Stop Guessing On Your Investment Choices (featuring Frank Legan) SB 1420
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 11 October 2023
⏱️ 66 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
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Transcript
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| 0:00.0 | In a world where overspending, debt, and keeping up with the Joneses rules us all, |
| 0:10.0 | where the voices from the merchants, and credit companies lured over the common man. |
| 0:17.0 | Out of the darkness, like a beacon of hope, comes a new voice, a voice that's rich and creamy, like your favorite butter, and delicious, like cheeseburger pizza on your diet cheat day. |
| 0:31.5 | It's the Stacking Benjamin Show. |
| 0:40.1 | Live from Joe's mom's basement, it's the stacking |
| 0:45.3 | Benjamin show. |
| 1:02.4 | I'm Joe's mom's neighbor, Doug, and today you'll learn how to design and pursue your dreams with Frank Lagan. |
| 1:08.4 | In our headlines, some good news for once, Americans are spending like there's no tomorrow. |
| 1:10.8 | Wait, what? That's bad news? |
| 1:12.6 | Maybe? |
| 1:13.2 | Anyway, well, I don't get it, but we'll share our thoughts. |
| 1:16.5 | Plus, we'll throw out the Haven Lifeline to Stacker Jody, who wants to know about the perfect pairing. |
| 1:22.8 | You know, like what Cabernet to pair with a good man, Cheega cheese? |
| 1:26.1 | But in our case, Jody's asking which type of annuity |
| 1:29.6 | best compliments social security and then i'll share some risky trivia and now two guys who've |
| 1:36.9 | taken risks so you don't have to it's joe and oh j jej-j-j-j-j-j-j-j-j-j-j-h-h-h-h-h-h-h-h-h. Hey, thank you very much, Doug. I do take a risk every time I hang out with you two dudes. Hey, everybody. Welcome back to the Stacking Benjamin Show. I'm Joe Sal C-hi. They call me the sheriff in these parts. These two inmates got out on Monday. And, well, we've all orders being restored, gentlemen. Order being restored. How fun was that? We'll see. Once all the dust settles, we'll see what the people want. I've already gotten some incredibly positive feedback about that Monday episode. We may |
| 2:17.7 | encourage you to go on vacation more. I heard you guys put the F you in fun. So I think it's just |
| 2:24.1 | absolutely fantastic. Speaking of fantastic, we got a great show today when financial commentator |
| 2:30.9 | Michael Kitz's joined us. He talked about advisors, which, oh, gee, I love that term, |
| 2:37.5 | you know, not advisor, but somebody actually who gives advice, Frank Lagan with the new book, |
| 2:42.5 | talking about, I know, singing off your song sheet, OG, goal-based planning and what it means |
| 2:47.4 | to really put together good financial plan. So we're going to dive into that with |
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