Pulling Your Life (and Money) Together When Everything Goes Wrong
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 12 March 2018
⏱️ 68 minutes
🧾️ Download transcript
Summary
Ever wish you had a second chance with your money? Billy B. hoped he'd get one. After being convicted and sent to prison after the death of his friend, Billy went through some serious soul searching, and the end result of that is on display on today's show. Not taking any opportunity for granted, working hard to find solid financial (and life) footing, and the value of surrounding yourself with good friends and mentors are just three of many themes we'll talk about in this fantastic discussion with Billy (who now also blogs at WealthWellDone.com).
In our headlines segment, a new software program means that some of your advisors may be expendable....or maybe not. We'll discuss the hot topic of humans versus AI on today's show. Plus, Warren Buffet just wrote his annual letter to investors. What are some of the takeaways? One publication listed their favorites and we'll review and discuss them. As always, Mr. Buffet doesn't fail to use the English language as a weapon while talking about investing, value, and evaluating risk. We'll of course have more from the world of financial planning, throw out the Haven Life line to lucky listener Luke, who wonders about investing to beat inflation without taking too much risk. For a five year goal, what investment works best? Are stocks too risky? Should he use junk bonds? We'll shine a light on that topic (and maybe one we can't talk about here), as well. We also answer a letter from Jon, who asks about asset allocation. What is a great way to manage your money and diversify correctly? You'll have to listen to find out!
Of course, we'll still score with some of Doug's delightful trivia, and more.
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Transcript
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| 0:00.0 | Hey, this is Joe Crane, host of Veteran on the Move podcast. |
| 0:02.8 | And when I'm not helping veterans transition to entrepreneurship, I'm stacking |
| 0:06.5 | Benjamins. |
| 0:12.8 | Live from Joe's mom's basement, it's the Stacking Benjamin show. |
| 0:17.7 | Yeah. |
| 0:26.4 | Yeah. Backing Benjamin's show. I'm Joe's mom's neighbor, Doug, and have you ever had things not go right in your life and had to rebound? |
| 0:31.9 | Our guest today went to prison and rebounded, relaunching his life and his financial accounts. Please welcome from |
| 0:39.3 | Wealth Well Done, Billy B. Plus, in our headline segment, artificial intelligence can now |
| 0:45.6 | work as fast as a lawyer. Should you just use computers instead of people as your legal team? |
| 0:51.6 | You know, I did it at Chuck E. Cheese a few years back. Worked out just fine. |
| 0:55.6 | We'll weigh in on that. |
| 0:57.2 | Throw out the Haven Lifeline to Luke who wonders about cash reserves. |
| 1:01.0 | How does he find a better interest rate on his money? |
| 1:04.1 | We'll also answer a letter from the mailbag. |
| 1:06.5 | And if you're lucky, |
| 1:08.2 | old Uncle Doug might just throw out some of my mind-bending trivia. |
| 1:12.5 | And now, |
| 1:13.4 | two guys who Joe's mom says are the answer to a trivia question about podcasts going nowhere. |
| 1:19.4 | Joe and O J-J-J-J-J-J-J-J-G. |
| 1:23.6 | You know. G. This podcast is going nowhere. |
| 1:35.3 | It's about time somebody told me. |
| 1:39.3 | Hey, everybody. |
... |
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