How To Build Your Financial Dream House (with Greg Powell)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Education, Business, Money, Investing, Financial Planning, Cfp, Personal Finance, Retirement

4.4 • 2K Ratings

🗓️ 21 June 2017

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

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Summary

What does your financial dream house look like? Financial planner Greg Powell says that he always has trouble convincing people to complete a financial plan because it sounds like a ton of work. But a financial dream house? That's a much easier sell...and he's going to help you sell yourself on that concept in today's episode. We'll talk about where investments fit into the overall structure (not as far up the priority list as you'd think), how to work through building your "plans," and then how to build a team that effectively helps you finally create the "structure" of the house. On the Haven Life line, Garrett asks about company stock inside of his 401k. Should he dump it? If you have company stock inside of YOUR 401k, this'll be helpful for you...and if you own LOTS of one company's stock, you'll also like this segment. We also answer a letter from Andrew, who wonders about his target date fund. As you know (if you've listened to us before), we've been pretty critical of target date funds. What is his next best move? Do YOU have a target date fund? Maybe today's letter segment will help you, too! Of course we have Doug's trivia, some bad jokes, and lots more.... Huge thanks to MagnifyMoney.com for helping us with today's show! 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. Hey Stackers got a great episode for you today, but first we're coming up on
0:35.9	episode 500 of the Stacku Benjamin show. Holy cow, are we that old? I don't think we're
0:41.8	that old. Mom tells us that we act like we're like 11. So of course 11 in podcasting years. That's a long time. We're old. So here's the deal. The Stack and Benjamin show and the shows before it have been around for five years and we'd like to celebrate with you your wins.
0:58.5	Let's encourage each other tell each other what you've done well the last five years either you know with some help with
1:04.1	the show or like is probably the case not with help from the show so here's what
1:09.4	I'd like you to do call in the lifeline stakyacubedamines.com,
1:13.4	forward slash voicemail and just tell us what your win is.
1:16.2	It won't go on the Haven Lifeline.
1:17.6	It'll go in our big 500th episode.
1:19.9	Big financial win or other win, any win you've had during the last five years.
1:24.4	Stakibethemence.com forward slash voicemail.
1:27.9	Please help us out with episode 500.
1:30.2	Just a couple other quick notes yesterday.
1:33.0	My twins had a birthday, happy birthday to Nick and Autumn.
1:36.7	Big happy birthday, but even bigger today
1:39.4	is Bubba Mathis's 40th birthday.
1:42.9	Bubba, you're an old man.
1:45.0	I'm sure we'll have to send you a cane or something
1:47.5	now that you're 40.
	...

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