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

⏱️ 54 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.

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Transcript

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0:00.0	And now we're pleased to bring you our feature presentation.
0:12.5	Live from Joe's Bob's basement, it's the Stacking Benjamin Show.
0:30.5	I'm Joe's mom's neighbor, Doug, and hey ya there, partner.
0:34.0	On today's show, we're strapping on the mailbag and diving into a pile of your letters.
0:39.9	Wondering about this crazy Roth IRA thingy or maybe about figuring out your financial plan?
0:46.2	We got those covered and lots more on today's show.
0:49.2	Plus, in our headline segment, a secretary just passed away after amassing a huge fortune.
0:55.7	We'll share stories of people nobody suspected of piling up lots of Benjamin's.
1:00.2	We're going to throw out the Haven Lifeline and supply you with some of my incredible trivia.
1:06.9	And now, two guys who are ready to take a paper cut for the team while answering your letters,
1:12.6	Joe and O, J-J-J-J-J-J-J-J-J-J-J-G.
1:21.6	And a happy good morning to you.
1:23.8	It's always morning in the basement.
1:25.8	Wait, that doesn't sound as good as I thought it would.
1:28.9	That does. I don't know what that means. Hey, everybody. I'm Joe Sal C. Hi, Average Joe Money on Twitter. And across this card table from me to kick off another week with you and I, it's the one, the only, the OG.
1:42.5	Not the fake one, though. And not the last one. You're not the last OG. You're the first OG.
1:47.2	Have you watched that show yet at all? I heard it's great. Yeah, I don't know. I got to catch it up. Yeah. You know what else is great? My R.X. I can tell you what's good. I got it right here. Do you really? I'm half, see right here, half done.
2:00.4	While you talk about this deliciousness, I'm going to finish my breakfast.
2:03.6	Yes, well, half done. While you talk about this deliciousness, I'm going to finish my breakfast. Yes. Well, healthy mind equals healthy wallet. Isn't that a saying? That's what mom says. Thanks to RX bar for supporting stack you benjamins. RX bar is a whole food protein bar with no BS. Get 25% off your first order. Rxbar.com forward slash SB. Use promo code
2:20.3	SB. That's RXbar.com SB. promo code SB. We're also brought to you today by college backer.
2:26.8	I don't even know this OG, but college is expensive. Yeah. So I've been told. Big thanks to college
2:32.6	backer for supporting stacking Benjamins. Sign up at collegebacker.com slash SB, and you know what? You'll get a $10 match when you start a college fund for your own family or send a gift to kick off someone else's college fund. Wouldn't that be nice? That's a gift that keeps giving. Here, here's $10 toward college. Good luck getting the the 80,000 that you still need every bit helps right
	...

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