Our Favorite Investment Shelter (SB1562)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 21 August 2024
⏱️ 57 minutes
🧾️ Download transcript
Summary
Remember the line in Lord of the Rings, "One ring to rule them all?" How about, "One tax shelter, available to all of us, to be the best of all?" Today we'll identify THAT investment shelter, tell you how to use it (and tips to avoid using it incorrectly). Here's a hint: it's NOT the health savings account (which may be better), because that account is not available to everyone. This type is truly a tool that everyone can use in the USA.
Of course, that's not all. We'll talk MORE about this special tax shelter by sharing a TikTok minute that focuses on just how many people TALK about this shelter. It's truly amazing.
We'll also answer a call from a stacker who's wondering if she should pay her house off or invest the money she has to finalize her mortgage. Which would you do? We'll share our advice with you AND her today!
Of course, we'll also feature Doug's rhyming trivia, and much, much more.
FULL SHOW NOTES: https://stackingbenjamins.com/what-is-the-greatest-savings-vehicle-1562
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 | In a world where overspending, debt, and keeping up with the Joneses rules us all, |
| 0:10.0 | where the voices from the merchants, restaurants, and credit companies lured over the common man. |
| 0:16.0 | Out of the darkness, like a beacon of hope, comes a new voice, a voice that's rich and creamy, |
| 0:23.4 | like your favorite butter, and delicious, like cheeseburger pizza on your diet cheat day. |
| 0:30.9 | It's the Stacking Benjamin Show. |
| 0:45.2 | Live from Joe's mom's basement, it's the Stacking Benjamin's show. I'm Joe's mom's neighbor, Doug, and man, if we got a deal for you, coming up, we'll offer you the number one greatest. |
| 1:02.0 | That's right, greatest savings vehicle of all time for young people. |
| 1:06.0 | What is it? |
| 1:07.0 | Is it Envidio stock, variable universal life insurance policy with a guaranteed benefit rider? |
| 1:13.6 | Believe it or not, it's neither. |
| 1:16.6 | We're walking you through the single most bestest investment type to rule them all. |
| 1:22.6 | But that's not all. |
| 1:24.6 | But wait, there's more. |
| 1:26.6 | There's one group of people who know how to talk about the greatest investment of all time, |
| 1:31.2 | and we'll hear all about them in our TikTok minute. |
| 1:35.2 | Plus, we'll answer a call from stacker Chanel, who said, |
| 1:38.9 | Hey, I ought to call Saul. |
| 1:41.1 | See how I and OG with my money question. |
| 1:43.6 | You'll love this call. |
| 1:45.5 | Full disclosure, Chanel is my new BFF. |
| 1:48.5 | And now, two guys who auto invest in Better Cologne. |
| 1:52.4 | It's Joe and O Jha, Jha, Jha, G. |
... |
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