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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 and Josh ‘OG’ Bannerman, CFP

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

4.42K Ratings

🗓️ 20 March 2023

⏱️ 79 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!

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Transcript

Click on a timestamp to play from that location

0:00.0

Monday 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. I was going to say, whatever it might be. I've got a new one today. Raise that glass. Surely tempted. Because we need to slew. I'm to zion i got my zion mug bun going on what do you

0:22.2

got mile zero picked up by the family key west i like don't we do this show on the road more often

0:29.4

budget on the company dime that's something to do with money two listeners we just need a third one

0:34.6

so if we get the third listener we could probably couldn't we just shack up with some listener who's unawares of our living habits?

0:42.1

Well, if they live in either of the two towns, or if we want to go to the two towns where they live.

0:47.9

Oh, I see what you did there.

0:48.8

But neither here nor there.

0:50.1

That is nothing to do with anything.

0:52.3

Because you know what?

0:53.0

The men and women are 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. I don't know. Do you want me to do all 50? But not Ohio. I mean, they're not, they don't really care that much about Ohio. They're like, oh, they took Ohio.

1:11.8

I think we're good.

1:13.2

We're fine.

1:14.1

Thank God.

1:15.3

Oh, Canada.

1:16.2

Jokes on them.

1:27.2

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

1:29.4

Shout out to our troops.

1:31.7

Let's go stack some Benjamin's this week, shall we?

1:34.9

God bless America.

1:39.7

Good evening. I'm Ron Burgundy, and this is what's happening in your world tonight. Live from Joe's Mom's basement, it's the stacking Benjamin show.

1:59.3

I'm Joe's mom's neighbor, Doug, and are you ready to get real about long-term planning?

2:04.3

Because I'm getting serious about my five-year plan to save up strategically, you know,

...

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