Yeah, you’re excited about saving, but how do you get someone else to take the plunge? Today’s guest, Gene Natali, says that the answer might not be what you expect, and he should know. He co-authored the book The Missing Semester about personal financial education in the classroom, and he’s BACK on the Stacking Benjamins show to share how to get ANYONE started in the right direction with their money.
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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Show Notes:
<> Open
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<4:40> Headlines
- Report Suggests Fee Compression ‘Much Ado About Nothing’ (Napa-Net)
- Sorry, Stock Pickers: History Shows You Underperform in Bad Markets, Too (WSJ)
<14:38> Gene Natali – Convincing Kids To Start Saving Early – The Key
Check out Gene’s site: TheMissingSemester.com
Order “The Missing Semester”:
<35:17>Doug’s Trivia
- Which movie character revived the martini?
<39:36> 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.
<> 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 financials plan? Use this link to schedule a meeting with OG: StackingBenjamins.com/OG
<> Join us Wednesday
Greg Powell, author of “Better, Richer, Fuller” is making a visit to the basement. Mom’s excited!
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