Retirement 101 (with Michele Cagan)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 22 January 2020
⏱️ 70 minutes
🧾️ Download transcript
Summary
Let's get back to the basics. Everyone talks about retirement tools, projections, timelines, and tax strategies...what about answering, "How do I begin?" If that's you, we've got you covered on today's show because we're talking to CPA Michele Cagan about Retirement 101. We'll start off with how you fare against other savers (or non-savers), and then discuss how you should frame retirement. Is it one long process? Should you begin with picking investments? We'll cover all of that and more on today's show.
Student loan borrowers everywhere cheered recently when a Navy vet had his loans discharged in court (something people said couldn't be done). In our headline segment we'll talk to attorney Leslie Tayne about how that happened, and maybe spill a little bad news (spoiler) about you and your student loans. But don't worry--all hope isn't lost. Leslie will also share some good advice for student loan borrowers.
Of course, that's not all. We'll also throw out the Haven Life line to a lucky listener AND save time for some of Doug's cat vs. dog trivia. It's another fun day down in the basement. Hope you can join us!
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Transcript
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| 0:00.0 | This is the amazing Steve Stewart's computer coming to you from the basement studio. |
| 0:05.0 | When I am not making Joe and O.G. sound better. |
| 0:09.0 | I'm stacking Benjamin's AI style. |
| 0:12.0 | And I'm not artificial |
| 0:19.3 | live from Joe's mom's basement. It's the Stacking Benjamin show. I'm Joe's Mom's neighbor Doug and today let's talk retirement, huh? That's a new topic we've never talked about before. |
| 0:40.0 | On today's show, we'll welcome the woman bringing us retirement |
| 0:44.0 | 101, Michelle Kagan. |
| 0:46.0 | Plus, in our headline segment, |
| 0:48.0 | a Navy vet just got a judgment discharging over $200,000 in student loan debt. |
| 0:55.1 | Does that mean you'll be able to get your loans discharged? |
| 0:58.2 | We'll ask attorney Leslie Tain. |
| 1:00.7 | And of course, we'll throw out the Haven Lifeline and I'll serve up a piping hot |
| 1:06.1 | slice of my amazing trivia. And now two guys who can really use of 101 courses |
| 1:12.1 | on hygiene. |
| 1:13.4 | Just saying OG. |
| 1:15.0 | It's Joe and O. |
| 1:17.4 | J. J. J. J. J. J. J. J. J. J. J. J. J. |
| 1:21.0 | G. |
| 1:22.0 | Take a shower. |
| 1:25.0 | That's not nice. I'm very hygienic. |
| 1:27.0 | I'm like the George Carlin joke about hygiene. |
| 1:31.0 | And speaking of my colon, |
... |
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