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The Stacking Benjamins Show

Whose Priorities Are You Working On? (with Laura Vanderkam)

The Stacking Benjamins Show

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

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

4.42K Ratings

🗓️ 1 April 2019

⏱️ 77 minutes

🧾️ Download transcript

Summary

We aren't foolin' around on April Fools Day, because bestselling author, TED speaker, and top researcher of successful people Laura Vanderkam joins us. Laura and Joe tackle time management and priorities. When you have more tasks to do than time to do them in, how do you decide what to do first? What do you ignore? She'll share some simple to implement ideas that will help you conquer your inbox and more importantly, help you increase your attention to what matters. If you need more money, more time, or more life, this is the episode for you.

In our headlines segment we'll also talk to Mike Foy from JD Power and Associates about their annual survey on full service advisory firms. This year it appears clients may be ready to ditch their advisor unless they're able to add to the bottom line (especially in a couple crucial areas). What is your advisor doing/not doing? We'll address that on today's show.

Also in our headlines segment, Securities America has been hit by an $18 million lawsuit. With the company's now fired broker facing up to 25 years in prison after pleading guilty to running a Ponzi scheme, what lessons should we be taking from a family who's taken an $18 million hit loss since 2001?

Of course, that's not all. We'll also throw out the Haven Life line to to Royale. With her financial plans on track and savings going well, is there anything Royale and her family are missing from their plan? Of course, we'll still take time to answer a listener letter. Today we'll field one from Michael, who wants to know if there's a good strategy for investments when the market starts to cool off. , and talk about a certain project Mom's Neighbor Doug may or may not be working on.

All of that and more in another action-packed episode of the Stacking Benjamins Show!

Thanks to Away for supporting Stacking Benjamins. Go to awaytravel.com/sb20 and use the promo code sb20 to get $20 off a suitcase!

Thanks to MetPro for supporting Stacking Benjamins. Get a complimentary Metabolic Profiling assessment and a 30-minute consultation with a MetPro expert at metpro.co/sb.

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Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to the Jill on Money podcast.

0:09.0

I'm your host, Jill Schlesinger.

0:11.0

Don't forget, this is where we provide unconventional insights on your money and your life.

0:16.9

And boy, we have got a huge treat today.

0:19.7

Not one, not two, but three Federal Reserve passed chairman.

0:25.0

Yeah, three.

0:26.3

So we've got Janet Yellen, Ben Bernanke, and Alan Greenspan.

0:30.8

And they're here to help us understand monetary policy, but more importantly, what's going on in the economy? And wait a second, what?

0:40.3

What's this, Mark? Stacking Benjamin's podcast? I'm not doing anything with those guys. Hold on.

0:51.3

You're listening to the Journey to Launch podcast, the four things you must focus on in order to reach your goals of financial freedom and independence so you can live your best life.

1:03.5

Let's get into it.

1:05.0

Welcome to the Journey to Launch podcast with your host, Jamila Sufran.

1:11.5

Wait, what?

1:13.1

Who put my show on the stacking Benjamin's feed?

1:16.9

Ugh.

1:19.9

All right, guys.

1:20.9

Hello and welcome to the Choose FI Radio podcast.

1:22.9

Super excited to dive into this week's content talking about the sustainable path to

1:27.1

ify.

1:27.4

So many people

1:28.4

in our community are pursuing this very intentional lifestyle and are looking for ways to pursue

1:33.1

financial independence and parallel to that live a lifestyle that's very environmentally friendly.

...

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