Nov 17, 2015
Joe's note: On this show we're starting to realize that having guests on the roundtable is a lot of fun and mixes it up a little.
Original show notes: PK is gettin' cray-zee with some diversification stats, Paula Pant from Afford Anything helps our roundtable talk tiny houses, while OG and I give you the Top 5 Tips to...
Nov 16, 2015
On this rewind show from mid 2014: #1 rated financial advisor (according to Barron's), radio host and author Ric Edelman joins us to discuss the Truth About Retirement Plans and IRAs.
Joe & OG tackle what to do when your advisor changes firms....should you stay or go? We talk long term care costs and also the TIAA-CREF...
Nov 14, 2015
We give you a rare peek into the making of Stacking Benjamins. How much do we talk about the show? Here's one of many discussions we'll have about strategy during a week.
Nov 13, 2015
We round out open enrollment week with a lively discussion on health insurance, new retirement plan guidelines in the USA, AND robo annuities. Apparently, the robo crazy has reached the annuity business. Is this a good thing?
Cameron Huddleston from GoBankingRates.com and Deacon Hayes from the Well Kept Wallet join Len...
Nov 11, 2015
What fees are hidden in your 401k plan? David Ramirez from ForUsAll joins us in the basement to talk finding retirement plan fees, creating better education plans, and the future of retirement plans.
There's tons more! Cece from the lifeguard stand tells us about taking control and changing her income. Joe & OG share...