Bridging the Gap Between Academic Research and Industry Expertise Where Do You Get Your Advice? (SB 1397)

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

🗓️ 18 August 2023

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Where do YOU turn for true financial advice? Your family and friends? A CFP professional? Your bridge club crew? TikTok??? On today's special Friday roundtable episode we're thrilled to have an all-CFP lineup to each give their two cents on where to look for true financial advice. We're happy to welcome back our friend CFP Michael Kitces after a long hiatus; we also welcome back the queen of Sensible Money CFP Dana Anspach; and finally, our in-house CFP OG joins the gang.

In the second part of the discussion, our panel shares their take on the positives and negatives of joining a good financial Facebook group; the pros and cons of signing up for financial webinars and masterclasses; and how psychology plays into the right financial plan for you - even when the pure math doesn't make sense. Plus, we dive into the value of surrounding yourself with the right team by creating your personal financial "board of directors."

Be sure to stick around at halftime for Doug's trivia all about the business of basketball.

FULL SHOW NOTES: https://www.stackingbenjamins.com/friday-cfp-roundtable-personal-advice-1397

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201.

Enjoy!

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Transcript

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0:00.0	My God, Dukes are going to corner the entire frozen orange juice market.
0:10.8	Live from Joe's Mom's Basement Doug, and today's your lucky day.
0:29.0	We're exploring the places you find good advice.
0:32.3	Do you dive into the internet, hire advisors, ask friends, or some of each?
0:37.0	Do you dive into the nerdery or get your
0:39.5	hands dirty? Here to give us the nerds eye view on this topic is the guy financial planners
0:45.2	turn to for advice, CFP Michael Kitsis. Also, on our panel, a lady who makes her own luck
0:52.3	while helping clients reach retirement.
0:54.7	She's the queen of sensible money, CFP, Dana Onspa.
0:59.2	And the man who's always got a winning financial plan and a taste for the finer things,
1:04.4	our resident CFP, OG.
1:07.5	But that's not all.
1:08.8	Halfway through the show, I'll share my high-flying trivia.
1:13.0	And now, a guy who owns thousands of board games and has never won a single one of them,
1:18.5	it's Joe Salciai.
1:25.4	Well, hey, Doug, thousands might be overstating it. There's quite a few in the collection, but you are right on with never winning. I just, if I had to be lucky, I'm lucky and everything. I'm lucky I could just spend time today with all of you stackers. Hey, everybody, let me be the first to welcome you to Friday. I am Joe Sal C-high, Average Joe Money on Twitter. And man, we have an all-star lineup for you today.
2:03.3	Let's start off with a guy across the card table from me. First of all, Mr. O.G. is here. How are you, my friend? I take issue with the fact that you say you've never won. You usually do win only because you change the rules halfway through the game. Oh, I forgot. There's a new rule. There's this rule I forgot to tell everybody at the beginning of the game. And it turns out I was like every game of munchkin ever. Munchkin. Michael, who will introduce it a second, brings up like the game from hell. Like that is just. And now Munchkin fans are all turned off. But I have to take issue with that, OG. I do forget rules, but I would win more often.
2:19.5	Convenient.
2:19.7	If I, if it was convenient.
2:22.5	Weird.
2:23.3	Yeah, it is strange.
2:24.8	Also here, Paula Pant called in at the last second and couldn't make it, but we were so happy that this woman, she's been on enough that we can call her frequent contributor to the show.
	...

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