617.209.2224

CLIENT PORTAL

NoBondsCast
Breaking Free – How your workout routine may hold the secret to building wealth

Hosts: Ben Beck, CFP®, Chief Investment Officer and Co-Managing Partner and Jim Bode, Managing Partner

Guest: Ashley Cotler, Client Success Manager

This week, Ben and Jim are joined by Ashley Cotler for a conversation about how anyone can break free from financial uncertainty by applying familiar principles from fitness to their financial lives.

Financial freedom doesn’t require a finance degree or a six-figure income. It starts with the right mindset, a support system, and a few fundamental habits. In this episode of the NoBonds Cast, you’ll learn how simple lessons from fitness—like consistency, coaching, and small wins—can help you build financial confidence.

Here’s what they cover:

  • Fitness as Financial Metaphor
    Why the journey from gym intimidation to fitness confidence parallels the path to financial empowerment—and how finding the right coach can change everything.

  • Partnership Dynamics
    Learn how couples can confidently share financial responsibilities—without confusion, conflict, or overwhelm. Discover the wisdom behind having a financial ‘workout buddy’ and the one conversation every couple must have: “What happens if one of us doesn’t wake up tomorrow?”
  • Life Transition Resets
    Just like fitness routines can be interrupted by injuries or big life changes, your financial plan may need a reset from time to time. Learn where to start after a disruption, why you don’t need massive wealth to begin planning, and how to set new family financial goals from wherever you are.

Whether you're feeling overwhelmed when you think about your financial goals, stuck in a financial ‘workout’ rut, or just looking to tone up your money habits—this is a conversation you won’t want to miss.

Register now to pick up healthy money habits and build your financial muscle!

Catch Up ON Previous Episodes of the NoBondsCast

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Ep.6 The Three Stages of Retirement Planning

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Ep.5 Time, Not Timing: Navigating Market Volatility

The team explores how to navigate market volatility with patience, discipline, and perspective to drive long-term growth.

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Ep. 1 New Administration, Same Investment Philosophy

The NoBondsCast is back in 2025! Ben and Jim tackle top questions investors are asking in the face of a new administration.

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CONTACT

858 Washington St. Suite 100 Dedham, MA 02026

invest@beckbode.com

(617) 209–2224

(617) 249–0298

Copyright © 2025 Beck Bode, LLC

Investment advice offered through Beck Bode, LLC, a registered investment advisor.
 
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Beck Bode or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s)) may be suitable for your portfolio or individual situation, or prove successful. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Beck Bode.