What Should We Focus on First? (with Eric Brotman) + Why Your Advisor Doesn’t Text
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 25 August 2021
⏱️ 68 minutes
🧾️ Download transcript
Summary
It's back-to-school season and with as much joy as that brings for parents (free babysitting, anyone? Just kidding. Okay, not really.), we are also bringing you back to school with your finances. Certified Financial Planner Eric Brotman joins us to break down your financial journey using the schoolyard analogy of freshman, sophomore, junior and senior year. What do you need to think about and what can you tactically do at each step of your financial journey to ensure success? Each year builds upon the previous and he helps us break it down.
During our headline, we'll talk about communication strategies between advisors and clients. FINRA may allow text messaging in the future; what does that mean for you? And how else can advisors effectively communicate with clients? We'll give you all the details. We'll also throw out the Haven Life line and talk about how to talk to family members about money concerns. And Doug will enlighten us with his soft drink trivia. Is it pop or soda? Hmm, maybe I don't want to start that debate too! (but we all know the right answer is soda).
Enjoy!
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Transcript
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| 0:00.0 | Ladies and gentlemen, we have a big show, a real big shoe. |
| 0:10.8 | Live from Joe's Mom's Basement Doug, and not only are the kids going back to school, |
| 0:29.5 | we're sending you back to school too. |
| 0:32.3 | Here to share your steps to financial freedom, no matter what grade you're in, |
| 0:36.7 | we welcome from the |
| 0:38.3 | Don't Retire Graduate podcast, CFP Eric Brotman. |
| 0:43.3 | Plus, wonder why your financial advisor never texts you? |
| 0:47.1 | That may be changing, and we'll explain why in our headline segment. |
| 0:51.2 | And of course, later, we'll toss out the Haven Lifeline to a lucky stacker |
| 0:55.8 | and gurgle down some soft drink-related trivia. And now, two guys who are only 4% away from |
| 1:03.6 | achieving the 4% rule with their retirement money, it's Joe and O J-J-Jjee that means we're 96% of the way there o g right uh 4d 4d percent |
| 1:21.2 | wait a minute if we're 4% away from achieving the 4% rule we're 96% of the way to the 4% rule, right? Isn't that the math? Doug Ms. Red. Am I getting the math wrong? 40% away. We're 40% away. I don't think. Hey, everybody. Welcome to the Math for the Win podcast. I'm Joe Sol C. I average Joe Money on Twitter. It's Wednesday, OG. Can you believe we're halfway through the week. |
| 1:46.6 | Round in the corner. Kids back to school. We're sending you back to school as well today. |
| 1:51.2 | My kids have been in school for two weeks. So they're like veterans coming back from the front lines of middle school, high school, and all much. You've got all three covered now, don't you? |
| 2:00.7 | I got lower school, middle school and high school. Excellent, because nothing I like better than dropping off at three different places. I got a punch card. It's fantastic. A few more than I get an ice cream cone. It seems like instead of an ice cream cone, they give you like a free uniform. |
| 2:19.9 | You know, you put two kids in school uniforms. |
| 2:20.9 | You get the third one free. |
| 2:21.4 | No. |
| 2:33.0 | As a matter of fact, what they do do, which is really, I think, sort of more irritating than actually not even having it is they go, for the third kid, we're going to give you $200 off. The $200 is not noticeable, and it's |
| 2:37.5 | quite annoying, actually. But it is the thought that counts, OG. And speaking of thoughts, |
| 2:41.5 | Eric Brotman here, he's going to help you think about graduate. I like this idea about |
| 2:47.7 | don't retire, graduate. Move on to the next thing. Yeah, who wants to retire? And Eric's going to talk about that. So whether you're just beginning with your money, you're in your teens or your 20s you're listening, you're maybe your 30s or you're a sophomore. You know what? Screw that, OG. You can be a freshman in your 50s and 60s. Age doesn't matter. Just go to the next level, baby. We got him today, |
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