Are you committed to saving, but can’t seem to get other people around you on board? It can be frustrating once investing for the future has clicked in your head, but not for the people you care about. Gene Natali, co-author of The Missing Semester, shared some great information with us on how to get anyone interested in saving for the future and we’re revisiting that interview today. You can read our original show notes below:
In our headlines segment, we talk about financial advisory fees. Are they going down? A recent report has details on where that ship is headed. Also, we’ll talk about the age-old active vs. passive management debate. Do active managers hold a candle to passive? Does it matter? Then we throw out the Haven Life line to Dan, who asks about EE bonds. Are these bonds a great way to protect against deflation? We’ll also answer a letter from Todd, who has some extra money and wants to know how to invest it…other than in sending it to his favorite podcasters (#disappointing).
It’s National Martini Day, so Doug’s pouring drinks down in the basement and we’re all invited over. Come join us!
Special thanks to M1Finance for sponsoring our show! We couldn’t do any of this without the support of some pretty awesome companies.
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- Report Suggests Fee Compression ‘Much Ado About Nothing’ (Napa-Net)
- Sorry, Stock Pickers: History Shows You Underperform in Bad Markets, Too (WSJ)
<15:51> Gene Natali – Convincing Kids To Start Saving Early – The Key
Check out Gene’s site: TheMissingSemester.com
- Which movie character revived the martini?
<40:53> Haven Life Line
Need life insurance? You could be insured in 20 minutes or less and build your family’s safety net for the future. Use StackingBenjamins.com/HavenLife to calculate how much you need and apply.
- Dan has a question about EE and I bonds regarding deflation and inflation.
<48:33> A Letter From the Mailbag
- Todd currently owns a business set up as an “S’ Corp. He is looking for advice on what to do with some extra money: build an emergency fund, play the stock game, or pay it into the kids college tuition?
Need help with your financial plan? Use this link to schedule a meeting with OG: StackingBenjamins.com/OG
<> Join us Friday
We’re finishing off our Rewind week by answering the question we’ve all been wondering for years now: what should we do when the bull market finally ends? This old-school episode will feature Paula Pant, Len Penzo, and long-time listeners will recognize this name: Greg McFarlane!