Is Robinhood REALLY Shaking Up Financial Planning? (SB1611)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 4 December 2024
⏱️ 63 minutes
🧾️ Download transcript
Summary
Are you ready for a shake-up in the world of financial planning? This week, we’re diving into Robinhood’s bold leap into financial advising and what it could mean for the industry—and for you.
We’ll cover navigating market volatility, how AI is reshaping personal finance, and why index funds remain a top choice for long-term goals. Plus, Doug’s latest escapade leads us to some unexpected places, including a yacht adventure and the art world’s million-dollar banana.
Episode Highlights
- Introduction and Doug’s latest antics
- Robinhood’s big move into financial planning
- Practical tips for navigating today’s volatile market
- Why index funds might still reign supreme for long-term investors
- The pros and cons of RIAs (Registered Investment Advisors) and custodial platforms
- Financial planning strategies for young investors starting out
- Emerging trends shaping the financial planning landscape
- Smart debt management strategies to keep you ahead
- Highlights from past episodes that you’ll want to revisit
- Doug’s TikTok Minute: Yacht adventures and high-seas drama
- Trivia Time: The Great Smog of London and what it teaches us about resilience
- Listener Q&A: How to project portfolio growth without losing your cool
- The wildest story of the week: The art world’s million-dollar banana
From the latest in financial trends to practical strategies, this episode is packed with insights to help you take your financial planning to the next level. Tune in and start stacking smarter!
Links to Check Out
- Show Notes & Resources: Get the full scoop at StackingBenjamins.com
- Retiremeet 2025: Joe is taking the stage on February 8, 2025! Grab your ticket at Retiremeet.com and use code STACKING for a discount!
- New York City Meetup: Join us for a fun-filled evening on December 12! Details at StackingBenjamins.com/NYC
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Transcript
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| 0:00.0 | Nervous? |
| 0:01.3 | Yes. |
| 0:02.1 | First time. |
| 0:03.5 | No, I've been nervous lots of times. |
| 0:09.5 | Live from Joe's Mom's Basement Duggan, on today's show, big news from Robin Hood. |
| 0:29.5 | They're getting into, wait for it, financial planning. |
| 0:34.3 | Industry experts say this will shake up the world the same way that Robin Hood claimed |
| 0:38.9 | to shake up stock trading. Even though M1 Finance had already done that, but good news, |
| 0:45.0 | Robin Hood rarely lets the truth get in the way of a good story. But regardless, what does this |
| 0:50.5 | mean for financial planning? How is the world of advising changing to meet the times? |
| 0:55.6 | We'll dive deep into what you should expect from a financial advisor on today's show. |
| 1:01.2 | But of course, that's not all. |
| 1:03.1 | We'll share a TikTok minute sure to make you think and answer a question from a stacker who said, |
| 1:08.9 | Hey, I'd better call Saul. |
| 1:11.1 | See hi and OG. |
| 1:12.8 | What's the question? |
| 1:14.1 | You'll have to hear it with us. |
| 1:16.1 | And now, two guys who used to run a chicken dating service, but they had trouble making hens meat. |
| 1:22.8 | They had trouble making hens meat. |
| 1:26.5 | It's Joe and O. J.J, Jha, Juj, Jee. |
| 1:31.9 | I'm just going to go over here and cry. |
| 1:34.7 | Hey, everybody. |
... |
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