How to NOT Blow Your Tax Refund (Plus an intro to CareerPurpose from TIAA)

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

🗓️ 15 February 2019

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Whether it's big check time from the IRS or not, it's always important to know ahead of time what to do with a large sum of money. Do you have a plan for your tax refund cash? Today, whether you have the beginnings of a plan or no clue, this show is for you. Today we're joined by host of the Seven Figures podcast, Sandy Waters, Paula Pant from Afford Anything, and our very own OG. About halfway through the show we'll take a break and talk to Mark Elliot from TIAA about your career. Looking for a more meaningful vocation? Mark will describe CareerPurpose.com, a partnership they've formed with LinkedIn to help people like you improve their work life. And after some deep-sea inspired trivia from Doug, we'll cross the finish line by taking out the magnifying glass and helping listener Austin. He could finish paying off his loans this year, but that would mean taking a year off from investing. What should he do? Thanks to OnDeck for sponsoring the show. For a free consultation with one of their US-based loan specialists, go to OnDeck.com/SB. Thanks to Grammarly for supporting Stacking Benjamins. For 20% off a Grammarly premium account, go to Grammarly.com/sb. 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.
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0:21.1	that's Dell.com slash deals.
0:24.3	Hey this is Jen Pilcher, Navy spouse of 23 years and when I'm not helping military spouses connect in our digital
0:34.8	community I'm stacking Benjamin's.
0:39.2	Live from Joe's Mom's Basement, it we're asking the question what should you do with your tax refund?
1:03.0	Can you say new TV or maybe one of those iPhone Excel super mega deluxees?
1:10.0	Well, let's introduce some people who might have different boring opinions on what to do with your tax refunds I really want that phone Joe
1:21.0	Anyway, please welcome the host of the Seven Figures Podcast and co-host of Rochester, New York's
1:27.2	98.9 Breakfast Buzz, Sandy Waters.
1:31.0	And from this here podcast, OG.
1:33.0	And finally, from Afford Anything, Paula Pant.
1:37.0	Plus, looking to change careers into something that's a better fit,
1:42.0	this week, instead of Friday FinTech, we'll talk to
1:45.5	Mark Elliot from TIAA about a partnership they've formed with LinkedIn to help you build a stronger
1:51.6	career. And finally, we'll take out the Magnify Money Glass
1:56.0	to help Austin, who has some questions about paying down student loans
2:00.0	versus investing for retirement.
2:02.0	And now, the guy who has already blown his... versus investing for retirement.
2:02.6	And now, the guy who has already blown his refund
2:05.7	on a board game table, that's so much worse than a phone,
	...

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