The 4 Cornerstones of a Successful Financial Strategy (with CFP Brian Ursu)

The Stacking Benjamins Show

Joe Saul-Sehy | Cumulus Podcast Network

Investing, Business, Self-improvement, Education

4.2 • 1.9K Ratings

🗓️ 9 March 2020

⏱️ 80 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

What's your financial plan? Is it built on bedrock or are you "winging it", aka building on sand? On today's show, Certified Financial Planner Brian Ursu joins us to dive into four strategies that will help anyone trying to build their financial house. For veteran planners, these will be things you've heard before. However, the question isn't, "Have you heard them?" Like anything, you should ask yourself, "Am I doing them?" THAT may yield a completely different answer. Plus, TurboTax maker Intuit has been in the news recently, because they're buying credit score site Credit Karma. What does that mean for consumers like us? Also, because Credit Karma is a FinTech company, what does that mean for FinTech? We'll ask Ryan Falvey from Financial Venture Studio both of those questions. If you've heard Ryan before on our show, you know he'll have an interesting point of view. Of course, that's not all. We'll throw out the Haven Life line to a lucky listener AND still leave time for Doug's trivia...which today takes a more-than-usual unusual twist. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	You know in today's world seems like the best treatments reserved only for a few. Well,
0:04.4	Discover wants to change that by making everyone feel special. That's why with your Discover card
0:09.7	you have access to 24-7 live customer service as well as $0 fraud liability, which means you're never
0:16.5	held responsible for unauthorized purchases. Finally, no matter who you are or where you
0:21.6	are in life,
0:22.6	you'll feel special with Discover.
0:24.5	Learn more at Discover.com slash credit card.
0:27.3	Limitations apply.
0:29.7	Take a deep breath.
0:31.8	Relax. Inhale through your nose and exhale through your mouth. Sit back and close and close your eyes. Gradually release the tension, starting from your toes, working
0:50.1	up your legs to your pelvis and from your fingertips slowly up your arms to your
0:58.0	shoulders. The Stacking Benjamin's show, no matter how bad it gets, is your favorite podcast.
1:08.3	I will count backwards from three, and when I snap my fingers, you'll be overcome with delight
1:17.1	at hearing the start of this episode.
1:21.1	Three, two, one. Live from Joe's mom's basement, and is anyone else ready for a bonus.
1:51.0	Today we'll talk to a man helping you get ready for a more financially savvy life.
1:56.6	Financial planner Brian Ursu.
1:59.5	You know, I need to listen in because I was very clearly promised that my company charge card's limit would be raised from $5 to $10 a month.
2:09.0	Time for me to be super savvy.
2:11.0	Plus, into it, the maker of TurboTax is buying Credit Karma.
2:16.4	What does that mean for FinTech in general and for you as a consumer?
2:20.9	We'll ask Ryan Falvey from Financial Venture Studio.
	...

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