Bob Bennie Wealth Management

For all of us work can sometimes feel like a thorn in our side. Even when we love what we do, work can still bring frustration and difficult seasons.

But why is that? Was work always meant to be frustrating, or is it actually valuable for our good, dignity, and purpose?

In this video, we’ll explore what the Bible has to say about work and why it matters.

Visit us at www.bobbennie.com

Biblical Financial Principals: Work & Purpose For all of us work can sometimes feel like a thorn in our side. Eve...

What happens when wealth is passed from the first generation to the second—and why does it so often disappear by the third? In this video, we explore the challenges of maintaining generational wealth and what it takes to build a financial legacy that can truly last.

Visit us at www.bobbennie.com

Bobcast Episode 48: The Long Game of Generational Wealth What happens when wealth is passed from the first generation to the...

HSAs are often overlooked—or misunderstood—as just another way to pay for healthcare. But what if you could use an HSA as a highly advantageous part of your overall financial strategy? They may not be a magic wand, but let’s uncover some of the benefits of an HSA if you qualify.

Visit us at www.bobbennie.com

Bobcast Episode 47: What Is an HSA Account? HSAs are often overlooked—or misunderstood—as just another way to p...

Curious what “normal” actually looks like for stocks in midterm election years? This short 3-minute clip breaks down the historical patterns so you can separate the noise from the data.

What's "Normal" for the Stock Market During Midterm Election Years? This is a clip from our July 28 webinar, Politics, Fear, and Electi...

It's so fun getting to celebrate Milestones with our clients whom we consider friends! We host this event every quarter and hope we get to celebrate YOU next time.

In this video, we dive into the best and worst times to take Social Security! We'll explore the factors you need to consider, the potential benefits of delaying it, and the risks of taking it too early.

Visit us at www.bobbennie.com

When Should You Take Social Security? In this video, we dive into the best and worst times to take Social...

Trump Accounts are one of the newest financial topics people are talking about—but what are they? In this video, we break down how they work, who they're for, and what you should know before opening one.

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Bobcast Episode 46: Trump Accounts Trump Accounts are one of the newest financial topics people are ta...

In a viral clip from The Ramsey Show, Dave stated that retirees should be able to safely sustain an 8% annual withdrawal from their retirement nest egg. This sparked widespread discussion on YouTube and social media about what a realistic expectation should be for retirement income and investment returns.

Bobcast Episode 5 - What Do We Think of Dave Ramsey? In a viral clip from The Ramsey Show, Dave stated that retirees sho...

One of the biggest fears we hear from people is, "I'm afraid I'll never have enough money to retire."

A lot of people assume they need at least $1 million saved before they can retire. More often than not, that isn't true. In this video, we'll explain what really determines how much you need and help you understand whether you're on track for retirement.

Bobcast Episode 45: The Magic Amount You Need to Retire One of the biggest fears we hear from people is, "I'm afraid I'll n...

A financial windfall can be life-changing—but one wrong move can have lasting consequences. In this video, we cover the most common mistakes people make after receiving an inheritance, settlement, business sale, or other unexpected sum of money, and the practical steps you can take to protect your future. Watch before making any major financial decisions!

Bobcast Episode 44: Windfalls A financial windfall can be life-changing—but one wrong move can ha...