You’ve always known it: most of what people tell you about great work is a lie. Ideas such as company culture, work-life balance, and other truisms are all challenged today by bestselling business thinker, researcher and author Ashley Goodall. Today he joins us to flesh out what we really should be focusing on at work and how, whatever your role, you personally can make your work and your company better. If you spend a ton of time at work, why wouldn’t you want it to be something that not only pays the bills, but something that’s also fulfilling?
In our headlines segment, a new report from the Federal Reserve shows how Americans are faring with their retirement savings. Finances seem to be okay, but what’s the deal behind our thoughts on retirement savings? We’ll share details. Plus, in our second headline, one survey is reporting that 60 percent of Americans don’t have a will. While most of us don’t have celebrity sized estates (such as the one we discussed Monday in our discussion on Tom Petty’s estate problems), not leaving a will behind could mean trouble for your family.
After we take a short break for Doug’s Superman-themed trivia, we’ll tackle a question from Erik who’s thinking about opening a SEP account. Can he keep investing into his Roth IRA and have something like a SEP? Are there better options Erik should be looking into?
And in out letters segment, we’ll open a letter from Sue, who wants our thoughts on having an index annuity with an annual reset. She already has a bit of savings and has a paid off home. Is it annuity a good idea?
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Show Notes:
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Thanks to MagnifyMoney.com for sponsoring Stacking Benjamins. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings.
Clear
Thanks to Clear for supporting Stacking Benjamins. Get your first two months of Clear for free by going to clearme.com/sb2019 and using promo code sb2019.
<3:27> Headlines
- Fed: Most Americans’ Finances OK, but Retirement Savings Lags for Many (NAPA)
- Three in five American adults do not have a will: survey (NY Post)
<21:12> Ashley Goodall

Trying to get you hands on Ashley’s book? You can do that AND support our show ordering through our Powell’s link: Nine Lies About Work
Would you rather order through Amazon? Click below:
Nine Lies About Work: A Freethinking Leader’s Guide to the Real World
<44:50> Doug’s Trivia
- What is the name of the comic book series that first introduced the world to Superman?
<49:55> Haven Life Line
- Turbotax suggested that Eric should open a SEP account. Can he do a Roth IRA plus something like a SEP? Or are there better options for him?
<55:51> Letter
Sue writes in asking about our thoughts on an index annuity. Check it out below:
What are your thoughts on index annuity with annual reset? And yes, I attended a dinner/pitch.
I’m 63. I Have about 1.3 million w/some in thrift savings and rest in IRAs. I have a paid for home, ETFs, CDs, savings and checking accts. Still working (gov’t) with salary of $130,000.
I would like to retire at about 65. I think I should roll over some money from thrift, but to where?
Love the show….thanks!
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