Strong Women Leading Families Into Wealth

The Stacking Benjamins Show

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

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

4.4 • 2K Ratings

🗓️ 23 March 2022

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Do women and men think about finances differently? Absolutely. Women, sadly, are more likely to lack confidence in their financial approach, to delegate the "leading" of families to men, and to take a backseat role. As the Chief Knowledge and Learning Officer at Pitcairn, Amy Hart Clyne studied 40 women to better understand their money habits, philosophy, and behavior. She shares some surprising findings and some powerful lessons for both women and men when it comes to handling wealth-building, family, and creating a legacy. Pitcairn, a multifamily office serving ultra-high-net-worth clients. During our headline segment, we'll focus on the forest fire happening in tech stocks. They've had a great run-up the last few years, but is this downturn a sign that it's all coming to an end? We discuss two pieces that ask some difficult questions about the sector and about being a long-term investor. We also discuss disability insurance during our Haven Lifeline. Many people don't realize how important it can be, so we'll point out when and why you might consider this coverage option. And of course, we'll leave time for Doug to share his credit card-related trivia. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	And now we're pleased to bring you our future presentation.
0:10.0	Live from Joe's Mom's Basement, it's the Stacking Benjamin Show!
0:31.0	I'm Joe's Mom's Neighbor Doug, and if you want to leave a financial legacy, this show is for you.
0:37.0	Today, to talk about how the ultra wealthy make the most of their fortunes and the lessons the rest of us can glean from their methods,
0:45.0	we welcome the author of Finding Her Voice, Amy Hartcline.
0:50.0	In our headlines, tech investors have taken it on the chin the last several months.
0:54.0	Is it time to buy more, sell a little bit, or get the heck out?
0:59.0	We have opinions. Later, we'll throw out the Haven Lifeline with a story from Kyle, who reminds us of an important lesson we all know already,
1:08.0	but might not practice.
1:10.0	And then, in epic fashion, I'll share my legendary trivia.
1:15.0	And now, to guys whose legacy will be helping you build yours, it's Joe, and oh, j-j-j-j-j-j!
1:30.0	Oh, I love that legacy. Isn't that a great legacy helping spread financial literacy?
1:34.0	Maybe that can be your legacy too, after you hang out with us for a little bit.
1:38.0	Hey, everybody, I'm Joe Salcihi, average Joe money on Twitter, and across the virtual card table from me,
1:44.0	because I am getting ready to party in Virginia Beach! It's Mr. OG.
1:50.0	I don't even know what to say. I wish I was in Virginia Beach, maybe. I think I do.
1:55.0	I was gone all last week. I had originally planned a comment to this little Suarez,
2:01.0	but I was gone for an entire week, so I couldn't take two weeks off.
2:06.0	It is. Some of us have to do a real work around here.
2:09.0	It's crazy talk. Crazy. It's better gallivating around the country.
2:13.0	By the way, we will be at Norfolk Public Library, the Slover Library Downtown, our friend, Joe Zett, works there.
2:20.0	OG, and she is having a great event tonight. It's a beautiful library in downtown Norfolk.
	...

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