meta_pixel
Tapesearch Logo
Log in
The Stacking Benjamins Show

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

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

4.42K Ratings

🗓️ 15 May 2020

⏱️ 75 minutes

🧾️ 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

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Transcript

Click on a timestamp to play from that location

0:00.0

Hey, stackers. Just a quick note before we hit record. No swearing on today's show. However, we have an adult

0:09.9

themed commercial on this one. I think you're going to like it, but unless you want to do some

0:16.4

explaining to the little ones in the car, might want to listen to this one without them.

0:21.5

However, it's a great show.

0:24.1

Can't wait for you to listen.

0:25.6

So let's get on with it.

0:27.7

My God,

0:29.1

the dukes are going to corner the entire frozen orange juice market.

0:42.8

Live from Joe's mom's basement, it's the Stacking Benjamin show.

0:56.2

I'm Joe's mom's neighbor, Doug, and happy national chocolate chip day. If you haven't had Joe's mom's neighbor, Doug, and happy national chocolate chip day.

1:02.1

If you haven't had Joe's mom's famous chocolate chip cookies, man, oh man, are you missing out?

1:06.0

I think it's about time to celebrate this special day, if you know what I mean.

1:10.5

And today's sweetness, we're talking about springing into action. How do you get your dough rolling?

1:13.2

To help us mix it up, a guy you might have heard from once or twice before on this very

1:18.5

podcast, it's OG.

1:21.4

And from the Afford Anything podcast, say hello to the mover named Paula Pant.

1:27.8

And from Len Penzo.com, it's the cookie monster.

1:31.3

Nom, nom, nah, nah, I'm just kidding.

1:33.5

It's Len Penzo.

1:34.9

Also, on our Friday FinTech segment, 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

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.