How To Invest a Windfall (Your Letters)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 27 September 2017
⏱️ 75 minutes
🧾️ Download transcript
Summary
You inherit some money. Now how do you invest it conservatively so it doesn't disappear? You want to be responsible and you don't want to make a mistake. Plus, there are so many options available when you're investing...how do you determine what's right? We'll address not only that, but we'll also field a question about Motif investing, how to deal with an unresponsive advisor, and more. Our listener letters are always some of our most entertaining and wide-ranging episodes, and you don't disappoint today.
Of course, we also have headlines ripped from the biggest news sources in financial planning, throw out the Haven Life Line, feature some hair-raising trivia from Doug, and more.
Special thanks to Roofstock and MagnifyMoney.com for sponsoring our show! We couldn't do any of this without the support of this awesome company.
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Transcript
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| 0:00.0 | Hey, this is Rob, and when I'm not busy regulating the transmission rates of our public utilities, I'm stacking Benjamin's. Yeah. Hey everyone, I'm Joe's Bob's neighbor Doug, and this is the Stacking Benjamin's show. Benjamin's show. |
| 0:27.4 | Hey there, neighbor. |
| 0:34.7 | If you're new here, you'll soon learn that I'm the true star of the show, because as you just saw in the previous few seconds, |
| 0:36.7 | I'm pretty damn entertaining. |
| 0:41.1 | But also, because introducing these two dorks is hard work. |
| 0:44.0 | Luckily today, it's all about you, because we're answering your letters. |
| 0:46.4 | But that's not all. |
| 0:47.6 | We'll also have headlines ripped from the news, |
| 0:51.1 | an excellent trivia question, |
| 0:52.9 | and throw out the Haven Lifeline to a lucky listener. And now, here they are, two guys who make dumb and dumber look smart and smarter, Joe and O Jha, Jha, J surly today. |
| 1:16.6 | Which one am I? |
| 1:17.6 | The dumb or the dumber? |
| 1:19.2 | Swam, swam. |
| 1:21.6 | Oh, it says right here, Samsonite. |
| 1:23.3 | That was way off. |
| 1:26.4 | Everybody, welcome to another crazy Wednesday on the Stacking Benjamin's show. |
| 1:30.8 | I am Joe Salsi. |
| 1:31.7 | High, average Joe Money on Twitter and across the card table from me, you're only drinking |
| 1:35.8 | water. |
| 1:36.8 | I've got the coffee out, but we're ready to go, man. |
| 1:39.6 | I've, you know, I'm already well past coffee hour, brother. |
| 1:43.1 | I got halfway done with that, but that's the voice of the OG across for me. |
... |
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