Savings Bonds, "Coast FI," and Do I Need a Trust? (Your Questions)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 17 July 2024
⏱️ 70 minutes
🧾️ Download transcript
Summary
On today's show we dive headfirst into the mailbag, and answer your excellent questions on every facet of investing, saving, and protecting your money:
- Do I need a trust?
- What should I do with these savings bonds?
- Should I take my money out of a 529 college savings plan?
- Can I stop saving money well before I retire?
...and LOTS more. We're excited to not only bring you those questions, plus our TikTok minute (wait until you hear THIS bride...), AND Doug's incredible trivia question. Plus, we may rail on too long about fake IDs (just to help parents know how to spot them, of course).
FULL SHOW NOTES: https://www.stackingbenjamins.com/investing-saving-and-protecting-your-money/
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
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Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hello there, Peabody here. |
| 0:02.6 | And this is the Wayback Machine for traveling through time. |
| 0:05.6 | And this is my boy, Sherman. |
| 0:08.1 | Speak, Sherman. |
| 0:09.0 | Hello. |
| 0:09.8 | Good boy. |
| 0:15.5 | Live from Joe's Mom's Basement, it It's the stacking Benjamin show. |
| 0:30.0 | I'm Joe's Mom's Neighbor, Doug, and today it's all about you. |
| 0:34.3 | We put out a call to action in our Facebook group asking for calls and you did not disappoint. |
| 0:40.1 | You guys had so many great questions that we can't even fit them all into one show, |
| 0:44.5 | especially that one call from Ned asking us if it's worth it to put a new set of tires on his |
| 0:49.1 | go card or that one from Mindy about what'll happen to her home's value of her partner |
| 0:53.3 | installs an above ground pool |
| 0:55.2 | in the front yard. |
| 0:57.4 | I don't even think we need to do that one. |
| 0:59.2 | Anyway, but we've got a few. |
| 1:02.1 | We've got a few other gems for you. |
| 1:04.0 | And forget about using Scarlett Johansson |
| 1:06.8 | as the voice of AI. |
| 1:08.3 | We'll use our own AI bot named OG, |
| 1:11.3 | and he'll do his best impression of a human life form and give you his thoughts. |
| 1:15.1 | It's going to be great. |
... |
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