This is Jeff Hulett, your decision confidence builder and host for today’s session. Welcome to the 4th VidCast in our Investment Barbell Series! If you’re new here, be sure to catch up on the first three episodes, available on Personal Finance Reimagined or my YouTube channel.
Today, I am thrilled to bring you a special interview with Daniel Hulett, President of Hulett Brothers, a fast-growing content creation business, and—yes—my son, who is home for the holidays! Together, we’ll dive into how Daniel successfully implements the Investment Barbell Strategy (IBS) in his financial life and business.
What You’ll Learn Today
In this interview, we’ll explore how Daniel applies the IBS framework in practical and innovative ways, giving you actionable insights for your own financial journey. Here’s what we have planned:
1. Get to Know Daniel and the Hulett Brothers Business
Daniel leads the Hulett Brothers, a dynamic content creation company that’s making waves globally. We’ll talk about how their innovative trick shot videos and brand collaborations generate income, providing the foundation for Daniel’s investment strategy. Plus, it’s always inspiring to learn how creativity, hard work, and strategic thinking contribute to building a thriving business.
2. The Savings Waterfall: Connecting Income to IBS
The savings waterfall serves as the critical bridge between income and investments. Daniel will share how he organizes and prioritizes income from his business to flow seamlessly into the IBS framework. This approach ensures that his earnings are working hard for him, even as he focuses on growing his business.
3. A Deep Dive into the Four IBS Quadrants
We’ll break down Daniel’s approach to allocating investments across the four quadrants of the Investment Barbell Strategy:
Cash Quadrant: Learn how Daniel balances liquidity for emergencies with keeping idle cash to a minimum.
Robo Quadrant: See how Daniel leverages robo-advisors to manage diversified, high-volatility investments efficiently.
Real Quadrant: Discover how Daniel incorporates real estate into his strategy, both for personal use and as a potential business asset.
Fun Quadrant: Explore Daniel’s high-volatility, low-diversification investments, including sector-specific ETFs and other calculated risks.
4. Adaptations: Embracing “Progress, Not Perfection”
No strategy is static. Daniel will share how he evaluates his progress, identifies areas for improvement, and makes adaptations to stay aligned with his financial goals. This discussion highlights the importance of flexibility and continuous improvement, which are at the heart of the IBS philosophy.
Resources to Help You Implement the IBS
We’ve prepared several tools and resources to help you apply these concepts to your own financial life:
The Savings Waterfall Tool: A step-by-step guide to prioritize your income effectively.
The IBS Framework: Learn how to allocate your investments across the four quadrants for maximum impact.
Decision-Making Apps: Streamline your financial decisions with easy-to-use technology.
All of these are available in my book, Making Choices, Making Money: Your Guide to Confident Financial Decisions. Visit my website for more information and book purchase details.
Ready to Dive In?
Join us in this engaging discussion to learn how Daniel Hulett applies the IBS to achieve financial success while running a growing business. His journey is a testament to the power of smart decision-making, creative problem-solving, and disciplined financial strategies.
Check out the full interview on my YouTube channel, and let’s continue building the confidence and tools you need for a lifetime of financial success!
About the author: Jeff Hulett is a career banker, data scientist, behavioral economist, and choice architect. Jeff has held banking and consulting leadership roles at Wells Fargo, Citibank, KPMG, and IBM. Today, Jeff is an executive with the Definitive Companies. He teaches personal finance at James Madison University and provides personal finance seminars. Check out his new book -- Making Choices, Making Money: Your Guide to Making Confident Financial Decisions -- at jeffhulett.com.
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