Is Your Portfolio Safe? The Real Risk of “Funny Business” in Your Investments
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 20 November 2024
⏱️ 50 minutes
🧾️ Download transcript
Summary
Ever wondered how to steer clear of trouble with your investments? Today, we’re diving into an SEC investigation that’s rattling one fund and discussing what you need to know to protect yourself. We’re also unpacking the benefits of passive investing and index funds—because simplifying your approach to the stock market might just be the smartest move you make.
In our TikTok Minute, we’ll take a look at a quick clip that highlights a common financial misunderstanding, and along the way, we’ll sprinkle in a bit of British charm (no spoilers, but it’s classic).
Finally, we’re tackling a listener question from a soon-to-be parent who’s wondering how to plan for their child’s financial future. From custodial accounts to financial aid strategies, we’ll walk through the best options to ensure your kids have a strong start. Add in Doug’s trivia, some thought-provoking discussions, and a peek at upcoming events, and you’ve got a packed episode full of actionable insights.
Run of Show- Introduction and Opening Remarks
- Kickoff and Today’s Topics Overview
- Discussion on the SEC Investigation and What You Need to Know
- Monitoring Your Money Effectively
- Sponsor Messages and Lighthearted Banter
- Headline: Western Assets Bond Fund in Trouble
- Debating Active vs. Passive Management
- TikTok Minute: A Quick Look at Financial Missteps
- Listener Call and Doug’s Trivia Break
- Listener Question: Financial Planning for a Newborn
- Custodial Accounts vs. Other Savings Options
- Tax Implications and Financial Aid Considerations
- Upcoming Events and Community Meetups
- Doug’s TV Show Reviews
FULL SHOW NOTES: https://stackingbenjamins.com/when-good-funds-go-bad-1605
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
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Transcript
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| 0:00.0 | He got me invested in some kind of fruit company. |
| 0:05.1 | And so then I got a call from him saying, |
| 0:06.8 | we don't have to worry about money no more. |
| 0:08.5 | And I said, that's good. |
| 0:11.5 | One less thing. |
| 0:17.5 | Live from Joe's Mom's Basement, it's the Stacking Benjamin Show. |
| 0:27.1 | I'm Joe's mom's neighbor, Doug, an abandoned ship. |
| 0:36.5 | That's what investors in one fund are doing after an SEC investigation involving the manager. |
| 0:42.5 | That begs the question, what do you need to know about your funds to avoid hot water? |
| 0:47.8 | Plus, in our TikTok minute is mom's savvy or sly when it comes to investing. |
| 0:53.3 | We'll hear from one mother on her thoughts about financial markets. |
| 0:57.4 | And of course, we'll answer one question from one stacker who thought, |
| 1:00.9 | you know what, I'd better call Saul. |
| 1:03.4 | See hi and OG. |
| 1:05.2 | And now two guys who are in the saddle ready to rustle up wild Wednesday here in the basement. |
| 1:11.7 | It's Joe. |
| 1:13.1 | Oh, and oh, |
| 1:14.7 | J-J-J-J-J-J-J-J-G. |
| 1:21.4 | Isn't it rassel? |
| 1:27.2 | Rassling? I think rassel? Rassling? |
| 1:27.9 | I think rassling is what they did in the 1950s in like small gymnasiums all over the country. |
| 1:35.2 | Rassling. |
... |
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