Is Robinhood REALLY Shaking Up Financial Planning? (SB1611)

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 December 2024

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

🧾️ 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 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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	...

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