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

⏱️ 79 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! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:20.0	With Salesforce Customer 360, now everyone's an Einstein.
0:24.0	Go to Salesforce.com forward slash 360 to learn more.
0:30.0	My God, dukes are going to corner the entire frozen orange juice market.
0:41.0	Live from Joe's mom's basement.
0:43.0	It's the stacking Benjamin ship.
0:55.0	I'm Joe's mom's neighbor, Doug, and today's your lucky day.
0:58.0	We're exploring the places you find good advice.
1:01.0	Do you dive into the internet?
1:03.0	Higher advisors?
1:04.0	Ask friends or some of each?
1:06.0	Do you dive into the nerdery or get your hands dirty?
1:10.0	Here to give us the nerd's eye view on this topic is the guy financial planners turn to for advice.
1:16.0	CFP Michael Kitzes.
1:18.0	Also, on our panel, a lady who makes her own luck while helping clients reach retirement.
1:24.0	She's the queen of sensible money, CFP Dana Onspot.
1:29.0	And the man who's always got a winning financial plan and a taste for the finer things.
1:34.0	Our resident CFP OG.
1:37.0	But that's not all halfway through the show.
	...

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