"Going Pro" With Your Money Skills (with Rob Welch)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 26 April 2023
⏱️ 66 minutes
🧾️ Download transcript
Summary
You've gotten the big call…it's time to go pro with your money? But what skills got you there? Today, to celebrate the NFL draft tomorrow, when dozens of talented young people will have their lives changed with huge paychecks, we welcome a guy who works with professional athletes on their cash, private banker Rob Welch.
Plus, in our headlines segment, a disturbing statistic about financial advisor satisfaction just emerged. What do people dislike about their advisors? We'll jump into ALL of the details on today's show.
Of course, we'll also share a call from a Stacker from Wisconsin to the Haven Life line (no, not THAT Stacker), and Doug will tackle career longevity on today's trivia question. Just another amazing day at the Stacking Benjamins Show!
FULL SHOW NOTES: https://www.stackingbenjamins.com/rob-welsh-1348/
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201.
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Transcript
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| 0:00.0 | In a world where overspending, debt, and keeping up with the Joneses rules us all, |
| 0:10.0 | where the voices from the merchants, and credit companies lured over the common man. |
| 0:17.0 | Out of the darkness, like a beacon of hope, comes a new voice, a voice that's rich and creamy, |
| 0:24.6 | like your favorite butter, and delicious, like cheeseburger pizza on your diet cheat day. |
| 0:31.6 | It's the Stacking Benjamin Show. Benjamin's show. |
| 0:46.5 | Live from Joe's mom's basement, it's the stacking Benjamin show. |
| 0:59.3 | I'm Joe's mom's neighbor,, and tomorrow's the NFL draft. |
| 1:00.2 | So, excited. |
| 1:08.0 | So to help you go pro with your money, we welcome a guy named Rob who knows quite a bit about big money in the NFL. |
| 1:10.6 | It's Rob Welsh. Wait, did you think I was going to say a different |
| 1:13.7 | NFL Rob? I don't know what would make you think that. In our headlines, some clients are not |
| 1:19.3 | happy to put it mildly with their advisors. What's going on? We'll share results of a recent |
| 1:25.9 | J.D. PowerPole. Plus, we'll throw out the Haven Lifeline |
| 1:29.4 | to lucky stacking Benjamin's listener, Nate, who wants to know how to best use his additional |
| 1:35.1 | mortgage payments if the Fed raises interest rates again. And then I'll share some pastime |
| 1:41.6 | trivia. And now, two guys who like to huddle up and fumble. |
| 1:46.6 | Wait, what? |
| 1:47.8 | It's Joe and O Jha, Jha, Jha, Jee. |
| 1:58.3 | No, no, no, Doug. |
| 2:00.2 | We're scoring touchdowns on this podcast. |
| 2:02.9 | Hey, everybody. |
| 2:03.6 | Welcome to the day before the draft. |
... |
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