Want To Be Stacking Benjamins? Do Nothing - 119

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 19 June 2017

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guest Joe Saul-Sehy of the Stacking Benjamins podcast explains the value of having a financial planner (while avoiding his stalker, Your Money, Your Wealth host Joe Anderson.) Joe and Big Al discuss what the Department of Labor fiduciary ruling means to you and 10 steps to get ready for retirement. They also answer questions about saving for retirement as a self-employed person and whether you should talk finances with your girlfriend before moving in together.

Transcript

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0:00.0	Everybody's talking about all the stuff you need to do now, yet you know most of the time the thing you should do is absolutely nothing.
0:07.3	Study after study shows the thing a great advisor brings to the table is convincing you that holding the line is the perfect thing for you to do.
0:16.9	If you've got your asset allocation plan, your diversified approach to your money, stick with it.
0:22.3	That's Joe Salcihi, host of the most popular personal finance podcast in the country,
0:27.2	Stacking Benjamin's.
0:28.4	On this episode of Your Money, Your Wealth, he does his best to explain the value of having
0:32.5	a financial planner while attempting to be nice to his biggest fan and stalker, Your Money,
0:39.0	Your Welf host, Joe Anderson.
0:43.3	Joe and Big Al talk about what the Department of Labor fiduciary ruling means to you.
0:48.2	Al has 10 steps to get yourself ready for retirement, and the fellows answer your emails about saving for retirement as a self-employed person, and whether you should talk finances with your
0:52.6	girlfriend before moving in together.
0:54.6	Now, here are Big Al Clopine CPA and a guy you really may not want to meet at a party.
1:00.1	Joe Anderson, CFP.
1:03.3	We're going to have like an interesting show today.
1:06.0	We're taping this very early because Big Al is going on vacation.
1:10.1	True.
1:10.9	Where are you going again, Paris?
1:12.6	Paris for two nights, and then we're going to go to Greece for a week-long cruise.
1:16.7	So a week on a boat?
1:18.2	Yep, week on a boat.
1:19.3	Actually, it's a sail cruise, Windstar.
1:21.4	It's a small, I mean, for cruise, it's 175 people on it.
	...

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