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The Stacking Benjamins Show

"Going Pro" With Your Money Skills (with Rob Welch)

The Stacking Benjamins Show

Joe Saul-Sehy | Cumulus Podcast Network

Investing, Business, Self-improvement, Education

4.21.9K Ratings

🗓️ 26 April 2023

⏱️ 67 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. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

In a world where overspending, dead, and keeping up with the Joneses rules us all, we're

0:11.0

the voices from the merchants, restaurants, and credit companies lured over the common

0:15.9

man.

0:16.9

Out of the darkness, like a beacon of hope, comes a new voice, a voice that's rich and

0:23.6

creamy, like your favorite butter, and delicious, like cheeseburger pizza on your diet cheat day.

0:31.4

It's The Stacking Benjamin Show Why, from Joe's mom's basement, it's The Stacking

0:45.7

Benjamin Show.

0:55.7

I'm Joe's mom's neighbor, Doug, and tomorrow's the NFL Draft.

0:59.7

So excited.

1:00.7

So to help you go pro with your money, we welcome a guy named Rob, who knows quite a bit

1:06.5

about big money in the NFL.

1:08.9

It's Rob Welsh.

1:10.7

Wait, did you think I was going to say a different NFL Rob?

1:14.7

I don't know what would make you think that.

1:16.9

In our headlines, some clients are not happy to put it mildly with their advisors.

1:23.2

What's going on?

1:24.3

We'll share results of a recent JD Power poll.

1:27.5

Plus, we'll throw out the Haven Lifeline to Lucky Stacking Benjamin's listener Nate,

1:32.6

who wants to know how to best use his additional mortgage payments if the Fed raises interest

1:38.0

rates again.

1:39.7

And then I'll share some past time trivia.

1:43.0

Now, two guys who like to huddle up and fumble.

...

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