How Will Your Banking and Investments Change? (Exploring Recent Trends in a Roundtable Discussion)

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

🗓️ 4 February 2022

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Do you prefer in-person interactions or using apps for things like banking and personal finance? We're giving you both sides of the coin today. Banking has evolved and apps give us almost the same capabilities as walking into the bank, so do we still need physical bank branches? Our roundtable today shares their thoughts on banking and what banks can do to excel in this world of technology. Harlan Landes from the Plutus Foundation, Paula Pant and Len Penzo make up our contributors today. They talk about online apps, customer service and more in the banking world. Don't you worry, we also saved some time for Doug's trivia contest! Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Brings smiles to all when shopping online with Dell Technology's gift guide.
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0:28.9	processors. Visit Dell.com-slash-gift-guide today for details and to get a jump on your holiday
0:34.5	gift list, that's Dell.com-slash-gift-guide.
0:45.7	Live from the Fireside app, it's the Stacking Benjamin Show.
0:51.1	I'm Joe's mom's neighbor, Doug, and what's the future look like for banking and investing?
1:06.4	We'll dive in today and oh wow, it looks like we have a relative of John Landis with us.
1:12.6	You know, John Landis, right? I'm a director of trading places and the three amigos and
1:17.2	that classic coming to America, even though they spelled their names differently.
1:21.2	Jesus, just so cool, he's here. Let's welcome the director of the Plutus Foundation,
1:26.9	the team responsible for the Plutus Awards, Harlan Landis.
1:31.6	By the way, there's, there's like zero chance. Harlan's appearance here has anything to do
1:36.2	with the Iberico ham spread and caviar, we sent him, you know, or that this new book that we got out,
1:42.4	which appears to be Plutus eligible. What do you know? Well, anyway, quickly changing topics.
1:49.2	Let's welcome at the round table from Lenn Penzo.com. It's Eddie Murphy.
1:54.7	Just kidding, it's Eddie's twin Lenn Penzo. With us as well, trying to score Plutus points for
2:00.8	the afford anything podcast, because I think she's only one like seven so far. It's Paula Pant.
2:08.2	And now a guy who's going to round out the three amigos in the basement here, Joe Saul Seahine.
	...

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