Investing 201 (with Jill Schlesinger)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 28 September 2020
⏱️ 58 minutes
🧾️ Download transcript
Summary
So you've learned that it's important to save. You've picked a mutual fund or an exchange traded fund, and now you're pouring some money in. What should you know next? Today we'll chat with CBS Business Analyst and host of the Jill on Money show, Jill Schlesinger. We'll talk about investment fees, better diversification, what's MOST important when you're investing, and more. Get ready for some investing talk because today class is in session!
Making coffee is great, but the real easy money-maker? Holding other people's money. During today's headlines we'll explain how the giant coffee chain Starbucks it padding a huge part of their bottom budget with YOUR cash. Plus, financial giant LPL is stopping some of their advisors from using a Morningstar product. Is this a case of big brother overstepping? Hardly! We'll talk about how advisors work and the role of oversight on today's show.
During the Haven Life Line, Jordan calls in with a question that I think will resonate with more than a few listeners. Jordan will be working from home for the foreseeable future due to COVID. His car has been collecting dust in the garage. Jordan asks: would it be sensible for him to sell his car? Jordan's wife will still have her minivan.
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Transcript
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| 0:00.0 | In a world where overspending, debt, and keeping up with the Joneses rules us all, |
| 0:10.0 | where the voices from the merchants, restaurants, and credit companies lured over the common man. |
| 0:16.0 | Out of the darkness, like a beacon of hope, comes a new voice, a voice that's rich and creamy, |
| 0:24.2 | like your favorite butter and delicious, like cheeseburger pizza on your diet cheat day. |
| 0:31.3 | It's the Stacking Benjamin Show. |
| 0:40.5 | Live from Joe's Mom's Basement, |
| 0:43.1 | it's the Stacking Benjamin Show. |
| 0:49.5 | I'm Joe's Mom's Neighbor, Doug, and if you mastered Investments 101 and now you're ready |
| 0:59.8 | for the next level, well, today we welcome CBS business analyst and host of the Jill on Money |
| 1:06.1 | show, Jill Schlesinger, for Investments 201. |
| 1:13.3 | Folks, classes in session. |
| 1:18.0 | Plus, what's up with restaurants like Starbucks pushing gift cards? |
| 1:23.5 | You might be surprised to learn how they make a latte money in today's headlines. |
| 1:24.7 | See what I did there. |
| 1:29.3 | And of course, we'll still manage to toss out the Haven Lifeline to Jeff, |
| 1:32.3 | who has a question about maintaining motivation. |
| 1:37.2 | And just when you're falling asleep from all that boring financial stuff, |
| 1:41.3 | I'll swoop in to save the show with my captivating trivia. |
| 1:45.6 | And now two guys who weren't even ready for investing 101. |
| 1:48.8 | It's Joe and O, J-J-J-J-J-J-J-G. |
| 1:55.4 | Mutual funds is hard. |
| 1:59.9 | It's very hard. 16 years, financial advising, is very hard. |
... |
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