![]() What a rare look we bring you today "behind the curtain." Credit unions are owned by members and serve (in most cases) a community of people. Plus, stick around for Doug's constructive trivia question! Will Len extend his stranglehold on the lead? Will Paula demonstrate that she deserves to remain squarely not-in-last-place? Will Stephanie do OG a solid and lift him out of the sole cellar-dweller spot? We also dive deeper into actionable best practices for Stackers who are just starting out by addressing the question of how to be aggressive without overdoing it on the risk. Also, we're happy to welcome back our friends who are ready to talk retirement at the drop of a hat, Paula Pant and Len Penzo. How does using your retirement plan as a path to a cool million sound to you? Are the existing tools that are currently available to most of us enough to get us there, or do changes need to be made to update the rules around what investments are accessible to the masses? Joining us to tackle this important issue, we welcome Stephanie McCullough from the Take Back Retirement podcast. We'll dive into that AND into Doug's delicious trivia question.and maybe even more (of course)! We'll share more diversification tips with today's Haven Life line caller, who wants to know how exactly the efficient frontier works. What does that mean to you and your investments? We'll share.īut that's not all. It seems that a couple of your favorite indexes are in the process of rebalancing. In our TikTok minute we present an experience that many in relationships can relate to.it seems like possibly a great use of money! You'll hear exactly what magic this TikTok'er is suggesting just before we dive into our headline about index funds. We'll chat about other legislation working through Congress, how to think about repayment options, and what to do if you can't repay your debt. That's why we invited debt expert Leslie Tayne to the basement to help you create a plan to change your budget, crush your student loans, and get on with your life. If you have student loans, interest begins again in September and payments resume in October. Plus, we'll throw out the Have Life line to a lucky caller AND we'll also dish out some of Doug's delectable trivia. How do good advisors help you rein it in? We'll share some of the best practices one piece has to share and add in our own. By the end of the episode, you'll have a much better idea whether the team you've hired or are looking to hire is up to the task of helping you make better decisions.īefore that, we dive into a headline about investors who are too bullish. So today we give you our top five clues that your advisor might not be right for you. Besides charging different fees and performing vastly different services, some just aren't very good at their job. Visit /adchoicesĪdvisors aren't all created equal. Plus, stick around for Doug who tries to lift our spirits by bringing some bubbly trivia.ĭeeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at In the second part of the show, sponsored by, we put our money nerd hats on and talk about how we'd invest a huge sum of money. Have you made a plan of what you would do if/when you come into a big sum of Benjamins? Let us know in our Facebook group, The Basement! The disappointing part of this story is that she plans to spend it all on a combination of home improvements and splurge on a big family vacation, with no mention of anything being saved or invested. Paula Pant the man who probably has the winner's phone number on speed dial, Len Penzo and the CFP extraordinaire who may or may not have worked with lottery winners in the past (but he won't tell us), OG! Then we hear a heartwarming story of another winner who fulfilled his promise that he had jokingly made with his stepdaughter by letting her know that unfortunately, she would have to start paying her phone bill - as a result of her reaping the $200,000 prize. Joining us today is a lady who knows a little something about managing money efficiently. ![]() In today's roundtable, we dream the same dream that millions of lottery ticket buyers dream week in and week out: what would you do if you pick the right six numbers in the correct sequence? Beyond the lottery, how do you effectively manage any lump sum of Benjamins that may appear in your account? Our elite 3 roundtable panelists dive into the deep end when it comes to taxes, inheritance, and expected/unexpected windfalls. ![]()
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