Where Financial Planning Goes Wrong (with Jason Mirabella)

The Stacking Benjamins Show

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

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

4.4 • 2K Ratings

🗓️ 16 August 2017

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

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Summary

Financial planning is often tactical instead of strategic. CFP Jason Mirabella realized just a few years ago that there was a better way to accomplish financial planning, and already he's seen amazing results with clients. How does his process work? Where are people going astray with their plans? We'll talk to Jason all about the good, bad, and ugly of financial planning on today's show. We'll even talk about why he doesn't love budgets, and how he helps people plan their daily finances with a better method. Of course that's not all....in our headline segment we talk to Tushar Yadava from iShares about Blackrock's second quarter review and third quarter outlook. Do they think this stock market run will continue? Can the economy continue to expand? He shares a surprising answer with us. Plus, we STILL have time to throw out the Haven Life line, bring on Doug's trivia, share some bad jokes, and lots more.... Huge thanks to Roofstock (check them out for real estate) and MagnifyMoney.com (when you're comparing financial tools like credit cards and savings accounts) for helping us with today's show. They're awesome companies and if you're not using them, I'm not sure you know what you're missing! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	The new Samsung Galaxy Z-Flip 5 and Chromebook are better together.
0:07.0	Take hands-free selfies which automatically sync to your Chromebook, ready to edit, and access
0:11.5	recent chrome tabs across both devices.
0:14.0	The new Galaxy Z Flip5 and Chromebook, better together.
0:18.0	Available on Sky Mobile.
0:20.0	Bluetooth and internet connection required.
0:22.0	You must be signed into the same Google account on both
0:23.8	your phone and Chromebook.
0:27.0	Hey Stackers, we got a great episode for you, but guess what? Southern California, we're coming to see you.
0:36.0	Tuesday night, August 22nd. That's this coming Tuesday, if you're listening to the show when it goes out.
0:42.0	630 PM local time, we'll be at McFadden's in Anaheim, California.
0:46.6	Come see us.
0:47.3	We're bringing the whole gang who works on the show behind the scenes.
0:50.9	If you follow us on social media, you'll meet Shannon.
0:53.7	If you've ever taken one of our courses or you've listened to the green room, you know Kathleen,
0:58.3	our business partner, and guess what?
1:00.6	Richie, who puts all these shows together, Richie Rutter-Re, Ritchie, Kathleen, and I, we're all out there for podcast movement and we want to
1:08.4	meet you.
1:09.4	So here's what you do.
1:10.4	Just tell me that you're coming, hit me up on social media or shoot me an email
1:14.4	Joe at stackubedcom and just make sure we have enough room for everybody.
1:19.1	All right we'll see it McFadden next Tuesday but let's get to this episode, huh?
	...

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