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

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

4.4 • 2K Ratings

🗓️ 1 March 2019

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

🧾️ 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. Thanks to MagnifyMoneyand SoFi for sponsoring our podcast! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Whether it's an under the radar genre or a proper out there podcast, sometimes it's better when you get weird, especially when it comes to switching up your soft drink, introducing new Dr Pepper Zero
0:12.6	with the same blend of 23 unique flavors,
0:15.4	it tastes just as weird as regular Dr Pepper,
0:18.9	but with zero sugar and zero calories.
0:21.7	It's a taste you can't quite put your finger on.
0:24.0	Weird. But in a surprisingly good way, try more weird with Dr Pepper Zero.
0:30.0	Pre-recorded from Joe's mom's basement, welcome to another rewind episode of the Stacking Benjamin show.
0:38.0	Hey everyone, I'm Griffin the intern, or like the McDonald's Drive-thru clerk likes to call me,
0:42.8	the Fin Turn.
0:44.3	Man, I love Fridays.
0:45.9	First, Joe's mom makes Cobbler.
0:48.0	Second, Joe and O. G. generally leave early,
0:50.6	so I can actually get some work done.
0:52.2	And also, it's Round Table Day on the
0:54.0	podcast even though I'm playing rewind episodes let's end this week strong with one of our
0:58.4	old school shows for those of you who haven't been around for too long the
1:02.2	Roundtable gang used to take a wider
1:03.7	approach to their discussions. Take today's show for example titled
1:07.2	Money Moves to Make the minute you decide to retire with Harlan
1:10.3	Landis and Buzz Index's Jamie Wise.
1:13.0	Harlan, Paula Pan, Len Penzo, and Joe start with one piece about the most urgent items on a retirement planning list.
1:19.4	After some back and forth there, there's a nice pivot to the home improvement conversation.
	...

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