How One Frugal Secretary Saved Millions (and your letters)

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

🗓️ 14 May 2018

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Mail Call! Today we're answering your questions about IRAs, tackle how to calculate a rate of return, dive in to Vanguard's new factor based funds.... and much, much more. In our headlines segment we turn out heads to secret millionaires. Why do people keep their millionaire status a secret? Would you? In our first headline we'll talk about how one secretary (and others) hunkered down and kept their investments a secret. Plus, are HSA enrollments stalling? We'll talk numbers and the big takeaways on today's podcast. Thanks to CollegeBacker for supporting Stacking Benjamins. Sign up at CollegeBacker.com/sb and get a $10 match when you start a college fund for your own family or send a gift to kickoff someone else’s college fund. Thanks to RXBAR for supporting Stacking Benjamins. Get 25% off your first order at RXbar.com/sb, Promo Code: SB. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	DelSugger Monday events, their biggest sale of the year, shop limited time deals on laptops like the stylish innovative XBS 13 engineered to do it all on the Intel Evo platform.
0:11.0	Plus, say big on ultra- sharp monitors and top brand accessories shop now at
0:15.7	Dell.com slash deals to take advantage of huge savings and free shipping again
0:21.2	that's Dell.com slash deals. And now we're pleased to bring you our feature presentation.
0:37.0	Live. Live from Joe's Mom's neighbor Doug and Hey you there.
0:58.6	I'm Joe's neighbor Doug and hey ya there partner on today's show.
1:02.4	We're strapping on the mail bag
1:04.4	and diving into a pile of your letters.
1:07.4	Wondered about this crazy Roth IRA thingy
1:10.4	or maybe about figuring out your financial plan?
1:13.8	We got those covered and lots more on today's show.
1:16.7	Plus, in our headline segment,
1:18.6	a secretary just passed away after amassing a huge fortune.
1:23.3	We'll share stories of people nobody suspected of piling up lots of
1:26.9	Benjamin's.
1:27.9	We're gonna throw out the Haven Lifeline
1:29.8	and supply you with some of my incredible trivia.
1:34.0	And now, two guys who are ready to take a paper cut for the team
1:38.0	while answering your letters,
1:40.0	Joe and a
1:45.0	a happy good jee jee jee
1:49.0	and a happy good morning to you
	...

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