Happy Money, Happy Life (with Jason Vitug)

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

🗓️ 1 February 2023

⏱️ 77 minutes

🔗️ Recording | iTunes | RSS

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Summary

What do you do when life seems like it's a struggle? Jason Vitug has been there. Chasing his career at full speed, suddenly everything broke down. His health, family health, his financial situation...everything. Jason learned how to regroup and grow, and today we dive into his story so that you can also fight through adversity to take on whatever challenge awaits. Jason always has an inspirational story to share and today's show is no exception! In our headlines segment, advisors are struggling to keep some clients from bailing into cash. Yields are rising and the stock market has been uncertain...so why not move? We'll share our thoughts on that and also thoughts on the disconnect in general between people and advisors. Where are advisors (and clients) getting it wrong? Of course, that's not all. We'll throw out the lifeline to a lucky caller and Doug will share his amazing trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/jason-vitug-1312 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	The Dell Technologies back to school event is on with deals on top tech for class hobbies and more
0:05.8	plus when you buy you support a cause. With every eligible purchase,
0:09.9	Dell will donate to UNICEF in support of GIGA, a UNICEF ITU global initiative to connect schools
0:16.8	across the globe to the internet. Accidental damage protection included
0:21.5	get rare deals on select laptops and desktops powered by the latest Intel core processors.
0:27.6	Save now at dell.com slash deals UNICEF does not endorse any company brand product or service.
0:57.6	I'm Joe's mom's neighbor, Doug, and you only live once. At least that's what today's guest says,
1:07.6	though, Buddha might want to have a word with him. To help you make the happiest time of your
1:13.5	estimated one life, today we welcome the creator behind Happy Money, Happy Life, Jason Vita.
1:21.2	In our headlines, higher cash yields are luring many investors out of stocks.
1:26.0	Should you follow suit? We have opinions. Plus, we'll throw out the Haven Lifeline to Caleb
1:32.0	who wants to know about the tax savings of converting a traditional IRA to a Roth while the market
1:38.4	is a sloth. And then I'll share some trivia you'll only answer once. And now,
1:44.7	two guys who are here to help you stack Benjamin's all your life. It's Joe and oh,
2:00.6	we are here reporting for duty on a Wednesday. I'm Joe Salci high average Joe money on Twitter.
2:05.6	Welcome back to the Stacking Benjamin show. I'm so happy you're here. We're going to talk happiness
2:12.0	and there's nothing that makes me happier than sitting across the card table from this man,
2:17.7	Mr. Oji. I would almost second those because I'm certain there are things that make me happier than
2:23.2	sitting across from you. Thank you. You're in the top 20. 20. You're in the top 23. Wouldn't that be
2:30.3	wild if you were wildly specific about that? That'd be great. The whole stacker community is wondering,
2:36.8	normally we try to get right to it, but the whole stacker community is wondering if your house is
2:41.0	still standing. So for people that have not listened to past episodes, they may not know what we're
	...

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