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The Stacking Benjamins Show

From Disorganized to Money Management Ninja (with Belinda Rosenblum)

The Stacking Benjamins Show

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

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

4.42K Ratings

🗓️ 10 October 2018

⏱️ 69 minutes

🧾️ Download transcript

Summary

How do you become a money pro? Like most people...you start off as a financial nightmare and you learn the hard lessons that teach you how to be much better with your Benjamins. Belinda Rosenblum lived that life....she was horrible with budgets and used archaic systems that didn't work to keep track of both her own bills and those of family members she cared for. You'll hear the story today of how she went from being completely disorganized to becoming a Money Ninja working for her clients.

Plus, in our headlines segment, it looks like mortgage rates are going up and so are bond rates...what's the correlation? We'll explain how these two work in tandem. Plus a new FINRA proposal would allow brokers to ease restrictions on brokers' outside activities. Why are some organizations against this? What would this have to do with your money? We'll explain the plusses and minuses of this proposal.

Later on we'll still have time to answer Doug's trivia question, a listener letter from Shaun, who asks about betting with some zero percent money he can borrow and invest AND throw out the Haven Life line to Allen, who wants to know about how to make back door Roth IRA contributions. 

Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins!

Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn.com/sb and get $50 off toward your first job post.

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Transcript

Click on a timestamp to play from that location

0:00.0

And now we're pleased to bring you our feature presentation.

0:12.5

Live from Joe's Mom's Basement, it's the Stacking Benjamin Show.

0:30.6

I'm Joe's Mom's Neighbor, Doug, and today is officially, according to my calendar, walk to school day.

0:37.6

Oh, I remember those days.

0:39.8

Uphill both ways to school and without shoes and snowing in one direction and tornadoes in the other.

0:46.8

Good times, good times.

0:49.1

But today, we have even better times because joining us from own your money.com, we welcome Belinda Rosenblum.

0:57.2

Plus, in headlines, mortgage rates are on the move again.

1:00.1

Is that good or bad for your wallet?

1:02.7

We'll also throw out the Haven Lifeline, answer a letter from the mailbag, and more.

1:07.7

And now, two guys who have a hell of a commute to work,

1:11.4

down one whole flight of stairs,

1:14.1

Joe and O J-J-J-J-J-J-J-J-J-J-G.

1:21.6

But you've got to be careful, especially if you're carrying coffee,

1:25.2

very important.

1:26.5

Haven't you seen Home home alone sometimes those steps are

1:29.8

covered in tar or ice you don't know yes if you have never be too careful if you have

1:36.8

mcculley caulkins stopped by or your mom's neighbor dug anything could happen hey everybody

1:41.8

welcome to the show where anything can happen. And it's

1:44.2

Wednesday. We got a lot happening today. Welcome to the Stacky and Benjamin Show. I am Joe Salcy. Hi,

1:49.6

average Joe Money on Twitter, just so you know which voice is which and across the card table

1:54.3

today. Again, on hump day, it's my good friend, OG. What's up? Man, you are up.

...

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