Am I Doing Money Right? (with Colleen Bordeaux)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 25 September 2019
⏱️ 75 minutes
🧾️ Download transcript
Summary
Have you ever wondered if you're handling your money right? Sure you have. More important, have you ever worried that you aren't doing LIFE correctly? Our main guest has been there. She's the best-selling author of the philosophical guide to life in the age of overwhelm titled, Am I Doing This Right?, Colleen Bordeaux. Colleen will share her deeply personal search for more meaning in life and lessons she learned along that way. We'll talk about your personal philosophy, getting comfortable with who you are, figuring out your money from a deep level, and more. It's a wide-ranging interview that we're sure you're going to enjoy as much as we enjoyed talking to her.
In our headlines segment, how much does it cost to be considered 'middle class' in a big city? It turns out that it might just cost a TON of money. How do you get ahead when everything is so expensive? We'll talk about many factors, include the fact that where you live can change everything about whether you're financially successful or not. In our second headline, do you prefer receiving money advice from a man or a woman? Well, according to the Wall Street Journal, in the past two years there has been a marked increase in requests from prospective clients who want to work with female financial advisers. We'll talk diversity in the financial services ranks on today's show!
After a little dose of Doug's trivia, we'll also save time to throw out the Haven Life Line to Nick. Nick asks if there is a specific ratio of money in each account (Roth and pre-tax) that is recommended? How does your tax strategy look? We'll dive into that, and much more.
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Transcript
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| 0:00.0 | Good evening. I'm Ron Burgundy, and this is what's happening in your world tonight. |
| 0:09.4 | Live from Joe's Mom's Basement, it's the Stacking Benjamin Show. |
| 0:29.0 | I'm Joe's Maugh neighbor duck, and today is my favorite holiday, national comic book day. |
| 0:32.5 | Of course, like any rational human being, I'm doing two things. |
| 0:39.7 | I'm wearing my Spider-Man onesie, and two, I'm introducing you to a woman who's basically superwoman and wrote a philosophical guide to life in the age of overwhelm. |
| 0:44.7 | Today, we welcome the author of the bestselling book, Am I Doing This Right, Colleen Bordeaux? |
| 0:50.7 | In our headline segment, is the gender gap narrowing and financial advising? |
| 0:55.5 | Should you look for a female or male advisor specifically? |
| 0:59.6 | We'll tackle that. |
| 1:00.9 | Of course, we'll also throw a lifeline to what lucky caller before we'll hear my amazing trivia. |
| 1:07.9 | And now, two guys who are also in footed pajamas but could never be considered superheroes, |
| 1:14.3 | Joe and O, J-J-J-J-J-J-J-J-J-J-J-J-J-J. |
| 1:22.3 | Best thing about recording these in mid-afternoon, footed pajamas. |
| 1:31.0 | So Doug's wearing a onesie? |
| 1:32.9 | It was kind of not good. |
| 1:35.7 | That's not a great. |
| 1:37.0 | Like an old school swimsuit? |
| 1:39.9 | Is that kind of what that is? |
| 1:41.2 | Like borat? |
| 1:42.4 | But it is, well, look at it. |
| 1:44.1 | But no, don't come over here but no, don't come over here. |
| 1:45.9 | No, don't come over here. |
... |
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