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The Stacking Benjamins Show

Improve Your Relationships AND Your Portfolio this Valentine's Day (SB1477)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Personal Finance, Financial Planning, Education, Retirement, Investing, Cfp, Business, Money

4.42K Ratings

🗓️ 14 February 2024

⏱️ 94 minutes

🧾️ Download transcript

Summary

Love is in the air! Today we're talking about relationships with two fantastic people - our guest of honor today is the host of the Optimal Finance Daily podcast and also the woman behind the EconoMe Conference, Diania Merriam. Diania and Joe talk about relationships, money, and that the whole idea of "relationship" doesn't start where many people think it does. We especially focus on money's role in a relationship and how focusing on the wrong aspects of "love" can end up helping out OUT of a relationship instead of getting closer with your "soulmate." Before that we have some fun talking about investing strategies with guest co-host, comedian Paul Ollinger. Paul rides along with Joe, OG, and Doug through a fun discussion on the fact that advisors are getting away from "boring" allocations of exchange traded funds and instead moving to separately managed accounts. What IS a separately managed account and why would an advisor do that? We get NERDY on today's show and shine a light in an area that advisors may not want you to look. Of course, we take a call for help from a Stacker AND Doug regales us with his amazing trivia, which we're sure you'll LOVE. FULL SHOW NOTES: https://www.stackingbenjamins.com/2024-econome-conference-diania-merriam-1477 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Grab some candles and cuddle up with a loved one for this one! It's an epic episode! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

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0:02.0

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State Farm agents are not just insurance providers,

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they're also small business owners who live and work right here in your community.

0:16.0

They understand the unique challenges of running and protecting a small business.

0:19.7

When it comes to small business insurance, State Farm knows what it takes. Create a plan that

0:25.2

fits your needs and your budget. State Farm agents are ready to help you choose

0:28.8

personalized policies that truly understand your business.

0:33.4

Ensure your small business with a fellow small business owner.

0:36.4

Talk to a State Farm agent today and get started on personalized small business

0:40.0

insurance that fits your needs.

0:42.1

Like a good neighbor, State Farm is there. Talk to your

0:45.2

local agent today. When it comes to your finances, go for the credit card that's always

0:51.3

there for you. A 24-7 US-based customer service from Discover,

0:55.6

everyone has the option to talk to a real person

0:58.2

any time, day or night.

1:00.2

Yep, that means no more waiting for quote normal business hours just to get a hold of someone.

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We're talking real service from real people whenever you need it.

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Get the customer service you deserve, would discover limitations apply see terms at

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discover dot com slash credit card.

1:17.0

All right Cherry the courtship is over mmm mmm oh the adoration. Oh, the chevoire d'O, you are not peanut. I am your brittle.

...

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