How Do the Wealthy Manage THEIR Money? (plus FinTech to come with Ryan Falvey)

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

🗓️ 15 March 2019

⏱️ 82 minutes

🔗️ Recording | iTunes | RSS

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Summary

What do rich people do with all their Benjamins? Yachts? Helicopters? Trips to the Alps? Helping us through one MarketWatch piece that seems to have the answer to our burning questions about wealth, is the founder of Reisup, Tara Falcone. Plus, we welcome Len Penzo from LenPenzo.com and OG from our very own SB podcast. Halfway through the show, we'll take a break from our discussion to talk about the future of FinTech. On our special Friday segment to talk about where your next savings opportunity might come from, we welcoming the co-founder of start-up incubator Financial Ventures Studio, Ryan Falvey. Then we'll throw out the Haven Life Line to Tim, who has a question about where he and his wife should sock away their retirement funds. Right now most of their money is in traditional accounts, but would it make more sense to have it a Roth account instead? As always, of course, we'll still save some time for Doug's (completely epic) trivia. Thanks to Grammarly for supporting Stacking Benjamins. Get 20% off a Grammarly premium account, go to Grammarly.com/SB. Thanks to Skillshare for supporting Stacking Benjamins. Get TWO months of courses for free at Skillshare.com/SB. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hey, this is John in Seattle.
0:02.0	And when I'm not telling terrible jad jokes
0:04.0	to anyone who will listen, I'm Stackin' Bechamins.
0:07.0	Live from Joe's M's Basement, it's The's neighbor Duggan.
0:25.0	If you've ever wondered what rich people do with their money,
0:31.0	well hang on kids because we're coming to the rescue.
0:34.4	Here to discuss one market watch piece that seems to have the answer, we welcome
0:39.2	the founder of Rise Up, Terra Falcone. Plus, from this podcast, we've got OG.
0:45.9	And from the award winning site, Lettinpenzo.com,
0:49.2	it's Cleveland Cavalier Star Tristan Thompson. I got you with that one though.
0:55.6	I'm just kidding.
0:57.4	He's got a hot date with Jordan Woods.
0:59.7	It's just Lenpenzo.
1:01.3	Bullring.
1:02.4	Hey, but that's not all.
1:03.7	On today's Friday FinTech segment,
1:05.8	we'll talk about the future of FinTech.
1:08.1	Where's the ball headed in the world of tools
1:10.5	to make finance easier?
1:12.1	Well, we'll talk to Ryan Falvey, the co-founder of Incubator Finn Venture
1:16.4	Studio, about what FinTech has on the horizon. Plus we'll answer a magnify money call for help and share a round of my amazing trivia.
1:27.0	And now, because the weekend won't start itself.
	...

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