How To Build Your Stack + Millennials Ditch Financial Advisors

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

🗓️ 6 December 2021

⏱️ 76 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Getting started on your personal financial journey is the hardest part. Where do you start and how do you get that first Benjamin stacked? And then how do you make sure to keep those Benjamins safe and make them work for you? Lucky for us, Emily Guy Birken and our very own Joe Saul-Sehy wrote a book that dives into personal finance and offers real, practical tips and strategies to help you be successful. Humor and easy-to-follow action items make it a great way to jump into your own journey. They are here today and were interviewed by Doc G from the Earn & Invest podcast to share behind the scenes stories of how the book was written and some of the points they dive into in the book. During our headline we'll talk about those old sales tactics of playing rounds of golf and going out for extravagant dinners to get clients and why some millennials aren't buying it. Financial advisors have more responsibility than just investing your money but some young people are choosing to manage their own investments and explain why. Plus, Doug will share some trivia. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:34.5	gift list, that's Dell.com-slash-gift-guide.
0:41.0	Microphones are hot. Check, check, check. You ready to go?
0:44.7	I'm ready. Locked and cocked and ready to rock, sir.
0:48.1	All stretched out. Hey, you know who gets to do fun drills and say cool phrases like that?
0:54.8	Uh, fine folks in the military.
0:58.0	Absolutely. And we owe them a big shout out for another great weekend of fun here in the
1:03.7	basement because we were protected by our US military on behalf of the men and women
1:10.1	of Navy Federal Credit Union and the women and men who make this podcast down here in mom's
1:15.1	basement got to do a big shout out to the men and women of our military. Let's all go stacks
1:20.8	and measurements together, shall we? Let's do it.
1:51.0	I'm Joe's mom's neighbor, Doug, and did you know wealth building can be easy, cool, and fun?
2:00.4	We got the easy and fun part down, but we'll never be cool if Joe doesn't stop wearing those
2:05.6	caprises. Here, today we're mixing it up and sharing lessons from their upcoming book,
2:11.3	Stacked. We welcome Emily Guy Burkin and our host, Joe Salcihi.
2:17.8	Before that, during our headline segment, young millionaires are saying goodbye to traditional
	...

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