How To Find and Profit From Your Money Story (with Jean Chatzky)

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

🗓️ 25 March 2019

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

What's your money story? What the heck IS a money story? Jean Chatzky from Her Money (and the Today Show money editor) joins us to talk about her money story, why it's important, and how to use it to avoid making mistakes in the future and capitalize on your strengths. We'll also talk about maximizing social security, why many women don't consider themselves to be "investors," and judgement-free financial discussions. Plus, in our headlines segment, we'll cover one new story that suggests there's a "alphabeticity bias" in 401k investing. What is alphabeticity bias? We'll not only define it, but probably make you groan when you hear how it's hurting people's performance in their retirement plans. Later on we'll field some of your questions. First we'll throw out the Haven Life Line to Tim, who has a pension fund at work and an estimated monthly benefit. How does he calculate his net worth statement. Next, we'll open up a letter from Tyler, who has recently read that he shouldn't own small cap funds in a taxable brokerage account because of capital gains. Does he have a right to be concerned? As always, we'll still save some time for Doug's (completely epic) trivia. Thanks to LinkedIn for supporting Stacking Benjamins. Go to LinkedIn.com/sb and get a $50 credit toward your first job post. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hi, I'm Mitchell Walker, and when I'm not teaching people how to find hidden money, I'm out stacking
0:05.2	Benjamin's.
0:11.2	Live from Joe's Mom's Bas, it's the Stacking Benjamin Show. I'm Joe's mom's neighbor dug and happy Monday everybody. We're kicking off the
0:29.2	week in style because on today's show we welcome today Today Show Money Editor and host of Her Money Podcast,
0:35.8	Gene Chatsky. Plus, in our headline segment, what are the sneaky ways stores try to lure
0:41.6	Benjamin's out of your wallet.
0:44.0	Of course that's not all.
0:45.4	Sure, we're going to throw out the Haven Lifeline to a lucky listener.
0:48.9	Yeah, we're going to answer a letter from the mailbag, but oh yeah yeah baby some of my incredible trivia is
0:55.1	also headed your way and now because the week won't start itself here are Joe and oh jj J, J, J, J, G.
1:07.0	That's right, it won't.
1:14.0	Gotta get your money fix on.
1:16.0	Hey there kids, I'm Joe Salc. I average Joe money on Twitter
1:19.0	just so you know who is who here at the card table
1:22.0	and across from me the Sveld Mr. O. G. Yeah okay. Working on it anyway
1:30.0	you're working on it. I did at least three push-ups this morning. That's fantastic. On my knees.
1:38.6	The knee push-ups. Don't judge me. It's a start. I'm not judging. The laugh was a good for you.
1:44.4	Edd a boy. That's what the laugh was.
1:46.1	That's a fist bump. Yes. Welcome to, welcome to Monday. How is your weekend?
1:50.5	Basketball times 1,000. Isn't that fantastic?
1:53.3	My favorite weekend ever.
1:54.7	Thanks to everybody who came out and met us in Detroit.
	...

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