You But Wealthier: Should You Invest Like the Joneses?

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

🗓️ 9 December 2022

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Do you ever feel FOMO seeing the investments that the super wealthy have access to? Private investments, hedge funds, and other alternative investments get a lot of hype but they also come with a ton of risk. Some of these investments do make sense for the everyday investor but there's no need to get stuck in a cycle of FOMO. Our roundtable today talks about the difference in investing based on the. size of your portfolio. Roger Whitney (The Retirement Answer Man), Len Penzo (len penzo dot com) and Paulette Perhach (Powerhouse Writers) join our roundtable today. They talk about the FOMO they've all felt with being unable to access certain investments and how to get past that FOMO to create investment goals and a portfolio that works for you. Angelo Poli from MetPro also joins us to talk about health and wellness this holiday season. He talks about, controlling the urge to snack, and shares how to go into the new year with a fresh look at your health. Find the full show notes at https://www.stackingbenjamins.com/roundtable-1287. 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	We also try to stick to the four main food groups.
0:03.0	Candy, candy canes, candy corns, and syrup.
0:12.0	Live from Joe's Mom's Basement!
0:15.0	It's the Stacking Benjamin Show!
0:26.0	I'm Joe's Mom's Neighbor, Doug,
0:28.0	and as you can tell from the fact that I'm talking to you right now,
0:31.0	I am not retired, but I hope to be someday soon-ish
0:34.0	or at least some time before my hips go.
0:37.0	To help you plan for your retirement, today we welcome
0:40.0	from the Retirement Answerman Podcast, Roger Whitney.
0:44.0	On our roundtable, we welcome a man who was old enough to retire
0:47.0	when Lincoln was shot from Len Penzo.com, John Wilkes Booth!
0:52.0	Nah, he's still in line for Hamilton tickets,
0:55.0	so we can only get Len Penzo.
0:57.0	And a woman who will never retire,
0:59.0	and not just because of her impulse, bookstore shopping,
1:02.0	but because she loves her job as our writer, Paulette Perage.
1:06.0	Then it's the year-end party season, and for many of us,
1:09.0	that means add to the waistline season.
1:12.0	Here with some tips to keep your health and wellness together,
1:15.0	we welcome the founder of MetPro, Angelo Poli.
1:19.0	And now, a guy who wants to help you put the gold in your golden years,
	...

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