You CAN Stick To The Plan (with Nicole Lapin)

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

🗓️ 25 June 2018

⏱️ 76 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

New York Times bestselling author Nicole Lapin is someone (maybe like you, and definitely like me) who wasn't taught money lessons growing up. However, different than many people, she's been able to create and stick to a money plan. She's been recognized two years running as the #1 money guru at site GoBankingRates.com, and now she's with us teaching YOU how to stick to the plan. Even if it's difficult. Even if you don't think you can...she'll talk about money myths, truths, and probably more than a few board games. In our headlines segment we're taking a special look at annuities. Could they be a better option than bonds? One popular financial piece says they are. Plus, in our second headline we're looking at what's going on with the fiduciary rule. Is it dead...or could new rules be on the horizon? Then, after a small break for Doug's trivia we'll throw out the Haven Life Line to Jenny, who wants to know what type of investments she should use to live on before the normal retirement age. Similarly, in our letters segment, Andrew and his wife want to retire by 55. What should they be doing to make that happen? Thanks to Emperor Investments for supporting Stacking Benjamins. Go to emperorinvests.com/sb and select "Stacking Benjamins podcast" when asked how you heard about the show. Thanks to Stamps.com for supporting Stacking Benjamins. For a 4 week trial (that includes a digital scale and postage) go to Stamps.com, click on the microphone at the top of the homepage, and enter SB. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	DelSugger Monday events, their biggest sale of the year, shop limited time deals on laptops like the stylish innovative XBS 13 engineered to do it all on the Intel Evo platform.
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0:21.2	that's Dell.com slash deals.
0:24.3	Hi I'm Mitchell Walker and when I'm not teaching people how to find hidden money
0:31.8	I'm out stacking Benjamin's.
0:33.4	Live from Joe's mom's basement.
0:38.8	Live from Joe's mom's basement,
0:41.2	it's the Stacking Benjamin Show.
0:43.2	I'm Joe's mom's neighbor,
0:44.2	and on today's show a recent study shows that Americans have trouble sticking to the plan.
0:59.0	Speaking of that, did I ever tell you at that time I wrote a donkey in Utah to that...
1:05.0	Alright, fine, I'll stick to this script.
1:07.4	No need to yell.
1:09.6	Where was that?
1:10.8	Yada yada yada, yada, yada, stick to the plan okay all right yeah Americans have trouble sticking to the plan
1:17.4	Here to help us with tips to stay on track and grab our big money goals. We welcome New York Times best-selling author,
1:24.6	Nicole Lappin. Plus, in headlines, one publication touts a new investment that the
1:29.8	author says is better than bonds. True? We'll share more. We'll also throw out the
1:35.3	Haven lifeline to Jenny who worries that all of her money is locked up in her house
1:39.7	and retirement accounts. How can she retire early when money's so hard to access?
1:45.0	And of course, don't forget the best part of the show.
	...

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