If you’re building you budget, why not build for greatness? Sarah Li Cain has a different kind of budget…one that fits that person who isn’t a big fan of spreadsheets and managing every penny. How does it work? She’ll explain today.Plus, we’ll share headlines about new investments with a “performance guarantee,” throw out the Haven Life line to Thomas, who has a question about risk, and answer a letter from Donna, who wonders if she should pay off her car.
Special thanks to SoFi and Magnify Money for sponsoring our show!
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Show Notes:
<> Open
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<4:51>Headlines
- Impact Investing Portfolios that come with a performance guarantee (Investment News)
- David Seigel, CEO of Investopedia, calls into the show to talk about startling retirement numbers.
<19:20> Sarah Li Cain
Check out Sarah’s site: HighFivingDollars.com
Say hi to Sarah on Twitter: @sarahlicain
Read Sarah’s book:
<>Doug’s Trivia
- According to CNBC, how many families lost their homes to foreclosure in 2008 during the height of the housing crisis?
Need help with your financial plan? Use this link to schedule a meeting with OG: StackingBenjamins.com/OG
<40:19> 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.
- Thomas – How does market capitalization play a part in risk/reward tolerance and diversification?
<> A Letter From the Mailbag
- Donna wants to know if she should keep her nest egg, or pay off a car loan.
Need help with your financial plan? Use this link to schedule a meeting with OG: StackingBenjamins.com/OG
<> Join us Friday
We’ll not only have a great roundtable, but we’ll also have Self Lender during our FreshBooks FinTech segment.
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