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The Stacking Benjamins Show

Make Better Investment Decisions - Our TOP 5 Building Blocks to Constructing a Better Portfolio (SB1506)

The Stacking Benjamins Show

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

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

4.42K Ratings

🗓️ 22 April 2024

⏱️ 58 minutes

🧾️ Download transcript

Summary

Today we're all about the factors to help you build a better investment portfolio. Joe and OG break down their thoughts as they dole out their top five building blocks to constructing a better portfolio. Be sure to bookmark this evergreen episode, as it contains universal truths that will help you in the years to come! In our headlines, we talk about what's the best way to prepare for unexpected financial shocks, and when to get started (spoiler alert: how about now?). We dive deeper into how to protect your downside in the event of black swan events. Our TikTok Minute is all about how to get 90% of the way to your health goals by using one simple trick. Stick around for Doug's US currency history-related trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/top-five-investment-building-blocks-1506 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

This episode sponsored by State Farm.

0:02.0

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0:06.0

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0:08.0

State Farm agents are not just insurance providers,

0:11.0

they're also small business owners who live and work right here in your community.

0:16.0

They understand the unique challenges of running and protecting a small business.

0:19.7

When it comes to small business insurance, State Farm knows what it takes. Create a plan that

0:25.2

fits your needs and your budget. State Farm agents are ready to help you choose

0:28.8

personalized policies that truly understand your business.

0:33.4

Ensure your small business with a fellow small business owner.

0:36.4

Talk to a State Farm agent today and get started on personalized small business

0:40.0

insurance that fits your needs.

0:42.1

Like a good neighbor, State Farm is there. Talk to your

0:45.2

local agent today.

0:47.0

Oh, gee, I know you're already a member, but I wonder if the rest of our audience knows that

0:51.6

becoming a member at Navy Federal Credit Union could help you save and earn more.

0:57.0

Their certificate options could earn you more than standard savings accounts with competitive rates.

1:02.0

Not all financial institutions

1:03.9

offer you as many choices for savings options as Navy Federal does.

1:07.6

For example, you could start your savings journey with a low minimum deposit,

1:12.0

add money at any time, and watch your savings grow.

1:15.0

Thanks to flexible terms, you can use Navy Federal savings option for all kinds of goals,

...

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