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The Stacking Benjamins Show

Add Better Design To Your Financial Plan (with Kevin Bethune)

The Stacking Benjamins Show

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

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

4.42K Ratings

🗓️ 14 March 2022

⏱️ 72 minutes

🧾️ Download transcript

Summary

How would your life be different if you spent more time designing and less time winging it? Would you be where you are now, or would you be working on more fulfilling projects? Today on our show we talk with Kevin Bethune, the author of the new book Reimagining Design: Unlocking Strategic Innovation. He has reimagined and redesigned his career a few times over, going from working in nuclear power, to heading back to business school, to working at Nike on shoes, and then on to many other projects. We'll draw strong correlations between his work in corporate design and your work building a better life. Joe and OG discuss a piece from a very popular investment house about the value of human advice vs. robots. I think you'll be surprised when you hear not only what firm commissioned this study, but also our discussion about the future of financial advice...much more of a fusion of humans and robots than one or the other. And also, with most of us losing an hour of shuteye this weekend, Doug gives us some good tips in his trivia about taking a nap. We'll also (of course), save time to throw out the Haven Life Line on whether or not you should be available to your boss 24/7 even on vacations? Should you? Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Hey, everybody, you can find out where I am touring the nation stack embedgments.com slash stacked.

0:07.2

But of course, while I'm touring, there are a bunch of people halfway across the world

0:12.9

who are fleeing violence and there's so much horrible news today and it seems like a stream of

0:20.8

news every day. And so for that reason, it's just another reason for us to give a big shout out

0:26.6

to the men and women keeping us safe here in the United States and people putting themselves

0:31.0

in harm's way on our behalf. Big shout out to our armed forces on behalf of the men and women

0:36.1

at Navy Federal Credit Union and us working to make podcasts in the basement. Let's all go.

0:42.1

Be safe and stack embedgments.

0:57.5

Live from Joe's mom's basement, it's the stacking benching and show.

1:18.2

I'm Joe's mom's neighbor, Doug, and it's a national napping day. I'm going to make this quick

1:25.6

because I have a hammock strung out over the boiler just waiting for me to catch some z's during

1:30.8

the headlines. Napping is part of my life design, but how much are you thinking about design in your

1:37.8

life? Today to help you incorporate better design into your financial plan, we welcome the author

1:44.4

of reimagining design, Kevin Bethune. In our TikTok Minute, want to make $2.1 million quickly?

1:53.6

We've got your answer and in our headline segment, one company you wouldn't expect says financial

1:59.8

planners might play a bigger role in your success than you think. Later, I'll share some of my sleepy

2:06.8

trivia. And now, two guys who are here to make sure you're not sleeping on your financial future,

2:12.8

it's Joe and oh, j-j-j-j-j-j.

2:25.6

Happy Monday, everybody. Let me be the first one to welcome you. I am Joe Solcihi,

2:29.3

Ever Joe Money on Twitter. I'm coming to you live from Los Angeles, California on remote location,

2:36.1

as they say, but holding down the four in the basement for another Monday,

2:41.6

showing up for duty on time and ready to go, Mr. OG. That's my name on time and under budget.

...

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