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The Stacking Benjamins Show

Plan Better and Achieve More: Two Case Studies of Financial Planning Success (with Taylor Schulte)

The Stacking Benjamins Show

Joe Saul-Sehy | Cumulus Podcast Network

Investing, Business, Self-improvement, Education

4.21.9K Ratings

🗓️ 20 March 2023

⏱️ 80 minutes

🧾️ Download transcript

Summary

What could you achieve if you planned better? CFP Taylor Schulte shares two stories told by financial planners about clients who achieved extraordinary results by creating and working on their financial plans. We dive into how you can dream bigger and do more with just a few better tactics. Plus, in our headlines segment, it turns out that a million dollars isn't enough to be comfortable in retirement (according to one source). We'll help you tweak your plan. In our TikTok minute, we ask, "What could happen to your trust if it isn't all done correctly?" Apparently, you need to do ONE big thing to make sure your trust works the way you want. We also throw out the Haven Life line to a Stacker who wants to become a financial planner. How do you break into the biz? ...all of that, AND of course, we'll share Doug's trivia. Find show notes at stackingbenjamins.com/taylor-schulte-1332 Find deeper dives tomorrow on ALL of these topics in our newsletter, the 201: stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Body morning in America, and if you are somebody that had a great weekend, I want you to raise your coffee cup, your glass of water, your last glass of bourbon for the morning, whatever it might be.

0:15.5

I've got a new one to raise that glass, because we need to slew. I'm back to Zion. I got my Zion, my bun going, oh, what do you got? Miles zero.

0:22.9

Picked up by the family. Key West. I like. Don't we do this show on the road more often. Budget on the company time. That's what I do with money.

0:32.4

Two listeners, we just need a third one. So when we get the third listener, we could probably couldn't we just shack up with some listener who's unaware of our living habits?

0:41.9

Well, if they live in either the two towns, or if we want to go to the two towns where they live, I see what you did there.

0:48.9

Neither here nor there. That is nothing to do with anything, because you know what? The men and women in our armed forces protect Key West the same way they protect mainland Florida, same way they protect Texas, they protect Michigan, they protect our entire nation.

1:04.9

Do you want me to do all this? Not Ohio. I mean, they're not they don't really care that much about Ohio. They're like, oh, they took Ohio. I think we're good.

1:11.9

Or five. Thank God. Oh, Canada jokes on them.

1:16.9

Raise our glass. The men and women of the armed forces on behalf of the men and women making podcast and mom's basement and the men and women serving our armed forces at Navy Federal Credit Union.

1:26.9

Shout out to our troops. Let's go stack some Benjamin's this week. Shall we?

1:31.9

God bless America.

1:35.9

Good evening. I'm Ron Burgundy, and this is what's happening in your world tonight.

1:44.9

Live from Joe's mom's basement. It's the stacking Benjamin chair.

1:50.9

I'm Joe's mom's neighbor, Doug, and are you ready to get real about long-term planning? Cause I'm getting serious about my five-year plan to save up strategically, you know, by tanning bed.

2:10.9

But I'm just warming up to that idea here to tell us some red hot stories about how a better plan makes a difference.

2:18.9

We welcome the author of more than money, real-life stories of financial planning, Taylor Schulti.

2:24.9

For our TikTok Minute, we teach you all about trusts. In our headlines, it turns out $8 million in your 401K may not be enough.

2:36.9

Are you kidding me? Hopefully these guys are going to explain.

2:40.9

And we'll throw out the Haven Lifeline to a lucky stacking Benjamin's listener.

2:44.9

And then I'll share some bookish trivia.

2:48.9

And now two guys who know how to get real about planning, it's Joe.

2:53.9

Oh, and oh, j-j-j-j-j-j.

...

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