What To Do With Big (Sudden) Money with Doug Goldstein

The Stacking Benjamins Show

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

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

4.4 • 2K Ratings

🗓️ 19 September 2018

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

What would you do if you found yourself with a big inheritance? You might have some ideas on that, but do you really know what you SHOULD do if you found yourself in that situation? Helping us with just that question is our special guest, Doug Goldstein. Doug will explain what you need to know if you found yourself in an inheritance situation in easy to understand steps. Plus, in our headlines segment, we're discussing one piece that looks at the 401k funds that took a beating in 2008. Could it be impacting you? Plus, we'll have a surprise headline in the form of a Stacking Benjamins language course... but don't count on it being in French. Of course, we'll still have time to answer Doug's trivia question, throw out the Haven Life line to Dany who wants to know more about stocks that pay out dividends, and answer a listener letter about investing side-gig money. It's a content-packed episode today... enjoy! Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins! Thanks to Slack for supporting Stacking Benjamins. Slack: Where work happens. Go to slack.com to learn more. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:24.6	Learn more at Discover.com slash credit card.
0:27.4	Limitations apply.
0:28.9	Hey, this is Joe Crane, host a Veteran on the Move
0:31.0	podcast.
0:31.7	And when I'm not helping veterans transition
0:33.6	on entrepreneurship I'm stacking Benjamin's.
0:38.0	Live from Joe's mom's Basement, it's the Stacking Benjamin Show. I'm Joe's mom's neighbor Duggan on today's show what happens if you find yourself
0:59.7	with a big inheritance?
1:01.5	Well after you split it with your good friend Doug, you'll want to listen to today's show
1:06.1	because we welcome to talk about inheritance strategies from Goldstein on gelt,
1:11.1	Doug Goldstein.
1:12.4	Plus, in our headline segment, one author reviews some funds that got hit hard in 2008.
1:18.0	If the market drops again, are you in these categories?
1:22.0	We'll also throw out the Haven Lifeline to Danny
1:24.8	who wonders about dividend paying stocks,
1:27.8	read a listener letter from Loretta
	...

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