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Ben Batiste
Founder and principal advisor of Crestmark Wealth Group, a Colorado financial planning firm; Marine and Army veteran turned retirement and tax planner.
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Sep 29, 2026
Ep 241: Can You Afford to Retire? Start With This Number
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14:09Ben BatisteGUEST
If anyone came to me with any sort of idea or expertise – I mean I remember there was another – it was Lance Corporal who was like, hey, I got these really expensive watches and sold me a watch.
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14:23Ben BatisteGUEST
But – Where I'm teaching people now, especially if you don't know something, then you want to come into it as if you're learning with an open mind.
25 MINS LATER
EP. 87 - From Serving Your Country to Securing Your Future ft. Ben Batiste
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24:20Ben BatisteGUEST
Yeah, let me, I gotta be careful here because I don't want people to come in with the, what's it? The pitchforks.
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24:27Ben BatisteGUEST
Yeah, but I have this mentality and I think a lot of people feel this way, which is where the industry isn't really built for the average person.
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24:41Ben BatisteGUEST
And I say that because if we look at just traditional advisors, and I do believe that things are changing.
16 MINS LATER
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40:53Keshav KolurHOST
For those who decide that they are ready to... work with the wealth advisor? What should they look for in a wealth advisor to avoid those predatory practices to work with someone who is actually a good fiduciary, etc.? ?