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Stacking Benjamins: Earn, Save, and Spend Money With a Plan

Joe Saul-Sehy & OG discuss current finance trends, interview personalities and share the microphone with finance and non-finance people from across the nation...all from the comfort of Joe's parent's basement.
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Feb 13, 2017

Love is in the air this week, so we enlist the help of none other than Rachel Cruze to help you talk the languages of love, communication and money. Whether you're married, in a relationship, or think that you'll EVER have a partner you're working on with your money, today's show is just for you. Plus, nothing says romance like the words "Capitol Hill," so we talk about the fiduciary rule during our headline segment. Is it dead? Are companies that changed to support the rule going to revert back to their old practices? We have answers on both of those fronts.

Plus, we throw out the Haven Life line to Tyler, who wonders if his investment mix looks like it matches his goals. We answer a letter from Rob, who's switching brokers and his S&P 500 fund isn't allowed at the new brokerage firm. He's accumulated a fair amount of capital gains and doesn't want to pay the tax. Does he have any recourse? Of course, that's not all....Doug also brings home the trivia, and more.

Special thanks to  SoFi and Magnify Money for sponsoring our show!

Want show notes with ALL the links to today's podcast? Try here.

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