Saving For a House, Real Stock Returns, Social Security, and more (Your Letters)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

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

4.4 • 2K Ratings

🗓️ 6 March 2019

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Should you take on debt to buy real estate? Does the stock market really return as much as we're told it after a life of saving and investing? And on the topic of stocks... how should a portfolio be split up between small, large and foreign stocks? That's just a sneak peak of the broad range of question and answers we're discussing on today's jam-packed letters episode.

During our headlines segment, OG is sharing his thoughts on Warren Buffett's Berkshire Hathaway letter to investors. Plus, we're calling 1(800)Accountant CEO Mike Savage. What's the deal with this year's tax refunds... or lack thereof?

After some unusually fantastic trivia by Doug, we'll throw out the Haven Life Line to Luke, who is getting his master's degree this fall. With his tuition covered, plus a stipend of $1400 a month, should he try to max out his Roth IRA before school starts, or should he save the amount of $6000?

As always, we'll still save some time for Doug's (completely epic) trivia.

Thanks to the Murder Book Podcast for supporting StackingBenjamins. Check out Michael Connelly's new Murder Book podcast wherever you get your podcasts, or at MurderBookPodcast.com.

Go to Airbnb.com/sb and start hosting you’ll receive a $100 Amazon Gift Card if you generate $500 in booking value by May 30. Terms and conditions apply.

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Transcript

Click on a timestamp to play from that location

0:00.0	Hi, this is Dave at the New York Budget.com.
0:03.0	And when I'm not breakdancing on the subway for money, I'm stacking Benjamins.
0:13.5	Live from Joe's mom's basement, it's the stacking Benjamin show.
0:18.0	Oh!
0:19.6	Oh! Oh! Stacking Benjamin's show.
0:30.0	I'm Joe's mom's neighbor, Doug, and you know what this show needs?
0:32.0	Some better social media.
0:34.3	Hold on while I tweet about this open.
0:40.2	Quick selfie and nailed it. Here's something to post to your Instagram story.
0:46.3	Today, we're answering your letters. Plus, O.G. will share his thoughts on Warren Buffett's last Berkshire Hathaway letter to investors. We'll discuss tax refunds, or lack thereof, with 1-800-accounted
0:53.5	CEO Mike Savage, and still leave time to throw
0:56.9	out the Haven Lifeline and create a little dollop of trivia that you should FaceTime later
1:02.6	to your friends.
1:04.3	And now, two guys who celebrate Wednesdays with donuts and ice cream. Joe and oh,
1:11.4	J J J J J J J J J.
1:13.3	J.
1:13.3	J.
1:13.3	J.
1:13.4	J.
1:13.4	Do you ever
1:21.0	have a Hertz donut?
1:22.3	Oh!
	...

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