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The Stacking Benjamins Show

Abigail Adams: Financial Badass

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Education, Business, Money, Investing, Financial Planning, Cfp, Personal Finance, Retirement

4.42K Ratings

🗓️ 26 March 2018

⏱️ 60 minutes

🧾️ Download transcript

Summary

As Women's History Month draws to a close we suddenly realized....we've done nothing to celebrate! Today on the show we make up for that ('in spades," as mom says) by inviting professor Woody Holton down to the basement. He's the 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 largely against real estate for her portfolio, and how she created an estate plan for herself in a time when many women didn't have that luxury. If you love to learn from historical figures, Abigail Adams is a great role model and Dr. Holton gives us many revealing stories about her prowess on today's show.

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 answer a letter from another listener, score some of Doug's spinach-based trivia, and more.

Thanks to RXBAR for supporting Stacking Benjamins. Get 25% off your first order at RXbar.com/sb, Promo Code: SB.

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Transcript

Click on a timestamp to play from that location

0:00.0

At some point far in the future, historians will probably ask, what was daily life like in the early 21st century?

0:09.5

Well, one thing we know for sure.

0:12.9

Nobody will ever point to these two clowns and say, this was how you should have been stacking Benjamins.

0:24.2

Live! was how you should have been stacking benjamins. Live from Joe's mom's basement,

0:27.5

it's the stacking Benjamin's show.

0:34.5

I'm Joe's Mom's Neighbor, Doug, and happy national spinach day, everyone.

0:43.5

Oh, my God, Joe.

0:44.9

We're doing spinach day now.

0:47.6

Real?

0:48.7

Spinach.

0:49.6

Spinach day.

0:50.5

Spinach day.

0:51.5

Wow.

0:52.3

Now that I think about it, I think about all the ways that spinach has been a major factor in my life.

0:58.4

Well, I'll get back to you when I come up with something.

1:00.9

But hey, in better news, check out today's awesome show lineup.

1:05.6

First, help us welcome to celebrate Women's History Month,

1:09.6

winner of the Bancroft Prize, and author of the book Abigail Adams, Woody Holton.

1:16.4

In headlines, we'll talk about this jittery stock market and talk social media with our buzz correspondent, Jamie Wise.

1:24.7

Then we'll throw out the Haven Lifeline, answer a lucky listener letter, and

1:29.4

wash it all down with my incredible trivia. And now, two guys who are always green with spinach-fueled

1:37.3

envy, Joe and O J-JJJJJ-J-J-J-J-J-J-J-J-G. Oh, jia, jia, jit, jit, jit.

...

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