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The Stacking Benjamins Show

Wealthy? But All You Have is Money! (The FIVE Types of Wealth) SB1548

The Stacking Benjamins Show

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

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

4.42K Ratings

🗓️ 19 July 2024

⏱️ 75 minutes

🧾️ Download transcript

Summary

How wealthy are you? Today we talk about different currencies than cash. While you may be monetarily rich, if you're truly stacking a better life, there are other priorities. Today we dive into a piece from the Retirement Manifesto blog (and from past guest James Clear) on building OTHER types of wealth. What are they? We ask contributors David Stein (Money for the Rest of Us podcast), Allysa Maizes (Amplify Your Wealth online), and Doc G (Earn & Invest podcast). This all-star cast has spent lots of time and energy maximizing not just their financial readiness for independence, but also their overall wealth in many of the areas we discuss today. Of course, we'll pause halfway to battle out Doug's trivia. Mom's been making a surge in our year-long competition. Can David Stein (playing for mom) keep the run going? Will Allysa (playing for Paula Pant) start reeling in mom and OG? You'll find out today! FULL SHOW NOTES: https://stackingbenjamins.com/5-types-of-wealth-1548 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

You a small business owner looking for insurance that fits your needs and budget?

0:06.0

Well, look no further than State Farm.

0:08.0

State Farm agents are not just insurance providers,

0:11.0

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. He got me invested in some kind of fruit company. And so then I got a call from him saying we don't have to worry about money no more.

0:55.5

And I said, that's good.

0:58.8

One less thing. Live from the basement of the YouTube headquarters, it's the Stacking Benjamin show. Joe.

1:13.0

I'm Joe's mom's neighbor Doug on to

1:19.0

I'm Joe's mom's neighbor Doug on today's round table.

1:22.0

We're talking about investing and the five types of wealth with the host of the money for the rest of us podcast David Stein.

1:30.0

Also joining us is the woman who lives to help you invest in yourself from

1:34.7

Amplify My Wealth, its financial planner, Alyssa Mazes.

1:38.6

And finally, the guy who could sell stock in kindness from Earn and Invest, it's Doc G.

...

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