Investing, Data, and Better Decisions (with Stuart Kruse and Sean Brown)

The Stacking Benjamins Show

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

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

4.4 • 2K Ratings

🗓️ 25 October 2017

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ever make a financial move because someone else told you it was a good idea and it turned out poorly? Maybe you already apply data to your decisions, but what if it could be better? Today our guests, Stuart Kruse and Sean Brown are both advocates of applying better data to your investing decisions, and we'll discuss how to make that work. Plus, in our headlines segment, we FINALLY hear Joe and OG have a knock down drag out argument about a new Canadian mortgage lending law. Is it a good idea? You'll hear the guys brutal argument on the topic today. Also, we'll discuss how the USA ranks against other countries when it comes to mutual fund disclosures and regulations. What can you learn from a mutual fund prospectus? We'll tackle that, too.... We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Ben, who wonders if he's paying too much in investment management fees, score with some of Doug's delightful trivia, and more. Huge thanks to Roofstock (check out their massive real estate database) and MagnifyMoney.com (when you're comparing financial tools like credit cards and savings accounts) for helping us with today's show. They're awesome companies and if you're not using them, I'm not sure you know what you're missing! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	You know in today's world seems like the best treatments reserved only for a few. Well,
0:04.4	Discover wants to change that by making everyone feel special. That's why with your Discover card
0:09.8	you have access to 24-7 live customer service as well as $0 fraud liability, which means you're never
0:16.5	held responsible for unauthorized purchases. Finally, no matter who you are or where you are in life,
0:22.4	you'll feel special with Discover. Learn more. No matter who you are or where you are in life,
0:22.6	you'll feel special with Discover.
0:24.6	Learn more at Discover.com slash credit card.
0:27.4	Limitations apply.
0:29.4	Hey Nick Loper here from the Side Hustle Show
0:31.5	when I'm not helping people earn money outside of
0:33.3	their day job I'm stacking Benjamin's.
0:37.0	Live from Joe's mom's basement, it's the stacking Benjamin show. Hey everybody I'm Joe's mom's neighbor dug and today we celebrate National Sourst Day
1:00.3	which is my favorite holiday.
1:02.8	You know, I hate most holidays, but this one is barely tolerable.
1:06.7	To make you a little less sour, we're going to talk about using data to make better
1:11.9	investment decisions.
1:13.7	Sound good?
1:14.8	Sounds just okay to me, but what do I know?
1:17.5	To help us, we welcome from Cruise Asset Management,
1:21.5	Stuart Cruz, and from YCharts, CEO Sean Brown.
1:26.0	Also, in our headline segment, Canadians are going to have some new mortgage rules.
1:31.0	Will those also end up affecting U.S. borrowers? We'll also throw out
	...

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