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The Stacking Benjamins Show

The Simple Math of Wealth (SB 1507)

The Stacking Benjamins Show

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

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

4.42K Ratings

🗓️ 24 April 2024

⏱️ 70 minutes

🧾️ Download transcript

Summary

Join us today as we dive into the core principles of building a sustainable financial future with marketing professor, author and investor, Scott Galloway. We explore the essential formulas behind his book Algebra of Wealth, discussing purposeful living, effective retirement planning, and the emotional aspects of investing. Our headline today is all about AllianceBernstein 401k lawsuit that was dropped by New York US District Court. During our Better Call Saul-Sehy and OG, we unravel the complexities of early retirement, delving into specific IRS rules for accessing retirement funds. Plus, Doug wraps it all up with some modern history trivia! FULL SHOW NOTES: https://www.stackingbenjamins.com/investing-with-a-life-mission-1507 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

This episode sponsored by State Farm.

0:02.0

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State Farm agents are not just insurance providers,

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they're also small business owners who live and work right here in your community.

0:16.0

They understand the unique challenges of running and protecting a small business.

0:19.7

When it comes to small business insurance, State Farm knows what it takes. Create a plan that

0:25.2

fits your needs and your budget. State Farm agents are ready to help you choose

0:28.8

personalized policies that truly understand your business.

0:33.4

Ensure your small business with a fellow small business owner.

0:36.4

Talk to a State Farm agent today and get started on personalized small business

0:40.0

insurance that fits your needs.

0:42.1

Like a good neighbor, State Farm is there. Talk to your

0:45.2

local agent today. Ready for an awesome episode? Well, so are we, but you know what?

0:50.3

Before we get to it, I got to tell you that members of Navy Federal Credit Union could earn more and save more.

0:55.6

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1:04.9

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1:09.2

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1:14.4

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1:18.9

the mission navy federal's insured by n cua equal housing lender membership required terms and conditions apply loan subject to approval.

1:27.0

I'm actually a snavely being of sound mind and body to hereby bequeath the following. a $100 and a calendar. To my sons, Rodney and Victor, who spent every dime I ever gave them

1:47.3

on fancy cars and fast women, I leave $50 in dines.

...

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