Shifting Your Life and Money into "Drive" (plus an intro to Blueprint Income's AARP Annuity Hub)

The Stacking Benjamins Show

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

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

4.4 • 2K Ratings

🗓️ 15 May 2020

⏱️ 75 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ever feel stuck? Here's a question: How do you stop thinking about doing something important in your life/career/money and actually get started with the hard tasks? This week our roundtable regulars share how they motivate themselves to press "go" more quickly each time, and how to keep pressing "go" more often. We'll talk about fighting fear, making decisions, and working your plan on today's show. After our group is done sharing how they motivate themselves to NOT click the "still watching" option on Netflix, Joe will ring up Lauren Minches from Blueprint Income. They've recently partnered with AARP on a new annuity hub. First, we'll dispel some common annuity myths and also talk about why some annuities get a bad rap (spoiler: it's sometimes deserved). Then we'll discuss how different annuities work. If you're new to lifetime income options, Lauren will walk us through it together on today's show. We'll round out our Friday with a Magnify Money question from caller Jordan, who has spent a lot of time as a DIY investor. Now that Jordan is planning on possibly bringing on an advisor, he asks us: what are our thoughts on drawing on an investment policy statement? Is there anything Jordan should know? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hey Stackers just a quick note before we hit record. No swearing on today's show. However, we have an adult themed commercial on this one.
0:13.4	I think you're gonna like it, but unless you want to do some explaining
0:16.9	to the little ones in the car,
0:19.0	might want to listen to this one without them.
0:21.5	However, it's a great show, Can't wait for you to listen. So let's get on with it.
0:27.6	My God, the dukes are going to corner the entire frozen orange juice market.
0:32.8	Live from Joe's mom's basement.
0:37.0	It's The Stacking Benjamin show. I'm Joe's mom's neighbor Doug and happy National Chocolate Chip Day.
0:56.0	If you haven't had Joe's mom's famous chocolate chip cookies,
1:00.0	man oh man are you missing out.
1:02.0	I think it's about time to celebrate this special day if you know what I mean and today's sweetness
1:07.7	We're talking about springing into action. How do you get your dough rolling to help us mix it up a guy you might have heard from once or twice before on
1:18.0	this very podcast it's oh gee and from the Afford Anything Podcast, say hello to the mover named Paula Pant.
1:28.1	And from Lenpenzo.com, it's the Cookie Monster.
1:31.3	Nom, nom, nom, nah, nah, nah, I'm just kidding, it's Lenpenzo.
1:35.0	Also, on our Friday FinTech segment,
1:37.5	think you know annuities?
1:39.4	And who doesn't?
1:40.4	Maybe you'll need to switch up your financial recipe because today we're talking with a woman whose company is putting together an annuity hub with AARP from Blueprint Income. Say hello to Lauren Minches.
1:54.8	Plus, we'll magnify a lucky listener's question
1:57.6	and save time for some of my chocolaty trivia.
2:00.9	And now a guy who probably needs to lay off mom's cookies it's Joe
	...

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