Abigail Adams: Financial Badass (SB RWD 120)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 29 December 2020
⏱️ 59 minutes
🧾️ Download transcript
Summary
Just a few more days until the new year! We're keeping our countdown going strong with one of America's original big-time investors: Abigail Adams. You can read our original show notes below:
As Women’s History Month draws to a close we suddenly realize….we’ve done nothing to celebrate! Today on the show we make up for that (‘in spades,” as mom says) by inviting down to the basement professor Woody Holton, author of the book Abigail Adams, for which he won the Bambridge Award and more. He’ll describe the amazing prowess of Adams in a time when many women not only weren’t investing, but weren’t even allowed to participate in their family’s financial plan. He’ll describe which investments she preferred, why she decided against real estate didn’t work for her portfolio, and how she created an estate plan for herself in a time when many women didn’t have that luxury.
In our headlines segment, we’ll talk to Jamie Wise from the BUZZ Index (ticker BUZ). He’ll describe why his strategy and those of some of his algorithm-based competitors seem to be winning in this time of volatility. He’ll also share some of the names that the crowds on social media are focusing on to ride the choppy market. Also, with the financial markets all over the place, we’ll review a story from Marketwatch that asks whether the market will crash, and if it will, what you should do to buckle up. The advice might surprise you, if you’re looking for ways to exit stage left, or are looking for advice that tells you how to exit stage left….or right.
We’ll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Nelson, who’s worried about his parents’ financial plan. They have an insurance-company based financial advisor, so Nelson thinks that they should move to different advice. How does he approach the topic with his parents? We also score some of Doug’s spinach-based trivia, and more. Enjoy!
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Transcript
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| 0:00.0 | Hey there, Stackers. I bet you're not used to hearing us on a Tuesday morning, but here we are |
| 0:05.3 | working hard for you so that hopefully you get a week off. I'm Joe Salsy. I average Joe |
| 0:10.8 | money on Twitter. Across the card table from me, the guy who's not the fake OG on Twitter. |
| 0:15.6 | It's the OG also working on the week off. |
| 0:22.5 | Not much, man. |
| 0:26.5 | We are having a fun, fun week here, of course, in the basement. |
| 0:34.3 | Everybody's trying to stay away from Doug, who's totally chowed into that sausage bread that mom made. And he smells disgusting, doesn't he? It's just oozing out of him now. |
| 0:41.8 | It is. It is not good. Time to go for a run here in just a little bit. But for those of you that |
| 0:48.9 | are working this week, thank you very much for keeping the economy running for those of us taking a week off. |
| 0:55.7 | We really appreciate what you do here in the times when nobody's at work. |
| 1:02.1 | But when I was a financial planner, this was my favorite week to go in just for a couple hours. |
| 1:07.5 | I remember I would stop at the local coffee shop. |
| 1:10.0 | I'd grab just a coffee and a |
| 1:11.8 | muffin and I'd go to my office and there was nobody there and I would just clean out files with |
| 1:16.7 | music on. I would do it. This is a great week to, it was a great week to be at work. Yeah, except |
| 1:23.4 | when you work at home, then you absolutely positively have to take a few days on. |
| 1:37.1 | It feels so different working for it. It is, it is true. If you're new to what we're doing this week, this is a week of rewind episodes. Those are episodes that we've recorded previously. |
| 1:42.8 | Last year, we gave you our seven years leading up to the turn of the century year by year. |
| 1:49.6 | What were the lessons you should have learned? |
| 1:50.9 | You can go back a year ago and listen to those. |
| 1:53.2 | This year, we thought, to keep it PG-13 or better, that we would share all of the |
| 1:59.5 | quirkiest episodes we've ever had on the show. |
... |
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