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The Stacking Benjamins Show

Career Tips Learned Managing Frank Sinatra (with Eliot Weisman)

The Stacking Benjamins Show

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

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

4.42K Ratings

🗓️ 14 February 2018

⏱️ 49 minutes

🧾️ Download transcript

Summary

Eliot Weisman was the manager for stars like Frank Sinatra and Liza Minnelli. He also oversaw Frank Sinatra's estate after the crooner died, which was reportedly worth over $100 million. We'll talk to Eliot about managing celebrities and handling large sums for celebrities, and more. In our headlines segment, we'll compare two pieces, one reporting that robo advisors experienced big outages during one of the market's most volatile days. Meanwhile, in our second piece, Fidelity reports that there were no outages and generally, more people were buying than selling. Is OG buying that? We'll see. Of course we'll have more from the world of financial planning, throw out the Haven Life line to lucky listener David, who wonders about the income limits to make Roth IRA contributions. We'll also answer a listener letter from the mailbag and score with some of Doug's delightful trivia, and more. Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn.com/SB and get a $50 credit toward your first job post. Thanks also to MagnifyMoney.com for sponsoring today's show. Compare, ditch, switch and save on student loans, auto loans and more at StackingBenjamins.com/MagnifyMoney. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

You know in today's world seems like the best treatments reserved only for a few. Well,

0:04.4

Discover wants to change that by making everyone feel special. That's why with your Discover card

0:09.8

you have access to 24-7 live customer service as well as $0 fraud liability, which means you're never

0:16.5

held responsible for unauthorized purchases. Finally, no matter who you are or where you are in life,

0:22.4

you'll feel special with Discover.

0:24.5

Learn more at Discover.com slash credit card.

0:27.3

Limitations apply.

0:28.9

All right, Cherry, the courtship is over.

0:31.5

Mm-mm, the adoration.

0:35.0

Oh, the chevo adore.

0:37.0

You are my peanut.

0:40.0

I am your brittle.

0:42.0

Mm-hmm-mm-mm. I am your brittle. Live from the bottom of the

0:52.0

live from the bottom of Joe's mom's romantic heart, it's the Stacking Valentine's show.

0:57.0

On today's show, we're serving up a full course candlelight meal of financial

1:09.2

love because the manager for Liza Manelli and Frank Sinatra joins us,

1:14.2

let's say a big hello to our new Valentine,

1:16.9

Elliot Wiseman.

1:18.4

Plus, I heart you, so I'm going to tell the guys

1:21.9

to talk about the recent market volatility.

1:25.0

Feeling the pitter-patter in your heart from your portfolio?

1:28.0

So am I, gorgeous.

...

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