No Bonds Podcast

Beck Bode
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NoBondsCast is a conversation about financial planning with intention.  Hosted by founding partners Ben Beck, CFP®, and Jim Bode, the show explores how real people navigate financial decisions over time — through career peaks, family responsibilities, retirement transitions, and the unexpected moments that shape life.   Rather than focusing on headlines or predictions, NoBondsCast centers on clarity, tradeoffs, and long-term thinking — helping listeners understand not just what they’re doing with their money, but why.   Calm, practical, and grounded in real life.

Episodes

  1. Apr 27

    Building Generational Money Habits: What Families Who Start Early Actually Do

    Send us Fan Mail 70% of families who build wealth lose it by the second generation. Jim Bode and Vincent Savio dig into why, and share what the families who beat that statistic are doing differently. Jim talks about what he and Crista did for their three kids before they were old enough to understand the stock market, including the simple habit they called "the investment tax." Vincent Savio walks through the Roth IRA strategy one client family used for their working teenagers, and what $200 a month looks like projected over 45 years. They also answer the three questions they hear most from families: Is a 529 plan the right vehicle? Is it too late to fund a Roth IRA for last year? And what should my child do when they get their first job? In this episode: → The "investment tax" and why Jim Bode started his kids investing early → Custodial Roth IRAs and why most families don't know about them → What $200/month looks like over 45 years at 8% and 10% → The Rule of 72 and what a 10-15 year head start actually means → 529 plans vs Roth IRAs and why flexibility matters → The April 15 deadline to make a 2025 Roth IRA contribution Coming up next: The Gap Between Your Tax Return and Your Financial Plan with Ben Beck, CFP® and Garrett Murphy, April 23. Register at beckbode.com. Read the full blog post: beckbode.com/blog/building-generational-money-habits 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

    24 min

  2. Feb 25

    Why We Left Merrill Lynch to Start our Own Firm| Beck Bode Founding Story

    Send us Fan Mail On February 20, 2013, Ben Beck, CFP® and Jim Bode left Merrill Lynch to start Beck Bode, an independent RIA based out of Massachusetts while also serving clients in New Hampshire and Michigan. In this special anniversary episode of NoBondsCast, they tell the full founding story for the first time. They talk about the 5 AM game plan, walking out of Merrill Lynch, the clients who followed without hesitation, building a planning-first approach, and where they see the firm heading over the next thirteen years. Whether you're an advisor considering independence, a business owner thinking about your next chapter, or someone who wants to understand what drives the people managing your money, this one's worth your time. In this episode, you'll hear: The morning of February 20, 2013 — and what it felt like walking outWhy their clients didn't need convincingHow the GPS planning philosophy evolved from a game plan into a living contractThe personal experiences that made them better advisorsWhere they see Beck Bode heading over the next thirteen yearsAbout 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

    29 min

  3. Jan 7

    Why Financial Plans Break Without Intention

    Send us Fan Mail 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. Stay Connected With Us on Socials Instagram, Facebook, LinkedIn, YouTube

    22 min
  4. What Is An Investor To Do In Markets Like These?

    11/10/2023

    What Is An Investor To Do In Markets Like These?

    Send us Fan Mail 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/3MfWRsDAbout 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

    12 min
  5. Investing with Insight: Our Investment Approach, Recessions and AI

    09/09/2023

    Investing with Insight: Our Investment Approach, Recessions and AI

    Send us Fan Mail 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/3MfWRsDAbout 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

    35 min
  6. Navigating Volatility and Inflation with Ben Beck, CFP®

    08/17/2023

    Navigating Volatility and Inflation with Ben Beck, CFP®

    Send us Fan Mail 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/3MfWRsDAbout 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

    24 min
  7. YouTube TV and Bonds

    02/05/2023

    YouTube TV and Bonds

    Send us Fan Mail 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/3MfWRsDAbout 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

    33 min
  8. What the Super Bowl May Teach Us About This Moment in the Economy

    02/01/2023

    What the Super Bowl May Teach Us About This Moment in the Economy

    Send us Fan Mail 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/3MfWRsDAbout 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

    22 min
  9. Crypto Meltdown

    11/23/2022

    Crypto Meltdown

    Send us Fan Mail 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/3MfWRsDAbout 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

    25 min
  10. Estate Planning

    10/29/2022

    Estate Planning

    Send us Fan Mail 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/3MfWRsDAbout 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

    25 min
  • 10 Episodes

About

NoBondsCast is a conversation about financial planning with intention.  Hosted by founding partners Ben Beck, CFP®, and Jim Bode, the show explores how real people navigate financial decisions over time — through career peaks, family responsibilities, retirement transitions, and the unexpected moments that shape life.   Rather than focusing on headlines or predictions, NoBondsCast centers on clarity, tradeoffs, and long-term thinking — helping listeners understand not just what they’re doing with their money, but why.   Calm, practical, and grounded in real life.

Information

  • Creator
    Beck Bode
  • Years Active
    2020 - 2026
  • Episodes
    10
  • Rating
    Explicit
  • Copyright
    © 2026 Beck Bode LLC
  • Show Website
    No Bonds Podcast