Becoming Miss and Mr. Independent (with Nicole Lapin)

The Stacking Benjamins Show

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

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

4.4 • 2K Ratings

🗓️ 2 February 2022

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

Will more money make you happier? If you've never heard the phrase 'more money, more problems,' today's episode is for you. Money CAN buy you independence, but only if you know how to use it. Nicole Lapin is a New York Times best-selling author and joins us to talk about being intentional with our money. Having loads of cash is great but it goes bye-bye quickly without concrete goals and values. She shares how to set yourself up for success to meet your financial goals.

During our headline segment, we're talking about robots taking over the world! Or, in this case, a gigantic brokerage firm swallowing a robot (I'd love to see that TikTok). We're talking robo advisors today. They've gained massive popularity in the last decade and now one, Wealthfront, is being acquired by UBS. We discuss what this might mean for robo advisors moving f. We'll also answer Jay's question about the rule of 55 with 401k distributions and Doug will share his trivia.

Enjoy!

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Transcript

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0:00.0	They're dogs, and they're playing poker!
0:04.3	Ah!
0:05.5	Ha! ha! ha ha ha ha ha ha ha ha ha ha ha ha ha.
0:13.2	Live from Joe's mom's basement, it's the Stacking Benjamin's show.
0:32.8	I'm Joe's mom's neighbor, Doug, and I am an independent woman.
0:40.0	At least, that's what our writer Paulette says here, because I buy my own diamonds and I buy my own rings.
0:42.5	Okay.
0:43.5	Well, today, with a simple 12-step plan to start investing and grow your wealth, we welcome
0:48.8	the author of Miss Independent, Nicole Lapin.
0:52.1	We got The Haven Lifeline, then we'll have headlines, and my trivia for all the
0:57.3	honeies who make it money.
0:59.7	And now, two guys who are always 50-50 in relationships, it's Joe and O J-J-J-J-J-J-G.
1:11.3	Another harmonious day here in the basement.
1:14.2	Welcome to Wednesday, everybody.
1:15.4	I'm Joe Salsi.
1:16.1	Hi, Average Joe Money on Twitter.
1:18.0	And you've made it halfway through your week.
1:21.3	So time to grab the cup of Joe, a cup of coffee.
1:25.9	You know, how can a Joe say cup of Joe? I can't do that. Remember when you had a blog called that? Yeah, we did. Yes. Cup of OG. How about a cup of OG? That would be awesome. Right across the card table. How are you, my friend? I'm always electric. Well, you know what? You know what makes it electric?
1:46.2	Hey, Doug, you got to hold it in. When he says that, you got to have the straight face.
1:50.7	I didn't know he was a stand-up comedian, too. Just say, yes, you are, my friend. Yes, you are.
1:56.3	We got Nicole Lapin here. She's going to make it electric. Every time she comes to the basement,
	...

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