Money Moves For the MINUTE You Decide to Retire with Harlan Landes AND Buzz Indexes (SB RWD 89)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 1 March 2019
⏱️ 66 minutes
🧾️ Download transcript
Summary
What should be the number one priority on your retirement planning list? That answer is going to be different for everyone, and on this roundtable episode our contributors gave their take on one list's "most' urgent items.
You can find the original show notes from 2016 below:
What are the most important moves to make in retirement? Harlan Landes (Adulting.tv, Plutus Foundation) joins Paula (AffordAnything) and Len (LenPenzodotcom) to tackle a recent Wisebread piece that claims to give us the MOST urgent items on your retirement planning list. Does our panel agree? You'll find out on today's show. Also, we mull over real estate home improvements (where do you get the most bang for your hard-earned dollar?) AND dream about what we'd do if we could get unlimited points/miles. Heck, even ChiChi's gets a mention on today's show. You know it's going to be a wild one when we're talking ChiChi's.
In our FinTech segment we talk to Jamie Wise from Buzz Indexes(BUZ) about their index and ETF. Hedge fund managers have been following the wisdom of social media crowds...now Jamie and his firm are bringing the same technology to the average investor.
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Transcript
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| 0:00.0 | Pre-recorded from Joe's mom's basement, welcome to another rewind episode of the Stacking |
| 0:07.1 | Benjamin Show. |
| 0:08.1 | Hey everyone, I'm Griffin the intern, or like the McDonald's drive-thru clerk likes to call |
| 0:12.2 | me the Fintern. |
| 0:14.5 | Man, I love Fridays. |
| 0:16.2 | First, Joe's mom makes cobbler. |
| 0:18.1 | Second, Joe and OG generally leave early, so I can actually get some work done. |
| 0:22.2 | And also, it's Roundtable Day on the podcast. Even though I'm playing Rewind episodes, let's end this week strong with one of our old school shows. For those of you who haven't been around for too long, the Roundtable Gang used to take a wider approach to their discussions. Take today's show, for example, titled, Money Moves |
| 0:37.8 | to Make the Minute you Decide to Retire, with Harlan Landis and Buzz Index's Jamie Wise. Harlan, |
| 0:43.7 | Paula Pan, Len Penzo, and Joe start with one piece about the most urgent items on a retirement |
| 0:48.3 | planning list. After some back and forth there, there's a nice pivot to the home improvement |
| 0:52.4 | conversation. You know, how do you get |
| 0:54.5 | the most bang for your buck? Throw in a fintech segment with Jamie Wise from Buzz Indexes and even |
| 0:59.8 | more discussion after that, and you'll start seeing what I mean. One thing did stay the same, though, |
| 1:04.8 | as much as I hate to give these guys credit, and it's that these roundtables are always a blast |
| 1:09.1 | to listen to, no matter what format is used. |
| 1:11.5 | Come Monday, when that other announcer dude takes back the hot mic, Joe's sitting down with Jeff Van Note, the mortgage quarterback. |
| 1:18.9 | But that's not the only special guest. |
| 1:20.8 | In the headlines segment, Joe will talk to the head of retirement research from Carson Wealth, Professor Jamie Hopkins. |
| 1:26.7 | Will you be on the hook for your parents' |
| 1:28.1 | long-term care stay? Tune in on Monday to listen in. And remember, this episode originally |
| 1:33.5 | released in August 2016, so don't enter any mentioned giveaways or take investment advice. |
... |
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