65: Guest Interview - Joe From Stacking Benjamins

Millionaires Unveiled

Jace Mattinson

Investing, Millionaire, Financialplanning, Business, Self-improvement, Education, Finance

4.8 • 872 Ratings

🗓️ 21 January 2019

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today's guest interview features Joe from the stacking benjamins podcast. We discuss numerous topics including how the show got started (where the inspiration came from), thoughts on the FIRE movement (how much one needs to retire), where to get started on investing, and why people now tend to be more open with money. We also discuss Joe's background as a financial adviser, who needs one, and the future of the financial planning industry.

Transcript

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0:00.0	You're listening to the Millionaires Unvealed Podcast, where you'll hear the stories and
0:07.6	interviews of everyday millionaires.
0:10.6	We'll unveil their decisions, their strategies, and their current portfolio allocation.
0:17.0	Now to your hosts, Clark Sheffield and Jace Matetson. Welcome to the Millionaires Unvealed Podcast.
0:27.5	This is episode 65.
0:30.5	On last week's episode we talked to Chris Hogan about his new book The Everyday Millionaires.
0:37.0	In that episode we discussed what they did in their research to study these 10,000 millionaires and the top three professions that they
0:46.3	found in their research.
0:48.4	So if you're interested in that, go check out that episode.
0:50.7	Next week's episode will be with Mark.
0:53.0	And Mark has a net worth of 1.7 million.
0:56.0	He's got a $400,000 paid for house.
0:59.0	He's got about a million invested with Vanguard.
1:01.0	That's both in retirement accounts and non-retirement accounts.
1:05.0	He's got about 200K in cash and about another 100K and some other investments, including
1:10.7	a REIT.
1:12.0	And Mark has an interesting story he actually builds and sells websites so we get into that with him and discuss how his approaches to building a website and what industry he chooses and how he goes about selling those.
1:25.0	It will be an interesting episode coming up next week.
1:28.0	On today's episode, we have a discussion with Joe from Stacking Benjamin's. We discuss with Joe about the state of personal to you today such as a 401k, Roth IRAs, Roth 401k's, HSA's, and various investments and investment
1:49.4	accounts.
1:50.4	We also discuss with him about using a personal financial advisor.
1:54.5	Joe used to be a financial advisor and worked in that industry for many, many years.
	...

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