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    rebalancing

    Explore " rebalancing" with insightful episodes like "Is it time to rebalance because of mega caps?", "Preparing Your Body for Rebalancing and Opening Your Drainage Pathways", "The Safety of Rebalancing your Gut While Pregnant and Breastfeeding", "Rise and Shine: A Mindful Morning Routine for Women and Mothers" and "Proactive Measures for Lyme Disease Support and Prevention" from podcasts like ""Advisor's Market360™", "Follow Your Gut Podcast", "Follow Your Gut Podcast", "Follow Your Gut Podcast" and "Follow Your Gut Podcast"" and more!

    Episodes (30)

    Is it time to rebalance because of mega caps?

    Is it time to rebalance because of mega caps?

    Mega cap tech stocks continue to outperform, but could this be causing client portfolios to become unbalanced? • Learn more at thriventfunds.comFollow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

    Preparing Your Body for Rebalancing and Opening Your Drainage Pathways

    Preparing Your Body for Rebalancing and Opening Your Drainage Pathways

    Ten ways to prepare your body for Bacteria Rebalancing and Parasite Cleansing. You will learn how to open your drainage pathways to prepare your body so that your die-off symptoms are lessened and your healing journey is faster.

    If you want to begin your gut health journey
    HERE is a link to explore my rebalance kits. 

    Thanks for listening! I would love to connect with you ♡

    Click HERE to shop my gut balancing supplements.

    Sending love and wellness from my mama heart to yours,
    XO - Juniper Bennett
    Founder of ōNLē ORGANICS

    Rise and Shine: A Mindful Morning Routine for Women and Mothers

    Rise and Shine: A Mindful Morning Routine for Women and Mothers

    Today's episode is designed to help you start your day with intention and mindfulness, allowing you to nurture your mind, body, and soul. By practicing self-compassion, gratitude, setting intentions, and honoring your menstrual cycle, you can cultivate positivity, resilience, and balance within yourself, ultimately prioritizing your overall well-being.

    Thanks for listening! I would love to connect with you ♡

    Click HERE to shop my gut balancing supplements.

    Sending love and wellness from my mama heart to yours,
    XO - Juniper Bennett
    Founder of ōNLē ORGANICS

    Proactive Measures for Lyme Disease Support and Prevention

    Proactive Measures for Lyme Disease Support and Prevention

    Juniper shares her family's personal journey and delves into vital information about ticks, their link to Lyme disease, and the role of the gut microbiome in fighting this illness. With great emphasis on the significance of a healthy gut, Juniper provides practical tips to nurture your gut health, empowering you to strengthen your immune system against Lyme disease. The importance of early intervention and seeking proper medical support is highlighted, while alternative treatments like silver supplements and tea tree oil are thoughtfully explored. Remember, you are not alone on this path, and together, we can navigate towards healing and well-being.

    Thanks for listening! I would love to connect with you ♡

    Click HERE to shop my gut balancing supplements.

    Sending love and wellness from my mama heart to yours,
    XO - Juniper Bennett
    Founder of ōNLē ORGANICS

    Understanding Die-Off: A Natural Sign of Healing

    Understanding Die-Off: A Natural Sign of Healing

    Are you starting the journey to good gut health? As you navigate through your gut healing journey, it's important to understand that temporary discomfort, known as die-off, is a testament to your progress and inner strength. Embrace the uniqueness of your experience, prioritize self-care, and trust that this phase is paving the way to a healthier, happier you. For more information on nurturing your body during a gut rebalance, including managing die-off symptoms, be sure to tune in. Remember, you've got this!

    Thanks for listening! I would love to connect with you ♡

    Click HERE to shop my gut balancing supplements.

    Sending love and wellness from my mama heart to yours,
    XO - Juniper Bennett
    Founder of ōNLē ORGANICS

    Understanding Why Gut Health Is Not a Fad, But THE Work Needed to Restore Health to Humans and the Planet

    Understanding Why Gut Health Is Not a Fad, But THE Work Needed to Restore Health to Humans and the Planet

    Episode 55 aims to educate and empower women on the significance of gut health and its impact on every aspect of our lives. Through relatable examples and personal experiences, Juniper explores the profound connection between gut health, parenting, and the well-being of our planet. By understanding and prioritizing our gut health, we can achieve a deeper level of vitality, resilience, and happiness for ourselves and our families. Juniper invites you to join her on this journey of restoration and well-being, where the power of our intuition and the health of our gut microbiome become guiding forces in creating a harmonious balance between personal wellness and the health of the planet we call home. Tune in to Follow Your Gut and unlock the transformative potential of optimal gut health.

    Thanks for listening! I would love to connect with you ♡

    Click HERE to shop my gut balancing supplements.

    Sending love and wellness from my mama heart to yours,
    XO - Juniper Bennett
    Founder of ōNLē ORGANICS

    How CBD Supports Your Digestive and Hormone Health

    How CBD Supports Your Digestive and Hormone Health

    Juniper delves into the ways CBD supports digestive and hormone health, guiding listeners through the purpose and functioning of the endocannabinoid system. Juniper shares valuable insights on how CBD restores balance, addressing concerns and emphasizing its positive impact on gut bacteria health, inflammation reduction, and hormone regulation. 

    Thanks for listening! I would love to connect with you ♡

    Click HERE to shop my gut balancing supplements.

    Sending love and wellness from my mama heart to yours,
    XO - Juniper Bennett
    Founder of ōNLē ORGANICS

    Hidden Intruders: Do You Have Parasites? You Might Be Surprised!

    Hidden Intruders: Do You Have Parasites? You Might Be Surprised!

    In this episode Juniper discusses the prevalence of parasites and their relationship with gut bacteria. She highlights how parasites can disrupt the delicate balance of gut bacteria, leading to health issues and nutrient deficiencies. Juniper emphasizes the importance of regularly rebalancing gut bacteria and cleansing parasites for optimal health. She shares personal stories of mothers who have experienced significant improvements in their and their children's health through gut rebalancing. 

    Thanks for listening! I would love to connect with you ♡

    Click HERE to shop my gut balancing supplements.

    Sending love and wellness from my mama heart to yours,
    XO - Juniper Bennett
    Founder of ōNLē ORGANICS

    Colleen Jaconetti: Rebalancing Your Portfolio

    Episode 39 - Why This Bear Market Is Different

    Episode 39 - Why This Bear Market Is Different

    Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

    Important Legal Disclosure: 
    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions? 
    Email us @ podcasts@creativeplanning.com

    Rules of Thumb-Couples’ Retirement-Retirement Recipe

    Rules of Thumb-Couples’ Retirement-Retirement Recipe

    Rules of thumb are approximate methods for doing something and certainly may need to be tweaked to adapt to changing times and situations.  Paul discusses some investment and retirement rules of thumb everyone should know.  He also breaks down retirement planning for couples and how each spouse may view retirement differently.   He then covers much of what needs to be considered for retirement planning and how the strategies and line of thinking could be unique to that stage of your life.

    You can reach Paul Roberts and the team by calling 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

    Rules of Thumb-Couples’ Retirement-Retirement Recipe

    Rules of Thumb-Couples’ Retirement-Retirement Recipe

    Rules of thumb are approximate methods for doing something and certainly may need to be tweaked to adapt to changing times and situations.  Sam, Andi, and Luke discuss some investment and retirement rules of thumb everyone should know.  They also break down retirement planning for couples and how each spouse may view retirement differently.   Then they cover much of what needs to be considered for retirement planning and how the strategies and line of thinking could be unique to that stage of your life.

    You can reach Duell Financial Strategies by calling 866-203-7486.

    Duell Financial Strategies

    See omnystudio.com/listener for privacy information.

    Episode 21: New Beginnings & The Masculine Principle

    Episode 21: New Beginnings & The Masculine Principle

    Marti and Todd welcome guest Ted Wallach, founder of the Quantum Warrior program, to explore the principle of masculinity in the context of new beginnings.  

    They discuss the principles of the feminine and masculine as complementarities that are needed for creation—energies not attributes. The conversation moves from our obsession with defining, to how we can discuss, interact, and weave with these principles.

    From the Edge: Appreciative Inquiry (Todd)
    Conscious Rant: Why are We Still Ranting (Marti)

    Weekly Wrap 2 July

    Weekly Wrap 2 July

    Step aside EOFY volatility, August reporting season is just around the corner, and it's looking like it's going to be a showstopper. Plus there's a new tech darling in town, and it's got the attention of some big celebrity names...

    In this week’s wrap, Jessica covers:

    • (0:22) Telcos stealing the show up 2.3% following Telstra's (ASX:TLS) announcement
    • (1:02) Staples back in vogue: Metcash (ASX:MTS) reporting record sales
    • (1:57) EOFY rebalancing pushing two stocks to the top of the leaderboard
    • (2:37) Why Collins Foods (ASX:CKF) fell 13% despite record earnings
    • (3:52) A new celebrity stock? The rise of Life360 (ASX:360)

    Weekly Wrap 28 May

    Weekly Wrap 28 May

    The Aussie share market defied the odds this month, rising 1% so far. Lithium stocks are back in full focus, as governments draw new environmental battle lines, and key car manufacturers like VW, GM, BMW and Tesla scale up electric vehicle (EV) operations.
     
     In this week’s wrap, Jessica covers:  

    • (0:33) What we can expect for June based on historical trends
    • (1:05) Investors buying the Tech stock dip
    • (1:32) What's behind the rise of Pilbara Minerals (ASX:PLS) & Galaxy Resources (ASX:GXY)
    • (3:36) Why governments are pushing EVs
    • (4:29) A lithium battery ETF that's up 80% year on year
    • (5:33) The huge economic news week ahead 

    #75. How credible are the purported benefits of financial advice?

    #75. How credible are the purported benefits of financial advice?

    Methodology on studies on the tangible and intangible benefits of working with a financial advisor.

    In this episode, Aaron and Trishul examine research that tries to quantify the value of financial advice. High client retention rates imply that clients are happy. But how do you measure the value of advice? Past studies may have overstated the behavior gap. But recent studies provide additional insights beyond this singular metric. So don't forget about asset allocation, rebalancing, asset location, and tax-efficient investing. And beyond investing, perhaps it's the benefits from sound financial planning that make the biggest impact on happiness and well-being.

    Episode References

    Investing Forever - The Three Key Benefits of Sound Financial Advice
    Investing Forever - The World's Most Expensive Hobby
    Vanguard: Advisor's Alpha
    Kitces: DALBAR study overstates behavior gap
    A Simple Explanation for DALBAR's misleading results
    Do Knowledgeable Investors Need a Financial Advisor?
    Average Stock Holding Period on NYSE

    Podcast Description


    Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.

    Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.

    Episode 45 Rebalance

    Episode 45 Rebalance

    Today were going to talk about rebalancing. An investment portfolio is a group of assets you own. Ideally you have plan based on what you want that money for, when you need it, and how much risk you are willing to take in order to grow your investment. This investment plan typically includes asset allocation, which is the balance of different types investments you plan to use to achieve your goals. Invest according to your plan and you can think of your investment portfolio as “in balance”.

    There are two main things that can throw your investment allocation out of balance. First, your needs and goals may change and you realize your original allocation plan doesn’t fit your new situation.  You may discover you need a different portfolio allocation than you have now. You are out of balance.

    One of the most common ways a good asset allocation gets out of balance is when one asset grows faster than another. Investment allocation is done by percentages. Let’s say based on your specific needs and tolerance for risk, you set your asset allocation at 50% of your investment dollars in a US Stocks, 25% in an International Stocks, and 25% in a US Bonds. Over time as your some investments grow faster than others, your allocation may drift to 55% invested US stocks, 25% International stocks, and 20% in bonds. To get back in balance, you would sell enough of your US stocks and using that to buy more bonds to bring your asset allocation back to your specific goal of 50/25/25. Keeping your risk at a level appropriate for you is the biggest benefit. Periodic rebalancing may also you earn a higher overall return. You’re selling relative winners to buy losers. And in this way you are following the mantra of successful investing – buy low and sell high.

     One of the easiest ways to is to invest in a target date fund, or if your in the Thrift Savings Plan, TSP Lifecycle Funds. Typically set up in retirement accounts, all you do is choose a fund that matches the year you plan to retire. Everyone’s investment in the fund will be allocated as part of a set plan, depending on how much time you have left to retirement.  The fund will do the rebalancing for you to keep your asset allocation on target. The target date fund will also gradually shift you from a relatively risky allocation to less risky allocation percentages over time. 

    Or you can rebalance yourself. With TSP you just is enter in your desired asset allocation percentages and TSP will do the rest. Outside TSP you may need to do some math to figure how much in dollars you need to buy and sell to get back to your target percentage. Some companies offer rebalancing tools to help you. Some offer mutual funds that maintain set asset allocations and rebalance automatically for you. Financial advisors can also help with this.

    Beware, there may be tax consequences. First, if you rebalance inside a retirement account like IRAs, TSP, and 401k you don’t pay any taxes on these trades until you pull the money out, usually in retirement. But if you are rebalancing a taxable investment account, you will owe capital gains tax on investments you sell.  It’s a good time to go back and listen to Episode 44 of my podcast on Capital Gains Tax.  And watch the Wash Sale tax rule. It’s a bit complicated, but in general if you buy and sell the same, or nearly identical, asset within 30 days, it is also not taxed favorably. Rebalancing less often will help you avoid this altogether. And epending on where you invest, you may have to pay fees when you buy and sell. The costs can mount up. 

    How often? Setting time, like yearly is simplest. A second method is using tolerance bands. You do nothing when your investment allocation varies within a set range or band, like guardrails. If one asset gets out of bounds, it’s time to rebalance. This helps minimize unnecessary trading, but does require you to monitor your investments regularly.