Becoming One Of The Grateful Dead (with Carol Weisman)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 14 August 2019
⏱️ 83 minutes
🧾️ Download transcript
Summary
Who wouldn't want to be one of the Grateful Dead (love the play on the rock band name, don't you?)? Today we'll ask the question, "When's the last time you've thought about your estate plan... (if you've made one)?" Making a will or even a full trust may seem like a daunting task that's best done tomorrow, or the day after that, but we all know that it's an important piece of your financial life that shouldn't be overlooked. To help us understand the ins-and-outs of estate planning in the most fun way possible (and MAN is it fun...), we've invited down the woman who literally wrote the book on it: Carol Weisman, author of Becoming One of the Grateful Dead.
In our headlines segment, we're getting a little political today with our first piece. With the election cycle revving up, some politicians have been talking about paying for different campaign promises by enacting a tax on some financial transactions. Is there cause to be worried about the bigger retirement picture if more taxes are thrown in the mix? After we've had our fill of politics, we'll stick around the stock market as we discuss our second piece: a robo-run ETF has been making a splash by beating the overall stock market.
Later, we'll throw out the Haven Life Line to Ian, who has now realized the mutual fund he picked has higher fees than he would like. He's down 11% right now, but should he hold onto his fund knowing about the high fees?
A big thanks to Student Loan Hero for supporting Stacking Benjamins. Find out how you can pay for college AND compare different interest rates before locking into a loan at StudentLoanHero.com
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Transcript
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| 0:00.0 | Welcome to the frustrating podcast podcast, where we break down and dissect simple podcasts and add complexity and polish. |
| 0:10.2 | I'm your host, El Martinez. |
| 0:12.5 | Today's podcast is an especially challenging one. |
| 0:16.4 | I don't know if you heard of this show. |
| 0:18.1 | I hope not. |
| 0:19.0 | Stacking Benjamin's. |
| 0:20.5 | But this is a case of two people getting in way over their heads and needing serious help with polishing up their show. |
| 0:29.0 | For this problem, they reached out to fame producer Bruce Dickerson. |
| 0:33.4 | Let's listen in to Mr. Dickerson's advice. |
| 0:36.8 | Hey, fellas, I'm Bruce Dickerson. |
| 0:39.3 | Yes, the Bruce Dickerson. |
| 0:41.7 | You have a dynamite sound. |
| 0:43.4 | Fantastic sound. |
| 0:45.0 | I have only one suggestion. |
| 0:50.3 | More cowbell. |
| 1:04.8 | No. Macabo. Live from Joe's Mom's Basement, |
| 1:07.8 | it's the Stacking Benjamin Show. |
| 1:09.9 | Music mom's basement. It's the Stacking Benjamin's show. |
| 1:23.8 | All right, man, we're talking about the Grateful Dead today. |
| 1:24.8 | Dude. |
| 1:27.1 | All right. What? Oh, it's estate planning? Well, that's even cooler. |
| 1:35.5 | Dropping by the basement today to talk about becoming one of the Grateful Dead, we welcome |
... |
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