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The Stacking Benjamins Show

Stop Guessing On Your Investment Choices (featuring Frank Legan) SB 1420

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

🗓️ 11 October 2023

⏱️ 73 minutes

🧾️ Download transcript

Summary

With so much emphasis placed on saving and investing throughout your working career to insure a secure and wealthy retirement, sometimes enjoying your life today can take a backseat. On today's show, we're joined by author Frank Legan to talk about adding humanity and the need to live your life in the moment into your financial planning. It's all about reaching a balance between planning/saving/investing for the future with treasuring and living your life today. In short, we're talking about choosing your investment choices - not necessarily which ETFs or funds, but the investment choices of what are your priorities in life. We all know that we're responsible for our financial future, but at what point do we stop viewing "investment choices" as simply picking the right stock/ETF/fund/saving account and start placing a greater focus on choosing how much time we truly spend with those we care about and not always in the pursuit if more Benjamins? Make the right investment choices that align with your values, goals, and priorities! In our headlines segment, we look into a all-too-common recurring theme: Americans and their penchant for spending. Talk about making investment choices in the wrong way! We throw out the Haven LifeLine to Jodi in Michigan who wants our take on annuities and how they can complement Social Security later in your retirement years. Could a deferred annuity be among the right investment choices for your finances? And Doug brings it home by throwing out some investment returns-related trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/financial-planning-for-your-life-frank-legan-1420 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Brings smiles to all when shopping online with Dell Technology's gift guide.

0:04.1

Whether it's for the artist, the entrepreneur, the student, the streamer, or the gamer,

0:07.6

you'll find the perfect gift for everyone on your list.

0:10.4

Dell.com-slash-gift-guide makes gifting easy with a carefully curated selection of our best tech.

0:17.1

Shop now to explore innovative laptops and desktops, and this season's top accessories plus,

0:22.8

get select savings on impressive PCs like the XPS 13 laptop powered by the latest Intel core

0:28.9

processors. Visit Dell.com-slash-gift-guide today for details and to get a jump on your holiday

0:34.5

gift list, that's Dell.com-slash-gift-guide.

0:44.0

In a world where overspending, debt, and keeping up with the Joneses rules us all,

0:51.5

we're the voices from the merchants, restaurants, and credit companies lured over the common man.

0:58.0

Out of the darkness, like a beacon of hope, comes a new voice, a voice that's rich and creamy,

1:05.1

like your favorite butter, and delicious, like cheeseburger pizza on your diet cheat day.

1:12.3

It's the Stacking Benjamin Show.

1:21.2

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

1:27.0

I'm Joe's mom's neighbor, Doug, and today you'll learn how to design and pursue your dreams

1:42.0

with Frank Ligan. In our headlines, some good news for once, Americans are spending like there's

1:48.3

no tomorrow. Wait, what? That's bad news? Maybe? Anyway, well, I don't get it, but we'll share our

1:56.4

thoughts. Plus, we'll throw out the Haven Lifeline to Stacker Jody, who wants to know about the

2:02.4

perfect pairing, you know, like what Cabernet, a pair with a good man, Cheega Cheese,

2:07.2

but in our case, Jody's asking which type of annuity best compliments social security.

2:12.8

And then I'll share some risky trivia. And now, two guys who've taken risks so you don't have to,

2:20.0

it's Joe. Oh, and oh, Georgia, Georgia, G.

...

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