusing on long-term strategies to overcome short-term investment anxiety. Get more of Beck Bode here:Visit our website 👉 hubs.li/Q01d01rl0Get a FREE physical copy of Dancing with the Analysts 👉 hubs.li/Q01dJn0Y0SocialsFacebook: bit.ly/3zCQbR9LinkedIn: bit.ly/3xwJNYNInstagram: bit.ly/3MfWRsD

    About the Podcast
    The NoBonds Cast is a conversation-driven podcast exploring financial planning, investing, legacy, and the human side of money. Hosted by managing partners, Ben Beck, CFP®, and Jim Bode, the show is designed to help listeners think more clearly about their financial lives and the decisions that shape them.

    Important Disclosure
    This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. Views expressed are those of the hosts and guests as of the date of recording and may change. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results.

    Learn More
    Visit beckbode.com to learn more about our planning process or to schedule a conversation with our team.

    Stay Connected With Us on Socials

    Instagram, Facebook, LinkedIn, YouTube
    Más Menos
    12 m
  • Investing with Insight: Our Investment Approach, Recessions and AI

    Investing with Insight: Our Investment Approach, Recessions and AI
    Sep 9 2023
    One of the most frequently asked questions we get from our clients is, “Can you give me a refresher on your investment philosophy?” In this episode of the NoBondsCast, Chief Investment Officer, Ben Beck, CFP®, and Senior Client Advisors Karen O’Donoghue and Andy Martone will discuss that very topic by revisiting the basics. Whether you are a long-term client, new to Beck Bode, or simply curious about how we work, this is a great look into how our methodology helps people work toward their financial goals. We will also answer the question about how our investment philosophy operates in a (potentially) recessionary environment.Also, doesn’t it seem like Artificial Intelligence (AI) is everywhere nowadays? In the news, on social media, and in conversation with friends. Lately, clients have been asking how we see AI impacting the investment world, in particular. Tune in as we touch on technology’s evolving landscape. Get more of Beck Bode here:Visit our website 👉 https://hubs.li/Q01d01rl0Get a FREE physical copy of Dancing with the Analysts 👉 https://hubs.li/Q01dJn0Y0SocialsFacebook: https://bit.ly/3zCQbR9LinkedIn: https://bit.ly/3xwJNYNInstagram: https://bit.ly/3MfWRsD

    About the Podcast
    The NoBonds Cast is a conversation-driven podcast exploring financial planning, investing, legacy, and the human side of money. Hosted by managing partners, Ben Beck, CFP®, and Jim Bode, the show is designed to help listeners think more clearly about their financial lives and the decisions that shape them.

    Important Disclosure
    This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. Views expressed are those of the hosts and guests as of the date of recording and may change. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results.

    Learn More
    Visit beckbode.com to learn more about our planning process or to schedule a conversation with our team.

    Stay Connected With Us on Socials

    Instagram, Facebook, LinkedIn, YouTube
    Más Menos
    35 m
  • Navigating Volatility and Inflation with Ben Beck, CFP®

    Navigating Volatility and Inflation with Ben Beck, CFP®
    Aug 17 2023
    In this episode of the NoBondsCast, originally recorded on July 26, 2023, Ben speaks with two experienced client advisors - Tammy Stoerkel and Erik Beck - about what’s on clients’ minds. Inflation and market volatility make an appearance in this engaging and educational conversation which will appeal to seasoned and novice investors alike. It so happens that the episode was recorded on the day (but just hours before) the Federal Reserve announced yet another in a series of interest rate hikes intended to cool the US economy. Listen and enjoy!Get more of Beck Bode here:Visit our website 👉 https://hubs.li/Q01d01rl0Get a FREE physical copy of Dancing with the Analysts 👉 https://hubs.li/Q01dJn0Y0SocialsFacebook: https://bit.ly/3zCQbR9LinkedIn: https://bit.ly/3xwJNYNInstagram: https://bit.ly/3MfWRsD

    About the Podcast
    The NoBonds Cast is a conversation-driven podcast exploring financial planning, investing, legacy, and the human side of money. Hosted by managing partners, Ben Beck, CFP®, and Jim Bode, the show is designed to help listeners think more clearly about their financial lives and the decisions that shape them.

    Important Disclosure
    This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. Views expressed are those of the hosts and guests as of the date of recording and may change. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results.

    Learn More
    Visit beckbode.com to learn more about our planning process or to schedule a conversation with our team.

    Stay Connected With Us on Socials

    Instagram, Facebook, LinkedIn, YouTube
    Más Menos
    24 m
  • YouTube TV and Bonds

    YouTube TV and Bonds
    Feb 5 2023
    An interesting conversation about Youtube TV and bonds.Get more of Beck Bode here:Visit our website 👉 https://hubs.li/Q01d01rl0Get a FREE physical copy of Dancing with the Analysts 👉 https://hubs.li/Q01dJn0Y0SocialsFacebook: https://bit.ly/3zCQbR9LinkedIn: https://bit.ly/3xwJNYNInstagram: https://bit.ly/3MfWRsD

    About the Podcast
    The NoBonds Cast is a conversation-driven podcast exploring financial planning, investing, legacy, and the human side of money. Hosted by managing partners, Ben Beck, CFP®, and Jim Bode, the show is designed to help listeners think more clearly about their financial lives and the decisions that shape them.

    Important Disclosure
    This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. Views expressed are those of the hosts and guests as of the date of recording and may change. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results.

    Learn More
    Visit beckbode.com to learn more about our planning process or to schedule a conversation with our team.

    Stay Connected With Us on Socials

    Instagram, Facebook, LinkedIn, YouTube
    Más Menos
    33 m
  • What the Super Bowl May Teach Us About This Moment in the Economy

    What the Super Bowl May Teach Us About This Moment in the Economy
    Feb 1 2023
    A message from Ben Beck, Managing Partner & Chief Investment Officer at Beck Bode.Get more of Beck Bode here:Visit our website 👉 https://hubs.li/Q01d01rl0Get a FREE physical copy of Dancing with the Analysts 👉 https://hubs.li/Q01dJn0Y0SocialsFacebook: https://bit.ly/3zCQbR9LinkedIn: https://bit.ly/3xwJNYNInstagram: https://bit.ly/3MfWRsD

    About the Podcast
    The NoBonds Cast is a conversation-driven podcast exploring financial planning, investing, legacy, and the human side of money. Hosted by managing partners, Ben Beck, CFP®, and Jim Bode, the show is designed to help listeners think more clearly about their financial lives and the decisions that shape them.

    Important Disclosure
    This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. Views expressed are those of the hosts and guests as of the date of recording and may change. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results.

    Learn More
    Visit beckbode.com to learn more about our planning process or to schedule a conversation with our team.

    Stay Connected With Us on Socials

    Instagram, Facebook, LinkedIn, YouTube
    Más Menos
    22 m
  • Crypto Meltdown

    Crypto Meltdown
    Nov 23 2022
    Crypto Meltdown. In this episode, we discuss fads, the dangers of falling into fads, and what it really takes to be a successful investor long-term. Get more of Beck Bode here:Visit our website 👉 https://hubs.li/Q01d01rl0Get a FREE physical copy of Dancing with the Analysts 👉 https://hubs.li/Q01dJn0Y0SocialsFacebook: https://bit.ly/3zCQbR9LinkedIn: https://bit.ly/3xwJNYNInstagram: https://bit.ly/3MfWRsD

    About the Podcast
    The NoBonds Cast is a conversation-driven podcast exploring financial planning, investing, legacy, and the human side of money. Hosted by managing partners, Ben Beck, CFP®, and Jim Bode, the show is designed to help listeners think more clearly about their financial lives and the decisions that shape them.

    Important Disclosure
    This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. Views expressed are those of the hosts and guests as of the date of recording and may change. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results.

    Learn More
    Visit beckbode.com to learn more about our planning process or to schedule a conversation with our team.

    Stay Connected With Us on Socials

    Instagram, Facebook, LinkedIn, YouTube
    Más Menos
    25 m
  • Estate Planning

    Estate Planning
    Oct 29 2022
    Get more of Beck Bode here:Visit our website 👉 https://hubs.li/Q01d01rl0Get a FREE physical copy of Dancing with the Analysts 👉 https://hubs.li/Q01dJn0Y0SocialsFacebook: https://bit.ly/3zCQbR9LinkedIn: https://bit.ly/3xwJNYNInstagram: https://bit.ly/3MfWRsD

    About the Podcast
    The NoBonds Cast is a conversation-driven podcast exploring financial planning, investing, legacy, and the human side of money. Hosted by managing partners, Ben Beck, CFP®, and Jim Bode, the show is designed to help listeners think more clearly about their financial lives and the decisions that shape them.

    Important Disclosure
    This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. Views expressed are those of the hosts and guests as of the date of recording and may change. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results.

    Learn More
    Visit beckbode.com to learn more about our planning process or to schedule a conversation with our team.

    Stay Connected With Us on Socials

    Instagram, Facebook, LinkedIn, YouTube
    Más Menos
    25 m
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