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.
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 ...
25 Feb 2026
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 headin...
7 Jan 2026
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 plannin...
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