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Bobcasts

We host weekly educational videos on various topics, including financial tips and strategies, market current events, and frequently asked questions.  

To view our entire library of past webinars, you can visit our YouTube page here.

Bobcast Episode 47: What Is an HSA Account?

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.

Bobcast Episode 48: The Long Game of Generational Wealth

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.

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 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 42: The Biggest Mistakes to Make in a Down Market

Market downturns don’t destroy portfolios—bad decisions do. In this video, we break down the biggest mistakes investors make in a down market, from panic selling to trying to time the bottom. Learn how emotional reactions can hurt long-term returns and why staying disciplined may be your greatest advantage. If you want a steady perspective during volatile times, this is for you.

Bobcast Episode 21: Tithing

We get it—tithing can be a touchy subject. But it’s also one of the most valuable and freeing principles the Bible gives us when it comes to money. In this video, we keep it simple and honest.

We talk about what the Bible actually says about tithing, why it’s still relevant today, and how it can bring more peace and purpose to your finances. This isn’t about guilt—it’s about trust, faith, and learning to handle money God’s way.

👉 If this video helped you, hit like, subscribe, and maybe share it with someone who could use some encouragement too.

Bobcast Episode 16: How to Invest as a Complete Beginner 

New to investing and not sure where to start? This video breaks down the basics in a simple, beginner-friendly way. Whether you're looking to grow savings, plan for retirement, or just understand the stock market, this guide is for you.

It’s also a great video to share with kids or grandkids ready to take their first financial steps.

👉 Subscribe for more tips on personal finance and investing!

Bobcast Episode 9- How Taxes Work On Investment Accounts

Understanding how taxes impact your investment accounts can save you money and help you plan smarter. In this video, we break down the different types of investment accounts. Watch and then LIKE and Subscribe!

Bobcast Episode 5: What Do We Think of Dave Ramsey?

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.

Watch this week’s Bobcast to hear our thoughts on this and other Ramsey advice!

📌 Don’t forget to like and subscribe for more insights!

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Bob Bennie Wealth Management, Inc. is not affiliated with Kestra IS or Kestra AS.  Investor Disclosures: https://bit.ly/KF-Disclosures

The opinions expressed in these commentaries are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.

Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.

Kestra Investment Services, LLC and Kestra Advisory Services, LLC do not provide legal or tax advice..