Lobsters, Lincoln, and Financial Lessons (SB1578)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 23 September 2024
⏱️ 78 minutes
🧾️ Download transcript
Summary
Wealth historian Megan Gorman stops by the basement and drops intriguing nuggets on how U.S. presidents like FDR and Ulysses S. Grant navigated their finances. There are many lessons you can learn from these iconic figures. Later, our headline conversation meanders through ERISA's 50-year legacy and political party impacts on investments, preparations unfold for an RV trip to Oregon. The adventure continues with exotic travel stories, packing tips, and reflections on Dave Barry's life lessons. Listener engagement and very-important debates, including daylight savings time, ensure there's never a dull moment! Join the lively trio of Joe, OG, and Doug as they blend retirement strategies with a dash of humor, exploring everything from coffee mugs to memes.
00:00 Coffee Mug Conundrum
01:43 Welcome to the Stacking Benjamin Show
04:53 Presidential Finances with Megan Gorman
06:57 FDR's Lobster Investment
13:12 Biden and Trump's Real Estate Ventures
20:22 Calvin Coolidge's Financial Anxiety
25:38 Ulysses Grant's Financial Struggles
32:56 Lessons from Presidential Finances
37:22 Shawshank Redemption Anniversary
38:12 The Shawshank Redemption's Box Office Struggles
38:57 Trivia Time: John Travolta's Box Office Hit
39:31 Ohio's Role in The Shawshank Redemption
40:24 Ulysses S. Grant and Investment Strategies
41:46 College Application Essays: Writing vs. Storytelling
45:20 The Impact of ERISA on Retirement Planning
49:19 Maximizing Your 401(k) Benefits
56:20 Investing Through Political Cycles
01:03:48 Stacking Adventures: New Podcast Announcement
01:08:40 Dave Barry's Life Lessons
01:16:52 Final Thoughts and Farewell
FULL SHOW NOTES: htttps://stackingbenjamins.com/presidents-and-their-money-1578
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 | You don't have a coffee mug? |
| 0:01.3 | I do. |
| 0:02.3 | I'm saying it's rare. |
| 0:03.4 | I'm not just going water. |
| 0:04.9 | You do have a coffee mug. |
| 0:05.8 | Yeah. |
| 0:06.5 | Oh, no, just laying off the caffeine? |
| 0:08.6 | You? |
| 0:08.9 | Why would you lay off caffeine? |
| 0:13.2 | No idea what you're talking about. |
| 0:16.3 | Doug, one of us isn't a quitter. |
| 0:17.9 | That's the thing. |
| 0:19.2 | I have a natural caffeine system in my body. |
| 0:23.4 | Doc, we needed a blood sample, not a coffee sample. Right. You've seen that meme, right? The one that I have this issue, my body doesn't produce wine, so I have to inject it into my system every 24 hours. |
| 0:36.7 | No, look at, look at look at look at look at look at |
| 0:38.4 | looking at i shaking our heads like no dude sorry we're not heard that one that must be just |
| 0:42.9 | in the joe sal see high section of the podcast that's okay welcome to the one of us knows |
| 0:48.3 | what's funny podcast everybody can you find a bourbon meme for me or a scotch meme oh |
| 0:53.3 | should we do that my body doesn't make bourbon would that have made a scotch meme. Should we do that? |
| 0:54.8 | My body doesn't make bourbon. |
| 0:56.1 | Would that have made it funny? Would that have been in? That's what I'm taking it. Oh, guess what, guys? I saw this meme. My buddy doesn't naturally make bourbon, so I have to drink it. It's a medical procedure. I don't get it. Oh, my goodness. on behalf of the men and women in Mom's Basement Making podcast and the one slow-dude |
| 1:15.0 | mom's basement and the men and women at Navy Federal Credit Union, here's to our troops. |
... |
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