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The Stacking Benjamins Show

You Can Be a Wealthy Heiress (or Heir) with Linda P. Jones

The Stacking Benjamins Show

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

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

4.42K Ratings

🗓️ 10 September 2018

⏱️ 70 minutes

🧾️ Download transcript

Summary

Do you have what it takes to be a wealthy heiress (or heir)? Our friend Linda P. Jones says that you already have the ingredients...now you just need to dive in and show your prowess. She'll take you through the steps to claim your wealth, and we'll talk about investing based on cycles and momentum on today's show. Plus, in our headlines segment, a new study shows that financial pros want the best of all worlds...active management with passive-like fees. Is that a pipe dream or is it really on the horizon? We'll mull it over. Plus, banks are protecting themselves with some additional language you should put on your checks if using mobile deposit. What are the words? Will it also protect you? We'll share everything on today's show. Of course, that's not all. We'll also throw out the Haven Life line, answer a letter from the mail bag, and more! Thanks to Warby Parker for supporting Stacking Benjamins. Order your FREE Home Try-On’s at warbyparker.com/sb. Thanks to Away for supporting Stacking Benjamins. Go to awaytravel.com/sb and use the promo code sb to get $20 off a suitcase! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

You know in today's world seems like the best treatments reserved only for a few. Well,

0:04.4

Discover wants to change that by making everyone feel special. That's why with your Discover card

0:09.8

you have access to 24-7 live customer service as well as $0 fraud liability, which means you're never

0:16.5

held responsible for unauthorized purchases. Finally, no matter who you are or where you are in life,

0:22.4

you'll feel special with Discover.

0:24.5

Learn more at Discover.com slash credit card.

0:27.3

Limitations apply.

0:29.3

Here's the song that we'd like to do for all the younger set of people, the teenagers and what have you.

0:34.0

This one's called Vacation's Over.

0:37.0

Vacations All that is. It's over, it's over.

0:45.0

Live from Joe's mom's basementement, it's the Stacking Benjamin Show. I'm Joe's mom's neighbor Doug and did you miss us?

1:07.0

Oh, we missed you too.

1:09.0

And as much as we love the Finn Turn who helps us clean up this place every eight weeks it's time to get

1:13.7

back to business. Today to kick off this series of shows we welcome from

1:18.5

Be Wealthy and Smart Linda P Jones. Plus in our headline segment, Is Active Investing Dead?

1:25.0

We'll weigh in.

1:26.0

Plus, we'll answer your fantastic money letters,

1:29.0

throw out the Haven Lifeline and save a listener,

1:32.0

and then triumphantly I will return to share

1:35.8

some of my amazing trivia and now two guys who spent the whole week last

1:41.6

week playing Foosball,

1:43.6

Joe and O, j-J-J-J-J-J-J-J-G.

...

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